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A gauge for emerging-market stocks rose for a third day, led by Asian chipmakers, as strong CoreWeave sales and signs of demand for Anthropic’s planned IPO fueled optimism over AI spending. CoreWeave shares gain as much as 18%, in biggest jump since August, after the cloud-computing provider boosts its annual revenue forecast. Analysts said the results ease worries about the company’s financing, although concerns remain.

On today’s episode:

• Brody Ford, Bloomberg News Tech Reporter
• Bailey Lipschultz, Bloomberg News Senior IPO Reporter
• Jenny Rooke, Genoa Ventures Founder & Managing Director