CoreWeave Co-Founder and CEO Mike Intrator joins 'Mad Money' host Jim Cramer to talk the AI data center space, investing in the AI space, demand for CoreWeave's product and more.
Tech IPOs have proved popular recently and there could be a few more around the corner.
CoreWeave is experiencing explosive sales and EBITDA growth, driven by surging demand for AI cloud infrastructure and a strong partnership with Nvidia. Despite ongoing losses and heavy capital expenditures, CoreWeave's fundamentals remain resilient, with aggressive data center expansion supporting long-term growth prospects. The stock is currently undervalued relative to AI peers, trading at a 6.6x 2026e sales multiple, with potential upside to a 10x multiple and 50% return.
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.
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.
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.
CRWV's Weights & Biases acquisition powers new AI tools and a unified platform, fueling its $5B revenue push.
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.
CoreWeave unveils new AI cloud software suite and next-gen infrastructure to scale amid booming global AI demand.
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 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'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.