INSANE: 2 - The Real Truth

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 · Sep 11

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 · Sep 10

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 · Sep 9

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 · Aug 27

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 · Aug 27

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 · Aug 25

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) · Aug 25

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 · Aug 18

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 · Aug 18

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.

Benzinga · Aug 17