CoreWeave Aktie News

Oracle's stock missed out on the broader software rally, as the company is tied to OpenAI's success through its cloud-infrastructure business.

STOCKHOLM--(BUSINESS WIRE)--CoreWeave, Inc. (Nasdaq: CRWV), The Essential Cloud for AI™, today announced a co-location agreement with Conapto, a provider of scalable, secure, and sustainable data centers. The arrangement encompasses two campuses in Stockholm, with initial capacity already online at Stockholm 4 South. Both campuses will be powered by renewable energy sources. The Stockholm deplo...

Backblaze shares BLZE surged in trading on Tuesday after the company announced a $335 million, five-year storage agreement with AI-focused cloud provider CoreWeave. The deal underscores rising demand for large-scale data infrastructure tied to artificial intelligence workloads.

Nasdaq-100 and Russell inclusion create mechanical buying pressure into CRWV's tightly held, momentum-driven float structure. Revenue surged from $982 million to $2.078 billion YoY, driven by accelerating AI infrastructure demand and deployment scale. ~$100B backlog signals strong visibility but remains highly concentrated among frontier AI labs and compute-heavy customers.

The Nasdaq 100 implemented its June quarterly rebalance, which shifts the tide for “the Qs.” Namely, the Invesco QQQ Trust (QQQ) and its cost-efficient sibling, the Invesco Nasdaq 100 ETF (QQQM).

CoreWeave is rated Buy, leveraging premium GPU-as-a-service contracts with hyperscalers and AI labs, underpinned by a $99.4B revenue backlog. CRWV's ability to charge premium rates stems from superior deployment speed, network stability, and customer support, earning it 'Platinum' provider status. Debt structure is improving: DDTL cost of carry has dropped from 15% to 5.9%, and new unsecured no...

CoreWeave Inc. is added to the Nasdaq 100, signaling institutional validation and improved sentiment for the neocloud sector. I see two major tailwinds that markets don't: rapid backlog growth potentially exceeding $125B in Q2 and Fitch's positive leverage outlook through 2027. CoreWeave's forward revenue multiple (~7.5x) appears undervalued versus peers, supporting a price target of ~$156 and ...

CoreWeave is rated a Strong Buy, driven by exceptional demand, a $99.4B backlog, and a unique NVIDIA partnership. CRWV's forward EV/S of 6.93 is deeply discounted versus peer Nebius at 17.34, supporting a price target of $266.78—150% upside. NVIDIA's 11% stake, priority hardware access, and unsold GPU capacity backstop de-risk CRWV's growth and capital deployment.