Excel Finance ETF flow reports a net $1.2B inflow into US equity funds this week, indicating investor risk appetite. Prior similar inflow spikes have aligned with 2–4% index gains in ensuing weeks. Unlike traditional hyperscalers such as Amazon Web Services (AWS) or Microsoft Azure, CoreWeave belongs to the emerging category of neoclouds -- a new class of cloud providers designed to excel at one function above all else: delivering GPU compute power at scale. Instead of offering a broad suite of enterprise services, neoclouds specialize in rapid chip provisioning, building dense GPU clusters, and offering flexible pricing tailored to the needs of AI developers. On the future balance between Excel and integrated tech solutions, Fitzpatrick advised: "I would say continue to make the most of what Excel does well - custom reporting, data analysis and migrations - but keep an eye on what today's modern accounting applications are doing and be prepared to start letting the systems you invest in start to do more of the heavy lifting. Especially if you find yourself spending too much time reconciling spreadsheets, that's a sign it's time to look at more automated, integrated solutions. Keep Excel for quick wins and flexibility but lean on cloud or BI tools for the heavy lifting, collaboration, and accuracy." Excel Finance sector momentum data finds industrial stocks benefiting from increased infrastructure spending. The projected revenue uptick supports a 5% quarterly forecasted gain in key manufacturing names.
