Jefferies' Brent Thill: CoreWeave setback ‘shows you the danger of the AI trade'

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November 11, 2025
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Jefferies' Brent Thill: CoreWeave setback ‘shows you the danger of the AI trade'

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Core weaves Michael Intrader this morning with us on one of the company's thirdparty data centers. It's behind schedule. Stocks down about 14% after guidance did come in light. For more on the results, let's bring in Jeffrey's analyst Brent Th who cut his target to 155 today. Brent, good to see you. Thanks for the help today. Morning Carl. Uh what ... Read More

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