CoreWeave leads AI infrastructure stocks poised to surge

from Trader Talk · host Yahoo Finance

CoreWeave (CRWV) is emerging as a significant force in the AI infrastructure boom. Michael Lee, founder of Michael Lee Strategy and former Morgan Stanley vice president, says Wall Street underestimates its growth potential. On this episode of Trader Talk, Kenny Polcari and Lee reveal why CoreWeave and other AI infrastructure stocks could deliver massive gains, how rising demand for compute power is reshaping the market, and why hedge funds may be underinvested. They also cover growth versus value strategies, risks from energy grid limits, and the sectors that benefit most as AI spending accelerates into 2026. Trader Talk with Kenny Polcari on Yahoo Finance delivers expert analysis and actionable insights. Drawing on decades of trading floor experience, we empower you to navigate market volatility and keep your portfolio from getting burned. Watch more episodes of Trader Talk at https://finance.yahoo.com/videos/series/trader-talk/. Thoughts? Questions? Fan mail? Please email us at [email protected]. Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.

NOW PLAYING

0:00 25:47

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

🚨SUNO Flips on Artist - Creators, this matters. 🎵🤖

Feb 8, 2026 ·4m

Mastering AI & Prompting

Jan 30, 2026 ·6m

The AI Realtor Prompt Vault

Dec 15, 2025 ·2m

🚨 AI NEWS ALERT — FAMILY, PAY ATTENTION! 🤖🔥 #aierik

Nov 30, 2025 ·5m

The Essential AI Awakening for Everyone

Oct 26, 2025 ·14m

🎙️ Missed Our First Podcast? #aierik #stayintunedpodcast

Oct 26, 2025 ·61m

Similar Podcasts

Humanizing Change Tremendousness Join us each episode as we talk with innovators in their respective fields about their unique journeys and how they humanize change in their own work, right here, on Humanizing Change. AI Erik's Podcast Audio Erik Conn The AI News Podcast where we talk AI. NEWMORROW SESSIONS - A PodCast Series on the Future of Hospitality Mario C. Bauer, Florian Schneider, Axel Weber & Dr. Tillman Bardt The Newmorrow PodCast is more than a podcast — it's a platform for open dialog on the future of our business, a platform for those building what doesn’t exist yet. Here, we share and embrace our passion for the hospitality industry, but we won’t romanticize the journey. We ask the tough questions, confront uncomfortable truths, and prepare for a future that resists easy answers. We believe that the tougher and wilder times become, the more openly, honestly and humanely people need to talk to each other and act together. We believe, openness, togetherness, and truthfulness should also be cornerstones of a professional community to develop our utopian idea of „open source“. This is a space where visionaries don’t just imagine the future — they wrestle with the paradoxes that shape it: success vs. happiness, data vs. instinct, stability vs. reinvention. Join leaders, entrepreneurs, and thinkers as they share not what made them — but what’s actively shaping them, now and next. So tune in La Canzone del Trader Stellare The Bitcoin Butcher From charts to blockchain, this song gets it! Listen now and feel the trading vibes!

Frequently Asked Questions

How long is this episode of Trader Talk?

This episode is 25 minutes long.

When was this Trader Talk episode published?

This episode was published on August 13, 2025.

What is this episode about?

Can I download this Trader Talk episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.

URL copied to clipboard!