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CoreWeave (CRWV) is emerging as a major force in the AI infrastructure boom. Michael Lee, founder of Michael Lee Strategy and former Morgan Stanley vice president, says Wall Street is underestimating 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 caught underinvested. They also cover growth versus value strategies, risks from energy grid limits, and the sectors set to benefit most as AI spending accelerates into 2026.
Watch more episodes of Trader Talk here.
Trader Talk with Kenny Polcari on Yahoo Finance delivers expert analysis and actionable insights, empowering you to navigate market volatility and secure your financial future.
This podcast is for informational and educational purposes only. The information presented should not be construed as investment advice. The opinions shared are solely those of the host, Kenny Polcari, Chief Market Strategist for SlateStone Wealth, and the guests on the Podcast and do not reflect the investment advice or views of SlateStone Wealth.
All information provided is subject to change without notice, and while we use what we believe to be reliable sources, even the best can miss a play—kind of like your favorite sports analyst. The firm may or may not hold positions in the assets, strategies, or industries discussed, but this podcast is not designed to promote or enhance the performance or profitability of any investment.
We hope you enjoy the content as much as you enjoy the recipe.
Listeners should consult their own financial, legal, or tax advisers to determine whether any strategies or investments discussed are suitable for their specific situation.
For more information on SlateStone Wealth’s wealth management and investment services, please visit https://slatestone.com
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