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The Exchange

Bull Case for Coreweave, Putin Suggests Summit, and the Read on Retail 10/19/26

Montag, 19. Oktober 2026 · 44 min

MP3

Shownotes

The positive case for Coreweave, despite its debt raising some red flags. Atlantic Council CEO Fred Kempe says it’s been the worst 10 days for U.S-Ukraine relations as reports circulate that Russia’s Putin has proposed a summit with President Trump and China’s President Xi to end the Ukraine War. Plus, Morgan Stanley’s under-the-radar retail winners, including one housing adjacent name.

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