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Companies To Watch: Is CoreWeave’s AI infrastructure bet paying off? episode artwork

EPISODE · Nov 12, 2025 · 10 MIN

Companies To Watch: Is CoreWeave’s AI infrastructure bet paying off?

from Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek · host MONEY FM 89.3

CoreWeave burst onto the scene in March 2025 and quickly crossed the US$100 mark on the back of a booming AI demand wave. But after a strong Q3, the stock is slipping thanks to guidance cuts and data-centre delays.  Dan Koh and Ryan Huang explore the upside, the cap-ex risks, and what investors should really be watching before buying into the hype.See omnystudio.com/listener for privacy information.

Episode metadata supplied by the publisher feed · Published Nov 12, 2025

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Companies To Watch: Is CoreWeave’s AI infrastructure bet paying off?

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