Lisa Martin joins The Watch List to examine CoreWeave's (CRWV) expanding role in the AI infrastructure ecosystem. Despite the drop after its latest earnings report, she still thinks it "is a good opportunity" for investors. Later, Lisa looks at the ride-sharing and delivery space citing AI ramp-ups for Uber (UBER), DoorDash (DASH), Lyft (LYFT) and Instacart (CART). On the broader AI trade, she calls Nvidia (NVDA) the "darling" of the space and highlights its partnerships among the tech sector.