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

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.

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