CoreWeave, Inc. (CRWV)
Nebius And CoreWeave: This Selloff Makes No Sense
Meta Platforms, Inc. is evaluating entry into the cloud compute market, leveraging excess compute capacity to generate new revenue streams and offset soaring AI capex. Market fears over META's potential competition triggered sharp selloffs in Nebius and CoreWeave, despite their robust backlog growth and strategic customer diversification. META remains highly compute-constrained, suggesting continued reliance on partners like NBIS and CRWV, whose forward sales multiples have become more attractive amid recent volatility.
CoreWeave Unveils ARIA to Accelerate AI Research and Agent Development
CRWV launches ARIA, an AI research agent in Weights & Biases that analyzes experiment data, automates research tasks and speeds AI model iteration.
CoreWeave Just Slipped Under $50 Billion. Is the Debt Finally Catching Up?
CoreWeave (NASDAQ:CRWV) is under real pressure.
CoreWeave: Biggest Backlog, Smallest Multiple
CoreWeave, Inc. maintains a Strong Buy rating, supported by a $99.4 billion backlog and sold-out 2026 capacity. CRWV trades at a forward sales multiple far below peers Nebius and IREN, despite triple-digit revenue growth and rising pricing power. Backlog quality has improved, with investment-grade customers now comprising over 70% of future commitments and robust pricing momentum across its fleet.
CoreWeave: Meta Compute Scare Is A Long-Term Buying Opportunity
CoreWeave (CRWV) remains a critical AI infrastructure provider, with $99.4B backlog and robust multi-year take-or-pay contracts despite META's cloud ambitions. Q1 revenue surged 112% YoY to $2.08B, with 56% adjusted EBITDA margin; rapid scaling temporarily depresses operating income but supports long-term cash flow accretion. CRWV's differentiated tech stack, rapid deployment, and capital market access underpin its competitive moat, validated by NVIDIA's $2B equity investment and investment-grade financing.
Meta-driven sell-off in CoreWeave stock makes no sense: here's why
Investors are bailing on CoreWeave (CRWV) shares on July 1 following news that Meta Platforms (META) is building an internal cloud infrastructure business dubbed “Meta Compute”. The sell-off stems mostly from fears that a resourceful name like Meta may soon become a CRWV rival, but a deeper dive suggests it overlooks several operational and market realities.
CoreWeave Vs. Nebius: CoreWeave's US Footprint Beats Nebius's Premium European Expansion
CoreWeave (NASDAQ: CRWV) and Nebius Group (NASDAQ: NBIS | NBIS Price Prediction) both reported first quarter results that reshape how investors should think about AI cloud infrastructure.
CoreWeave Price Prediction: The Case for 70% Upside
CoreWeave (NASDAQ:CRWV) has had a violent ride since its March 2025 IPO, and the recent pullback has reset the risk/reward in shareholders' favor.
CoreWeave Collaborates With Conapto to Expand Sweden AI Cloud Capacity
CRWV expands its AI cloud in Europe with new renewable-powered Stockholm data centers, adding advanced AI capacity and strengthening regional reach.
CoreWeave Insider Sales Look Big, But Should Investors Worry?
CoreWeave TodayCRWVCoreWeave$106.00 -5.29 (-4.75%) As of 03:57 PM Eastern52-Week Range$63.80▼$183.98Price Target$131.52Add to WatchlistThere's nothing quite like the headline "insiders dump billions" to get investors reaching for the sell button. Shares of CoreWeave Inc NASDAQ: CRWV have been doing the opposite of selling off.
CoreWeave vs. Nebius: Which AI Infrastructure Stock Has More Upside?
CRWV's AI cloud surge, massive backlog and NVIDIA ties face off against a fast-scaling rival NBIS. Let's see which stock may offer more upside.
CoreWeave's Liquidity Shock Meets AI Scale
Nasdaq-100 and Russell inclusion create mechanical buying pressure into CRWV's tightly held, momentum-driven float structure. Revenue surged from $982 million to $2.078 billion YoY, driven by accelerating AI infrastructure demand and deployment scale. ~$100B backlog signals strong visibility but remains highly concentrated among frontier AI labs and compute-heavy customers.
