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CoreWeave is posting triple-digit revenue growth while its stock sits nearly 29% below year-ago levels, and that disconnect between momentum and price may not last much longer.
CoreWeave and Nebius both rode the neocloud wave to blockbuster quarters, but their balance sheets tell very different stories about who survives if the hyperscalers stop renting and start competing.
The target implies 33.6% downside despite CoreWeave’s rapid revenue growth and a Wall Street consensus target more than twice as high.
CoreWeave (NasdaqGS:CRWV) has introduced multi-rack NVIDIA Vera Rubin NVL72 clusters designed to run training and inference across hundreds of GPUs as one system. The company has upgraded its AI Object Storage with cross-region write acceleration to support high throughput data pipelines for agentic AI workloads. A new Archive storage tier targets colder AI datasets, aiming to align long term model data retention with lower cost storage options. The launch of Vera Rubin NVL72 clusters and...
Banks led by Goldman Sachs (GS) have started marketing about $1.1 billion of junk bonds to finance a
Which of these neocloud stocks is a better buy right now?
Both are high-growth bets on unproven cutting-edge technologies.
Rothschild Redburn opened bearish coverage on two of the market’s most-watched AI infrastructure names, initiating Sell ratings on both Nebius Group and CoreWeave. The firm’s thesis: lower GPU pricing, more in-house hyperscaler capacity, and expensive financing will eventually compress neocloud returns. For long-term investors, the analyst downgrade puts a spotlight on unit economics at a […]
The neocloud provider looks like an undervalued growth stock.
CoreWeave (CRWV) sells AI computing on NVIDIA GPUs through its own cloud, and demand for its capacity outruns supply. Revenue reached $2.6 billion in the second quarter of 2026, up 112% from a year earlier. The risk is in how that growth gets paid for.
NBIS and CRWV are scaling AI cloud capacity, with rapid growth, rising demand, margin expansion and major capital spending shaping the comparison.
CoreWeave and IREN are scaling AI infrastructure, but capital needs, customer concentration and execution risks shape their outlook.
Rothschild called Neocloud earnings and valuations "cyclically inflated" but remains ‘Neutral’ on AI infrastructure overall.
Nscale, a cloud computing rival of CoreWeave and Nebius, has filed for an IPO. Nscale stock will trade on the NYSE.
CoreWeave's deployment of Vera Rubin, Nvidia's latest rack-scale system, puts the AI infrastructure company one step ahead of its competitors.
After closing his short position against CoreWeave, the question is whether Burry is still bearish on Nebius, or just waiting for a better exit point.
On September 17, CoreWeave (NASDAQ:CRWV) said it has kept signing customers at higher prices since June 30. Its third quarter contracts run just three to six months, yet they price out around $40 million of annualized revenue per megawatt of power. That is a striking number for an AI cloud that is still losing money. […]
The timing is right for this Bitcoin miner turned AI cloud provider.
Here are Cathie Wood’s latest moves.
Cathie Wood's ARK Invest funds made a broad move out of crypto-linked assets during the week, led by the sale of more than 1.5 million shares of the ARK 21Shares Bitcoin ETF.
CoreWeave added $25 billion in new customer commitments this quarter as demand and pricing for its AI cloud platform keep climbing.
On September 16, a caller asked if CoreWeave, Inc. (NASDAQ:CRWV) is going to break out anytime soon, and Mad Money host Jim Cramer replied: Okay, so CoreWeave’s got a yin and yang here. It’s borrowing a lot of money and that’s going to be harder now if the Fed starts raising rates, but it’s smack […]
Pricing power may be holding up better than feared
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