CoreWeave (CRWV) Stock Jumps 19% Today

As seen on the 24/7 Wall St. homepage on August 12, 2026.

CRWV CoreWeave
Regular session
$107.50
+19.03% open $90.32

A 19% move follows last night's Q2 earnings beat, rebuilding the AI cloud premium in a single session. Whether buyers hold this level is the next tell.

Mentioned: CRWV

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Losers
  • DKNGDraftKings$22.54-7.4%
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  • CRWVCoreWeave$80.15-3.9%
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Tempus AI closed 14.46% higher, the biggest move in a 111-name priority list where four other gainers ran 9% or better. The downside was far tamer: DraftKings led decliners at 7.38%, and nothing else lost more than 6.4%.

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Losers
  • OPENOpendoor Technologies$2.81-6.4%
  • HPEHewlett Packard Enterprise$55.22-6.3%
  • CRWVCoreWeave$89.38-5.9%
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  • SMRNuScale Power$10.25-5.2%

Clover Health closed up 9.45%, the single biggest move in the 111-name priority list today. Keep an eye on the stock.

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Biggest movers · At the close
Gainers
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  • IQiQIYI$0.98+11.9%
  • CRWVCoreWeave$99.74+11.6%
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NuScale Power closed 16.8% higher at $11.33, the widest single-name gain across our 111-stock priority list. At the other end, GoPro lost 15%, with Expedia, Shopify, Astera Labs and Baidu all down 7% or more.

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Portfolio concentration NVIDIA
96.1% in the top 5 names · 8 long positions disclosed
  • INTCINTEL CORP
    47.3%
  • SPACE EXPLORATION TECHN CORP
    33.1%
  • CRWVCOREWEAVE INC
    7.4%
  • COHRCOHERENT CORP
    4.8%
  • NOKNOKIA CORP
    3.5%

As of Jun 30, 2026 · disclosed Aug 14, 2026 · ~45 days stale — long positions only.

96% of NVIDIA's disclosed equity book sits in five names, with a rival chipmaker as the single largest holding as of June 30. Only eight positions total, so every stake here is a deliberate strategic bet.

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Portfolio concentration Brad Gerstner Altimeter Capital Management
56.3% in the top 5 names · 20 long positions disclosed
  • NVDANVIDIA CORPORATION
    19.2%
  • CEREBRAS SYSTEMS INC
    16.2%
  • METAMETA PLATFORMS INC
    7.8%
  • TSMTAIWAN SEMICONDUCTOR MFG LTD
    6.9%
  • CRWVCOREWEAVE INC
    6.2%

As of Jun 30, 2026 · disclosed Aug 14, 2026 · ~45 days stale — long positions only.

Brad Gerstner's Altimeter had 56% of its 20-stock book in five names as of June 30, with NVIDIA and Cerebras alone making up more than a third. That is an undiluted AI hardware bet, spanning chips, foundry, and cloud compute, disclosed roughly 45 days after the fact.

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Gainers
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  • CRWVCoreWeave$108.09+19.7%
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Two names closed up more than 19%: Super Micro Computer at $38.09 and CoreWeave at $108.09, the widest top-of-board moves in our 110-stock universe today. The downside was far tamer, with Archer Aviation's 8.2% slide the worst of it.

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Jim Cramer @jimcramer

Cramer is calling CoreWeave undervalued even as the stock rips 19% on its earnings beat, after CEO Michael Intrator's pitch on air.

I thought Intrator was VERY strong and made the case for certain that Coreweave's stock is too low.
  • Replies14
  • Reposts3
  • Likes18
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CRWV CoreWeave, Inc.
Q2 2026
EPS
-$1.14
est -$1.45 +21.2%
Revenue
$2.58B
est $2.56B +0.8%

The AI buildout still runs on borrowed money: free cash flow came in at negative $5.7 billion even as revenue more than doubled year over year. Demand is not the question here, funding it is.

Read more