CRWV - CoreWeave, Inc. Class A Common Stock
SpaceX's IPO filing is reshaping how investors value launch, satellite, and AI infrastructure companies including Rocket Lab, AST SpaceMobile, CoreWeave, Firefly Aerospace, and EchoStar.
Nebius Group (NBIS), CoreWeave (CRWV) and IREN Limited (IREN) rose on Thursday after Nvidia (NVDA) said rental prices for H100 GPUs continued climbing, undersco
CoreWeave (NASDAQ:CRWV) has whipsawed investors with triple-digit revenue growth, a $99 billion backlog, and one of the heaviest capex profiles in the cloud sector.
Core Scientific Inc. (NASDAQ: CORZ) stock is climbing on Thursday, maintaining strong bullish momentum.
CoreWeave (CRWV) stock surges; GF Securities' $162 Buy initiation and a $1.7 trillion neocloud AI market boom have ignited the GPU provider.
NBIS teams up with Bloom Energy to power its AI cloud with modular fuel cells, with the first 328 MW set to go live this year, replacing gas turbines.
Neocloud companies are reporting some of the best financial results this year as the artificial intelligence boom accelerates. Despite this, Wall Street traders are betting against some of the top names in the industry, like CoreWeave, Nebius, and IREN.
CoreWeave remains a Hold after Q1 2026 results, reflecting strong revenue growth but significant financial leverage risks. CRWV's Q1 revenue surged 112% YoY to $2.08B, with a contracted backlog of $99.4B, yet net loss reached $740M and adjusted operating margin fell to ~1%. Heavy CAPEX ($6.8B in Q1, $31-35B FY guidance) and rising interest payments (now 26% of revenue) highlight mounting debt-driven growth concerns.
Wall Street may be obsessing over Nvidia Corp‘s (NASDAQ:NVDA) next-generation Blackwell chips, but the company's partner, CoreWeave, Inc. (NASDAQ:CRWV), just hinted that an overlooked trade could be older GPUs.
Inside: five software stocks that map which businesses survive the AI Boom and which ones do not
CoreWeave, Inc. (CRWV) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
Investor Chamath Palihapitiya is calling out exploding compute demand and rising token prices. Yet the market may not be rewarding the companies positioned to solve the shortage.
CoreWeave added over $40 billion in backlog, pushing total contracted demand close to the $100 billion milestone. Financial services backlog approached $10 billion, while physical AI and robotics workloads surpassed $1 billion in commitments. Older Nvidia GPU fleets, including A100 and H100, remained sold out, with pricing actually increasing during Q1 2026.
CoreWeave, Inc. is up 40% since my Strong Buy call, but valuation now appears stretched, warranting a prudent exit. CRWV's revenue surged 112% YoY with a $99.4B backlog, yet high capital intensity and widening net losses raise sustainability concerns. Forward EV/sales is 120% above the sector median, and free cash flow remains deeply negative due to heavy capex and debt obligations.
CoreWeave (NASDAQ:CRWV) has raised over $20 billion in capital so far in 2026, a financing pace that now defines the investment debate around the AI infrastructure company.
Blackstone (NYSE:BX | BX Price Prediction) is committing $5 billion in equity capital to a new artificial intelligence cloud venture with Alphabet‘s (NASDAQ:GOOG) Google Cloud, according to a Wall Street Journal report.
Futures are pointing to a lower open for major indexes Tuesday as tech stocks remain under pressure; the 10-year Treasury yield hit its highest point in over a year; Home Depot reported better-than-expected revenue and profit, but its comparable store sales figure came in below Wall Street estimates; Alphabet is set to kick off its Google I/O event, with new AI features expected to be unveiled; and a data center joint venture between Google and Blackstone is pressuring cloud computing stocks this morning. Here's what you need to know today.
Shares of CoreWeave (CRWV) fell in Tuesday premarket trading after Google and Blackstone unveiled a major artificial intelligence cloud infrastructure partnership that investors viewed as a potential competitive threat to the fast-growing neocloud sector. CoreWeave stock dropped 4.3% in early trading alongside shares of Nebius Group as markets assessed the implications of the new joint venture, which will focus on delivering AI cloud services powered by Google's tensor processing units, or TPUs.
A new joint venture between Google and Blackstone looks to be putting some pressure on neocloud stocks.
The neocloud provider got a huge vote of confidence from the AI chipmaker in the first quarter.