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EXPLAINED: Coreweave | Vintage Vibes

BNP Paribas Initiates Coverage on CoreWeave. That Means CRWV Stock Could Soar 71% from Here.

BNP Paribas has initiated coverage on CoreWeave with a bullish outlook, arguing that the AI cloud infrastructure provider is well positioned to capitalize on surging demand for GPU computing, with its price target implying roughly 71% upside from current levels.

This Analyst Just Turned Bullish on CoreWeave Stock. Here’s Why

BNP Paribas initiated coverage on CoreWeave stock with an “Outperform” rating. Here’s why the firm’s analysts are bullish on CRWV shares for 2026.

CoreWeave Just Launched a Shiny New Product. Don’t Expect It to Move the Needle for CRWV Stock.

CoreWeave Just Launched a Shiny New Product. Don’t Expect It to Move the Needle for CRWV Stock.

CoreWeave unveiled new unified tools designed to close the training-to-inference gap and improve agentic AI performance in live production environments, including Serverless RL and secure Sandboxes for reinforcement learning and model evaluation.

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Core Scientific Targets AI Data Center Deals as Build Costs Climb

Core Scientific (NASDAQ:CORZ) is focused on expanding five new data center sites under development, diversifying its customer base and positioning itself to win long-term artificial intelligence infrastructure contracts, CEO Adam Sullivan said at the 54th Annual TD Cowen TMT Conference. In a conver

CoreWeave Says Margins Set to Inflect as AI Power Capacity Comes Online

CoreWeave (NASDAQ:CRWV) Chief Financial Officer Nitin Agrawal said the AI cloud company expects margin improvement in the second half of the year as recently added power capacity is converted into deployed GPUs and customer revenue. Speaking in a fireside-style discussion, Agrawal said CoreWeave st

Dear CoreWeave Stock Fans, Mark Your Calendars for June 26

CoreWeave’s June 26 Russell debut could put the fast-rising AI cloud company in a much brighter investor spotlight.

Boston Tech Week 2026 Opens Tomorrow: a16z Brings 572 Events to Kendall Square

Boston Tech Week 2026 opens tomorrow with 572 events across Kendall Square, the Seaport, and six other neighborhoods — registration is free for most sessions at tech-week.com/calendar/boston. The inaugural a16z-presented festival runs May 26–31 and brings together biotech, AI, deep tech, and robotics programming from over 80 founding hosts including…

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SpaceX Gets the Attention, But These 4 Stocks Could Get the Returns

SpaceX Gets the Attention, But These 4 Stocks Could Get the Returns

InvestorPlace's Luke Lango argues the SpaceX IPO signals a broader AI empire play, naming RDW, HSAI, ARM, and CRWV as his top positioned stocks.

Wall Street Is Warming Back Up to CoreWeave Stock. Long-Term Demand Is Helping.

The firm expects the company to reach profitability by 2028.

1 Outstanding AI Stock You’ll Regret Ignoring 10 Years From Now

CoreWeave may still be in the early stages of its growth story.

Elon Musk's SpaceX IPO filing just told us what business he's betting on for the future—and it's not rockets

Elon Musk's SpaceX IPO filing just told us what business he's betting on for the future—and it's not rockets

Elon Musk's creation has essentially re-invented itself from a commercial space pioneer facing little competition, to an AI-centric player battling all the hyperscalers.

D.A. Davidson Goes Neutal On CoreWeave. It’s Hard to Chart a Path Forward for CRWV.

D.A. Davidson Goes Neutal On CoreWeave. It’s Hard to Chart a Path Forward for CRWV.

The firm has lowered its price target to $100. What does that mean for investors?

As AI Infrastructure Heats Up, Stay on the Sidelines With CoreWeave Stock

CoreWeave will remain one of the top beneficiaries of the global AI infrastructure boom, supported by massive growth in contracted backlog.

AI Consolidation Begins: Blackstone & Google Forge an AI Empire

AI Consolidation Begins: Blackstone & Google Forge an AI Empire

The Blackstone-Google joint venture is reshaping the AI cloud landscape, creating a new paradigm for institutional investment in core infrastructure.

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Stocks Settle Lower on Rising Bond Yields

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.67%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.65%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.61%. June E-mini S&P futures (ESM26 ) fell -0.70%, and June E-mini Nasdaq futures...

A Deep Dive Into NVIDIA’s Latest Portfolio Moves

NVIDIA's latest 13F filing does not tell the story it seems to at first glance. The apparent divergence in its CoreWeave and Nebius holdings is a prime example.

Rising Bond Yields Weigh on Stocks

The S&P 500 Index ($SPX ) (SPY ) today is down -0.68%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.34%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.95%. June E-mini S&P futures (ESM26 ) are down -0.75%, and June E-mini Nasdaq futures...

Stocks Pressured by Tech Weakness and Rising Bond Yields

The S&P 500 Index ($SPX ) (SPY ) today is down -0.35%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.19%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.45%. June E-mini S&P futures (ESM26 ) are down -0.40%, and June E-mini Nasdaq futures...

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3 AI Data Center Stocks Worth Watching for Capital Rotation

As AI infrastructure investment shifts beyond semiconductors, data center companies like Applied Digital, IREN, and CoreWeave are emerging as potential beneficiaries.

A $100 Billion Reason to Buy CoreWeave Stock

CoreWeave posted strong first-quarter results on May 7, following which analysts have pointed toward its massive backlog as a reason to buy the stock.

CoreWeave Stock Falls as the AI Growth Story Slows Down

CoreWeave’s red-hot AI rally cooled sharply as investor concerns over Q2 outlook and spending plans overshadowed explosive growth.

With Earnings Ahead, Wait for a Dip Before You Buy CoreWeave Stock

CoreWeave’s Q1 will reflect solid top-line growth as demand for its high-performance computing infrastructure remains solid.

Why 1 Citi Analyst Is Betting Big on CoreWeave Stock Before Earnings on May 7

With a $155 price target, Citigroup is betting CoreWeave’s momentum is far from over, while the company gears up for its next earnings release.

Cathie Wood Remains Convinced on CoreWeave After 78% YTD Rally in CRWV Stock

Wood invested and divested CoreWeave, as the stock is up 78.65% this year.

Dear CoreWeave Stock Fans, Mark Your Calendars for May 7

Investors may want to keep CoreWeave firmly on their radar as it gears up to unveil its Q1 earnings on May 7.

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