CoreWeave, Inc. (CRWV)
CoreWeave: Buy The AI Backlog, But Watch The Debt (Downgrade)
CoreWeave, Inc. delivered Q2 results with 112% revenue growth, $1.51B adjusted EBITDA, and a $104B backlog, confirming robust AI infrastructure demand. CRWV raised full-year revenue guidance to $12.4–$13.2B and continues to secure major customer commitments, supporting aggressive capacity expansion. Despite heavy CapEx ($35–$39B forecast) and significant net interest expense ($640M in Q2), I remain comfortable with a Buy rating given visible demand and backlog.
Neoclouds CRWV & NBIS Soar (Why they have room to run)
CoreWeave and Nebius Group's results illustrate that purpose-built AI infrastructure is the engine of the AI supercycle.
Why Nebius and CoreWeave Stocks Look Poised for More Gains
Nebius and CoreWeave stocks are flashing bullish technical signals as technology shares rebound, with the charts pointing to potentially significant gains by year-end.
2 Reasons To Target This Surging Neocloud Stock After Earnings
Earlier this week, neocloud staple CoreWeave (CRWV) gapped higher by 19.4% after an impressive beat-and-raise for the second quarter. With AI infrastructure stocks up off the mat after a July rotation, many investors are wondering what to do with names like CoreWeave.
CoreWeave's $35-$39B Capex Plan: Can AI Demand Justify the Spend?
CRWV raises 2026 capex to $35-$39B as surging AI demand, a $104.2B backlog and over $25B in new commitments support its rapid capacity buildout.
Just Keep Following The Money Following CoreWeave's Spike
At $107.73, CoreWeave (NASDAQ:CRWV) sits at an inflection point.
Bet on Neocloud Providers With This New ETF
Bet on the booming neocloud trend with a new ETF offering targeted exposure to GPU-as-a-Service and AI infrastructure providers.
CoreWeave's Spike Hasn't Erased 3-Month Losses: Why Trusted Wall Street Pro Expects 65% Post-Spike Gains
CoreWeave (NASDAQ:CRWV) is trading at $107.73, well below the $178 price target Cantor Fitzgerald just reiterated on the AI cloud specialist.
Neoclouds Recuperate AI Trade: CoreWeave Is Cheap And Nebius Expensive On Rising Debt
CoreWeave (CRWV) is rated Buy, offering greater scale, a head start, and significant upside versus Nebius (NBIS), which is rated Sell. CRWV's lower reliance on prepayment funding and stronger cash flow reduce its cash burn and improve ROIC compared to NBIS. NBIS trades at a premium due to its clean balance sheet, but this is unsustainable as rising capex and debt will erode its valuation advantage.
Nebius Vs. CoreWeave: Both Exploded Upward, So What Do Investors Do Now?
Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) and CoreWeave (NASDAQ:CRWV) both filed Q2 2026 earnings this week on the same story: AI compute demand is outrunning supply.
I See More Upside For CoreWeave Than Nebius On Valuation, Fundamentals
CoreWeave's and Nebius' earnings just broke the bear case against the neoclouds. Both are set to benefit from overwhelming demand for what'll be the hottest product in the market: Vera Rubin. The supply-constrained AI infrastructure scene also gives them the upper hand on pricing.
CoreWeave Q2: Contracts Are Getting Shorter, Debt Isn't
CoreWeave's construction-in-progress balance jumped $2.3 billion in a single quarter to $11.9 billion. CoreWeave's own six-year schedule turns that $11.9 billion into about $496 million of new depreciation a quarter, by my own math. CoreWeave raised full-year profit guidance to $55 million at the midpoint.
