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CoreWeave Poised for Q4 Results as Options Imply a 17% Swing
business2 days ago

CoreWeave Poised for Q4 Results as Options Imply a 17% Swing

CoreWeave (CRWV) is set to report Q4 2025 results on Feb 26 amid cautious optimism as data-center demand and AI spending support the business; options traders expect about a 17.11% move on the print. The Street projects a loss of about $0.50 per share on roughly $1.55 billion in revenue. Analysts are mixed but generally positive on long-term catalysts, with Roth Capital and Wells Fargo issuing bullish targets around $110–$125, while TipRanks AI Analyst remains neutral; risks include high debt, customer concentration, and the funding needs for data-center expansion.

via TipRanks|
#ai#business#coreweave
Wells Fargo Sees CoreWeave Demand Could Lift Q4 Revenue Above Forecasts
market-news2 days ago

Wells Fargo Sees CoreWeave Demand Could Lift Q4 Revenue Above Forecasts

Wells Fargo's Michael Turrin reiterates an Overweight rating on CoreWeave (CRWV), arguing that demand for the company's AI compute capacity could lift Q4 FY2025 revenue above the Street estimates. He models about $1.57 billion in Q4 revenue, near the consensus of $1.56 billion, citing over 1 gigawatt of contracted capacity remaining for the next 12–24 months and recent deals with Runway and Poolside; Poolside could represent roughly $1 billion in annual revenue. The stock has jumped about 140% in the last year, and TipRanks shows a Moderate Buy consensus with a target implying roughly 33% upside.

via TipRanks|
#ai#coreweave#crwv
Lenders Pause on $4B Lancaster AI Data Center as Blue Owl Fails to Secure Debt
business5 days ago

Lenders Pause on $4B Lancaster AI Data Center as Blue Owl Fails to Secure Debt

Blue Owl Capital could not arrange debt financing for a $4 billion AI-focused data center in Lancaster, PA co-developed with CoreWeave, with lenders citing CoreWeave’s below-investment-grade credit (B+). Blue Owl has about $500 million in bridge financing due by March 2026; if new debt isn’t secured, the project could face substantial construction costs despite Blue Owl’s assertion that the development is fully funded and on track. The financing hiccup highlights the rising risk in funding hyperscale AI infrastructure.

via Business Insider|
#ai#blue-owl-capital#business
CoreWeave's AI-Infrastructure Rally as Nvidia Deepens Ties
business26 days ago

CoreWeave's AI-Infrastructure Rally as Nvidia Deepens Ties

CoreWeave, an AI-infrastructure provider that surged after its March IPO, faced a late-2025 drop due to debt and AI-spending concerns but has roared higher in 2026 as demand for GPU-backed AI workloads grows; Nvidia invested $2 billion for about 7% of the company and to buy leftover capacity through 2032, backing CoreWeave’s plan to build 5 gigawatts of AI capacity by 2030, with the stock continuing to hinge on ongoing AI spending and leverage risks.

via The Motley Fool|
#ai#ai-infrastructure#business
Nvidia’s CoreWeave Bet Draws Game-Changer Tag From Evercore
business27 days ago

Nvidia’s CoreWeave Bet Draws Game-Changer Tag From Evercore

Evercore ISI analyst Amit Daryanani calls Nvidia’s additional $2 billion investment in CoreWeave a game-changing move that could lift Nvidia’s stake to about 12–13% and unlock high-margin software monetization (SUNK and Mission Control) while CoreWeave expands into CPUs and storage, targeting over $100 million in ARR; CRWV carries a rough $126.77 price target with roughly 14–15% upside, though risks include customer concentration and potential GPU obsolescence.

via TipRanks|
#ai#amzn#business
Medicare Pay Freeze Roils Health Stocks as Nvidia-Backed Deals Boost Tech and Industrials
markets28 days ago

Medicare Pay Freeze Roils Health Stocks as Nvidia-Backed Deals Boost Tech and Industrials

Health-care stocks tumbled after the CMS proposed keeping private Medicare Advantage payments nearly flat for 2027, with UnitedHealth and Humana down about 20%–21% and insurers like CVS/Elevance also lower. Micron rose ~5% on a $24 billion Singapore investment plan. General Motors jumped ~9% after strong earnings and a 20% dividend hike to 18 cents. CoreWeave advanced ~11% on an expanded Nvidia partnership and a $2 billion investment, while Corning rose ~16% on a multiyear Meta data-centers materials deal. Other notable moves included RTX up ~3.7%, Northrop Grumman higher, Boeing down ~1.6%, and airline and steel names among the decliners.

via Barron's|
#coreweave#corning#healthcare-stocks
technology1 month ago

NVIDIA and CoreWeave Expand Collaboration to Accelerate Global AI Factory Buildout

NVIDIA and CoreWeave broaden their alliance to speed the buildout of more than 5 gigawatts of AI factories by 2030, with NVIDIA investing $2 billion in CoreWeave to finance land, power and shell, and to deploy multiple generations of NVIDIA infrastructure across CoreWeave’s platform while validating SUNK and Mission Control software for potential inclusion in NVIDIA’s cloud reference architectures, meeting rising enterprise demand for AI workloads.

via CoreWeave|
#accelerated-computing#ai-factories#cloud-infrastructure
Top Investment Picks and Growth Stocks to Watch in 2026
business2 months ago

Top Investment Picks and Growth Stocks to Watch in 2026

The article highlights two promising growth stocks, Figma and CoreWeave, which are positioned to benefit from the expanding AI market. Figma is a cloud-based UI/UX design tool company with strong growth prospects, while CoreWeave is a cloud infrastructure provider for AI tasks, with rapid revenue growth and significant expansion plans. Both stocks are considered good long-term investments despite current valuation concerns.

via The Motley Fool|
#ai-market#business#coreweave
CoreWeave Gains Momentum Amid Energy Department Collaboration and Market Speculation
business2 months ago

CoreWeave Gains Momentum Amid Energy Department Collaboration and Market Speculation

CoreWeave, a key player in AI infrastructure, has seen its stock rise 61% since March but faced recent setbacks due to construction delays and a 50% drop since October. Jim Cramer remains optimistic about its long-term business model despite concerns over talent shortages and project delays, believing the company's strategy of deploying and renting capacity will prove successful.

via Yahoo Finance|
#ai-industry#business#coreweave