2 months ago
CoreWeave (CRWV) stock is back in the spotlight after the company revealed a fresh wave of customer demand. The AI cloud provider said it has signed more than $25 billion in new customer commitments early in the third quarter of 2026, according to a company statement.
These commitments add to an already massive backlog. And it comes as CoreWeave's pricing power keeps growing, even as competition in the AI infrastructure ***** e heats up. Here is what investors watching CoreWeave stock's price need to know.
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#company #America
These commitments add to an already massive backlog. And it comes as CoreWeave's pricing power keeps growing, even as competition in the AI infrastructure ***** e heats up. Here is what investors watching CoreWeave stock's price need to know.
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JPMorgan Gives Up Forecasting Iran War Endgame as Trump Tells Reporters 'Anything Could Happen With Me'
#company #America
2 months ago
CoreWeave (NASDAQ: CRWV) stock was rocked on Thursday. The artificial intelligence (AI) cloud company's shares closed down more than 5% on news of two fundraising measures it announced that morning.
CoreWeave announced an at-the-market (ATM) issue of its publicly traded Class A common stock. Up to 35 million shares are to be sold in a public offering by a large syndicate of sales agents.
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The company said it will use its share of the proceeds "to provide ongoing financing flexibility and to support CoreWeave's objective of migrating its enterprise credit profile toward investment grade."
The company also announced an issue of convertible senior notes. It will float $3 billion worth of the securities, which mature in 2033 if not converted, in a private offering. The company intends to offer the initial purchasers of the note up to a total of $500 million in additional aggregate principal amount of notes.
#shares
CoreWeave announced an at-the-market (ATM) issue of its publicly traded Class A common stock. Up to 35 million shares are to be sold in a public offering by a large syndicate of sales agents.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The company said it will use its share of the proceeds "to provide ongoing financing flexibility and to support CoreWeave's objective of migrating its enterprise credit profile toward investment grade."
The company also announced an issue of convertible senior notes. It will float $3 billion worth of the securities, which mature in 2033 if not converted, in a private offering. The company intends to offer the initial purchasers of the note up to a total of $500 million in additional aggregate principal amount of notes.
#shares
2 months ago
In technology, the loudest applause usually comes at the demo, not the delivery. A flashy prototype draws headlines. The unglamorous rollout that actually generates revenue often gets a shrug.
CoreWeave, Inc. (CRWV) just lived that gap. The AI cloud provider rents out Nvidia Corporation (NVDA) chips to companies building artificial intelligence systems.
On Wednesday, September 16, it said it had linked hundreds of Nvidia's newest Rubin GPUs into a single working cluster, not just a test rack, according to the announcement.
For investors, that business model makes CRWV one of the most direct public ways to bet on AI infrastructure demand, without owning a chipmaker outright.
Nvidia, by contrast, is best known as the company that designs the GPUs everyone in the AI race is trying to get their hands on.
#crwv #NVIDIA #corporation #rubin
CoreWeave, Inc. (CRWV) just lived that gap. The AI cloud provider rents out Nvidia Corporation (NVDA) chips to companies building artificial intelligence systems.
On Wednesday, September 16, it said it had linked hundreds of Nvidia's newest Rubin GPUs into a single working cluster, not just a test rack, according to the announcement.
For investors, that business model makes CRWV one of the most direct public ways to bet on AI infrastructure demand, without owning a chipmaker outright.
Nvidia, by contrast, is best known as the company that designs the GPUs everyone in the AI race is trying to get their hands on.
#crwv #NVIDIA #corporation #rubin
2 months ago
CoreWeave (NASDAQ:CRWV), a GPU-accelerated cloud infrastructure provider, closed at $79.88, down 4.16%. The stock fell after CoreWeave announced convertible debt and a share sale, and investors are watching financing costs and infrastructure expansion.
Trading volume reached 78.3 million shares, coming in about 176% above its three-month average of 28.4 million shares. CoreWeave IPO'd in 2025 and has doubled since going public.
The S&P 500 (SNPINDEX:^GSPC) closed at 7,637, up 1.13%, while the Nasdaq Composite (NASDAQINDEX:^IXIC) closed at 26,418, up 1.69%. Among specialized cloud computing and AI infrastructure services peers, Nebius Group (NASDAQ:NBIS) closed at $217.99, up 4.12%, and Iren (NASDAQ:IREN) closed at $43.48, up 2.02%, as investors kept weighing AI buildout demand against funding needs.
It's important to note why CoreWeave stock dropped while shares of its closest peers rose sharply today. The companies are in a capital-intensive spending growth stretch. Demand for high-powered compute cloud ******* e for AI is huge, and CoreWeave announced today that it would raise money to meet that demand in two ways.
Its share offering and convertible bond offering are both likely to be dilutive to shareholders. But it takes money to make money, and CoreWeave also reinforced today that it is raising prices for its compute cloud contracts.
But the debt and share issuance contrasts with the solid cash position of peer Iren, for example. Iren has built up cash from its existing crypto mining operations.
#iren #infrastructure #shares
Trading volume reached 78.3 million shares, coming in about 176% above its three-month average of 28.4 million shares. CoreWeave IPO'd in 2025 and has doubled since going public.
The S&P 500 (SNPINDEX:^GSPC) closed at 7,637, up 1.13%, while the Nasdaq Composite (NASDAQINDEX:^IXIC) closed at 26,418, up 1.69%. Among specialized cloud computing and AI infrastructure services peers, Nebius Group (NASDAQ:NBIS) closed at $217.99, up 4.12%, and Iren (NASDAQ:IREN) closed at $43.48, up 2.02%, as investors kept weighing AI buildout demand against funding needs.
It's important to note why CoreWeave stock dropped while shares of its closest peers rose sharply today. The companies are in a capital-intensive spending growth stretch. Demand for high-powered compute cloud ******* e for AI is huge, and CoreWeave announced today that it would raise money to meet that demand in two ways.
Its share offering and convertible bond offering are both likely to be dilutive to shareholders. But it takes money to make money, and CoreWeave also reinforced today that it is raising prices for its compute cloud contracts.
But the debt and share issuance contrasts with the solid cash position of peer Iren, for example. Iren has built up cash from its existing crypto mining operations.
#iren #infrastructure #shares
2 months ago
Comments from Anthropic CEO Dario Amodei and OpenAI CEO Sam Altman calling for a more measured approach to frontier AI development contributed to a sharp selloff across neoclouds and data center stocks. Bernstein identified CoreWeave Inc. (NASDAQ:CRWV) as the most exposed name because of its rural footprint and focus on AI training. The concern represents a genuine structural argument. However, it marks the second time this year that the same group of stocks has faced concerns over the sustainability of AI demand. There is also an important tension within Bernstein's own note, which highlights CoreWeave's exposure while acknowledging that most of its backlog remains shielded by contracts.
Bernstein cautioned that a slowdown in AI training could weigh on data center developers. The warning followed Amodei's weekend comments urging the industry to deliberately slow the pace of frontier AI capability gains, along with similar remarks from Sam Altman. According to ****** yst Madison Rezaei, slower training activity would likely reduce demand for rural data center sites designed for latency-insensitive workloads. The ****** yst pointed out that rural and Tier 3 markets account for 70% of the industry's 488GW pipeline. CoreWeave was identified as the most exposed name in the firm's coverage. ****** yst Madison Rezaei remarked:
We estimate that 25% of their existing active U.S. power, with an additional ~74% of their contracted power, is situated in Tier 3 and Tier 4 markets.
However, there is a key counterpoint within Bernstein's own note:
The backlog is primarily comprised of take-or-pay contracts, so we do not anticipate a threat there but could see a pullback in demand for the contracted-not-yet-sold rural power if training development slows.
#training #analyst
Bernstein cautioned that a slowdown in AI training could weigh on data center developers. The warning followed Amodei's weekend comments urging the industry to deliberately slow the pace of frontier AI capability gains, along with similar remarks from Sam Altman. According to ****** yst Madison Rezaei, slower training activity would likely reduce demand for rural data center sites designed for latency-insensitive workloads. The ****** yst pointed out that rural and Tier 3 markets account for 70% of the industry's 488GW pipeline. CoreWeave was identified as the most exposed name in the firm's coverage. ****** yst Madison Rezaei remarked:
We estimate that 25% of their existing active U.S. power, with an additional ~74% of their contracted power, is situated in Tier 3 and Tier 4 markets.
However, there is a key counterpoint within Bernstein's own note:
The backlog is primarily comprised of take-or-pay contracts, so we do not anticipate a threat there but could see a pullback in demand for the contracted-not-yet-sold rural power if training development slows.
#training #analyst
2 months ago
Nebius Group (NBIS) bounced 5% Wednesday but remains down 21% over the past month, raising the question of whether sellers have finally exhausted their case.
CoreWeave (CRWV) fell nearly 20% over the same period as NBIS, signaling a shared repricing of pure-play AI cloud names rather than a Nebius-specific problem.
Only buying that holds across multiple sessions, especially without CoreWeave rising in lockstep, would confirm a real floor rather than another failed bounce.
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Shares of Nebius Group (NASDAQ:NBIS) are bouncing Wednesday, but the question worth asking is whether the move ends the slide or just adds to a string of one-day bids that haven't held. Nebius stock is still down sharply over the past month, and today's gain has to fit inside that context to matter.
#nbis #past #month #question
CoreWeave (CRWV) fell nearly 20% over the same period as NBIS, signaling a shared repricing of pure-play AI cloud names rather than a Nebius-specific problem.
Only buying that holds across multiple sessions, especially without CoreWeave rising in lockstep, would confirm a real floor rather than another failed bounce.
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Shares of Nebius Group (NASDAQ:NBIS) are bouncing Wednesday, but the question worth asking is whether the move ends the slide or just adds to a string of one-day bids that haven't held. Nebius stock is still down sharply over the past month, and today's gain has to fit inside that context to matter.
#nbis #past #month #question
2 months ago
CoreWeave (CRWV), purely from the perspective of revenue growth, still looks attractive. However, CRWV stock is telling a different story. In the past 52 weeks, the stock has corrected by 29%.
Amidst this weak performance, Bernstein issued a warning. That "slowdown in the training of artificial intelligence models could negatively affect data center developers and neoclouds." Further, CoreWeave is one of the "most exposed" to this risk.
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#bernstein #billionaire #charlie
Amidst this weak performance, Bernstein issued a warning. That "slowdown in the training of artificial intelligence models could negatively affect data center developers and neoclouds." Further, CoreWeave is one of the "most exposed" to this risk.
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#bernstein #billionaire #charlie
2 months ago
As the artificial intelligence revolution shifts from experimentation to industrial scale, choosing between Cerebras Systems (NASDAQ:CBRS) and CoreWeave (NASDAQ:CRWV) presents a unique choice for investors seeking infrastructure growth in 2026.
Cerebras builds massive chips designed to accelerate intensive workloads, while CoreWeave offers specialized cloud services for those same tasks. Both companies have seen rapid growth as businesses scramble for computing power, making them key names to watch among semiconductor stocks and infrastructure providers.
Cerebras Systems focuses on a single, bold hardware proposition: the Wafer-Scale Engine. This processor is the size of an entire silicon wafer, designed to train complex models much faster than traditional clusters. The company serves enterprise, government, and high-performance computing customers across North America, Europe, and the Middle East. While its latest annual report does not disclose specific major customers, its global reach continues to expand as it targets large-scale research and national security projects.
Financial performance has trended upward significantly in recent years. In its 2025 fiscal year (FY), revenue reached $510.0 million, representing growth of 75.7% compared to the prior year. The company also achieved profitability during this period, reporting net income of $237.8 million. This results in a net margin of 46.6%, which measures the percentage of revenue that remains as profit after all expenses are paid.
As of its December 2025 balance sheet, the company maintains a current ratio of 2.1x, indicating its ability to cover short-term obligations with short-term ***** ets while the debt-to-equity ratio is -0.5x. During FY 2025, free cash flow was negative at $392.8 million. Free cash flow is the cash a business generates after paying for its operations and capital expenditures to maintain the business.
#cerebras #million #cash #wafer
Cerebras builds massive chips designed to accelerate intensive workloads, while CoreWeave offers specialized cloud services for those same tasks. Both companies have seen rapid growth as businesses scramble for computing power, making them key names to watch among semiconductor stocks and infrastructure providers.
Cerebras Systems focuses on a single, bold hardware proposition: the Wafer-Scale Engine. This processor is the size of an entire silicon wafer, designed to train complex models much faster than traditional clusters. The company serves enterprise, government, and high-performance computing customers across North America, Europe, and the Middle East. While its latest annual report does not disclose specific major customers, its global reach continues to expand as it targets large-scale research and national security projects.
Financial performance has trended upward significantly in recent years. In its 2025 fiscal year (FY), revenue reached $510.0 million, representing growth of 75.7% compared to the prior year. The company also achieved profitability during this period, reporting net income of $237.8 million. This results in a net margin of 46.6%, which measures the percentage of revenue that remains as profit after all expenses are paid.
As of its December 2025 balance sheet, the company maintains a current ratio of 2.1x, indicating its ability to cover short-term obligations with short-term ***** ets while the debt-to-equity ratio is -0.5x. During FY 2025, free cash flow was negative at $392.8 million. Free cash flow is the cash a business generates after paying for its operations and capital expenditures to maintain the business.
#cerebras #million #cash #wafer
2 months ago
The artificial intelligence infrastructure race is moving from a chip shortage story into a race for something harder to manufacture: data center capacity. Land, electricity, and finished buildings are becoming the bottlenecks as hyperscalers pour hundreds of billions of dollars into AI. That is creating an opening for a new breed of cloud providers that can secure capacity where the largest cloud companies cannot.
At Thursday's Goldman Sachs Communacopia + Technology Conference, Nvidia (NVDA) CEO Jensen Huang made clear that he sees this market expanding for years—and his comments were particularly bullish for CoreWeave (CRWV) and Nebius Group (NBIS).
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#capacity #land
At Thursday's Goldman Sachs Communacopia + Technology Conference, Nvidia (NVDA) CEO Jensen Huang made clear that he sees this market expanding for years—and his comments were particularly bullish for CoreWeave (CRWV) and Nebius Group (NBIS).
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#capacity #land
2 months ago
NVIDIA Corporation (NASDAQ:NVDA) has an argument against rapid hardware obsolescence: older accelerators still command rental prices. For CoreWeave, Inc. (NASDAQ:CRWV), which sells access to computing infrastructure, the harder question is how much of that rent becomes a return.
The September 7 settlement of a transaction-based GPU rental benchmark put NVIDIA's H100 SXM at $3.17 per GPU-hour and its older A100 SXM4 at $1.05. Those are market benchmarks, not CoreWeave's realized prices or the economics of its entire fleet.
The distinction matters because a chip can remain useful without every owner earning an attractive return on the equipment purchased around it.
NVIDIA benefits when buyers believe its systems can serve workloads across multiple product generations. A longer revenue-producing life can make the initial purchase easier to justify and reinforce confidence in its computing ecosystem.
That does not guarantee faster replacement demand. Customers able to run suitable tasks on older equipment may defer some upgrades. NVIDIA still needs new systems to offer advantages worth paying for, especially when power and facility capacity constrain deployment.
#NASDAQ #rental #computing #return
The September 7 settlement of a transaction-based GPU rental benchmark put NVIDIA's H100 SXM at $3.17 per GPU-hour and its older A100 SXM4 at $1.05. Those are market benchmarks, not CoreWeave's realized prices or the economics of its entire fleet.
The distinction matters because a chip can remain useful without every owner earning an attractive return on the equipment purchased around it.
NVIDIA benefits when buyers believe its systems can serve workloads across multiple product generations. A longer revenue-producing life can make the initial purchase easier to justify and reinforce confidence in its computing ecosystem.
That does not guarantee faster replacement demand. Customers able to run suitable tasks on older equipment may defer some upgrades. NVIDIA still needs new systems to offer advantages worth paying for, especially when power and facility capacity constrain deployment.
#NASDAQ #rental #computing #return
2 months ago
This year has been a volatile one for artificial intelligence (AI) company CoreWeave (NASDAQ:CRWV). Its success largely hinges on demand for all things AI-related, as the company makes money by providing customers access to Nvidia's high-end chips.
Over the past 12 months, however, the stock has declined by 24%, and it's currently trading around $84 -- a far cry from its 52-week high of more than $153. Investors have been growing more concerned about AI stocks as a whole, especially ones like CoreWeave that continue to struggle with profitability.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
But CoreWeave's CEO recently gave investors some good news that could boost the stock heading into the latter part of the year: there continues to be sky-high demand.
Image source: Getty Images.
#coreweave #investors #year
Over the past 12 months, however, the stock has declined by 24%, and it's currently trading around $84 -- a far cry from its 52-week high of more than $153. Investors have been growing more concerned about AI stocks as a whole, especially ones like CoreWeave that continue to struggle with profitability.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
But CoreWeave's CEO recently gave investors some good news that could boost the stock heading into the latter part of the year: there continues to be sky-high demand.
Image source: Getty Images.
#coreweave #investors #year
2 months ago
The often-teflon AI trade has officially been rattled.
AI stocks are getting absolutely crushed in premarket trading on Monday after Anthropic (ANTH.PVT) CEO Dario Amodei dropped a gloomy 3,800-word essay that rattled investor confidence across the entire semiconductor and AI infrastructure complex.
Momentum AI names took it on the chin, with Marvell (MRVL) and SK Hynix (SKHY) each down 7%, CoreWeave (CRWV), SanDisk (SNDK), Intel (INTC), and AMD (AMD) all off 6%, Micron (MU) and Super Micro (SMCI) down 5%.
Even the two most important names in AI — Nvidia (NVDA) and Broadcom (AVGO) — are sliding 3% before the opening bell.
Within the course of two days, AI ******* ans at Anthropic (ANTH.PVT), CEO Dario Amodei, and OpenAI (OPAI.PVT), CEO Sam Altman, have managed to scare the ******* out of the human race with the powerful technology they created and pushed their teams full of pioneering super-coders to supercharge.
#names #momentum
AI stocks are getting absolutely crushed in premarket trading on Monday after Anthropic (ANTH.PVT) CEO Dario Amodei dropped a gloomy 3,800-word essay that rattled investor confidence across the entire semiconductor and AI infrastructure complex.
Momentum AI names took it on the chin, with Marvell (MRVL) and SK Hynix (SKHY) each down 7%, CoreWeave (CRWV), SanDisk (SNDK), Intel (INTC), and AMD (AMD) all off 6%, Micron (MU) and Super Micro (SMCI) down 5%.
Even the two most important names in AI — Nvidia (NVDA) and Broadcom (AVGO) — are sliding 3% before the opening bell.
Within the course of two days, AI ******* ans at Anthropic (ANTH.PVT), CEO Dario Amodei, and OpenAI (OPAI.PVT), CEO Sam Altman, have managed to scare the ******* out of the human race with the powerful technology they created and pushed their teams full of pioneering super-coders to supercharge.
#names #momentum
2 months ago
When a caller inquired about IREN Limited (NASDAQ:IREN) during the lightning round on September 3, Mad Money host Jim Cramer said:
If you're going to do neocloud, you got to do, the only one I like is CoreWeave with Michael Intrator. The others I think are too speculative for me.
The two companies are at different stages of building their AI businesses. CoreWeave, Inc. (NASDAQ:CRWV) reported $2.575 billion of second-quarter revenue, up approximately 112% from a year earlier. Its revenue backlog stood at approximately $104 billion as of June 30, excluding more than $25 billion of additional customer commitments secured in early July. Furthermore, active power reached 1.5 gigawatts, while contracted power rose to approximately 3.7 gigawatts. CEO Michael Intrator said on the company's second-quarter earnings call that "our near-term capacity remains effectively sold out." He also described broadening customer demand and rapidly expanding enterprise adoption.
Meanwhile, IREN Limited's (NASDAQ:IREN) AI Cloud Services revenue reached $128.8 million in fiscal 2026, compared with $16.4 million a year earlier. Total fiscal 2026 revenue was $707 million, including $578.2 million from Bitcoin mining. The company reported $4 billion of contracted AI annualized run rate revenue for 2026 capacity, with $1 billion of operating ARR as of August 26. CEO Daniel Roberts said on August 27 that its 2026 capacity was "largely sold out." Roberts said recent three-year contracts represented more than $20 million of revenue per megawatt and that customer prepayments represented 45%-55% of ****** ociated GPU capital expenditures.
CoreWeave, Inc.'s (NASDAQ:CRWV) capital requirements remain substantial. The company spent $9.4 billion on capital expenditures in the second quarter and raised its 2026 CapEx forecast to $35 billion-$39 billion. It also reported $640 million of net interest expense and a $626 million net loss for the quarter. Total debt stood at $35.6 billion as of June 30.
#billion #revenue
If you're going to do neocloud, you got to do, the only one I like is CoreWeave with Michael Intrator. The others I think are too speculative for me.
The two companies are at different stages of building their AI businesses. CoreWeave, Inc. (NASDAQ:CRWV) reported $2.575 billion of second-quarter revenue, up approximately 112% from a year earlier. Its revenue backlog stood at approximately $104 billion as of June 30, excluding more than $25 billion of additional customer commitments secured in early July. Furthermore, active power reached 1.5 gigawatts, while contracted power rose to approximately 3.7 gigawatts. CEO Michael Intrator said on the company's second-quarter earnings call that "our near-term capacity remains effectively sold out." He also described broadening customer demand and rapidly expanding enterprise adoption.
Meanwhile, IREN Limited's (NASDAQ:IREN) AI Cloud Services revenue reached $128.8 million in fiscal 2026, compared with $16.4 million a year earlier. Total fiscal 2026 revenue was $707 million, including $578.2 million from Bitcoin mining. The company reported $4 billion of contracted AI annualized run rate revenue for 2026 capacity, with $1 billion of operating ARR as of August 26. CEO Daniel Roberts said on August 27 that its 2026 capacity was "largely sold out." Roberts said recent three-year contracts represented more than $20 million of revenue per megawatt and that customer prepayments represented 45%-55% of ****** ociated GPU capital expenditures.
CoreWeave, Inc.'s (NASDAQ:CRWV) capital requirements remain substantial. The company spent $9.4 billion on capital expenditures in the second quarter and raised its 2026 CapEx forecast to $35 billion-$39 billion. It also reported $640 million of net interest expense and a $626 million net loss for the quarter. Total debt stood at $35.6 billion as of June 30.
#billion #revenue
2 months ago
The Dow Jones Industrial Average and the other major stock indexes fell Tuesday, with oil prices rising following an attack on Saudi Arabia by Iran-backed Houthis. Energy stocks jumped while software lagged. Meanwhile, memory-chip leader SK Hynix (SKHY) rallied on the stock market today, breaking out past a new buy point.
Stocks were under pressure in the first day of the shortened trading week, with the Dow industrials diving nearly 700 points. This equates to a 1.3% drop. Oil major Chevron (CVX) stood out with a 2% pop, putting shares back in a buy zone.
But Amgen (AMGN) plunged 9% and dropped to its 50-day moving average. It comes after a disappointing trial results for an experimental Novartis (NVS) cardiovascular treatment were seen as a negative indicator for the former firm's own fledgling heart treatment olpasiran. Novartis, not a blue chip stock, plummeted more than 13%.
The S&P 500 also felt the heat, dropping 0.4%. A majority of sectors were lower, with communication services and healthcare being hit the hardest. Energy and utilities were posting the best gains.
The tech-heavy Nasdaq composite was also being punished, falling 0.5%. Booking (BKNG) and Shopify (SHOP) lagged due to drops of more than 5% and around 8%, respectively. CoreWeave (CRWV) showed strength by rising more than 8%.
#major #rising #lagged
Stocks were under pressure in the first day of the shortened trading week, with the Dow industrials diving nearly 700 points. This equates to a 1.3% drop. Oil major Chevron (CVX) stood out with a 2% pop, putting shares back in a buy zone.
But Amgen (AMGN) plunged 9% and dropped to its 50-day moving average. It comes after a disappointing trial results for an experimental Novartis (NVS) cardiovascular treatment were seen as a negative indicator for the former firm's own fledgling heart treatment olpasiran. Novartis, not a blue chip stock, plummeted more than 13%.
The S&P 500 also felt the heat, dropping 0.4%. A majority of sectors were lower, with communication services and healthcare being hit the hardest. Energy and utilities were posting the best gains.
The tech-heavy Nasdaq composite was also being punished, falling 0.5%. Booking (BKNG) and Shopify (SHOP) lagged due to drops of more than 5% and around 8%, respectively. CoreWeave (CRWV) showed strength by rising more than 8%.
#major #rising #lagged
2 months ago
DDOG dropped 22% after a large AI customer disclosed reduced future usage, despite beating Q2 revenue and earnings while raising its full-year outlook.
CoreWeave (CRWV) and Oracle (ORCL) each gained 13-14% over the same period, ruling out sector rotation or broad cloud weakness as the cause.
Customer concentration risk and a decelerating growth rate can keep a software stock repriced far longer than its underlying platform quality would suggest.
Just released. Our ******* ysts combed the entire stock market and named the ten best stocks to buy right now. The report is free. Enter your email and see if any of your stocks made the cut.
Datadog stands alone in cloud software over the past month, with a company-specific catalyst carving a wide gap between its shares and every close peer. That gap is the whole story, and it flips the usual sector-rotation explanation on its head.
#Stock #ddog
CoreWeave (CRWV) and Oracle (ORCL) each gained 13-14% over the same period, ruling out sector rotation or broad cloud weakness as the cause.
Customer concentration risk and a decelerating growth rate can keep a software stock repriced far longer than its underlying platform quality would suggest.
Just released. Our ******* ysts combed the entire stock market and named the ten best stocks to buy right now. The report is free. Enter your email and see if any of your stocks made the cut.
Datadog stands alone in cloud software over the past month, with a company-specific catalyst carving a wide gap between its shares and every close peer. That gap is the whole story, and it flips the usual sector-rotation explanation on its head.
#Stock #ddog
2 months ago
CoreWeave (CRWV) shareholders have watched a rough stretch.
The stock fell about 17% over the past week as investors reacted to the company's plan to spend far more on data centers than expected.
That kind of spending scares people who want profits now, not years from now.
Shares recently traded near $86, down sharply from where they sat earlier in the month. But one ***** yst looked at the same numbers and reached the opposite conclusion.
Truist Securities thinks CoreWeave could nearly double from here. The firm sees a specific reason why the recent sell-off creates an opening rather than a warning.
#coreweave #shares #shareholders #stretch
The stock fell about 17% over the past week as investors reacted to the company's plan to spend far more on data centers than expected.
That kind of spending scares people who want profits now, not years from now.
Shares recently traded near $86, down sharply from where they sat earlier in the month. But one ***** yst looked at the same numbers and reached the opposite conclusion.
Truist Securities thinks CoreWeave could nearly double from here. The firm sees a specific reason why the recent sell-off creates an opening rather than a warning.
#coreweave #shares #shareholders #stretch
2 months ago
CoreWeave (CRWV) has just landed another major customer for its artificial intelligence infrastructure. The AI cloud provider announced a multiyear, multibillion-dollar agreement with Hudson River Trading, one of the world's leading quantitative trading firms, to build a next-generation AI research platform on CoreWeave's cloud.
The deal is important because HRT is an unusually demanding customer. Its trading models rely on massive computing power, speed, and low-latency infrastructure. HRT will use CoreWeave's platform, including NVIDIA (NVDA) Vera Rubin NVL72 systems and Spectrum-X networking, for AI-driven trading research and model development.
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#play #customer #platform
The deal is important because HRT is an unusually demanding customer. Its trading models rely on massive computing power, speed, and low-latency infrastructure. HRT will use CoreWeave's platform, including NVIDIA (NVDA) Vera Rubin NVL72 systems and Spectrum-X networking, for AI-driven trading research and model development.
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#play #customer #platform
3 months ago
NVDA posted 92% Data Center revenue growth and CRWV secured a $2.6B GPU-backed loan with a $104B backlog.
Unlike Bitcoin, chips have no fixed supply mechanics. Manufacturers can expand capacity and render older GPUs economically obsolete on a published schedule.
Cuban sold 98% of his Bitcoin near $88,000 and has been linked to collapsed projects ****** AN and Voyager, making his crypto praise read as a warning.
Don't wait: the ****** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
On Aug. 15, 2026, Mark Cuban posted on X: "Chips as an ****** et class will be the new crypto." That is the entire public statement. Cuban did not specify which chips, name an investment vehicle, offer a timeline, or follow up in any interview. The post drew over 1.2 million views within a day and was reported by outlets including Crypto News, TradingView, TheStreet, Protos, and AOL between Aug. 16 and Aug. 18, 2026.
#chips #unlike
Unlike Bitcoin, chips have no fixed supply mechanics. Manufacturers can expand capacity and render older GPUs economically obsolete on a published schedule.
Cuban sold 98% of his Bitcoin near $88,000 and has been linked to collapsed projects ****** AN and Voyager, making his crypto praise read as a warning.
Don't wait: the ****** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
On Aug. 15, 2026, Mark Cuban posted on X: "Chips as an ****** et class will be the new crypto." That is the entire public statement. Cuban did not specify which chips, name an investment vehicle, offer a timeline, or follow up in any interview. The post drew over 1.2 million views within a day and was reported by outlets including Crypto News, TradingView, TheStreet, Protos, and AOL between Aug. 16 and Aug. 18, 2026.
#chips #unlike
3 months ago
Another day, another round of upside for a neocloud. Following CoreWeave's (CRWV) and Nebius' (NBIS) time in the sun, Sydney-based Iren Limited (IREN) saw its shares end the week about 9% higher after it revealed that its first cloud deployment for Microsoft (MSFT) was complete, and it has also received the Exemplar Cloud status from Nvidia (NVDA).
Iren's Horizon 1 is the first of four deployments from the company to Microsoft under a five-year, $9.7 billion contract inked last year in November. Here, Nvidia validated Iren's GB300 NVL72 deployment and granted it the Exemplar Cloud status. Iren joins CoreWeave, Nebius, AWS, Azure, and Oracle Cloud Infrastructure in receiving this recognition.
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#cloud #NVIDIA
Iren's Horizon 1 is the first of four deployments from the company to Microsoft under a five-year, $9.7 billion contract inked last year in November. Here, Nvidia validated Iren's GB300 NVL72 deployment and granted it the Exemplar Cloud status. Iren joins CoreWeave, Nebius, AWS, Azure, and Oracle Cloud Infrastructure in receiving this recognition.
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#cloud #NVIDIA
3 months ago
The second quarter earnings season is beginning to wind down, with nearly 90% of S&P 500 (^GSPC) companies having already reported.
The takeaway from the quarter so far has been unbridled strength. According to FactSet data, second quarter earnings for S&P 500 companies are on pace to rise 50% year over year, the highest growth rate since 2021. Artificial intelligence has been the growth engine of that broad-based earnings growth, Bank of America strategists noted.
The next test comes this week from key players in different branches of the AI boom. Cloud provider CoreWeave (CRWV), AI server maker Supermicro (SMCI), and chip equipment manufacturer Applied Materials (AMAT) are among the key companies reporting results this week.
Applied Materials (AMAT) stock fell over 3% in after-hours trading despite the chip equipment maker posting record revenue of $9.12 billion, which topped ****** yst expectations.
Earnings per share rose 43% year over year to $3.17 in the fiscal third quarter as "rapid global adoption of AI drives unprecedented demand for our materials engineering solutions," the company stated.
#Growth #week
The takeaway from the quarter so far has been unbridled strength. According to FactSet data, second quarter earnings for S&P 500 companies are on pace to rise 50% year over year, the highest growth rate since 2021. Artificial intelligence has been the growth engine of that broad-based earnings growth, Bank of America strategists noted.
The next test comes this week from key players in different branches of the AI boom. Cloud provider CoreWeave (CRWV), AI server maker Supermicro (SMCI), and chip equipment manufacturer Applied Materials (AMAT) are among the key companies reporting results this week.
Applied Materials (AMAT) stock fell over 3% in after-hours trading despite the chip equipment maker posting record revenue of $9.12 billion, which topped ****** yst expectations.
Earnings per share rose 43% year over year to $3.17 in the fiscal third quarter as "rapid global adoption of AI drives unprecedented demand for our materials engineering solutions," the company stated.
#Growth #week
3 months ago
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CoreWeave, Inc. (NASDAQ:CRWV) reports second-quarter earnings after the close today, with the call at 5 p.m. ET.
Analysts expect revenue of roughly $2.56 billion, more than double the year-ago figure, alongside a loss of about $1.40 per share. The stock sits roughly 35% below its pre-earnings May peak.
Beyond the headline numbers, Kalshi traders are betting on what management will talk about, from Nvidia and Anthropic to storage and government contracts.
"Storage" leads the board at 97%, with supplier "Solidigm" at 79%. CoreWeave signed a multi-year deal last week for priority access to the SSD maker's drives, calling storage a critical constraint as industry supply tightens.
#revenue #earnings #roughly
CoreWeave, Inc. (NASDAQ:CRWV) reports second-quarter earnings after the close today, with the call at 5 p.m. ET.
Analysts expect revenue of roughly $2.56 billion, more than double the year-ago figure, alongside a loss of about $1.40 per share. The stock sits roughly 35% below its pre-earnings May peak.
Beyond the headline numbers, Kalshi traders are betting on what management will talk about, from Nvidia and Anthropic to storage and government contracts.
"Storage" leads the board at 97%, with supplier "Solidigm" at 79%. CoreWeave signed a multi-year deal last week for priority access to the SSD maker's drives, calling storage a critical constraint as industry supply tightens.
#revenue #earnings #roughly
3 months ago
Tech stocks were mixed Tuesday, as investors prepare for results from AI infrastructure companies CoreWeave (CRWV) and Supermicro (SMCI) after the bell.
CoreWeave has dropped roughly 30% since its last earnings report in May over concerns about revenue growth and its spending plans. For the current quarter, **** ysts are anticipating an adjusted loss per share of -$1.18 and revenue of $2.5 billion.
CoreWeave is spending billions building out AI data centers packed full of high-powered chips which it then rents out to customers including Meta (META) and Anthropic (ANTH.PVT).
Supermicro, meanwhile, already provided investors with a preliminary look at its results, saying that it anticipates better than projected margins and that it booked $60 billion in new orders in the quarter.
The company's stock is up more than 9% year-to-date, but down about 29% from its one-year highs.
#supermicro #results
CoreWeave has dropped roughly 30% since its last earnings report in May over concerns about revenue growth and its spending plans. For the current quarter, **** ysts are anticipating an adjusted loss per share of -$1.18 and revenue of $2.5 billion.
CoreWeave is spending billions building out AI data centers packed full of high-powered chips which it then rents out to customers including Meta (META) and Anthropic (ANTH.PVT).
Supermicro, meanwhile, already provided investors with a preliminary look at its results, saying that it anticipates better than projected margins and that it booked $60 billion in new orders in the quarter.
The company's stock is up more than 9% year-to-date, but down about 29% from its one-year highs.
#supermicro #results
3 months ago
CoreWeave (CRWV) investors should have Aug. 11 circled on their calendars, when the artificial intelligence (AI) cloud infrastructure company is scheduled to report its second-quarter 2026 earnings after the market closes. The report comes as Wall Street looks for evidence that surging demand for GPU-powered cloud services is continuing to translate into explosive revenue growth and a clearer path toward profitability.
Investors will be watching closely for updates on customer demand, capacity expansion, margins, and management's outlook, particularly after renewed optimism across the AI sector and recent strength in CoreWeave shares fueled by robust results from major hyperscalers. With expectations running high, the upcoming earnings report could be the next major catalyst for the stock.
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#Stock #crwv #wall
Investors will be watching closely for updates on customer demand, capacity expansion, margins, and management's outlook, particularly after renewed optimism across the AI sector and recent strength in CoreWeave shares fueled by robust results from major hyperscalers. With expectations running high, the upcoming earnings report could be the next major catalyst for the stock.
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#Stock #crwv #wall
3 months ago
CoreWeave fell 33% from its May filing price to $92 despite posting record bookings and 112% year-over-year revenue growth in Q1.
CRWV's $99 billion backlog, anchored by Meta's $21 billion commitment, is already contracted and represents nearly 20 times last year's revenue.
Analysts target $138 implying 50% upside, but bears point to massive debt and a $740 million Q1 net loss as real risks.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and CoreWeave, Inc. Class A Common Stock didn't make the cut. Grab the names FREE today.
At roughly $91.90, CoreWeave (NASDAQ:CRWV) looks compelling. The stock has round-tripped from a filing-day price of $136.80 in May to the low $90s, even as the company logged its strongest bookings quarter ever.
#price #NVIDIA
CRWV's $99 billion backlog, anchored by Meta's $21 billion commitment, is already contracted and represents nearly 20 times last year's revenue.
Analysts target $138 implying 50% upside, but bears point to massive debt and a $740 million Q1 net loss as real risks.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and CoreWeave, Inc. Class A Common Stock didn't make the cut. Grab the names FREE today.
At roughly $91.90, CoreWeave (NASDAQ:CRWV) looks compelling. The stock has round-tripped from a filing-day price of $136.80 in May to the low $90s, even as the company logged its strongest bookings quarter ever.
#price #NVIDIA
3 months ago
Score one for Andy Jassy and his team at Amazon (AMZN). After months of AMZN stock underperforming the S&P 500 ($SPX) on fears that the company was spending too much, too fast on its artificial intelligence (AI) buildout, the CEO put those fears to rest with the latest earnings report. The release made one thing clear: Amazon's AI strategy is paying off in a big way.
Amazon's second-quarter report recorded the fastest growth in Amazon Web Services (AWS) in 18 quarters, with the segment exceeding an annual run rate of $25 billion in AI revenue thanks to new agreements signed with several big companies, including Warner Bros. Discovery (WBD), Pinterest (PINS), Snowflake (SNOW), and Moody's (MCO). Amazon also recorded a $25 billion annual run rate for its chips business, which includes its custom-built Trainium AI chip. Amazon has commitments from AI startups Anthropic and OpenAI, Uber Technologies (UBER), Pinterest, and numerous smaller startups.
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#amzn #pinterest
Amazon's second-quarter report recorded the fastest growth in Amazon Web Services (AWS) in 18 quarters, with the segment exceeding an annual run rate of $25 billion in AI revenue thanks to new agreements signed with several big companies, including Warner Bros. Discovery (WBD), Pinterest (PINS), Snowflake (SNOW), and Moody's (MCO). Amazon also recorded a $25 billion annual run rate for its chips business, which includes its custom-built Trainium AI chip. Amazon has commitments from AI startups Anthropic and OpenAI, Uber Technologies (UBER), Pinterest, and numerous smaller startups.
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#amzn #pinterest
3 months ago
Palantir (PLTR) will report second-quarter results on Aug. 3, and the ******* ysts covering PLTR stock cannot seem to agree on what is coming. PLTR stock fell about 6% after Cleveland Research flagged signs of weak spending among Palantir's commercial customers. The note was a rare cautious voice on a stock that has mostly drawn praise, and it was enough to worry investors. Baird ******* yst William Power pushed back the same day, however, reiterating an "Outperform" rating and a $200 price target. A day before that, Oppenheimer ******* yst Param Singh also kept an "Outperform" rating and a $200 target. Singh expects revenue to grow roughly 85% in Q2. For reference, Palantir's own Q2 guidance points to revenue of about $1.8 billion, which would mean growth of roughly 80%. So, the ******* yst believes Palantir will beat its own forecast, something it has done quarter after quarter.
That pattern is why the bulls feel confident. Last quarter, Palantir raised its full-year revenue guidance by its largest amount ever, and management said the real problem is not demand but keeping up with it. CEO Alex Karp noted that U.S. growth is being limited because the company has been unable to fulfill demand. This goes directly against Cleveland's warning about commercial spending softening.
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#analyst
That pattern is why the bulls feel confident. Last quarter, Palantir raised its full-year revenue guidance by its largest amount ever, and management said the real problem is not demand but keeping up with it. CEO Alex Karp noted that U.S. growth is being limited because the company has been unable to fulfill demand. This goes directly against Cleveland's warning about commercial spending softening.
CoreWeave Just Scored a Leidos Partnership. What That Means for CRWV Stock Here.
Palantir Is Set to Deliver Strong Q2. ******* ysts See 60% Upside Potential for PLTR Stock.
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#analyst
3 months ago
Palantir Technologies (PLTR) will announce its second-quarter earnings on Aug. 3. Notably, Q2 could again be a solid quarter, marking accelerating revenue growth and expanding margins.
Despite consistently posting impressive financial results, Palantir's stock has struggled in 2026. Shares are down about 32% year-to-date (YTD) and have fallen more than 41% from their 52-week high, even as the company's underlying business continues to strengthen.
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#week
Despite consistently posting impressive financial results, Palantir's stock has struggled in 2026. Shares are down about 32% year-to-date (YTD) and have fallen more than 41% from their 52-week high, even as the company's underlying business continues to strengthen.
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Seagate Rallies on Strong Q4 Results and Guidance. What Does This Mean for STX Stock Here.
#week
3 months ago
Corning (GLW), best known to many investors as the maker of Gorilla Glass, had increasingly been revalued as an important supplier to the AI buildout thanks to its optical connectivity business. However, its latest earnings shock is a reminder that even the market's most celebrated AI infrastructure winners can run into gravity when expectations get too high.
Its shares fell as much as 20% intraday on July 28 after the company reported second-quarter results. That is one of the sharpest single-day declines in years for a name that had become a high-conviction proxy for AI infrastructure spending.
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#infrastructure #gorilla
Its shares fell as much as 20% intraday on July 28 after the company reported second-quarter results. That is one of the sharpest single-day declines in years for a name that had become a high-conviction proxy for AI infrastructure spending.
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#infrastructure #gorilla
3 months ago
AI infrastructure spending is moving faster than anyone expected. Capital expenditure estimates for 2026 have risen to about $750 billion, which works out to 67% growth from last year. Forecasts for 2027 are already closing in on $1 trillion. With numbers that big, investors are starting to wonder whether all these data centers can actually get funded and built on time.
Nvidia Corporation (NVDA) is now caught up in that debate. Reports say the company may put up a credit backstop of as much as $250 billion for OpenAI's planned data center project in Ohio. Wedbush says the deal introduces a near-term risk for Nvidia, though the firm still sees the bigger picture for AI infrastructure demand as positive over the long haul.
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#infrastructure #capital #nvda #reports
Nvidia Corporation (NVDA) is now caught up in that debate. Reports say the company may put up a credit backstop of as much as $250 billion for OpenAI's planned data center project in Ohio. Wedbush says the deal introduces a near-term risk for Nvidia, though the firm still sees the bigger picture for AI infrastructure demand as positive over the long haul.
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#infrastructure #capital #nvda #reports
3 months ago
Shares of data-storage company Seagate Technology (STX) moved higher following the company's better-than-expected fourth-quarter results reported on July 28. Revenue and earnings came in above consensus estimates, while Seagate also delivered on guidance.
Will the solid Q4 print add to STX stock's already-searing rally so far this year? Or are there any signs of derailment? Let's take a closer look.
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#earnings #july #coreweave #scored
Will the solid Q4 print add to STX stock's already-searing rally so far this year? Or are there any signs of derailment? Let's take a closer look.
CoreWeave Just Scored a Leidos Partnership. What That Means for CRWV Stock Here.
Palantir Is Set to Deliver Strong Q2. **** ysts See 60% Upside Potential for PLTR Stock.
Earnings, PMI and Other Key Things to Watch this Week
#earnings #july #coreweave #scored
