CoreWeave Aktie News

In today's video, I discuss recent updates impacting CoreWeave (CRWV 0.72%), Meta Platforms (META 1.30%), and Nvidia (NVDA 0.88%). To learn more, check out the short video, consider subscribing, and click the special offer link below.

What's the most exciting area to invest in right now? A good case can be made for artificial intelligence (AI).

Few stocks are as directly exposed to artificial intelligence as CoreWeave (CRWV 0.69%). The AI cloud infrastructure company reinvented itself, transitioning from a crypto mining company by repurposing its GPUs to provide AI computing power to customers like Microsoft, Nvidia, and OpenAI.

Artificial intelligence (AI) is shifting from headlines to hard dollars. Enterprises that once ran small pilot projects are now rolling out real deployments, and the capital flowing into related infrastructure, security, and applications is expanding quickly.

CoreWeave (CRWV 0.38%) shareholders had a good month of September. The stock soared 32.8% last month, according to data provided by S&P Global Market Intelligence.

Stocks like CoreWeave and Oracle should benefit from its growth.

Citi analysts on Thursday weighed in on CoreWeave Inc's (NASDAQ: CRWV) recent agreement with Meta Platforms Inc (NASDAQ:META, ETR:FB2A, SWX:FB), in which Meta has committed to pay up to $14.2 billion through December 14, 2031, under a new order form added to an existing master services agreement signed in late 2023.  The agreement allows Meta to access CoreWeave's cloud computing capacity via r...

CoreWeave, Inc. secured a $14.2B compute power deal with Meta Platforms, boosting its stock 15% and diversifying revenue beyond Microsoft. We're in the middle of a seemingly unsustainable high wave of spend on AI infrastructure spearheaded by OpenAI, which makes us cautious of the current excitement. Having said that, we don't expect this to weigh on CoreWeave stock in the short term as the mar...