CoreWeave, Inc. Class A Common Stock (CRWV)

Why Shares of CoreWeave Are Soaring Today

Shares of cloud infrastructure player CoreWeave (CRWV 14.01%) were trading 15% higher as of 10:50 a.m. ET Tuesday.

CoreWeave surges as Meta extends cloud services agreement

CoreWeave Inc shares rose 11.5% to $136.95 premarket on Tuesday after the company disclosed a significant expansion of its cloud services relationship with Meta Platforms Inc (NASDAQ:META). The new order reinforces the position of the company as a key player in the rapidly expanding AI infrastructure market.

CoreWeave Stock Climbs on $14 Billion AI Cloud Computing Deal With Meta

Meta will pay the AI cloud company through December 2031, with the option to extend its commitment.

CoreWeave stock climbs 8% after company lands $14 billion deal with Meta

CoreWeave stock climbs 8% after company lands $14 billion deal with Meta

CoreWeave signs $14 billion AI deal with Meta, Bloomberg News reports

CoreWeave has signed a $14 billion deal with Meta to supply computing power, Bloomberg News reported on Tuesday.

CRWV vs. GOOGL: Which AI Infrastructure Stock is the Better Buy Now?

CRWV's explosive growth and OpenAI contracts face off against GOOGL's scale, diversification and financial strength in the AI infrastructure race.

Can CoreWeave's stock rise another 40%? A new bull makes the case.

CoreWeave has a lot of debt and a concentrated customer base, but Evercore ISI thinks the stock can keep gaining thanks to technological advantages and an improving interest-rate environment.

3 Reasons CoreWeave Could Be the Hottest AI Stock in Q4

Shares of CoreWeave Inc. NASDAQ: CRWV opened Thursday just under $128, aiming to add to the more than 50% in gains they've logged since the start of September. That kind of move would be considered impressive for most companies, but for CoreWeave, it feels like only the beginning.

CoreWeave: Your Smartest Way To Win Big From AI Scarcity

CoreWeave, Inc. is uniquely positioned to exploit the AI compute supply-demand imbalance, securing long-term contracts even before capacity comes online. Its proprietary, parallelized infrastructure and vertical integration create technical differentiation, pricing power, and client stickiness. Structural AI demand growth and recurring inference workloads provide a compounding, durable revenue base.

Can CoreWeave Sustain Its Impressive EBITDA Margin Performance?

CRWV's billion-dollar quarter and 62% EBITDA margin highlight strength, but soaring expenses and leverage raise pressure.

CoreWeave: Why I Went From Bear To Bull (Rating Upgrade)

CoreWeave, Inc. is positioned to capture surging demand as hyperscalers and enterprises ramp up AI spending. With Fed rate cuts underway, CRWV has room to refinance $11B+ of debt and improve its balance sheet. Technical indicators show bullish momentum, with CRWV price action breaking above key moving averages and strong support at $90.

CoreWeave's $30B Backlog Changes Everything

CoreWeave's $30.1B backlog equals nearly 6x projected FY 2025 revenue, ensuring multi-year contracted growth visibility and stability. Q2 FY 2025 backlog surged 86% YoY, doubling YTD from $15B, driven by hyperscale client expansions and OpenAI commitment. Long-term structured contracts reduce volatility, create sticky client relationships, and differentiate CoreWeave from spot-pricing, usage-based cloud competitors.

Will CoreWeave bears get burned? New Nvidia deals spark fresh optimism for the stock.

Nvidia and OpenAI's $100 billion partnership has one analyst upgrading CoreWeave's stock to a buy, arguing that the neocloud is set to capture a massive wave of new business.

CoreWeave: Another OpenAI Multibillion DollarDeal Likely

CoreWeave is positioned to benefit from OpenAI's massive capex plans to rent GPUs, supporting surging AI infrastructure demand. CRWV's management projects $20-23B in capex deployment by year-end and raised CY25 revenue expectations to ~$5.3B, signaling a major revenue ramp. Per recent reports, OpenAI's plans to spend ~$450B on GPU rentals over five years and joint projects with Nvidia further strengthen CRWV's growth outlook and backlog.

CoreWeave Stock: A Strong Buy In AI, Here's Why

CoreWeave is rated a "Strong Buy" with a $178.29 price target, driven by surging AI infrastructure demand and robust revenue growth. CRWV's revenues soared over 200% to $1.2 billion, but operating income declined due to scaling expenses and heavy investment in R&D and infrastructure. The $30.1 billion backlog and major OpenAI contract highlight growth opportunities, though customer concentration and capital needs pose risks.

CoreWeave CEO: Building AI infrastructure will require trillions in public-private investment

CoreWeave CEO Michael Intrator joins 'Squawk on the Street' to discuss the massive capital needs for AI infrastructure, how public-private partnerships can accelerate development, whether today's surge resembles the dot-com bubble, and what's next for CoreWeave as hyperscalers race to meet demand

CoreWeave: Don't Miss The Rebound (Rating Upgrade)

I'm upgrading CoreWeave (CRWV) to a tactical "Buy" after a 26% stock decline, as fundamentals and technicals suggest a major rebound is imminent. CRWV posted 207% YoY revenue growth, but an EPS miss created an attractive entry point for investors who are focused on long-term growth. The company's backlog doubled to $30.1 billion, while the strategic Core Scientific acquisition is set to significantly boost capacity, efficiency, and vertical integration.

Buy CoreWeave Stock, Analyst Says. There's No End in Sight to the AI Boom.

Hyperscalers could spend more on AI infrastructure than Wall Street anticipates, Raymond James says.

CoreWeave Rises 25% in a Month: Is There More Room for Growth?

CRWV surges 25% in a month on soaring AI demand, but steep capex and leverage cloud the outlook.

CRWV Upgrade Sees GPU Service Business Accelerating A.I. Trade

CoreWeave (CRWV) got an upgrade from JMP Securities as it sees its GPU-as-a-service business as a benefit in an evolving A.I. trade. Marley Kayden adds that its recent $6.3 billion contract with Nvidia (NVDA) offers another line of defense for the stock.

CoreWeave Vs. Oracle: Friend Or Foe In The AI Boom?

Oracle's fiscal Q1 earnings outperformance has reinforced the AI rally by reinforcing investor optimism over end-market demand for GPU compute. However, we believe Oracle's outperformance only magnifies CoreWeave's fundamental woes instead. This is expected to weaken durability in CoreWeave's recent Oracle-led rally. Meanwhile, Oracle will likely remain the outperformer, justified by its durable fundamentals and scalability, despite a higher valuation compared to CoreWeave.

CoreWeave Stock Pops on $6.3B Nvidia Deal

CoreWeave (CRWV) said Monday it has signed a $6.3 billion initial order with Nvidia (NVDA) with a condition that the AI chip star buys unsold capacity, sending shares in the cloud computing platform surging.

What CoreWeave's new $6.3 billion contract with Nvidia says about the AI trade

The deal offers some reassurance to CoreWeave investors in light of the company's heavy customer concentration and rampant competition for cloud offerings.

CoreWeave's stock rallies on disclosure of $6.3 billion order from Nvidia

CoreWeave has secured an order worth at least $6.3 billion from Nvidia, an investor and key supplier. The new order adheres to a 2023 agreement, a copy of which CoreWeave will disclose the next time it reports financial results.

CoreWeave inks $6.3B cloud computing capacity order with Nvidia

CoreWeave revealed on Monday that it has signed a $6.3 billion initial order with Nvidia Corp (NASDAQ:NVDA, ETR:NVD), in which Nvidia will purchase CoreWeave's excess cloud computing capacity. The order, which requires Nvidia to purchase any unsold capacity through April 13, 2032, builds on an April 2023 agreement between the two companies, Reuters reported.

CoreWeave Stock Is Surging Again. Were the Critics Wrong to Bet Against It?

Nvidia Deal Sends CoreWeave Stock Higher—Skeptics See 90% Downside

CoreWeave, Inc. shares were in the spotlight on Monday due to a combination of an expanded deal with NVIDIA Corp. NVDA and a short report from Kerrisdale Capital. Let's dive in.

Can CoreWeave's Ventures Initiative Boost its AI Ecosystem Growth?

CRWV launches Ventures to fuel AI's next frontier, backing startups with funding, compute power and strategic support.

CoreWeave, Nvidia sign $6.3 billion order for cloud computing capacity

CoreWeave said on Monday it had signed a new order with Nvidia with an initial value of $6.3 billion, which guarantees that Nvidia will purchase any residual cloud capacity not sold to customers.

CoreWeave: AI Venture Arm Creates More Upside (Rating Upgrade)

CoreWeave, Inc.'s launch of an AI-focused venture arm and surging demand for GPU-as-a-Service signal strong future growth potential. CoreWeave trades at a compelling valuation discount (4.8X P/S) versus rivals like Nebius, offering attractive upside for AI/data center investors. The launch of CoreWeave Ventures could be an accelerant for growth in the firm's GPU-as-a-Service segment.