CoreWeave, Inc. Class A Common Stock

Shares of Oracle (NYSE:ORCL | ORCL Price Prediction) are down another 4% today to $127 in midday trading, extending a brutal stretch that has seen Oracle stock fall 33% over the past month.

247wallst.com - 2026-07-16 13:04:06

CoreWeave trades near $77, about half its 52-week high, after a report that Meta plans to sell its own AI computing capacity. First-quarter revenue more than doubled, but the company's net loss more than doubled, too.

fool.com - 2026-07-16 03:44:00

CoreWeave has more than 1 gigawatt of active power, which has helped it sign long-term, lucrative deals with tech giants. The path to 8 gigawatts is filled with financial roadblocks and tightening margins.

fool.com - 2026-07-15 21:00:00

Higher interest rates may be a problem for the AI-native cloud provider given its “unusually high exposure to debt financing,” one analyst says.

marketwatch.com - 2026-07-15 17:08:00

Bitcoin miners spent the past decade building out cheap electricity and heavy-duty power infrastructure. Now, some of the biggest artificial intelligence (AI) companies in the world are paying billions of dollars to use it.

etftrends.com - 2026-07-15 15:28:53

CoreWeave's AI infrastructure growth, expanding backlog and cloud platform could offer greater upside than Microsoft's diversified AI strategy.

zacks.com - 2026-07-15 11:10:44

CoreWeave Inc. (NASDAQ:CRWV) has had a rough few weeks, with shares down approximately 30% over the past month and 11% over the past week amid a series of developments raising questions about the AI infrastructure buildout.

benzinga.com - 2026-07-15 08:49:51

AI cloud computing company CoreWeave is exploring the use of financial derivatives as a potential hedge against a future drop in memory and storage chip prices, according to a ​person familiar with the matter.

reuters.com - 2026-07-14 19:50:29

There are two different ways to interpret Meta Platforms' apparent plans to start leasing its spare cloud capacity.

fool.com - 2026-07-14 10:20:00

SAN DIEGO, July 14, 2026 /PRNewswire/ -- The Shareholders Foundation, Inc. announces that a lawsuit is pending for certain investors in CoreWeave, Inc. (NASDAQ: CRWV) shares. Investors who purchased shares of CoreWeave, Inc. (NASDAQ: CRWV) prior to March 28, 2025 and continue to hold any of those NASDAQ: CRWV shares have also certain options and should contact the Shareholders Foundation at [email protected] or call +1(858) 779 - 1554.

prnewswire.com - 2026-07-14 09:25:00

Ark Investʻs Cathie Wood has been loading up on shares of CoreWeave stock. The AI stock has been tanking in recent weeks.

fool.com - 2026-07-13 03:00:00

Meta plans to sell its excess AI compute as it expands its infrastructure. That move could generate near-term headwinds for neocloud companies.

fool.com - 2026-07-11 07:30:00

CoreWeave's $3.1 billion HPC-backed financing attracted approximately $19 billion of demand, reinforcing institutional confidence in AI infrastructure financing. First-quarter operating cash flow reached $3.0 billion despite $6.8 billion of CapEx, supported by 71.7% gross margins and a $99.4 billion backlog. Meta Compute triggered a 14% selloff, but CoreWeave's $21 billion take-or-pay agreement protects contracted revenue through 2032.

seekingalpha.com - 2026-07-11 06:29:08

CoreWeave is the leading neocloud operator, trading at a discounted 11.9x forward EV/EBITDA versus the sector median of 15x. CRWV's $99.4B backlog is 98% under five-year take-or-pay contracts with major hyperscalers, supporting robust forward revenue visibility. Backlog risk is real; however, thanks to heavy CapEx, CRWV provides quality and dominance for their clients. Realization of contracts is key.

seekingalpha.com - 2026-07-11 04:04:55

The disposition involved 369,489 shares with a total transaction value of ~$30.8 million, based on weighted average prices. The sale reduced the insider's total equity holdings by 11%, including the liquidation of 100% of Class A shares previously held indirectly.

fool.com - 2026-07-10 13:06:01

Meta (NASDAQ: META | META Price Prediction) and CoreWeave (NASDAQ: CRWV) just delivered Q1 2026 results that expose a brewing conflict.

247wallst.com - 2026-07-10 12:27:03

Shares of Meta Platforms (NASDAQ:META | META Price Prediction) are up 6% in Friday morning trading, changing hands at $670 after Thursday's close of $631.48.

247wallst.com - 2026-07-10 10:18:46

The AI infrastructure trade has minted winners across the neocloud sector, but one name has been conspicuously left out.

247wallst.com - 2026-07-09 12:37:28

CRWV is expanding AI cloud capacity with over 3.5 GW of contracted power as rising enterprise demand and record backlog support its 2027 growth plans.

zacks.com - 2026-07-09 11:56:44

LIVINGSTON, N.J.--(BUSINESS WIRE)--CoreWeave, Inc. (Nasdaq: CRWV), The Essential Cloud for AI™, today announced that Gartner named it a Visionary in the 2026 Gartner® Magic Quadrant™ for Cloud AI Infrastructure. From training the largest foundation models to inference, the gap between infrastructure built for AI and infrastructure retrofitted for AI has become the defining constraint for the teams pushing the frontier. The demands of the industry expose every layer of the stack – training runs.

businesswire.com - 2026-07-09 11:54:00

CoreWeave (NASDAQ:CRWV) and Invesco QQQ Trust (NASDAQ:QQQ) just gave investors two very different reads on the AI trade.

247wallst.com - 2026-07-08 16:02:39

Meta Platforms is considering different plans to sell access to its cloud infrastructure. The news sent Meta's stock price higher, but shares of cloud computing company CoreWeave dropped 14%.

fool.com - 2026-07-08 14:46:00

Ark Invest added to three existing positions that declined as much as 10% on Tuesday.

fool.com - 2026-07-08 09:15:00

CoreWeave remains the leading neocloud with a $100 billion revenue backlog, yet trades at a depressed valuation due to debt and competitive fears. Meta Platform's AI cloud ambitions are misunderstood; META's long-term capacity needs likely reinforce, not threaten, CRWV's revenue pipeline. CRWV trades at only 2x 2028 EV/S target, with EBITDA forecasted at 70% of revenues and significant cash generation underway.

seekingalpha.com - 2026-07-07 16:47:22

Shares of Cloudflare (NYSE:NET | NET Price Prediction) are up 9% in midday trading to about $269 after Scotiabank upgraded the stock and raised its price target.

247wallst.com - 2026-07-07 13:39:15

Nebius is rated Buy, driven by its superior AI infrastructure platform and robust inference software solutions. NBIS boasts a diversified customer base, a healthy funding model, and a strong cash position, supporting aggressive capacity expansion with minimal net debt. NBIS differentiates itself with end-to-end AI offerings, including Token Factory and recent acquisitions, enabling cost-effective, scalable AI for a broad client base.

seekingalpha.com - 2026-07-07 13:16:15

CoreWeave (NASDAQ:CRWV) has been one of the most punished AI infrastructure names of the summer, and I think that has created an opportunity.

247wallst.com - 2026-07-07 13:10:29

Meta Platforms (NASDAQ: META | META Price Prediction) and CoreWeave (NASDAQ: CRWV) just closed the books on their Q1 2026 reports with sharply divergent financial profiles.

247wallst.com - 2026-07-07 12:29:17

Insiders are selling three key names involved in very different parts of the artificial intelligence (AI) value chain. This includes one of the world's largest AI model developers, the newest AI chip developer to go public, and the market's largest neocloud.

marketbeat.com - 2026-07-07 11:51:11

CoreWeave generated $2.1 billion of quarterly revenue, up 112% year over year, while backlog expanded to a record $99.4 billion. Management secured over $20 billion of financing this year, with no material debt maturities before 2029 despite elevated leverage. Ten customers have committed at least $1 billion each, while the financial services backlog alone has approached $10 billion.

seekingalpha.com - 2026-07-07 11:12:00

Meta Platforms is planning to sell excess compute power, which is weighing down CoreWeave's stock. CoreWeave's lack of a moat makes it vulnerable to competition.

fool.com - 2026-07-07 10:04:21

CoreWeave and Nebius build and rent out AI data centers, and they are likely to face competition from one of their most important customers. However, Meta's move into the neocloud market may not dent CoreWeave and Nebius' impressive momentum.

fool.com - 2026-07-07 06:58:00

Meta's influence and resources could make it a formidable rival. The rapid growth of the neocloud industry probably leaves room for more companies in that space.

fool.com - 2026-07-06 17:30:00

CoreWeave is positioned for margin-accretive growth as enterprise AI adoption accelerates and new data center capacity comes online. CRWV's transition to a CPU-forward architecture and expanding enterprise client base are expected to drive operating leverage and profitability over coming quarters. While competition from hyperscalers like Meta and xAI is intensifying, durable demand for compute capacity underpins CRWV's multi-year growth strategy.

seekingalpha.com - 2026-07-06 12:14:37

CoreWeave Inc (NASDAQ:CRWV) shares are climbing Monday as dip-buyers step back in, betting that market fears over new competition in the AI compute space is overblown.

benzinga.com - 2026-07-06 11:28:07

CoreWeave stock slumped this weak as investors reduced exposure to AI hardware and processing stocks. News that Meta Platforms is launching an AI-processing-as-a-service business also drove sell-offs for CoreWeave.

fool.com - 2026-07-05 07:18:42

CoreWeave's stock has plunged 55% from its all-time high. The macro headwinds are weighing it down, but it has lots of upside potential.

fool.com - 2026-07-04 12:53:49

Despite being one of the market's biggest AI winners, CoreWeave, Inc. CRWV stock has plunged roughly 24% over the past month as investors reassessed lofty valuations and growing competitive risks in the AI infrastructure space. Shares have underperformed the Zacks Internet-Software Market's fall of 3.4% as well as the  Zacks Computer & Technology sector and the S&P 500 Composite decline of 6.2% and 1.8%, respectively, in the same period.

zacks.com - 2026-07-03 10:46:17

Meta Platforms (NASDAQ:META | META Price Prediction) is reportedly considering renting idle GPU capacity as a cloud business, and the market has picked sides.

247wallst.com - 2026-07-03 08:51:56

Characteristics and Risks of Standardized Options: https://bit.ly/2v9tH6D. Headlines of Meta Platforms selling excess AI compute sent shares of the Mag 7 giant soaring Wednesday, though that momentum largely reversed during Thursday's trading session.

youtube.com - 2026-07-02 15:00:14

Shares of CoreWeave, Inc.  (NASDAQ:CRWV) are falling on Thursday. The stock is still in a downtrend and may be headed lower.

benzinga.com - 2026-07-02 14:53:23

Nvidia's scale and stickiness still make it a top AI play. CoreWeave's neocloud business will continue to lock in big hyperscalers.

fool.com - 2026-07-02 14:09:48

A report that Meta plans to sell excess AI computing capacity hit the AI cloud specialists hardest. Meta is a major customer of both companies, with agreements of $21 billion at CoreWeave and up to $27 billion at Nebius.

fool.com - 2026-07-02 12:23:00

Meta Platforms, Inc. is evaluating entry into the cloud compute market, leveraging excess compute capacity to generate new revenue streams and offset soaring AI capex. Market fears over META's potential competition triggered sharp selloffs in Nebius and CoreWeave, despite their robust backlog growth and strategic customer diversification. META remains highly compute-constrained, suggesting continued reliance on partners like NBIS and CRWV, whose forward sales multiples have become more attractive amid recent volatility.

seekingalpha.com - 2026-07-02 12:18:44

CRWV launches ARIA, an AI research agent in Weights & Biases that analyzes experiment data, automates research tasks and speeds AI model iteration.

zacks.com - 2026-07-02 11:26:06

CoreWeave (NASDAQ:CRWV) is under real pressure.

247wallst.com - 2026-07-02 11:09:02

NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) still wears the crown as the world's most valuable company at roughly $4.78 trillion, and every AI headline runs through it.

247wallst.com - 2026-07-02 10:39:59

CoreWeave, Inc. maintains a Strong Buy rating, supported by a $99.4 billion backlog and sold-out 2026 capacity. CRWV trades at a forward sales multiple far below peers Nebius and IREN, despite triple-digit revenue growth and rising pricing power. Backlog quality has improved, with investment-grade customers now comprising over 70% of future commitments and robust pricing momentum across its fleet.

seekingalpha.com - 2026-07-02 08:36:39

CoreWeave (CRWV) remains a critical AI infrastructure provider, with $99.4B backlog and robust multi-year take-or-pay contracts despite META's cloud ambitions. Q1 revenue surged 112% YoY to $2.08B, with 56% adjusted EBITDA margin; rapid scaling temporarily depresses operating income but supports long-term cash flow accretion. CRWV's differentiated tech stack, rapid deployment, and capital market access underpin its competitive moat, validated by NVIDIA's $2B equity investment and investment-grade financing.

seekingalpha.com - 2026-07-02 08:30:00

CoreWeave Inc. (NASDAQ:CRWV) stock edged lower in Thursday's premarket session after tumbling 13.92% in the previous trading day.

benzinga.com - 2026-07-02 08:09:31