CRWV news sentiment

CoreWeave's $35-$39B Capex Plan: Can AI Demand Justify the Spend?

CoreWeave (CRWV is aggressively expanding its AI infrastructure to meet increasing customer demand, necessitating massive capacity additions. 2026 capital expenditures are now projected to be between $35 billion and $39 billion (up from $31-$35 billion), indicating the scale of its AI infrastructure ambitions. Second-quarter revenues of $2.6 billion jumped 112% year over year and 24% sequentially. Backlog reached $104.2 billion, surging 246% year over year. This does not include more than $25 billion of net new customer commitments secured in the early third quarter. To support these long-term

CoreWeave Has $104 Billion of Contracted Revenue and a $59 Billion Market Value

Key Points CoreWeave's revenue backlog reached about $104 billion at the end of June, up from $30.1 billion a year earlier. Second-quarter revenue rose 112% year over year to $2.6 billion, while the company's net loss widened to $626 million. Management raised its 2026 capital spending plan to $35 billion to $39 billion.10 stocks we like better than CoreWeave › CoreWeave(NASDAQ: CRWV) reported second-quarter results after the market closed on Tuesday, and the number that mattered wasn't revenue. It was the backlog. The artificial intelligence (AI) cloud provider's revenue backlog reached about

CoreWeave (CRWV) Stock Price Jumps On Revenue Surge And 59% Margin

CoreWeave (CRWV) and Super Micro (SMCI) Earnings Show AI Spending Is Still Surging

AI infrastructure stocks rose on Wednesday after strong quarterly financial reports from AI server hardware maker Super Micro Computer Inc. (NASDAQ:SMCI) and neocloud providers CoreWeave, Inc. (NASDAQ:CRWV) and Nebius Group NV (NASDAQ:NBIS). Big Tech companies have already signaled that spending on AI would not slow down. The combined outlays are set to surpass $730 billion this year. Operating at different levels of the AI infrastructure stack, the results from CRWV and SMCI deliver the same message: customer spending on AI infrastructure is surging rather than slowing down. CoreWeave: Backlo

Dan Ives Says CoreWeave, Cisco Earnings ‘Pieces of the Puzzle’ for AI Trade: ‘Get the Popcorn Out’

CoreWeave Inc(NASDAQ:CRWV) stock is trading higher Wednesday after the company beat Street estimates and shared a strong backlog. The stock is one of two highlighted by tech investor Dan Ives this week that could show the momentum trade in AI is still in its early innings. Dan Ives on AI Trade Dan Ives has moved on from being an analyst at Wedbush, but he's just as bullish on the AI sector in his new role leading Yorkville Ives. With stock market indexes at record highs, Ives was recently asked if the momentum trade of AI will continue. "It's third inning, you could argue maybe even second inn

CoreWeave stock surge tests key 50% Fibonacci resistance

[Modern interior server room data center. Connection and cyber network in dark servers. Backup, mining, hosting, mainframe, farm, cloud and computer rack with storage information. 3D rendering] Mikhail Konoplev/iStock via Getty Images Shares of AI infrastructure provider CoreWeave (CRWV [https://seekingalpha.com/symbol/CRWV]) staged a 20% rally during Wednesday late morning trading following an upwardly revised [https://seekingalpha.com/news/4631298-coreweave-surges-after-raising-fy26-outlook] full-year 2026 financial outlook, with the stock triggering a wave of technical breakout signals. In

CoreWeave Shares Climb on Revenue Beat, Raised Outlook as Analysts View Capacity Gains

CoreWeave CRWV.jpg -Shutterstock CoreWeave (CRWV) shares rose sharply Wednesday after the company posted a second-quarter revenue beat and raised its full-year outlook, with analysts saying the company's capacity gains signal additional upside.The cloud-computing company reported revenue of $2.58 billion for the Silver Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade now

CoreWeave, Nebius soar as AI spending powers growth

CoreWeave (CRWV) and Nebius (NBIS) shares skyrocket following earnings, as revenue surges to "stupid" levels and demand for AI infrastructure continues to soar. Both companies are benefiting from an AI spending boom that is accelerating faster than Wall Street expected. Video Transcript 00:00 Julie the so-called Neo clouds on fire here this morning. 00:02 Dan Yeah, on fire. 00:03 Julie On fire. Yeah. We had Core Weave and Nebius both reporting. Uh Core Weave revenue was up 112%. Nebius revenue was up specifically for its cloud business, 514%. 00:15 Speaker A As I said to Dan, we're in stupid n

Will CoreWeave's Global Expansion Accelerate Revenue Growth?

CoreWeave, Inc. CRWV is expanding its global infrastructure as demand for AI cloud services continues to strengthen across sectors, geographies and workloads. In the second quarter of 2026, the company generated record revenue of $2.6 billion, up 112% year over year, while its revenue backlog reached $104.2 billion. CoreWeave also added more than $25 billion of net new customer commitments in the early weeks of the third quarter. The company ended the second quarter with 1.5 gigawatts of active power and remains on track to reach at least 8 gigawatts by 2030. Global expansion is becoming an im

CoreWeave's Revenue Doubled, but Its Debt Keeps Climbing

This article first appeared on GuruFocus. CoreWeave (NASDAQ:CRWV), an AI cloud provider that rents out Nvidia (NASDAQ:NVDA) chips, rose 15.64% premarket after reporting second-quarter revenue of $2.58 billion, up 112% from a year earlier and past the $2.56 billion analysts expected. The adjusted loss of $1.03 a share was narrower than expected, and the company raised its full-year revenue outlook to as much as $13.2 billion. It ended the quarter with revenue backlog at $104 billion. Adjusted EBITDA rose to $1.51 billion, a 59% margin. The losses grew alongside the growth. The net loss widened

CoreWeave Jumps 18% as AI Capacity Sells Out

This article first appeared on GuruFocus. CoreWeave Inc. (CRWV, Financials), the Nvidia-powered AI cloud infrastructure provider, jumped more than 18% in premarket trading after stronger forecasts reinforced expectations that demand for computing capacity remains extremely tight. Warning! GuruFocus has detected 4 Warning Signs with CRWV. Is CRWV fairly valued? Test your thesis with our free DCF calculator. The company raised its outlook for annual revenue, adjusted operating profit and capital spending. More importantly, CEO Michael Intrator said CoreWeave's near-term capacity is effectively s

CoreWeave Surges on Upbeat Q2: ETFs in Focus

CoreWeave CRWV shares surged about 15% in extended trading Tuesday after the AI infrastructure provider reported second-quarter results that exceeded Wall Street expectations. Revenues soared 112% year over year to $2.58 billion.Revenues surpassed the Zacks Consensus Estimate by 1.52%. The company reported a quarterly loss of $1.03 per share versus the Zacks Consensus Estimate of a loss of $1.13. This compares with a loss of $0.27 per share a year ago. CoreWeave Backlog Hits $104 Billion CoreWeave ended the quarter with a $104 billion revenue backlog, excluding more than $25 billion in new com

CoreWeave surges after raising FY26 outlook

[Cloud Based Artificial Intelligence Computing Company CoreWeave Has IPO On Nasdaq Exchange] Shares of CoreWeave (CRWV [https://seekingalpha.com/symbol/CRWV]) surged about 18% premarket on Wednesday after the AI infrastructure solutions provider raised its full year 2026 revenue and adjusted operating income outlook. For the full year 2026, the company now expects [https://seekingalpha.com/article/4935035-coreweave-inc-crwv-q2-2026-earnings-call-transcript] revenue to be between $12.4B and $13.2B (midpoint at $12.8B) versus the prior forecast [https://seekingalpha.com/article/4900860-coreweave

CoreWeave, Super Micro climb on signs of sustained AI buildout

By Akriti Shah Aug 12 (Reuters) - Shares of CoreWeave and Super Micro Computer climbed premarket on Wednesday after ‌upbeat forecasts from the two AI infrastructure companies ‌reinforced demand expectations for computing capacity. Shares of neocloud provider CoreWeave rose more ​than 18%, with peer Nebius Group rising 10%. Server maker Super Micro's shares climbed nearly 9%. Data center companies Applied Digital and IREN Ltd were also up 6% and 5%. CoreWeave ‌raised its forecasts for ⁠annual revenue, adjusted operating profit and capital spending, as strong demand for its Nvidia-powered AI ⁠in

Why Is CoreWeave Stock Soaring Wednesday?

CoreWeave, Inc.(NASDAQ:CRWV) stock jumped in Wednesday's premarket session as investors focused on stronger AI compute pricing, higher revenue guidance and continued demand for large-scale AI infrastructure. The company said it raised prices by about 25% across AI compute offerings in July to reflect strong demand and higher component costs, including more expensive GPUs. Management also said demand for NVIDIA's Vera Rubin platform remains "enormous," while contribution margins on new deals are rising by 5 to 10 percentage points. CoreWeave lifted its full-year 2026 revenue forecast to $12.4 b

CoreWeave soars after fifth straight quarter of record revenue, raised guide

Investing.com -- CoreWeave shares jumped more than 15% on Tradegate Tuesday after the cloud-computing company posted its fifth consecutive quarter of record revenue and beat Wall Street estimates, underscoring continued strength in demand for AI computing. CoreWeave is a specialized cloud provider that buys large volumes of Nvidia's advanced graphics processing units and installs them in data centers, then leases that computing capacity to companies building and running AI models. Microsoft and OpenAI are among its largest customers. The company reported second-quarter revenue of $2.58 billion

CoreWeave Stock Surges Nearly 16% After Earnings, Analyst Says Old Nvidia GPUs Can 'Still Generate Revenue Nearly a Decade Later'

On Tuesday, CoreWeave Inc.(NASDAQ:CRWV) shares jumped nearly 16% in after-hours trading after its second-quarter results, with analyst Daniel Newman pointing to an extended Nvidia Corp(NASDAQ:NVDA) A100 contract as evidence that older AI GPUs may remain valuable far longer than expected. CoreWeave Stock Jumps After Strong Q2 Results CoreWeave reported second-quarter revenue of $2.58 billion, topping analysts' expectations of $2.56 billion, while its adjusted loss of $1.03 per share was narrower than the expected $1.22 loss. Revenue more than doubled from a year earlier, rising about 112.5%. Th

CoreWeave expects $12.4B-$13.2B of 2026 revenue while raising year-end active power target to more than 1.85 GW

Earnings Call Insights: CoreWeave (CRWV) Q2 2026 MANAGEMENT VIEW * "Q2 was an exceptional quarter for CoreWeave. We outperformed our plan across the board" and "generated record revenue of $2.6 billion, up 112% year-over-year," while "increased revenue backlog to $104.2 billion" and said this "does not include the over $25 billion of net new customer commitments added in the early weeks of Q3" (Co-founder, President, CEO & Chairman Michael Intrator). * "We continue to execute on our power strategy, reaching 1.5 gigawatts of active power" and "remain firmly on track to reach at least 8 gigawatt

CoreWeave Second-Quarter Results Top Estimates Amid Cloud Computing Demand

CoreWeave (CRWV) reported better-than-expected second-quarter results as revenue more than doubled y PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in

CoreWeave Earnings Beat Amid Operating Margin Upside

CoreWeave stock gained amid a smaller-than-expected Q2 loss amid operating margin improvement while revenue topped estimates. Continue Reading

CoreWeave Reports Solid Earnings. The Stock Is Up.

Adjusted net loss was $567 million, up from $291 million last year, but below Wall Street projections of $670 million. Adjusted operating income remained above water at $128 million, seen at $70 million by Wall Street and up from only $21 million last quarter. The company’s two largest expenses are depreciation and interest expense. Continue Reading