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CoreWeave Backlog Signals Potential for a 2x Move by 2027
business1 day ago

CoreWeave Backlog Signals Potential for a 2x Move by 2027

24/7 Wall St. projects CoreWeave (CRWV) to reach about $166.75–$171 by Aug 2027, implying up to ~90% upside based on a $104 billion backlog that dwarfs its sub‑$50 billion market cap. The bull case hinges on improving operating margins in the low teens by Q4 and a ramp in power/inference monetization, but the stock carries heavy cash burn (free cash flow −$5.7B in Q2) and large capex guidance ($35–$39B for 2026). Comparisons to Nebius and Oracle are used, while a bear case warns of financing/interest risks; sentiment is mixed and one noted NVIDIA caller did not include CRWV among top AI stocks.

via 24/7 Wall St.|
#ai-infrastructure#backlog#business
Tepper Bets AI Infrastructure Over Chips: Exits SanDisk, Trims Micron, Bets on CoreWeave, Amazon and Utilities
investing8 days ago

Tepper Bets AI Infrastructure Over Chips: Exits SanDisk, Trims Micron, Bets on CoreWeave, Amazon and Utilities

David Tepper’s Appaloosa disclosed in its Q2 2026 13F a pivot from memory chips to AI infrastructure bets: he trimmed Micron by 690,000 shares to 975,000 and exited SanDisk, while also reducing AMD and Qualcomm, and redeploying the cash into Amazon (5 million shares), a new CoreWeave stake, a larger TSMC position, and NVIDIA, plus new Vistra and NRG stakes—an AI-stack rotation focused on infrastructure and power for data centers regardless of which chipmaker wins.

via 24/7 Wall St.|
#amazon#coreweave#investing
New neocloud ETF targets AI infrastructure leaders as CoreWeave and Nebius rally
finance12 days ago

New neocloud ETF targets AI infrastructure leaders as CoreWeave and Nebius rally

CoreWeave and Nebius surged on strong results—CoreWeave with 112% revenue growth and a $104B backlog, Nebius with 454% revenue growth—while NVIDIA struck a five-year, $3.4B cloud deal with IREN and pledged up to $2.1B in investment. Roundhill’s new neocloud ETF includes CoreWeave, Nebius, IREN, and Applied Digital among its top holdings, offering diversified exposure to the AI infrastructure buildout. Valuations are rich (CoreWeave P/S ~7.9, Nebius P/S ~53.3) but supported by contracted revenue and big-ticket cloud deals; however, the sector remains volatile and investors face single-name risk if not diversified, making the new ETF a more contained way to play the theme.

via 24/7 Wall St.|
#ai-infrastructure#coreweave#etf
AI Infrastructure Boom: CoreWeave and Nebius Post Surprising Earnings, Point to Accelerating AI Adoption
finance13 days ago

AI Infrastructure Boom: CoreWeave and Nebius Post Surprising Earnings, Point to Accelerating AI Adoption

CoreWeave and Nebius Group delivered blowout quarters that underscore surging demand for AI infrastructure. CoreWeave reported revenue of $2.58 billion (up 112% YoY) but widened losses as it scales capacity, while Nebius Group surged 454% YoY to $582 million with improved profitability metrics. Both raised full‑year guidance and highlighted tight capacity as a key dynamic, with CoreWeave forecasting $3.45–$3.6 billion next quarter and Nebius targeting $3–$3.4 billion for the year, aided by Nebius’s new pricing auctions. Investors rewarded the results, sending CoreWeave and Nebius shares higher, and the reports reinforce a broader trend: AI adoption is accelerating and demand for GPU‑powered cloud compute remains strong and constrained.

via Yahoo Finance|
#ai#coreweave#earnings
AI optimism lifts markets as CoreWeave shines
markets13 days ago

AI optimism lifts markets as CoreWeave shines

U.S. stocks rose on upbeat CoreWeave results and AI infrastructure momentum, with the S&P 500 up about 0.3% to roughly 7,751 and the Nasdaq higher as AI peers rallied (CoreWeave up ~19%, Nebius ~28%, Super Micro up ~18%; Nvidia and Micron also higher). Eight of 11 sectors gained, led by tech, while July inflation was mild and gasoline fell, reinforcing bets the Fed will hold rates in September (roughly 62% odds). The Dow inched higher as investors priced in a steady monetary path amid continuing AI enthusiasm.

via Yahoo Finance|
#ai#coreweave#federal-reserve
CoreWeave shakes off losses as backlog soars and stock jumps
technology13 days ago

CoreWeave shakes off losses as backlog soars and stock jumps

CoreWeave narrowed Q2 losses to $1.14 per share on $2.5 billion in revenue and posted adjusted operating income of $128 million, beating expectations, while backlogs rose to $104 billion (not including about $25 billion in Q3 commitments). The results helped the stock rally about 18% in premarket trading as the company continues heavy investment in AI data-center capacity, even as SpaceX rents compute from its facilities and Meta weighs entering the space, signaling strong demand but rising competition.

via finance.yahoo.com|
#ai-compute#coreweave#crwv
business14 days ago

CoreWeave rides AI cloud demand surge to $2.6B quarterly revenue, $104B backlog

CoreWeave reported Q2 2026 revenue of $2.575B with a net loss of $626M but adjusted EBITDA of $1.51B and adjusted operating income of $128M, as demand for its AI-focused cloud accelerates. Revenue backlog stood at about $104B as of June 30, 2026, with major enterprise and AI-lab wins and rapid infrastructure expansion (roughly 1.5 GW active power and ~3.7 GW contracted). The company also announced financing and partnerships (a $3.1B term loan, a $1B investment from Jane Street) and was selected for the Nasdaq-100, with forward guidance to be provided on the earnings call.

via CoreWeave|
#ai-infrastructure#business#coreweave
CoreWeave narrows Q2 loss as AI cloud demand accelerates, shares climb
business14 days ago

CoreWeave narrows Q2 loss as AI cloud demand accelerates, shares climb

CoreWeave narrowed its Q2 loss to $1.14 per share on $2.5 billion in revenue, beating the expected $1.41 loss on the same revenue, and posted adjusted operating income of $128 million (above the $66 million consensus). The company’s backlog reached $104 billion, though that figure excludes $25 billion in Q3 commitments. Shares rose about 8% after the results. Management says demand is accelerating with broader enterprise adoption as CoreWeave continues to invest in AI data centers, even as SpaceX begins leasing capacity and Meta reportedly considers entering the space.

via Yahoo Finance|
#ai#business#coreweave
technology14 days ago

CoreWeave Surges on Q2 Revenue Beat Amid Big AI Deals

CoreWeave posted Q2 revenue of $2.58 billion (vs. $2.56 billion expected) and a per-share loss of $1.14, up 112% year over year, with a net loss of $626 million. The company’s revenue backlog reached $104 billion and 1.5 gigawatts of active power, while carrying about $35 billion in debt to fund Nvidia GPUs and related equipment. It announced multi-year deals with Anthropic and Meta (Meta to spend $21 billion) and a $6 billion commitment from Jane Street. The stock rose about 11% in extended trading as it remains competitive in the AI cloud race against AWS, Google, and Microsoft. A conference call is set for 5 p.m. ET to discuss results.

via CNBC|
#ai-cloud#anthropic#coreweave
Nvidia’s AI Push Elevates CoreWeave and Nokia as Potential Winners
investing1 month ago

Nvidia’s AI Push Elevates CoreWeave and Nokia as Potential Winners

The Motley Fool highlights Nvidia-backed plays CoreWeave and Nokia as potential beneficiaries of Nvidia’s AI surge. CoreWeave, a neocloud provider, reports strong revenue growth and a huge $99 billion backlog fueled by Nvidia tech and its Vera Rubin platform, but carries roughly $25 billion in debt and a rich valuation. Nokia is integrating Nvidia ARC-Pro processors into its 5G equipment to enable AI inference and CUDA support, and is involved in data-center upgrades with customers like T-Mobile and Orange, with modest 2025–2026 revenue growth but a notable year‑long stock rally. The piece frames these stocks as Nvidia‑driven opportunities while noting valuation and balance‑sheet risks, and it points readers to broader Fool Stock Advisor recommendations.)

via The Motley Fool|
#ai#cloud-computing#coreweave
Google, Blackstone back neocloud venture to challenge Nvidia in AI compute
technology3 months ago

Google, Blackstone back neocloud venture to challenge Nvidia in AI compute

Alphabet plans to start selling its Tensor Processing Units (TPUs) to select customers and is partnering with Blackstone on a capital-heavy neocloud compute-as-a-service venture. With an initial push toward hundreds of megawatts of TPU capacity, the move could pressure Nvidia’s dominance in AI accelerators and intensify competition with smaller players CoreWeave and Nebius in the rapidly growing neocloud market.

via The Motley Fool|
#blackstone#coreweave#google-tpus