CRWV CoreWeave, Inc.

Nvidia now guarantees financing for the AI customers buying its chips, and management openly admits some will call the arrangement circular. What happens to the stack when the weakest link cannot cover its interest bill?

CoreWeave (NasdaqGS:CRWV) unveiled Forge, a unified AI development environment, at its Fully Connected AI cloud conference. The company introduced the CoreWeave Partner Network, featuring validated technology integrations aimed at enterprise and advanced AI users. CoreWeave expanded its compute lineup by adding the NVIDIA Vera CPU to support emerging AI agent workloads. Forge, the new Partner Network and NVIDIA Vera support only capture part of the wider CoreWeave story for investors. We...

CoreWeave Unleashes NVIDIA Vera Rubin Systems for Production AI Workloads

CoreWeave customers now have access to the Nvidia Vera Rubin NVL72, a complex AI platform Nvidia calls a “supercomputer.”

Cognition measured up to 4.8 times more token throughput than on the prior generation

CoreWeave Inc. (NASDAQ:CRWV) announced the launch of the CoreWeave Partner Network, bringing together technology partners whose integrations have been tested on the CoreWeave Cloud platform under production conditions.

Target upgraded, Moderna downgraded: Wall Street's top analyst calls

Michael Burry just swapped unlimited-horizon short positions for expiring put contracts on Micron, accepting a hard deadline to be right before a stock up 550% in a year reports earnings in hours.

Cathie Wood just dumped one of this year's biggest AI winners to load up on a stock that has barely moved, and the reasoning behind that swap reveals a lot about where she thinks the real opportunity still sits.

CoreWeave stock could get a boost as the AI cloud company moves beyond renting computing servers equipped with Nvidia chips.

Rising Treasury yields are rattling markets heading into the final trading day of Q3, and Wall Street analysts are making bold moves on a wide range of stocks from big-box retail to AI infrastructure. Find out who got cut and who got a fresh vote of confidence.

JPMorgan and UBS have also recently issued bullish calls on CoreWeave, pointing to strong AI compute demand, premium pricing and rising revenue per gigawatt.

CoreWeave stock or Nebius is a raging debate in the neocloud sector. William Blair analysts have a solution.

The famous housing short seller’s warning points to one force that could keep AI stocks propped up for now.

AI leaders pausing new model rollouts over safety concerns has pushed blockchain back into the spotlight as investors look for alternative ways to secure and verify digital activity. That shift makes the broader crypto and ledger technology theme hard to ignore. This article walks through three stocks from our curated crypto and blockchain basket that typify different angles of the trend so you can decide which style suits your portfolio. The three stocks covered next are only a small sample...

Oracle stock jumped following a report that OpenAI's annualized revenue rate jumped to $70 billion.

Famous “Big Short” investor Michael Burry has apparently hardened his stance against Nebius Group (NASDAQ:NBIS), and Nebius stock is climbing anyway. Nebius stock is up 4% to $241.80 early in the session, leaving NBIS shares up 189% year to date. That rally runs in the opposite direction from how a larger, more leveraged position from […]

JPMorgan upgraded the AI infrastructure company and pointed to improving compute pricing as a potential catalyst for stronger revenue and margins.

Key Stats for CoreWeave StockPrice change for CoreWeave stock in the last 6 months: 23%$CRWV Stock Price as of Sep. 28: $8552-Week High: $153$CRWV Stock Price Target: $142What Happened?Treasury yields hit their highest level since 2007 this week.

Michael Burry Loads Up on Long-Dated AI Puts After Fresh Bubble Warning

Is CoreWeave, Inc. (NASDAQ:CRWV) becoming a buying opportunity after its recent sell-off? That is the question, as the stock is down about 38% from its 2026 highs. Despite the pullback, it remains up roughly 7% for the year. On September 24, JPMorgan analyst Samik Chatterjee argued that the recent decline was unjustified. The analyst upgraded […]

Burry has replaced his common-stock shorts with put options across several AI-linked names, saying new research has convinced him to move his timelines forward.

CoreWeave, Inc. (NASDAQ:CRWV) has become one of the market’s more closely watched infrastructure stocks. Revenue is expected to more than double this year and again next year, yet the company is still losing money and isn’t expected to become profitable anytime soon. Its stock is also down 32.6% over the past 12 months. That disconnect […]

The company says demand is strong and it's been raising prices.

By Karen Roman Vinson & Elkins said Kirsten Harmon is the firm’s latest New York-based partner in its Corporate practice, having previously served at as partner at Simpson Thacher & Bartlett. Ms. Harmon has experience on a broad range of capital markets transactions, including initial public offerings, high-yield debt, and equity and equity-linked securities offerings, […] The post Kirsten Harmon Joins Vinson & Elkins as NY-Based Corporate Partner appeared first on ExecEdge.

Key Stats for IREN StockCurrent Price: $44. 13Target Price (Mid): ~$90Street Target: ~$78 (12-month mean)Potential Total Return: ~105%Annualized IRR: ~16% / yearWhat Happened?Rothschild & Co Redburn analyst Alexander Haissl started coverage of IREN Limited (IREN) at Neutral with a $40 target on September 21, 2026.

Record share repurchases at Nvidia, with a US$235b buyback authorization tied to heavy AI infrastructure spending, highlight how some fast growing businesses are doubling down on their own futures. When insiders also hold meaningful stakes, their incentives line up squarely with yours. This article walks through 3 high growth stocks with significant insider ownership, showing where executives are choosing to keep their own capital at work. The stocks covered below are only a small sample, and...

AI stocks show diverging fortunes in Q3, with software plays and Nvidia rebounding while Ciena, CoreWeave, Broadcom and Google lagged.

UBS started coverage of CoreWeave with a Buy rating and a $120 target on Sept. 23, arguing the market is underestimating demand for AI computing capacity.

Bond markets are getting close to flashing a classic warning signal as the gap between 10 year and 2 year US Treasury yields narrows. When growth fears rise and credit gets more expensive, investors often look for businesses where insiders have real skin in the game and where management and analysts still see room for expansion. This article highlights three such fast growing, high conviction stocks from our insider backed screener. The three stocks in focus below are just a starter set from...

Burry says the Trump administration cannot afford to let the AI investment boom falter, even as he remains skeptical of the sector’s spending and valuations.

UBS challenges Wall Street’s biggest CoreWeave concern.

The IPO could raise about $15 billion and value Solidigm at as much as $150 billion, the report said. “Solidigm is reviewing various options to strengthen its business competitiveness, but no specific plans have been confirmed at this time,” an SK Hynix spokesperson said in a statement. The potential IPO would mark a deeper push into the U.S. public market for SK Hynix, which is the world’s leading memory chip maker by revenue.

IREN (NasdaqGS:IREN) is back in focus after a sector wide selloff hit neocloud peers, with selling pressure layered on top of mixed research views and recent technical underperformance against CoreWeave and Nebius. At a share price of $46.15, IREN has seen selling pressure in the last week but still clocks a 16.60% 1 month share price return and an 8.08% year to date share price gain, set against a very large 3 year total shareholder return that reflects how sharply sentiment has swung on...

One analyst thinks investors are focused on the wrong risk entirely.

IREN just wrote off nearly half a billion dollars in Bitcoin mining hardware, and Wall Street is still trying to figure out what company emerged on the other side of that transformation.

CoreWeave (CRWV) has climbed 12.8% over the last five trading days, while the S&P 500 added 0.9%. The run coincided with a sale of convertible senior notes, and it stirs the urge to chase. But where CoreWeave goes next week is not the question for your money. What matters is how far it travels each time the market moves, and it travels furthest on the way down.

Research notes from two respected firms landed in completely opposite places on the same neocloud stocks this week, and now shareholders are sorting out which verdict to trust as prices slide across the group.

Anthropic just signed a multibillion-dollar cloud deal with a company Wall Street has never thought of as an AI infrastructure player, and the stock reaction is raising a bigger question about who really wins the AI compute race.

Akamai stock surged on a big AI infrastructure deal with Anthropic that will use AI accelerators called "CPUs," not Nvidia-made GPUs.

CoreWeave (NasdaqGS:CRWV) received a third consecutive Platinum ClusterMAX rating from SemiAnalysis for its AI cloud platform performance. The latest ClusterMAX assessment again highlighted CoreWeave's infrastructure reliability and scalability relative to other AI cloud providers. CoreWeave remains the only provider to secure the top Platinum ClusterMAX score in all three of SemiAnalysis' evaluations. There is more to CoreWeave's three-peat Platinum ClusterMAX rating story than this latest...

CoreWeave stock rallies as JPMorgan issues a bullish note. Here’s why analyst Samik Chatterjee sees CRWV shares ripping higher from here.

The AI compute boom is adding customers, but the money remains extraordinarily concentrated. New Ramp data highlighted Thursday by Apollo Chief Economist Torsten Slok shows the top 10% of Ramp customers account for 99.5% of spending on model-serving and inference...

CoreWeave's AI platform, giant backlog, and gigawatt-scale build-out make a compelling case for long-term stock gains.

Nebius and CoreWeave receive upgrades as Wall Street believes strong AI demand is supporting favorable contract pricing.

One commands massive customer contracts but bleeds cash. The other faces customer concentration but boasts superior margins.

AI demand is giving CoreWeave more pricing power

CoreWeave is profitable-adjacent but debt-heavy with customer concentration risk; QuantumScape has zero revenue but fortress-like balance sheet strength.

Ark Invest’s nearly $20 million CoreWeave stock purchase adds intrigue as investors assess the company's AI growth and heavy financing needs.

A JPMorgan upgrade and surging compute prices should lift all AI infrastructure boats, yet Nebius, CoreWeave, and IREN are heading in three completely different directions Thursday, and the reason why reveals something important about where real pricing power actually lives.