CoreWeave, Inc. (CRWV)
NASDAQ (NGS) NASDAQ (NGS) Primary 
Jim Cramer says he is blown away by the growth of Coreweave, and here are the top 5 reasons why
Key Points in This Article: CoreWeave's (CRWV) explosive growth and AI infrastructure leadership have driven a 313% stock surge since its March IPO, capturing investor enthusiasm.
Half of $7.5 Billion Magnetar Financial Is In an AI Stock Up 300% in 2025
Key Points in This Article: CoreWeave's (CRWV) 300% stock surge since its March IPO highlights its role as a leading AI cloud-computing provider, attracting significant investments from billionaire hedge fund managers.
Why CoreWeave Stock Plummeted This Week
Despite strong gains for the broader market, CoreWeave (CRWV 1.22%) stock closed out this week's trading down by double digits. The artificial intelligence (AI) specialist's share price fell 12.8% over the stretch.
Can CoreWeave Turn Weights & Biases Into a Competitive Advantage?
CRWV's Weights & Biases acquisition powers new AI tools and a unified platform, fueling its $5B revenue push.
CoreWeave Vs Nvidia: Which AI Stock is the Better Investment
Investors may be wondering if the hype for CoreWeave's stock is overdone or if the company is potentially a better AI investment than chip giant Nvidia.
Will CRWV's Platform Upgrades Help it Take the Lead in the AI Race?
CoreWeave unveils new AI cloud software suite and next-gen infrastructure to scale amid booming global AI demand.
Why We're Betting On Nebius Over CoreWeave In The AI Infrastructure Arms Race
CoreWeave and Nebius are two key players in the emerging GPU cloud industry. While CRWV has significant earnings headwinds and offers a more 'bare metal' approach, we think NBIS's clean balance sheet, solid outlook, and vertical product stack should produce outperformance. Trading at an extremely reasonable price, we think shares of NBIS look like a 'Strong Buy'.
CoreWeave Stock Pulls Back After Record High
CoreWeave Inc (NASDAQ:CRWV) was one of the busiest names in the options market over the past two weeks, with 3,289,913 calls and 1,123,775 puts exchanged.
CoreWeave Soars, Nebius Waits Its Turn
CoreWeave's thin float and marquee contracts fueled retail hype, while Nebius's broader float and quieter execution muted near-term investor sentiment. CoreWeave generated $982M in Q1 2025 revenue, while Nebius posted ~$55M, reflecting earlier-stage scale and smaller contract base. CoreWeave raised $2.6B equity and secured $12B in GPU-backed debt; Nebius holds $1.45B cash with minimal leverage.
CoreWeave: Aggressive Valuation
CoreWeave is riding a generative AI boom, with explosive revenue growth and strong demand for its AI-optimized Cloud infrastructure. Despite profitability and rapid scaling, CoreWeave's aggressive $20B+ CapEx plan will require significant debt, raising financial risk. CoreWeave has been able to ramp up its operating profitability as well as margins due to strong demand for GPU compute.
CoreWeave: Ride Higher Until Lock-Up Expiration
CoreWeave rebounded sharply post-IPO, alleviating initial fears about debt and customer concentration with strong Q1 results and surging AI demand. The AI hyperscaler has robust adjusted EBITDA supporting the company's ability to handle large debt loads, but capital needs remain high. A looming lock-up expiration, limited public float, and significant stock options/warrants could trigger heavy selling pressure in late September.
CoreWeave's Squeeze Isn't Over Yet
CoreWeave has surged 340% since its March 27 IPO, with short interest still high at ~32% and borrow rates peaking at 343%. Roughly 83.7% of shares are under a 180-day lock-up expiring in late September, posing a potential insider supply overhang. Q2 earnings in early August could trigger early lock-up sales if share conditions are met, adding near-term volatility risk.
