CoreWeave, Inc. (CRWV)
NASDAQ (NGS) NASDAQ (NGS) Primary 
CoreWeave CEO talks earnings 'blowout' and stock retreat
CoreWeave (CRWV) stock continues to fall on Thursday, extending the company's post-earnings nosedive. CoreWeave CEO Michael Intrator joins Market Catalysts with Julie Hyman to discuss the earnings print, the company's stock performance, artificial intelligence (AI) opportunities, the upcoming acquisition of Core Scientific (CORZ), and more.
CoreWeave: The First AI Bubble Domino Falls (Rating Downgrade)
CoreWeave's rapid revenue growth is overshadowed by persistent losses, heavy dilution, and unsustainable spending fueled by expensive, high-interest debt. The company's capital expenditures far exceed revenue, with more than $10 billion in debt and rising interest costs now surpassing $1 billion annually. Declining GPU rental prices and fierce competition from cloud giants like Microsoft, Google, and Amazon further limit CoreWeave's upside and margin potential.
CoreWeave's Stock Drop Sets Up A Risky But Tempting Trade
CoreWeave's Q2 showed strong revenue growth but missed EPS, and the looming lockup expiration is causing short-term selling pressure. Valuation has become more attractive after a significant price drop, and technicals suggest a potential bullish setup for a short-term trade. Risks remain high, especially with 83% of Class A shares potentially hitting the market after the lockup expiration.
CoreWeave's lockup is about to expire. What that could mean for the stock.
Corporate insiders will soon be able to unload shares, which could cause some selling pressure but also ultimately reduce volatility by increasing the stock's float.
CoreWeave Q2: Why I Changed From Bear To Bull
CoreWeave delivered 207% year-over-year revenue growth in Q2 and raised its FY 2025 outlook, amid surging AI-driven Data Center demand. The company's aggressive, debt-financed CapEx strategy supports rapid expansion, with a $30.1B revenue backlog and a major partnership with OpenAI providing support. Despite debt risks, CoreWeave's forward price-to-revenue ratio of 3.7X makes it one of the cheapest Data Center plays, versus rivals like Nebius.
CoreWeave Rode the AI Boom. Can It Pass a Crucial Test of Investor Enthusiasm?
The AI cloud operator has soared since its IPO, but a coming flood of shares following a disappointing report could shift the dynamic.
CoreWeave's Q2 Loss Narrows Y/Y, Revenues Up, Stock Down
CRWV posts narrower Q2 loss, record revenue surge of 207% on AI-cloud demand. It lifts 2025 revenue outlook amid major customer wins.
CoreWeave's stock is polarizing Wall Street. These are the big post-earnings debates.
Investor expectations for CoreWeave are high. Can the company continue justifying its stock price?
Wells Fargo's Michael Turrin: Investors are still calibrating what to expect from CoreWeave
Michael Turrin, Wells Fargo managing director and software analyst, joins CNBC's 'Money Mover' to discuss why he's raised his target on CoreWeave, his reaction to recent earnings, and much more.
CoreWeave Tanks 15% Despite AI Growth Surge. Time to Back Up the Truck?
Key Points in This Article: CoreWeave's (CRWV) Q2 revenue of $1.21 billion surpassed estimates, driven by AI demand.
CoreWeave Stock Drops as Nvidia-Backed Firm's Loss Exceeds Forecasts
CoreWeave (CRWV) shares dropped more than 10% Wednesday, a day after the Nvidia-backed provider of artificial intelligence (AI) computing reported a much larger-than-expected loss as costs skyrocketed.
CoreWeave stock slumps 14% on wider-than-expected loss ahead of lockup expiration
CoreWeave topped revenue estimates but posted a wider-than-expected second-quarter loss. The results come ahead of the company's post-IPO lock-up period, which is set to expire Thursday evening and could add volatility to shares.
