All articles tagged with #coreweave
Originally Published 5 days ago — by Seeking Alpha
Nebius, Supermicro, and CoreWeave are set to offer Nvidia's Vera Rubin computing platform, highlighting advancements in high-performance computing technology.
Originally Published 10 days ago — by The Motley Fool
The article highlights three high-conviction AI stocks—AMD, CoreWeave, and Upstart Holdings—each with the potential for 10x gains by 2036, driven by their advancements and roles in AI technology and cloud services, despite current challenges and valuations.
Originally Published 15 days ago — by The Motley Fool
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.
Originally Published 16 days ago — by Yahoo Finance
Analysts predict a significant decline in the stock prices of Palantir Technologies and CoreWeave by 2026, citing concerns over overvaluation and slowing revenue growth despite recent strong performance driven by AI investments, with Palantir potentially dropping 74% and CoreWeave 54%.
Originally Published 22 days ago — by Yahoo Finance
CoreWeave's stock surged after a bullish analyst rating, driven by soaring demand for AI computing services, but concerns remain about its heavy capital expenditure, high debt levels, and slowing growth, raising questions about its long-term profitability and valuation.
Originally Published 23 days ago — by Yahoo Finance
CoreWeave's stock rose about 10% after Citi initiated coverage with a Buy rating, citing strong third-quarter bookings, rising enterprise interest, and robust demand for AI infrastructure, despite some supply constraints shifting revenue into early 2026.
Originally Published 23 days ago — by Yahoo Finance
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.
Originally Published 24 days ago — by CoreWeave
CoreWeave has joined the Department of Energy's Genesis Mission to support advanced scientific workloads with its AI cloud platform, aiming to accelerate discovery science, enhance national security, and promote U.S. energy innovation through high-performance, reliable AI infrastructure.
Originally Published 26 days ago — by CNBC
U.S. stocks related to AI infrastructure, such as Oracle, CoreWeave, and Broadcom, are declining due to concerns over high debt levels used to finance large deals, although broader market indices remain relatively stable as investors rotate into other sectors. The market's focus is on the sustainability of AI investments and their return on investment.
Originally Published 2 months ago — by TheStreet
CoreWeave reported a strong quarter with a 50% revenue increase and a backlog exceeding $55 billion, driven by high AI demand and major deals with Meta and OpenAI. However, construction delays at a key data-center provider led to a trimmed 2025 outlook and a temporary stock decline, prompting CEO Michael Intrator to defend the results and downplay the impact of the setbacks.
Originally Published 2 months ago — by TheStreet
CoreWeave reported strong Q3 revenue but lowered its 2025 guidance due to supply constraints, causing a 15% stock drop. Despite a net loss, the company has secured significant debt and expanded its AI cloud services, with analysts maintaining a neutral outlook and a revised price target of $140.
Originally Published 2 months ago — by Barron's
CoreWeave's financial struggles, including rising debt and delayed contracts, highlight the risks associated with the surge in AI infrastructure investment, raising concerns about potential bubbles and the sustainability of high leverage in the sector.
Originally Published 2 months ago — by Reuters
CoreWeave's shares dropped nearly 9% after it reduced its annual revenue forecast due to delays with a key data center partner, despite strong demand for AI services. The company's margins are under pressure from rising infrastructure costs and competition, highlighting operational risks in the AI data center industry.
Originally Published 2 months ago — by Yahoo Finance
CoreWeave's shares dropped 10% after delaying a key data center project, which led to a downward revision of its annual revenue forecast despite strong demand for AI services. The company faces margin pressures from rising infrastructure costs and competition, and has experienced operational risks in its AI data center expansion. Despite these challenges, it reported third-quarter revenue exceeding estimates, but its profit margins declined.
Originally Published 2 months ago — by Yahoo Finance
CoreWeave's stock dropped 16.4% after reporting a Q3 earnings miss and announcing major AI partnerships with CrowdStrike and VAST Data, highlighting its efforts to expand in the AI cloud market despite ongoing losses, high debt, and reliance on few major clients, with varied investor valuations suggesting potential overvaluation.