CoreWeave, Inc. (CRWV)
How CoreWeave's ‘situationship' with Big Tech could cause a 30% stock drop
Bernstein analysts say CoreWeave's business could be cannibalized as Big Tech customers build their own data-center infrastructure.
CoreWeave: The Market Is Overreacting To The Wrong Risks
Prior to the Q4 print, I downgraded my rating on CoreWeave (CRWV), citing concerns about my estimated $100B+ cumulative funding deficit through 2030. I believe the key issue is financing. I estimate 20%-23% of 2026 CapEx being covered by current liquidity and capacity, leaving the door open for more debt. I still see strong demand, with contracted revenue backlog reaching $66.8 billion, up sharply sequentially and yoy, giving the Street more confidence in revenue through 2030.
CoreWeave Keeps Stacking the Wins. Is Its 56% Discount Too Cheap to Ignore?
CoreWeave ( NASDAQ:CRWV ) has been a quintessential AI growth story, delivering specialized GPU cloud infrastructure that powered the sector's insatiable compute needs.
CoreWeave (NASDAQ:CRWV) CFO Sells $5,032,349.76 in Stock
CoreWeave Inc. (NASDAQ: CRWV - Get Free Report) CFO Nitin Agrawal sold 63,157 shares of the stock in a transaction on Wednesday, March 11th. The shares were sold at an average price of $79.68, for a total value of $5,032,349.76. Following the sale, the chief financial officer directly owned 228,348 shares in the company, valued at
CoreWeave Details Expansion Financing, Power Constraints and NVIDIA Growth Plans at Conference
CoreWeave (NASDAQ: CRWV) executives and a peer AI infrastructure provider outlined how they are financing rapid expansion, managing power constraints, and broadening product offerings as demand for AI compute accelerates, according to remarks from a recent conference discussion. CoreWeave leadership role and growth context Nick Robbins, a vice president in corporate development at CoreWeave, said he
Alight Capital Management LP Takes Position in CoreWeave Inc. $CRWV
Alight Capital Management LP purchased a new stake in CoreWeave Inc. (NASDAQ: CRWV) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 30,000 shares of the company's stock, valued at approximately $4,106,000. Other institutional investors and hedge funds have also recently
The Bull Case and Bear Case for CoreWeave Stock Right Now
CoreWeave soared more than 300% in the months following its IPO a year ago. The stock has given back some gains as investors worry about AI spending.
3 Top Tech Stocks That Could Make You a Millionaire
CoreWeave has a couple of important competitive advantages over its data center peers. Taiwan Semiconductor Manufacturing's lead in the chip foundry business is essentially insurmountable.
Should You Buy the Dip on CoreWeave's Stock?
Investors are worried about the long-term viability of CoreWeave's business. CoreWeave has massive growth already on the books.
CoreWeave's $66B Backlog Meets A $30B Reality
CoreWeave delivered $5.1B revenue in 2025, surging 168% YoY, with Q4 revenue of $1.6B and a 57% adjusted EBITDA margin. Contracted backlog expanded to $66.8B, more than quadrupling in one year, supported by take-or-pay contracts providing unusual early-stage revenue visibility. Infrastructure scale is accelerating rapidly, with active power capacity at 850 MW expected to exceed 1.7 GW by 2026.
CoreWeave's $66.8B Backlog Boosts Long-Term Growth Outlook
CRWV's backlog surged to $66.8B, up more than fourfold in a year, highlighting strong AI cloud demand and supporting aggressive data center expansion plans.
Will Perplexity's AI Workloads Accelerate CRWV's Next Leg of Expansion?
CoreWeave partners with Perplexity in a multi-year deal to host AI inference workloads on NVIDIA GB200 clusters, boosting its AI cloud ecosystem.
