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EXPLAINED: Coreweave | Vintage Vibes

Macquarie Is Pounding the Table on CoreWeave Stock with a New ‘Outperform’ Rating. Should You Buy Here?

Macquarie upgraded CoreWeave, citing its new deals, including an agreement with Anthropic.

CoreWeave Just Scored a Major Anthropic Data Center Deal. Does That Make CRWV Stock a Buy Here?

CoreWeave Just Scored a Major Anthropic Data Center Deal. Does That Make CRWV Stock a Buy Here?

CoreWeave’s latest Anthropic win has lifted sentiments. But does this deal create more room for gains, or has the market already priced it in?

Why Wall Street Is Betting Billions on This Under-the-Radar AI Stock

Why Wall Street Is Betting Billions on This Under-the-Radar AI Stock

Institutional investors show strong conviction in Coreweave as substantial trading volume and massive cloud infrastructure deals drive market interest.

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GPU Prices Are Surging—3 Ways to Play the AI Chip Shortage

GPU-as-a-Service providers are the next in line to see revenue and earnings outlook surge as demand outstrips supply in 2026.

A $21 Billion Reason to Buy CoreWeave Stock Now

CoreWeave recently expanded its AI infrastructure agreement with Meta Platforms, valued at approximately $21 billion.

Dear CoreWeave Stock Fans, Mark Your Calendars for April 14

CoreWeave faces a key April 14 milestone as it closes major debt deals to fund its rapid AI infrastructure expansion.

Tens of billions in days: CoreWeave shows how aggressively AI infrastructure is being funded

A landmark week for CoreWeave's capital structure reveals the aggressive financing strategies powering the AI infrastructure race.

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Should You Chase the Rally in CoreWeave Stock?

Should You Chase the Rally in CoreWeave Stock?

CoreWeave stock soars on a multi-year Anthropic deal. Evercore ISI analysts explain what could drive CRWV shares higher as the year unfolds.

A $21B AI Deal With Meta Platforms Sounds Huge — But Is CoreWeave Stock a Buy?

A $21B AI Deal With Meta Platforms Sounds Huge — But Is CoreWeave Stock a Buy?

Despite the scale of the $21 billion deal, CoreWeave continues to face significant capital expenditure requirements to build and maintain the infrastructure that supports AI demand.

Ark Invest Is Buying the Dip in CoreWeave Stock. Should You?

Ark Invest Is Buying the Dip in CoreWeave Stock. Should You?

Ark Invest is loading up on CRWV stock, betting that its hyper‑growth AI cloud business, Nvidia partnership, and huge revenue backlog will ultimately outweigh today’s deep losses and heavy leverage.

3 Energy Stocks to Buy as AI Power Demand Surges—and 2 to Avoid

3 Energy Stocks to Buy as AI Power Demand Surges—and 2 to Avoid

Energy demand from AI is surging. Altimetry highlights MasTec, Regal Rexnord and EQT as top energy plays, while warning investors to avoid CoreWeave and Oklo.

CoreWeave co-founder says even older GPUs are still rising in price and are in demand for AI servers

CoreWeave co-founder says even older GPUs are still rising in price and are in demand for AI servers

Though I suppose every chip this side of the moon is in demand with the AI boom.

Crude Oil Retreat Lifts Dow 1,124 Points: Stock Market Today

Crude Oil Retreat Lifts Dow 1,124 Points: Stock Market Today

Whether the worst is behind us or there's still more to come in the Middle East, the stock market reaffirmed its resilience during the first quarter of 2026.

5 Cloud and AI Infrastructure Stocks Powering the Next Wave of AI

5 Cloud and AI Infrastructure Stocks Powering the Next Wave of AI

These five stocks each play a distinct role in powering the next wave of Artificial Intelligence, from pure-play AI cloud providers to mega-cap compounders.

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Bank of America Says CoreWeave Stock Can Gain 25% from Here. Should You Buy CRWV Now?

CoreWeave may be using share-based compensation as a means of competing with Big Tech for human capital while conserving its cash.

CoreWeave Stock Forecast: Buy, Sell, or Hold?

CoreWeave is experiencing strong demand across a diversified customer base, while its contracted revenue backlog rose to $66.8 billion.

Insider Selling: CRWV, DELL & FANG See +$100M in 2026 Sales

Insiders are selling CoreWeave and two other big-name stocks. However, the changing pace of CRWV's insider sales is more interesting than the trades themselves.

CoreWeave Stock Is Up 105% in a Year. Can It Soar to $180?

CoreWeave keeps winning in AI. Is this high-growth stock too cheap to ignore?

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Morgan Stanley sees AI jobs surge in 3 areas related to AI—even though there's not enough revenue yet

"Typically, headcount growth has been required for revenue growth but AI is changing that relationship," the bank noted drily.

The Guardian - UK

Wednesday briefing: From missing billions to nonexistent datacentres, inside Britain’s AI drive

In today’s newsletter: Enormous investments in artificial intelligence promised to transform Labour’s growth problems. The reality is much murkier

3 AI Stocks Cathie Wood Keeps Buying

Cathie Wood added CRWV, AMD, and AVGO across Ark Invest funds in February.

The Guardian - UK

Missing money, shipped chips and a 350,000% profit: key takeaways on AI ‘phantom investments’

A Guardian investigation has put the UK government’s AI plans under the microscope. Here are the key details

The Guardian - UK

From press release … to scrap metal site: the Essex ‘supercomputer’ that’s still a scaffolding yard

Nscale’s AI project still in use as depot ahead of pledged completion date – with planning permission filed after Guardian’s inquiries

The Guardian - UK

Revealed: UK’s multibillion AI drive is built on ‘phantom investments’

Exclusive: Rented datacentres and unrealised supercomputer site raise questions for Starmer’s push to ‘mainline AI into veins of economy’

As CoreWeave Signs a Deal with Perplexity, Should You Buy, Sell, or Hold CRWV Stock?

CoreWeave's stock gained Wednesday on news it would strike a deal with Perplexity.

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