CoreWeave, Inc.
CoreWeave, Inc. (CRWV) chief development officer Brannin McBee filed an SEC Form 4 showing he sold 197,000 shares on Aug. 10 for about $17.7 million after exercising options. The weighted average sale price was $89.73 versus an Aug. 10 close of $88.19. The stock is down about 30% over the past year.
CoreWeave reported Q2 results after the close, narrowing its per-share loss to $1.14 and revenue to $2.5B, versus Bloomberg consensus of a $1.41 loss on $2.5B. Adjusted operating income rose to $128M versus $66M expected. Shares jumped over 8% after five prior earnings declines, as backlog was $104B and new third-quarter commitments added $25B.
CoreWeave insider Goldberg exercised options and sold shares ahead of earnings, keeping over 70,000 shares plus unvested equity. CoreWeave reported quarterly revenue up 112% to $2.6B, operating profit above expectations, raised guidance, and cited contracted backlog above $100B. The article says capacity build-out is the key bottleneck for delivering AI compute.
Over the past 7 days, alphai's AI scored 225 news stories mentioning CRWV (CoreWeave, Inc.). Coverage has skewed bullish: 153 bullish, 63 neutral, and 9 bearish.
Recent CRWV coverage spans financial news, market movers and sector analysis.
In the last 30 days, CRWV insiders filed 358 SEC Form 4 transactions — no purchases and 358 sales ($662.6M). The most active reporter was McBee Brannin, Chief Development Officer, with 227 filings. 78% of those filings were made under pre-arranged Rule 10b5-1 plans.
The filing is a routine insider-sale disclosure with no stated negative company-specific catalyst, but it can still affect near-term sentiment.
Earnings beat plus operating leverage narrative likely supports near-term upside, but competitive risk from hyperscalers and SpaceX compute leasing could cap follow-through.
The piece frames the insider sale as occurring alongside strong operating profit, raised guidance, and a large contracted backlog, supporting a constructive near-term demand narrative.
The insider sale is unlikely to signal a fundamental deterioration because the CEO retains large direct and derivative exposure, but it adds near-term sentiment noise.
Earnings-linked backlog and loss narrowing are likely to support near-term sentiment and estimates for AI infrastructure demand.
alphai scores every news story that mentions CRWV with an AI model for sentiment and relevance, and aggregates insider trades from CoreWeave, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
CoreWeave, Inc. (CRWV) chief development officer Brannin McBee filed an SEC Form 4 showing he sold 197,000 shares on Aug. 10 for about $17.7 million after exercising options. The weighted average sale price was $89.73 versus an Aug. 10 close of $88.19. The stock is down about 30% over the past year.
5 min readCoreWeave reported Q2 results after the close, narrowing its per-share loss to $1.14 and revenue to $2.5B, versus Bloomberg consensus of a $1.41 loss on $2.5B. Adjusted operating income rose to $128M versus $66M expected. Shares jumped over 8% after five prior earnings declines, as backlog was $104B and new third-quarter commitments added $25B.
7 min readCoreWeave insider Goldberg exercised options and sold shares ahead of earnings, keeping over 70,000 shares plus unvested equity. CoreWeave reported quarterly revenue up 112% to $2.6B, operating profit above expectations, raised guidance, and cited contracted backlog above $100B. The article says capacity build-out is the key bottleneck for delivering AI compute.
6 min readCoreWeave CEO Michael N. Intrator sold 307,692 shares of CoreWeave (NASDAQ:CRWV) on Aug. 11, per an SEC Form 4, for about $27.4 million at a weighted-average $89.18. The filing shows he still holds about 1.88 million shares directly and large derivative holdings. Article cites CoreWeave TTM revenue of $6.2B and net loss of $1.6B.
7 min readTech stocks fell Friday but ended the week higher after strong AI infrastructure earnings. CoreWeave (CRWV) shares rose about 20% after narrowing Q2 loss per share and reporting a $104 billion sales backlog plus $25 billion in Q3 commitments. Supermicro (SMCI) gained about 20% after beating earnings and issuing a strong Q1 outlook. Meta faced a social media lawsuit.
2 min readCoreWeave reported Q2 2026 revenue of $2.58B, up from a year earlier, and raised its full-year outlook, with backlog at $104.2B and $25B+ in new commitments, according to Reuters. A note by Cape Fear Advisors highlighted a $1.3B reclassification from deferred revenue to “customer liabilities” in Q1 that was reversed by Q2, with no disclosed reason.
7 min readAI infrastructure stocks rose Wednesday. Nebius (NASDAQ:NBIS) gained about 34% after Q2 revenue of $582.3M (up 454% YoY) beat consensus, with GAAP EPS of -$0.68. CoreWeave (NASDAQ:CRWV) rose about 19% on $104.2B backlog and NASDAQ-100 selection. Bloom Energy (NYSE:BE) climbed about 12% after Nebius named it fuel-cell partner for a 300 MW New Jersey AI data center.
4 min readBank of America said its AI-infrastructure stock screen found 16 Buy-rated names trading more than 20% below 52-week highs, with positive three-month earnings revisions. Micron (MU) had the largest implied upside versus BofA’s $1,550 target, about 63%. BofA cited server DRAM pricing growth and tight supply, plus long-term 2028 EPS estimate near $150.
5 min readCNBC’s Jim Cramer said the AI data-center trade has regained leadership and highlighted six stocks: Nvidia, CoreWeave, Nebius, Intel, Super Micro Computer, and Lumentum. He cited a leverage-driven sell-off and recent catalysts including Intel’s $20B offering, earnings beats, CoreWeave’s $2.58B Q2 revenue (+112% YoY), and cooler CPI. All six were up in 2026 and had fallen 42% to 56% from highs.
7 min readNvidia (NVDA) said its Spectrum-X Ethernet Photonics platform entered full mass production, shipping a co-packaged optics Ethernet switch for 200G-per-lane volume. Nvidia reported fiscal Q1 revenue of $81.7B, with data center revenue $75.2B. CoreWeave, Lambda, and Oracle are early customers. The article also cites TSM and Lumentum supply-chain exposure.
7 min read
