CoreWeave, Inc. (CRWV)
CoreWeave: The Revenue Backlog Growth Outpaces The Fear
CoreWeave (CRWV) has declined 30% over the past year and 17% since my last coverage, underperforming the benchmark. I remain bullish on CRWV, viewing the AI narrative as revolutionary and the company positioned at its forefront. Institutional demand for CRWV remains strong, despite a notable 12% short interest.
CoreWeave stock gains as Nvidia Rubin cluster boosts AI cloud capacity
CoreWeave Inc. (CRWV) stock gained on Wednesday after the AI cloud-computing company said it had brought up a multi-rack Nvidia Vera Rubin NVL72 cluster on CoreWeave Cloud. The setup connects hundreds of Nvidia Rubin graphics processing units (GPUs) into a single system, allowing customers to run training and inference workloads across multiple racks.
Will CoreWeave's Margins Continue Expanding Through 2026?
CRWV's rising margins, stronger contract economics and higher-margin offerings point to continued operating leverage through 2026.
CoreWeave Imploded Over The Last Few Months: One High-Conviction Wall Street Pro Says 200% Gains Start Now
CoreWeave has shed nearly half its value from recent highs while simultaneously reporting record revenue growth, and one Wall Street analyst sees a setup so lopsided it warrants a price target that would require the stock to triple from here.
CoreWeave Stock Sells Off After Anthropic CEO AI Warning
CoreWeave (NASDAQ:CRWV) is leading AI infrastructure stocks lower this morning, last seen down 8.4% at $82.69.
CoreWeave Doubles Down on Physical AI: Can CRWV Capture More Demand?
CRWV is targeting physical AI with field engineering that helps industrial teams build, validate and deploy AI across workflows.
How Dangerous Are Top Neoclouds as Rate Hike Odds Increase?
CoreWeave and Nebius are both racing to stack GPU capacity while the 10-year Treasury hovers near its yearly peak, but their debt loads could not be more different. Which neocloud survives a rate hike without flinching?
CoreWeave's Massive Backlog Signals Buying Opportunity
CoreWeave Corporation (CRWV) remains a 'Buy' as I see the market underestimating its execution quality and future growth potential. CRWV's backlog surged from $15B in fiscal 2025 to $104.2B in Q2 2026, with major new contracts in 2H 2026 expected to diversify revenue from Microsoft and support multi-year growth. Despite a high debt load and macro-driven technical selling, I expect operating leverage inflection and margin expansion from new architectures and self-build data centers.
CoreWeave cannot get enough Nvidia GPUs: why the stock still dropped 5%
CoreWeave cannot get enough Nvidia GPUs to satisfy its customers, but that was not enough to stop investors from selling the stock on Wednesday. Shares of the AI cloud provider fell 4.9% to $94.94, reversing part of Tuesday's 11.7% jump, while the Nasdaq lost 0.64%.
CoreWeave CEO chalks up public AI pushback to the speed of change: 'And that is frightening'
CoreWeave CEO Mike Intrator said he thinks artificial intelligence companies haven't explained the technology's benefits well enough to the public. Those comments came during the Goldman Sachs' Communcacopia + Technology conference, which brings together leaders across the biggest tech and media companies.
Why is CoreWeave stock surging 16% today
CoreWeave CRWV stock jumped 16% on Tuesday as OpenAI's new Astra model provided a fresh catalyst for the AI cloud infrastructure company. CoreWeave has a $22.4 billion deal with OpenAI to provide computing power, adding to a growing base of contracted demand for its infrastructure.
Short Sellers Are Betting Against 3 AI Infrastructure Stocks—What Could Turn the Tide?
The AI infrastructure space features many companies that are growing at a dramatic clip. However, growth alone is often not enough to satisfy many investors.
