CoreWeave vs. Nebius: Nebius Is Winning the Customers CoreWeave Can’t Serve Strong AI infrastructure demand favors Nebius over CoreWeave due to its healthier balance sheet and faster expansion capacity. Barchart · Oct 4
Why Now Is the Ideal Time to Buy CoreWeave Stock Demand for AI infrastructure continues to accelerate as adoption expands beyond frontier AI laboratories. Barchart · Oct 1
Analysts Are Feeling Bullish on CoreWeave Stock. Here's Why. CoreWeave shares inch higher on a bullish William Blair research note. Here’s why the investment firm recommends owning CRWV stock. Barchart · Sep 30
CoreWeave Comes With Risks: Analysts Split on What Matters Most CoreWeave shares rose after Oracle's force majeure notice on a data center project, as JPMorgan upgraded CRWV while Rothschild initiated coverage with a Sell rating, citing debt concerns. MarketBeat · Sep 29
CoreWeave Stock Just Got a Jaw-Dropping Upgrade From JPMorgan JPMorgan upgraded the AI infrastructure company and pointed to improving compute pricing as a potential catalyst for stronger revenue and margins. Barchart · Sep 29
UBS Started Coverage of CoreWeave With a ‘Buy’ Rating. What This Means for CRWV Stock. UBS started coverage of CoreWeave with a Buy rating and a $120 target on Sept. 23, arguing the market is underestimating demand for AI computing capacity. Barchart · Sep 28
JPMorgan Just Upgraded CoreWeave Stock. Here's Why. CoreWeave stock rallies as JPMorgan issues a bullish note. Here’s why analyst Samik Chatterjee sees CRWV shares ripping higher from here. Barchart · Sep 24
A Nearly $20 Million Reason to Buy CoreWeave Stock Ark Invest’s nearly $20 million CoreWeave stock purchase adds intrigue as investors assess the company's AI growth and heavy financing needs. Barchart · Sep 24
CoreWeave Priced an Upsized $3.7 Billion Convertible Note as Capex Spending Spikes. What That Means for CRWV Stock Fans. CoreWeave priced an upsized convertible note as capex spending surges, adding debt and equity options to fund AI data-center growth. Barchart · Sep 23
The Fed Just Raised Rates for the First Time Since 2023. CoreWeave’s CEO Sees an ‘Inflection Point,’ But Its $51 Billion Debt Problem Just Got Worse. The Fed's first rate hike since 2023 hits CoreWeave hardest, since its debt already tops its market cap and its interest bill exceeds operating income. Barchart · Sep 21
CoreWeave Rises After Going Live With Vera Rubin Racks. What This Means for CRWV Stock. CoreWeave's deployment of Vera Rubin, Nvidia's latest rack-scale system, puts the AI infrastructure company one step ahead of its competitors. Barchart · Sep 20
A $25 Billion Reason to Buy CoreWeave Stock CoreWeave added $25 billion in new customer commitments this quarter as demand and pricing for its AI cloud platform keep climbing. Barchart · Sep 18
A $3 Billion Reason Why CoreWeave Stock Is Down Today CoreWeave stock sinks on plans of a $3 billion convertible senior notes offering. But should you buy the dip in CRWV shares? Let’s find out! Barchart · Sep 17
Despite Robust Growth, CoreWeave Remains Unattractive on Leveraging and Margin Contraction Bernstein says that CoreWeave is most at risk if AI model development slows. Barchart · Sep 16
Barchart · Sep 14 CRWV Stock Alert: Why CoreWeave May Have the Most to Lose From an AI Slowdown CoreWeave stock sinks as tech leaders warn AI model development must be paced. Here’s why Bernstein sees CRWV shares are excessively exposed to that narrative.
Barchart · Aug 25 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 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 16 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.
Benzinga · Aug 15 Earnings Volatility Watch: Wolfspeed and 9 Other Stocks Could Swing Up to 17% this Week AI infrastructure names broadly cleared the earnings bar last week, with CoreWeave Inc. (NASDAQ:CRWV) and Coherent Corp. (NYSE:COHR) among those that passed the test.
Benzinga · Aug 14 NBIS, SMCI, CRWV and More: 5 Stocks Investors Couldn't Stop Buzzing About This Week Retail investors talked up five hot stocks during the week (Aug. 10 to Aug. 14) on X and Reddit’s r/WallStreetBets, driven by retail hype, earnings, AI infrastructure momentum, and corporate news flow.
Barchart · Aug 14 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.
Barchart · Aug 13 Coreweave Rallies on Upbeat Q2 Results. How to Trade CRWV Stock Here. The company more than doubled revenues and narrowed losses in the quarter.
MarketBeat · Aug 12 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.
Benzinga · Aug 12 CoreWeave Is Making Old Nvidia Chips Look New Again Wall Street’s AI conversation has become fixated on Nvidia Corp‘s (NASDAQ:NVDA) newest chips. CoreWeave, Inc. (NASDAQ:CRWV), however, used its second quarter earnings call to make a different point: older GPUs may have far more earning power than investors think.
Benzinga · Aug 12 Stock Market Today: S&P 500, Dow,Nasdaq 100 Futures Gain as July CPI Comes In-Line With Expectations—CoreWeave, Nebius, Super Micro, Lumentum in Focus (UPDATED) U.S. stock futures were higher on Wednesday, as the Dow Jones, Nasdaq 100 and S&P 500 indices rose, following Tuesday’s lower close.