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Barron's Streetwise

Coreweave's Tightrope Run

Barron's Streetwise

Barron's

Business

4.81.5K Ratings

🗓️ 6 June 2025

⏱️ 24 minutes

🧾️ Download transcript

Summary

After a muted IPO, the A.I. stock is soaring. Coreweave co-founder Brannin McBee breaks down the business. Barron's senior writer Adam Levine shares some points to consider.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

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0:09.0

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0:13.0

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0:17.0

Investing involves risk.

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0:22.9

visit herford funds.com to obtain a prospectus containing this and other information read it carefully

0:27.5

before investing alps distributors i think that's probably one of the more misunderstood things

0:34.0

about our business is people will look at our debt load and say, wow, that's a lot of

0:37.8

debt. But in reality, when we are entering CAPX, it is all success-based CAPX.

0:46.0

Hello and welcome to the Barron Streetwise podcast. I'm Jack Howe, and the voice you just heard

0:51.4

is Brannan McBee. He's the chief development officer at Corweave and one of the company's co-founders.

0:58.6

Corweave is a recent IPO and a big stock market gainer.

1:03.1

We'll learn about what the company does and we'll also hear from Barron's reporter Adam Levine.

1:09.3

He says Corweave is walking a tightrope. I think he means risky. He could

1:14.0

mean circusy. We'll find out. Next. Listening in is our audio producer, Alexis. Hi, Alexis.

1:25.3

Hey, Jack. There's no time. We're in an extreme hurry.

1:28.8

We've got these two conversations to get to. Nobody needs to hear me prattling on about CoreWeave and

1:34.0

setting up what the company does. We'll get to that in the conversation. It's an AI computing

1:38.5

company. They lease computing power to others. It's an IPO, came public at 40 bucks earlier this year.

1:46.2

It was recently about $160, so really an extreme stock market performer. And that's it, right?

1:54.3

The rest we're going to hear about from Brandon. He's going to make a case for the company.

...

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