Logan Gilland says CoreWeave's (CRWV) "pretty sizeable pullback" comes after a big run-up into earnings. He and Todd Stankiewicz discuss the profitability question facing AI companies that spend greatly and rely on debt financing to buoy their businesses. They both note CRWV's partnerships with major AI players, including a more diverse client base outside of Microsoft (MSFT). Todd points to credit spreads as another area to watch for CRWV moving forward.