$CRWV

CoreWeave, Inc.

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No SEC Form 4 filings for $CRWV in the last 30 days.

High

Wall Street Is Warming Back Up to CoreWeave Stock. Long-Term Demand Is Helping.

CoreWeave said OpenAI’s five-year AI cloud deal worth $11.9B (signed March 2025) was expanded twice to about $22.4B. Meta also expanded its agreement through Dec. 2032 valued at about $21B (about $35.2B total with earlier commitments). Jane Street signed a $6B AI cloud deal; CoreWeave’s financial-services backlog is $10B. Q1 2026 revenue rose to $2.08B (+111.6% YoY) but loss was $1.40/share. Operating cash flow was ~$3B; cash was $2.2B vs $8.1B short-term debt. Analysts: “Moderate Buy,” mean tar

Google Just Shared Bad News for Nvidia, and Even Worse News For CoreWeave and Nebius

Alphabet CEO Sundar Pichai said Google will begin delivering custom AI accelerator chips, TPUs, to select customers’ data centers, adding a third customer beyond Anthropic and a tentative Meta deal. Google and Blackstone will form a neocloud compute venture, with Blackstone providing $5B capital and Google supplying TPUs/software. The venture plans 500 MW of TPU capacity by next year, potentially affecting Nvidia and neocloud rivals CoreWeave and Nebius.

CoreWeave (NASDAQ: CRWV) Trades Near $100 as AI Cloud Provider Navigates Post-IPO Volatility

CoreWeave (NASDAQ: CRWV) traded near $100 on May 22 amid post-IPO volatility after its late-March 2026 IPO raised about $1.5 billion at $40 per share. The AI-focused cloud provider sells GPU compute capacity, backed by Nvidia GPU allocations (Blackwell and Hopper). Microsoft has multi-year GPU agreements. The company’s capital-intensive model has required debt plus equity; its next earnings will be its first public operational readout.