CRWV has had an exciting H1'25 performance, thanks to the recent IPO, the growing demand for its neocloud offerings, and the consequently rich multi-year backlog.

The stock closed up 6.2% on the news. CoreWeave has been seeing scorching-hot growth since it pivoted its business model to AI infrastructure, providing computing capacity to companies like Microsoft, Nvidia, and OpenAI, and it needs new data centers to fuel that growth.

CoreWeave Inc.’s $9 billion acquisition of Core Scientific Inc. has thrown investors holding the smaller company’s convertible bonds for a loop.

CoreWeave and Core Scientific are both down sharply since agreeing to merge.

CoreWeave acquires Core Scientific for strategic AI alignment, $10bn lease savings, but high leverage risks remain. See why I rate CRWV stock a Buy now.

CoreWeave Inc.’s blistering rally has lost steam as the artificial intelligence infrastructure play faces a growing tangle of bearish catalysts that threaten to further unravel its meteoric rise.

APLD gains more than 150% in three months on AI data center momentum, while CRWV scales fast but may face valuation and margin pressures.

CoreWeave CEO Mike Intrator discusses their acquisition of Core Scientific, their $6 billion investment in a data center in Lancaster, Pennsylvania, the demand for artificial intelligence and more on 'Mornings with Maria.