NYU Stern Kerschner Family Chair in Finance Education Aswath Damodaran discusses the AI investment cycle and says smaller companies like CoreWeave are in ‘danger territory’ when it comes to debt, but does not see a concern for larger companies. He speaks with Emily Graffeo and Romaine Bostick on...
Source: [Bloomberg Markets](https://www.bloomberg.com/news/videos/2026-07-28/-debt-can-be-a-real-issue-for-coreweave-says-damodaran-video)