Rothschild & Co

We've also got some analysis on why Neoclouds are seeing unprecedented appetite for their compute.

To kick off the show, a note from Rothschild & Co. Redburn on why it thinks that Iron is the better buy than CoreWeave and Nebius.

That's right, little brother growing up fast according to the Rothschilds there.

We have that for our opening story.

Yep.

One of the world's largest independent advisory firms just said that Iron's a better investment than rivals Neoclouds, CoreWeave and Nebius.

This is Rothschild & Co. Redburn.

They initiated coverage on Neoclouds, and they assigned Iron a hold rating with a $40 price target while also giving sell ratings to CoreWeave and Nebius.

That's from rising feed costs, stock up about a percent and a half there.

Elsewhere, Southwest getting a boost today after Rothschild & Co. upgraded the stock to neutral.

Analysts there citing the company's revenue-generating potential, saying it's in the best position to build capacity amongst the major airlines.

Stock up about 2% and around 5% for the week.

And he lawyers up and hires Wilbur Roth, who is the guy he used in his first administration as Secretary of Commerce.

But back then, he was a bankruptcy attorney at Rothschild & Company, and he was pretty well known as one of the largest defenders of the creditors, of the people who were in default and heading to bankruptcy.

He had presided over the largest bankruptcy in the United States at the time, which was LTV Steel.

It was a very large steel company.

But that does make the bond market that much more powerful.

And a lot of the stuff that he did and he encouraged, like he encouraged many of those changes that led to the disaster of Poirier and a big panic in 1825, though I should say the Rothschild Bank knew things were going crazy and weren't involved at all.

But you can see these excesses come and go.

Same thing with junk bonds, right? Mike Milken, I think maybe still to this day, is underrated as a financial pioneer and just an incredible...

[intro music] Welcome to Perspectives from Rothschild & Co.

My name is Laura Kunlin, and for today's edition, I'm joined by our global investment strategists, Kevin Gardner and Victor Valfo.

Welcome back, Kevin and Victor.

Kevin, Victor, thank you very much, and thank you to everyone listening.

Until next time.

Please note, this audio content is produced by Rothschild & Co for information purposes only, and any reliance on the information provided in it is done at your own risk.

This content should only be used or reproduced with the express written permission of Rothschild & Co.

The podcast is not provided as a solicitation, recommendation, or invitation to buy or sell any security, fund, or any other banking or investment product.