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EXPLAINED: Coreweave | Vintage Vibes

Leopold Aschenbrenner Returns to the Market After Situational Awareness' Rout With New AI Options Bets

Situational Awareness has begun buying options tied to several prominent AI and technology stocks, including Advanced Micro Devices, Bloom Energy, and CoreWeave.

International Business Times

CoreWeave’s Backlog Keeps Growing -- And So Does Its List of Believers

CoreWeave's massive debt dwarfs the $104 billion backlog, yet the stock is gaining strength and winning more customers.

Barchart

Michael Burry Sells Nvidia Puts Days After Opening a Long Position and Calling the Stock 'Wildly Undervalued'

Michael Burry has exited his December 2026-dated Nvidia put options entirely, citing concerns over rapid time decay, but continues to maintain short positions on other AI firms like Oracle and CoreWeave.

International Business Times UK

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AGI is here, Nvidia CEO Jensen Huang has declared. Here’s why the market doesn’t care

If AI were really about to unleash the explosive growth its boosters predict, economists say it should show up somewhere surprising: real interest rates.

Fortune

Short Sellers Are Betting Against 3 AI Infrastructure Stocks—What Could Turn the Tide?

Super Micro Computer, CoreWeave, and IREN all carry heavy short interest as investors weigh rapid AI infrastructure growth against margin, cash flow, and spending concerns.

MarketBeat

Nvidia Soared Selling The Chips Behind The AI Boom. Now It Has $99 Billion Riding On The Industry.

The chipmaker has committed more than $40 billion to deals this year, backing AI labs, cloud providers and infrastructure companies that use its technology.

International Business Times

SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity

SMCI is betting on the AI buildout, while CoreWeave is betting on what comes after. Only one has the bigger long-term opportunity.

Barchart

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Nvidia’s Equity Portfolio Is Now Worth Over $63 Billion. 3 Top Stocks the Jensen Huang-Led Company Is Buying.

Nvidia's latest regulatory filing has revealed some valuable stakes in Big Tech, but the most interesting thing about its portfolio isn't the size. It's the companies Jensen Huang has chosen to invest in.

Barchart

Nvidia rises after signaling longer AI spending runway

The world's most valuable company projected 70% revenue growth next fiscal year and forecast current-quarter sales above Wall Street estimates, signaling that the AI spending boom remains intact.

The Economic Times

Nvidia Reports $7.8 Billion in Q2 Gains on Equity Portfolio That Includes SpaceX, Intel, CoreWeave, and More

CFO Colette Kress has a different view than critics who accuse the chip giant of ‘circular financing,’ per her comments on the earnings call.

Barchart

CoreWeave Just Landed a Multibillion-Dollar AI Deal. How to Play CRWV Stock.

CoreWeave’s multibillion-dollar deal with Hudson River Trading adds a major AI customer and strengthens the case for its growing cloud infrastructure business.

Barchart

Inside the huge AI data centre lobbying campaign sweeping through Holyrood

AI data centre developers and the wider industry have engaged in a sustained lobbying blitz of the Scottish Parliament, The National can reveal ...

The National (Scotland)

IREN Is Quietly Outpacing CoreWeave on One AI Metric that Matters

The AI infrastructure race is usually measured by GPU clusters, hyperscaler contracts or multibillion-dollar backlogs. But a new ranking suggests investors may want to watch a different metric: how much contracted revenue companies generate from every megawatt of AI capacity.

Benzinga

Wedbush Analysts Still Have Their Foot on the Gas for CoreWeave Stock

CoreWeave’s Q2 results gave Wedbush more to like. Let’s see what’s keeping the bullish case alive.

Barchart

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Benzinga

David Tepper's Latest AI Bet Is CoreWeave

David Tepper‘s latest portfolio update suggests the billionaire hedge fund manager is expanding his AI playbook beyond the industry’s familiar names.

Barchart

2 Major Catalysts Are Lifting IREN Stock. How to Play It Here.

Microsoft's acceptance and Nvidia's grant of Exemplar Cloud status have added to the stock's upmove.

Barchart

CoreWeave vs Nebius: Both Companies Reported Strong Earnings, But Here’s the Stock You Should Buy

CoreWeave and Nebius are both benefiting from the AI infrastructure boom. Yet, one combines faster growth and stronger profitability with a much lighter debt burden.

Tom’s Hardware

Nvidia turns $5B Intel stock bet into $30B windfall — filing reveals new $21B SpaceX stake and complete exit from Arm stock

Nvidia quietly makes strategic and financial investments in clients, partners, and suppliers: CoreWeave, Coherent, Intel, Nokia, and SpaceX.

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Barchart

Coreweave Stock Is Back in Rally Mode. How CRWV Can Reclaim Its $153.20 High.

CoreWeave delivered an exceptional second quarter, with revenue reaching $2.6 billion, up 112% year-over-year and 24% sequentially.

Benzinga

Bloom Energy Shares Jump Premarket as AI Power Crunch Drives Demand

Bloom Energy Corp. (NYSE:BE) shares are trading higher during Friday’s premarket session as traders keep leaning into the AI data center power-demand theme tied to CoreWeave’s expansion.

Barchart

Coreweave Rallies on Upbeat Q2 Results. How to Trade CRWV Stock Here.

The company more than doubled revenues and narrowed losses in the quarter.

Kiplinger

S&P 500 Rises on Mild Inflation Data, Red-Hot AI Rally: Stock Market Today

A tame July CPI report lowered odds that the Fed will hike rates in September, while strong AI earnings boosted the broad market.

The Economic Times

US stocks: CoreWeave, Super Micro surge on signs of sustained AI buildout

CoreWeave and Super Micro have seen their stock prices soar to new heights amid a rising tide of demand for AI infrastructure. CoreWeave has updated its expectations for annual revenue and operating profit, signaling strong market confidence. Similarly, Super Micro's projections for 2027 revenue exceed Wall Street estimates, reflecting robust…

Tom’s Hardware

CoreWeave proves Nvidia's aging AI GPUs from 2020 can generate profit nine years after deployment, signs A100 contracts into 2029 — power constraints and legacy infrastructure keep old GPUs profitable

CoreWeave reported $2.58 billion in quarterly revenue, up 112% year over year.

MarketBeat

CoreWeave's $129 Billion AI Backlog Changes the Bull Case

CoreWeave shares rallied after Q2 revenue grew 113% year-over-year and its backlog topped $104 billion, though analysts remain cautious about cash burn, debt, and the path to profitability.

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