Exploring CoreWeave: An NVIDIA-Backed AI Play

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 11 June 2025

⏱️ 10 minutes

🔗️ Recording | iTunes | RSS

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Summary

Would you be interested in a stock that’s quadrupled in less than three months? (00:21) Anand Chokkavelu, Lou Whiteman, and Rick Munarriz discuss: - Chewy earnings - Hype Meter: CoreWeave - Sezzle vs. Shopify Companies discussed: CHWY, CRWV, SEZL, SHOP Host: Anand Chokkavelu Guests: Lou Whiteman, Rick Munarriz Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Are we talking about the hottest stock in the market?
0:07.9	Motley Fool Money starts now.
0:20.8	I'm on in Chalkable Blue, and I'm joined by two of my favorite fools, Lou Whiteman and Rick Minarez.
0:25.8	Today we're talking about a Shopify lawsuit lodged by another full favorite.
0:30.2	We'll bring out the hype meter on an Nvidia-related stock, and we'll pick today's most interesting earnings.
0:36.6	Before we dive into the rest of today's show,
0:38.8	here are a few headlines on our radar.
0:40.8	Inflation is still in check.
0:42.3	The latest CPI reading has inflation at 2.4%
0:45.4	with help from items like lower gas prices.
0:48.5	In inflation-adjacent news,
0:50.4	the details are always morphing,
0:52.3	but the China and U.S. trade talks are trending with a green arrow, we'll say.
0:56.8	OpenAI is adding Google Cloud to help power ChatGPT, a shift from exclusively using Microsoft Azure and a win for Google's cloud business.
1:05.9	So upgrade ChatGPT from an enemy to a frenemy, the chat GPT still threatens Google search business.
1:12.4	This week, Starbucks is hosting its annual leadership conference in Vegas as it keeps its
1:17.0	back to Starbucks aim of getting me my tall decaf Americano in four minutes or less.
1:24.1	On to earnings, we had a few notable ones from the full universe.
1:28.4	GitLab, Stitch Fix, and Chewy are all downsizeably today.
1:33.3	Lou, I'll give you the choice, which is the most interesting.
1:37.4	So we have a dog in our life, so my gaze naturally falls on Chewy.
1:41.6	And, you know, you're right, Chewy is down big. They're down about
	...

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