CoreWeave, Inc. (CRWV)
CoreWeave Sinks 5%, Nebius Dips as AI Cloud Stocks Sell the News on Their NASDAQ 100 Debut
Shares of CoreWeave (NASDAQ:CRWV) are sliding midday Monday, with CoreWeave stock down 5% to $112 as the AI cloud infrastructure provider makes its official NASDAQ 100 debut.
CoreWeave: Breaking Down Why The Only Platinum Neocloud Won't Stay Discounted For Long
CoreWeave is rated Buy, leveraging premium GPU-as-a-service contracts with hyperscalers and AI labs, underpinned by a $99.4B revenue backlog. CRWV's ability to charge premium rates stems from superior deployment speed, network stability, and customer support, earning it 'Platinum' provider status. Debt structure is improving: DDTL cost of carry has dropped from 15% to 5.9%, and new unsecured notes at ~8.9% may reduce net interest expense.
Jim Cramer: CoreWeave's Backlog ‘May Be Much Greater' Than Wall Street Thinks
Jim Cramer used his June 16 Mad Money Mad Dash segment to make the case that CoreWeave's contracted revenue pipeline could be even larger than what the Street currently models.
CoreWeave Guides $31-$35B Capex for 2026: Fuel or Financial Strain?
CRWV's $31-$35 billion 2026 capex plan reflects surging AI demand, massive backlog visibility and execution risks tied to pricing and supply chains.
Wall Street Is Doing to GPUs What It Did to Mortgages Before 2008
Simon White, Bloomberg macro strategist, has been making rounds with a thesis that should rattle anyone who lived through 2008.
CoreWeave Insider Sales Look Big, But Should Investors Worry?
CoreWeave TodayCRWVCoreWeave$115.25 -1.78 (-1.52%) As of 04:00 PM Eastern This is a fair market value price provided by Massive. Learn more.52-Week Range$63.80▼$187.00Price Target$131.52Add to WatchlistThere's nothing quite like the headline "insiders dump billions" to get investors reaching for the sell button.
CoreWeave Just Delivered The First Good News - Two More Remain
CoreWeave Inc. is added to the Nasdaq 100, signaling institutional validation and improved sentiment for the neocloud sector. I see two major tailwinds that markets don't: rapid backlog growth potentially exceeding $125B in Q2 and Fitch's positive leverage outlook through 2027. CoreWeave's forward revenue multiple (~7.5x) appears undervalued versus peers, supporting a price target of ~$156 and reinforcing my bullish rating.
CoreWeave stock jumps 10% as analysts see major backlog upside
CoreWeave (CRWV) shares surged about 10% on Tuesday as investors reacted to fresh analyst commentary suggesting the cloud-computing company could deliver a significant backlog beat in the second quarter. The rally came after Cantor Fitzgerald highlighted information contained in a recent bond-offering memorandum that analysts believe points to stronger-than-expected contract growth.
Why Investors Are ‘Woefully Undervaluing' CoreWeave Stock
The company is set to beat consensus estimates for its second-quarter backlog, Cantor Fitzgerald analyst Brett Knoblauch says.
Compute As A Service: Buy CoreWeave And Sell Nebius On Valuation And Execution Risk
CoreWeave is rated Buy and Nebius Sell, based on valuation and execution risk in the AI data center build-out. Both CRWV and NBIS operate a data center as a service model, assuming capex and operating risk with take-or-pay contracts from major hyperscalers. CRWV offers over 80% upside by 2027 at a 10x EV/EBITDA multiple, making it the preferred choice due to its discounted valuation.
Here's why Nebius and CoreWeave stocks have lost momentum lately
Nebius and CoreWeave stocks pulled back in the past few days as investors book profits and as their short interest jumps. CRWV stock retreated to $95, down by 32% from its highest point in May.
This AI Prodigy Has Returned 1,000% And Now Manages $20 Billion. Here's His Most Recent Buys
It really does sound unbelievable: that a 24-year-old former OpenAI researcher could just start a hedge fund worth billions and score a return of 1,000% since inception.
