CoreWeave, Inc. Class A Common Stock (CRWV)

Wall Street Loves Broadcom, Nvidia and CoreWeave

Goldman Sachs reiterated its buy rating on NVDA with a price target of $240 from $210 ahead of earnings, as well.

Two Seas Capital Comments on Outcome of Special Meeting of Core Scientific Shareholders

Appreciates Shareholders' Thoughtful Consideration and Reiterates Enthusiasm About Company's Future Prospects NEW YORK , Oct. 30, 2025 /PRNewswire/ -- Two Seas Capital LP ("Two Seas" or "we"), an alternative investment management firm and one of the largest shareholders of Core Scientific, Inc. ("Core Scientific" or the "Company") (NASDAQ: CORZ), today commented on the outcome of the special meeting of shareholders (the "Special Meeting") that was held today in connection with the Company's proposed sale to CoreWeave, Inc. ("CoreWeave") (NASDAQ: CRWV). Sina Toussi, Founder and Chief Investment Officer of Two Seas, issued the following statement: "We thank our fellow shareholders for …

Core Scientific shareholders reject takeover offer from CoreWeave, merger deal ends

Core Scientific Inc on Thursday terminated its merger agreement with CoreWeave after Core Scientific shareholders voted against the proposal. In July, CoreWeave struck an agreement to acquire Core Scientific in an all-stock deal valued at $9 billion.

Core Scientific Deal With CoreWeave Terminated After Failing to Secure Shareholder Support

Core Scientific will remain public after it failed to secure the votes necessary to approve the $9 billion all-stock merger.

CoreWeave Comments on Core Scientific Stockholder Vote

LIVINGSTON, N.J.--(BUSINESS WIRE)--CoreWeave, Inc. (Nasdaq: CRWV), The Essential Cloud for AI™, today commented on the outcome of Core Scientific's Special Meeting of Stockholders, held to consider the proposal to adopt the Agreement and Plan of Merger (the “Agreement”) pursuant to which CoreWeave would acquire Core Scientific in an all-stock transaction. Based on preliminary results, the proposal did not receive the necessary approval from Core Scientific stockholders. As a result, the Agreeme.

CoreWeave Acquires Marimo to Unify the Generative AI Developer Workflow

LIVINGSTON, N.J. & REDWOOD CITY, Calif.--(BUSINESS WIRE)--CoreWeave, Inc. (Nasdaq: CRWV), The Essential Cloud for AI™, today announced a definitive agreement to acquire Marimo Inc., the creator of the open-source marimo notebook, an AI-native, reactive development environment for Python, purpose-built for AI and data workloads. CoreWeave is powering the creation and delivery of the intelligence that drives the next wave of AI innovation. As the first cloud built from the ground up for AI, CoreW.

CoreWeave and Nebius Are Solid Stocks to Bet on AI Infrastructure Explosion

The rise of the neocloud has really excited risk-taking AI investors who are comfortable with excess levels of volatility for a shot at bigger returns.

CoreWeave's Quiet Pullback, Massive Potential

Q3 will test whether CoreWeave can sustain its rapid momentum and operational execution pace. Revenue guidance stands at $1.26–$1.30 billion, reflecting continued strong demand across AI workloads. The proposed acquisition of Core Scientific adds 1.3 GW capacity, cuts $10 billion in lease costs, and boosts efficiency through vertical integration.

Why Stocks Are Set to Melt Up Despite Investor Fear

Despite investor fears, US stocks are primed to melt up into the historically strong fourth quarter. Easing trade fears, a Dovish Fed, and robust earnings are bullish tailwinds for stocks into year-end.

How Will CoreWeave's Data Center Push Power AI Innovation?

CRWV???s $6B Lancaster data center marks a bold step in its AI expansion, reinforced by deep ties with OpenAI and Meta.

Sell These 2 AI Stocks and Buy This One Instead

Why CoreWeave Stock Slipped This Week

CoreWeave's stock movements this past week were connected to the company's proposed buyout of Core Scientific. The proposed $9 billion buyout faces opposition from both CoreWeave and Core Scientific shareholders.

Meet the Exciting AI Stock That Has More Than Tripled This Year, and Which Nvidia Is Investing In

CoreWeave is Nvidia's largest investment. CoreWeave is providing AI-focused cloud computing infrastructure to its clients.

Undercovered Dozen: Antero Resources, Red Cat Holdings, CoreWeave And More

The Undercovered Dozen series spotlights 12 lesser-known stocks highlighted in recent Seeking Alpha articles. This week's edition covers articles published between October 17 and October 23, offering fresh investment ideas. The series aims to inspire discussion and help investors discover overlooked opportunities in the market.

Leading Proxy Advisory Firm Institutional Shareholder Services Recommends Core Scientific Shareholders Vote "AGAINST" Sale to CoreWeave on GOLD Proxy Card

ISS Highlights Numerous Concerns Regarding the Sale Process, Deal Structure and Valuation Agrees with Two Seas That the Board's Flawed Process Did Not Maximize Value for Shareholders NEW YORK , Oct. 21, 2025 /PRNewswire/ -- Two Seas Capital LP ("Two Seas" or "we"), an alternative investment management firm and one of the largest shareholders of Core Scientific, Inc. ("Core Scientific" or the "Company") (NASDAQ: CORZ), today applauded leading independent proxy advisory firm Institutional Shareholder Services Inc.'s ("ISS") recommendation that shareholders of Core Scientific vote " AGAINST " the Company's proposed sale to CoreWeave, Inc. ("CoreWeave") (NASDAQ: CRWV) on the terms …

CoreWeave CEO calls Core Scientific a 'nice to have' amid rising opposition to the acqusition

Shareholders are opposing CoreWeave's offer to buy Bitcoin miner and data center firm Core Scientific on the grounds that the deal price is too low. CoreWeave CEO Michael Intrator discusses the deal proposal.

Two Seas Capital Highlights Significant Value Upside for Core Scientific Shareholders If They Reject the Proposed Sale to CoreWeave

Issues Letter to Shareholders Citing Market Evidence Demonstrating the Proposed Transaction Substantially Undervalues Core Scientific Urges Shareholders to Vote AGAINST the Proposed Transaction on the GOLD Proxy Card NEW YORK , Oct. 17, 2025 /PRNewswire/ -- Two Seas Capital LP ("Two Seas" or "we"), an alternative investment management firm and one of the largest shareholders of Core Scientific, Inc. ("Core Scientific" or the "Company") (NASDAQ: CORZ), today issued a letter to shareholders in connection with its opposition to the Company's proposed sale to CoreWeave, Inc. ("CoreWeave") (NASDAQ: CRWV) on the terms announced on July 7, 2025. The full text of …

Data Center Boom Pushes Investors Toward Power

Laffer Tengler Investments CEO and CIO Nancy Tengler discusses the impact the flurry of recent data center announcements is having on her investment strategy and why she's focused on investments that address the grid and power needs. She joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”

CoreWeave Announces Partnership with Foundation Model Company Poolside to Deliver AI Cloud Services

LIVINGSTON, N.J.--(BUSINESS WIRE)--CoreWeave, Inc. (Nasdaq: CRWV), The Essential Cloud for AI, today announced a new partnership with Poolside, a foundation model company, to deliver advanced AI cloud services that support Poolside's mission to build artificial general intelligence and power the deployment of agents across the enterprise. Under the agreement, CoreWeave will provide a state-of-the-art cluster of NVIDIA GB300 NVL72 systems, including more than 40,000 GPUs. Separately, CoreWeave p.

Two Seas Capital Publishes Investor Presentation Describing Why It Opposes Core Scientific's Proposed Sale to CoreWeave

Highlights Transaction's Flawed Process, Deficient Structure and Inadequate Price Urges Shareholders to Vote AGAINST the Proposed Transaction NEW YORK , Oct. 13, 2025 /PRNewswire/ -- Two Seas Capital LP ("Two Seas" or "we"), an alternative investment management firm and the largest active shareholder of Core Scientific, Inc. ("Core Scientific" or the "Company") (NASDAQ: CORZ), today released an investor presentation, which was filed with the SEC on Friday, October 10, in connection with its opposition to the Company's proposed sale to CoreWeave, Inc. ("CoreWeave") (NASDAQ: CRWV) on the terms announced on July 7, 2025. The full presentation can be found HERE.

Applied Digital's CoreWeave Deal Just Became An $11 Billion AI Power Play

Applied Digital Corp (NASDAQ:APLD) has inked one of the biggest capacity expansions yet in the AI data center race.

Jim Cramer Is All in on These 3 Growth Stocks

Jim Cramer has often been seen as a figure with a “hit or miss” track record.

CoreWeave Launches First Publicly Available Serverless Reinforcement Learning Capability to Build Reliable AI Agents

LIVINGSTON, N.J.--(BUSINESS WIRE)--CoreWeave, Inc. (Nasdaq: CRWV), the AI Hyperscaler™, today announced the launch of Serverless RL, a fast and easy way to train AI agents using reinforcement learning (RL). The first publicly available fully managed RL capability, Serverless RL scales seamlessly to dozens of GPUs, requires only a Weights & Biases account and API key to get started, and delivers faster feedback loops with lower barriers to entry for developers. This new capability launches j.

CoreWeave Won't Change Its Bid for Core Scientific

CoreWeave doesn't plan to change its bid for Core Scientific, according to CoreWeave's CEO Michael Intrator. Intrator discusses compute demand and the company's M&A strategy with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.

Will Monolith AI Buyout Boost CoreWeave's Industrial Cloud Strategy?

CRWV's acquisition of Monolith AI boosts its industrial AI reach, merging simulation tech with its AI cloud to accelerate innovation and efficiency.

Will the $14.2B Meta Deal Give CoreWeave an Edge Over Competitors?

A $14.2 billion Meta deal positions CRWV as a major AI cloud contender, but rivals like Nebius and Microsoft keep the pressure high.

CoreWeave: Bears Are Wrong - This Is Not A Circular Economy, Reiterate Strong Buy

I believe CoreWeave's deal cadence, plus a $30.1B backlog (+86% yoy), materially derisks demand until the end of the decade. The GB300 ramp adds a near-term top-line catalyst for Q3 and Q4. OpenAI committed about $22.4B in 2025 for training next-gen models tied to the ~10 GW Stargate project. Meta signed a $14.2B capacity deal through 2031, with an extension clause. Nvidia placed a $6.3B initial services order and must buy any unsold capacity through 2032. With only 6% ownership and no majority stake, I see no artificial demand (circular economy).

3 Sizzling-Hot AI Stocks That Have Skyrocketed Over 120% This Year

What's the most exciting area to invest in right now? A good case can be made for artificial intelligence (AI).

CoreWeave's Valuation Soars on Meta Partnership, But Is It Overheating?

Few stocks are as directly exposed to artificial intelligence as CoreWeave (CRWV 0.69%). The AI cloud infrastructure company reinvented itself, transitioning from a crypto mining company by repurposing its GPUs to provide AI computing power to customers like Microsoft, Nvidia, and OpenAI.

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.