CoreWeave Inc. Class A Co... (CRWV)

Nvidia (NVDA -0.85%) owns stock in publicly traded companies as part of its treasury strategy. Its $4.3 billion portfolio included six positions as of the June-ending quarter, but two accounted for 95...

CoreWeave's (CRWV 0.49%) stock has been on a roll since it debuted earlier this year, but shares of the artificial intelligence (AI) infrastructure provider plunged after it reported its Q2 results. T...

CoreWeave is uniquely positioned in the GPU cloud market, with strong revenue growth and Nvidia-endorsed infrastructure, driving early-stage momentum. Despite a premium valuation, CoreWeave's rapid R&...

CoreWeave's Q2 report signals a coming acceleration in revenue growth, driven by major capex ramp and a $30B order backlog. Management reaffirmed a $20-23B capex target for CY25, positioning the compa...

I initiate my coverage on CoreWeave with a strong buy. The selloff post Q2 earnings was an opportunity to finally add this AI player to my portfolio. The key pillar in my thesis is forward revenue vis...

The Bullish IPO this week is the latest sign that Wall Street is once again enthusiastic about new tech offerings. Prior to Bullish's 84% gain, Figma and Circle more than doubled in their recent marke...

CoreWeave, Inc.'s stock collapse post-acquisition and early lock-up creates a compelling buying opportunity below $100, flipping the original thesis. The AI Cloud company reported strong Q2 results wi...

CoreWeave shares tumble 33% despite record Q2 revenues, as high leverage, soaring capex, and profit pressures weigh on sentiment.