Ahead of CoreWeave's (CRWV) earnings report, Cory Johnson joins The Watch List with his Tech Spotlight takeaways. He calls CRWV "such an interesting company." He underlines the fact that it is doing all of the right things on the surface for AI technology, but under the surface says there are questions about its loans, debt and borrowing practices. Cory later chimes in on the upcoming summit between President Trump and China's President Xi as it relates to the technology sector. Later, he addresses the massive move in Corning (GLW) following its deal with Nvidia (NVDA).
The Watch List
07 May 2026
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