Forget Nebius. CoreWeave Has a New Competitor. And It's Not Another AI Cloud Company.
This tech company is building enormous AI computing capacity and is increasingly making it available to external customers.
Yahoo2 days agoCRWV
Sam Altman Flags 'First Signs' of a Bubble: Neoclouds on Watch
OpenAI's Sam Altman warns the AI infrastructure boom may be unsustainable, putting speculative neoclouds plays at risk.
Benzinga2 days agoCRWV
IREN: AI Pivot Is Finally Gaining Real Traction Now (Upgrade)
IREN Limited is upgraded to a Buy, as valuations have normalized, finding robust support at the $35 level. Read more on IREN stock here.
SeekingAlpha2 days agoCRWV
Why CoreWeave Stock Gained 18% in August
A strong earnings report and a broader tailwind in AI helped lift CoreWeave last month.
Yahoo2 days agoCRWV
NBIS, IREN, CRWV At Risk? OpenAI Co-Founder Warns AI Agents Could Turn Neoclouds Into Cybersecurity Targets — Palo Alto CEO Offers Fix
AI’s rise is putting neocloud cybersecurity in focus.
Yahoo2 days agoCRWV
CoreWeave (CRWV) Stock May Be Cheap On Sales Yet Weak On Broader Checks
CoreWeave stock has climbed 18.3% over the past month, yet its low overall value score and an earnings multiple profile that screens as undervalued leave investors weighing how much of the AI cloud story is already reflected in the price. The 18.3% gain over the past month shows renewed interest in CoreWeave, which can make short term entries and exits more sensitive to shifts in sentiment. The multibillion dollar Hudson River Trading agreement and a growing set of AI infrastructure...
Yahoo2 days agoCRWV
CoreWeave Offers So Much at $85
CoreWeave has shed nearly $70 from its May peak and now carries a $104 billion revenue backlog against a debt load that makes bears nervous. Whether the $85 price level is a gift or a trap depends on three catalysts now taking shape.
Yahoo2 days agoCRWV
Nvidia-Backed Anthropic Inks $35 Billion Deal—Just Don’t Call It ‘Circular Financing’
Nvidia stock was edging down early Tuesday as investors assess its role in the latest AI cloud-computing deal with Anthropic.
Yahoo2 days agoCRWV
APLD's Hyperscaler Concentration Grows: Are Revenues at Risk?
Applied Digital has $36B in contracted lease revenues, but $20B tied to one hyperscaler heightens concentration risk despite long-term safeguards.
Yahoo2 days agoCRWV
IREN's CapEx Plan Accelerates: Can Funding Keep Up With Expansion?
IREN plans $25B-$30B in CapEx for its AI cloud expansion, backed by $14B in existing funding and a push for more GPU financing and prepayments.
Yahoo2 days agoCRWV
Nebius vs. CoreWeave: Which Is the Better Artificial Intelligence (AI) Infrastructure Stock to Buy Right Now
The booming demand for dedicated AI data centers is fueling tremendous growth for these two companies.
Yahoo3 days agoCRWV
Nvidia’s Latest Deal Is Even More Confusing Than Usual—Just Don’t Call It ‘Circular Financing’
Nvidia stock was edging down early Tuesday as investors assess its role in the latest AI cloud-computing deal with Anthropic.
Yahoo3 days agoCRWV
Dell Beat Last Quarter's EPS Estimate by 65% — Can It Repeat That Next Time?
Dell Technologies shares are in focus Thursday with earnings due, analyst activity, 200‑day average nearly 95% above trend and Edge Rankings.
Benzinga8 days agoCRWV
CoreWeave's Hidden GPU Economics
CoreWeave, Inc.âs $104B backlog, surging inference ARR, and higher GPU pricing boost margins and valuation. Click for this CRWV stock update.
SeekingAlpha9 days agoCRWV
CoreWeave: AI Demand Outstrips Supply, Yet The Stock Isn't A Buy
CoreWeave is tightly leveraged to Nvidia's AI compute cycle, with Q2 revenue up 112% and backlog at $104B. Learn more about CRWV stock here.
SeekingAlpha9 days agoCRWV
CoreWeave Stock Edges Lower: What's Happening?
CoreWeave stock is trading slightly lower Wednesday morning following a 25% gain over the past month driven by strong second-quarter earnings. Here's what investors need to know.
Benzinga9 days agoCRWV
Evercore: META Could Surge Over 50% on $22B AI Opportunity
Evercore sees Meta climbing over 50% as excess AI compute could add $22 billion in annual revenue. Prediction markets weigh in.
Benzinga10 days agoCRWV
CoreWeave's Economics Are Finally Starting To Work
At the end of Q2 CoreWeave had 1.5 GW of active power with almost 500 MW deployed during the quarter. Read more on CRWV stock here.
SeekingAlpha13 days agoCRWV
Neoclouds Shine in AI Build Out
Neoclouds -- companies that buy and rent out GPUs for AI -- are seeing incredible demand for the assets they’re building.
Yahoo13 days agoCRWV
Trump Says AI Data Centers Need ‘A Little Public Relations Help’ as States Push Back on New Projects
President Donald Trump said Wednesday that data centers could use "a little public relations help" as opposition to new AI infrastructure projects grows across the U.S. Trump made the remarks during a White House event with cryptocurrency executives and technology...
Yahoo13 days agoCRWV
Goldman Sachs Maintains Neutral on CoreWeave, Raises Price Target to $139
Goldman Sachs analyst Kash Rangan maintains CoreWeave (NASDAQ:CRWV) with a Neutral and raises the price target from $121 to $139.
Benzinga14 days agoCRWV
CoreWeave: A Highly Leveraged Model That Will Not Survive Shifting Market Conditions
CoreWeave (CRWV) Q2 2026 results: $2.5B revenue, 60%+ marginâbut $27.5B debt and solvency risks.
SeekingAlpha14 days agoCRWV
CoreWeave: Strong Buy, But Debt And Dilution Risk Is Real
CoreWeave (CRWV) is upgraded to Strong Buy, with a $110â$151 price target, reflecting robust growth but significant financing risk.
SeekingAlpha15 days agoCRWV
CoreWeave Signs Agreement With Hudson River Trading Over CoreWeave's AI Cloud Platform
CoreWeave, Inc. (Nasdaq: CRWV), The Essential Cloud for AI™, today announced a multi-year agreement with Hudson River Trading (HRT), one of the world's leading quantitative trading firms. Through the partnership,
Benzinga15 days agoCRWV
Trump Says AI Data Centers Need ‘A Little Public Relations Help’ as States Push Back on New Projects
Trump defends data centers as states tighten rules and communities push back over AI infrastructure.
Benzinga15 days agoCRWV
Nebius: Strong Momentum And Short Covering At Work
SeekingAlpha20 days agoCRWV
What Moved Markets This Week
SeekingAlpha20 days agoCRWV
The Neoclouds Are A Trade, Not An Investment
Explosive Q2 growth at Nebius (NBIS) and CoreWeaveâbut debt and depreciation raise long-term risk.
SeekingAlpha21 days agoCRWV
10 Information Technology Stocks With Whale Alerts In Today’s Session
This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner. Traders often
Benzinga21 days agoCRWV
CoreWeave: Irrational AI CapEx Fear Leads To Golden Investment Opportunity
SeekingAlpha21 days agoCRWV
CoreWeave’s $39 billion AI bet says something bigger is happening
For most of the artificial intelligence boom, Wall Street has fretted that tech companies would one day build too many data centers, buy too many processors, and spend more money than artificial intelligence can reasonably earn back. CoreWeave (CRWV) just gave investors the opposite problem. The AI ...
Yahoo21 days agoCRWV
CoreWeave Is Winning On Price And Racing Its Own Interest Bill
What changed against expectations was pricing power rather than the revenue line, and the open question is how fast scale turns into margin against the cost of the debt behind the build.
Yahoo21 days agoCRWV
Neoclouds CRWV & NBIS Soar (Why they have room to run)
CoreWeave and Nebius Group's results illustrate that purpose-built AI infrastructure is the engine of the AI supercycle.
Yahoo21 days agoCRWV
Why Nebius and CoreWeave Stocks Look Poised for More Gains
Nebius and CoreWeave stocks are flashing bullish technical signals as technology shares rebound, with the charts pointing to potentially significant gains by year-end.
Yahoo21 days agoCRWV
Coreweave Rallies on Upbeat Q2 Results. How to Trade CRWV Stock Here.
The company more than doubled revenues and narrowed losses in the quarter.
Yahoo21 days agoCRWV
Get insights into the top gainers and losers of Tuesday's after-hours session.
Wondering what's happening in today's after-hours session? Stay tuned for the latest updates on stock movements.
ChartMill23 days agoCRWV
CoreWeave, Inc. (CRWV) Q2 2026 Earnings Call Transcript
CoreWeave, Inc. (CRWV) Q2 2026 Earnings Call August 11, 2026 5:00 PM EDTCompany ParticipantsMichael Intrator - Co-founder, President, CEO &...
SeekingAlpha23 days agoCRWV
CoreWeave, Inc. 2026 Q2 - Results - Earnings Call Presentation
2026-08-11. The following slide deck was published by CoreWeave, Inc.
SeekingAlpha23 days agoCRWV
Nvidia's Big Deal Expands The AI Horizon Once Again (Rating Upgrade)
Nvidia is spearheading a $500B compute financing platform with major financiers, marking a next step in infrastructure finance. Click for more on NVDA stock.
SeekingAlpha24 days agoCRWV
10 Information Technology Stocks Whale Activity In Today’s Session
This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner. Traders will
Benzinga24 days agoCRWV
Jim Cramer Picks CoreWeave (CRWV) as the Better Buy Over IREN
When a caller asked about IREN Limited (NASDAQ:IREN) during the lightning round of the August 6 episode of Mad Money, Jim Cramer remarked, “If you like IREN… you got to go buy CoreWeave. CoreWeave is cheaper and better, okay?” Capital Models and Historical Commentary Examining past Mad Money commentary clarifies how these strategies evolved. On […]
Yahoo24 days agoCRWV
CoreWeave Investors Face a Growing Problem
Investors want proof that massive demand can produce cash flow
Yahoo24 days agoCRWV
Earnings live updates: Plug Power stock jumps on improving margins, raised revenue guidance
The second quarter earnings season is beginning to wind down, with nearly 90% of S&P 500 (^GSPC) companies having already reported.
Yahoo24 days agoCRWV
Cathie Wood Invests $36.9 Million in Surging Stock
Fresh buying reveals where Wood sees better risk-reward
Yahoo24 days agoCRWV
CoreWeave Closes $2.6 Billion Loan Facility, Expanding Financing Flexibility for AI Infrastructure
LIVINGSTON, N.J., August 10, 2026--CoreWeave, Inc. (Nasdaq: CRWV), The Essential Cloud for AI™, today announced it has closed its $2.6 billion delayed draw term loan facility ("DDTL 5.5 Facility"), supporting the continued expansion of its AI cloud platform and committed customer deployments.
Yahoo24 days agoCRWV
CoreWeave's AI Boom Faces a Debt Test
CoreWeave reports second-quarter results Aug. 11.
Yahoo24 days agoCRWV
CoreWeave to report second quarter results amid spending, margin concerns
CoreWeave will report its second quarter earnings after the bell Tuesday.
Yahoo24 days agoCRWV