Headquartered in Livingston, NJ Fiscal year ends December NASDAQ: CRWV coreweave.com
CoreWeave is a specialized cloud infrastructure company purpose-built for artificial intelligence workloads. The company provides GPU-powered cloud computing services to AI labs, hyperscalers, startups, and global enterprises, offering a platform of technology, tools, and technical expertise for AI model training, inference, and deployment. CoreWeave operates large-scale data centers with approximately 1.5 GW of active power capacity and 3.7 GW of total contracted power. The company's platform includes capabilities spanning cross-cloud connectivity (CoreWeave Interconnect), distributed computing tools (SUNK Anywhere), data acceleration (LOTA Cross-Cloud), and agentic AI frameworks (ARIA, Sandboxes). CoreWeave serves customers across industries including robotics, pharmaceuticals, financial services, construction, and software development. The company completed its public listing on Nasdaq (CRWV) in March 2025 and was selected for inclusion in the Nasdaq-100 Index. CoreWeave finances its capital-intensive infrastructure build-out through a combination of secured and unsecured debt, convertible bonds, and equity placements. Updated
CoreWeave's CEO shed 78,552 shares against 140,358 newly vested shares, the standard tax-withholding pattern. His direct stake still sits above half a million shares, so this reads as mechanical for AI cloud demand.
CoreWeave co-founder Brannin McBee just turned fresh RSU vesting into a roughly $5 million cash-out, trimming about 14% of his direct stake. The sale follows a vesting event, and he still holds 392,279 shares.
The sale landed the same day 126,771 shares vested, pointing to tax-and-vest mechanics, and Venturo still holds more than 300,000 Class A shares. Still, it adds to a founder selling pattern worth tracking at CoreWeave as the AI cloud buildout keeps burning cash.
Moderna is the session's widest move at the open, off 7.34% to $188.54, while Hewlett Packard Enterprise leads the upside at +6.27%. The gainer list skews toward AI infrastructure names; the losers span biotech, power and defense.
2 trillion valuation with 4b of revenue?
Anthropic's prospectus sets $4.59B in 2025 revenue against an $8.06B operating loss at a roughly $2 trillion valuation. The number traders shouldn't skip: $518B in cloud, compute and infrastructure obligations, which is the bull case for the picks-and-shovels names.
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%.
Clover Health closed up 9.45%, the single biggest move in the 111-name priority list today. Keep an eye on the stock.
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.
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.
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.
CoreWeave carries $35.6 billion in debt, negative free cash flow, and a stock down sharply from its highs, yet one investor keeps buying more shares after every dip. Here is the case…
A longtime Nvidia director quietly converted a massive block of stock into cash just weeks before the company hit an all-time high, raising a question Jensen Huang's summer of silence makes harder…
A $20 billion accounting gap in OpenAI's revenue figures sent shockwaves through chip stocks on October 8, wiping out billions in market value across Nvidia, CoreWeave, Oracle, and others. The twist is…
SpaceX is quietly renting computing power to the very companies trying to outcompete its own AI chatbot, and the landlord strategy is pulling in billions. The question is whether Google and Anthropic…
Neocloud stocks are making a move today, but not in a positive direction. CoreWeave (NASDAQ:CRWV) stock trades at $81.94, down 7%; that drop leads a selloff concentrated in the companies borrowing heavily…
CoreWeave carries a debt load that would make most investors close the browser tab, yet one investor keeps hitting the buy button after every earnings report. Here is the specific logic behind…
Nebius stock is surging on an AI deal with no disclosed price tag, and the reason the market barely blinked at the mystery price reveals exactly how investors are betting on the…
Money chasing the higher-volatility end of cloud computing is concentrating in shares of Cloudflare (NYSE:NET | NET Price Prediction), while shares of Oracle (NYSE:ORCL) and CoreWeave (NASDAQ:CRWV) are tracing very different paths.…
CoreWeave carries a backlog that dwarfs its closest rival and revenue growth that towers over legacy cloud giants, yet the stock still trades far below its 52-week high. Here is why the…
Nvidia now guarantees financing for the AI customers buying its chips, and management openly admits some will call the arrangement circular. What happens to the stack when the weakest link cannot cover…
Michael Burry just swapped unlimited-horizon short positions for expiring put contracts on Micron, accepting a hard deadline to be right before a stock up 550% in a year reports earnings in hours.
Cathie Wood just dumped one of this year's biggest AI winners to load up on a stock that has barely moved, and the reasoning behind that swap reveals a lot about where…
Rising Treasury yields are rattling markets heading into the final trading day of Q3, and Wall Street analysts are making bold moves on a wide range of stocks from big-box retail to…
Famous “Big Short” investor Michael Burry has apparently hardened his stance against Nebius Group (NASDAQ:NBIS | NBIS Price Prediction), and Nebius stock is climbing anyway. Nebius stock is up 4% to $241.80…
IREN just wrote off nearly half a billion dollars in Bitcoin mining hardware, and Wall Street is still trying to figure out what company emerged on the other side of that transformation.
CoreWeave is a specialized cloud infrastructure company purpose-built for artificial intelligence workloads.
The Wall Street consensus 12-month price target for CRWV is $141.47.
