Headquartered in Livingston, NJ·Fiscal year ends December·NASDAQ: CRWV·coreweave.com
About CRWV
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
AppLovin is pulling in more chatter than the rest of the board combined, with 2,839 comments and traders leaning bullish. Memory and chip names like Micron, AMD and CoreWeave have the crowd divided, while leveraged semis are heating up fast and Qualcomm talk is souring.
Greenspan called it "irrational exuberance" in Dec '96 and the Nasdaq still nearly 4x'd before topping, so being right about the bubble but early is just being wrong with extra steps. Amazon dumped ~90% in the crash and still became one of the best trades of the century, while META and ORCL print tens of billions in cash flow, they're not pets.com. Doom posts always sound smarter, but the money goes to whoever can sit through the ugly headlines, not to whoever predicts them.
The thread's argument is about financing costs: the claim that money-losing AI builders now face double-digit borrowing costs while profitable ones keep compounding. The top replies push back that being early on a bubble call is still being wrong.
New 52-week low$50.15-7.5% vs prior low · 2026-10-23
CoreWeave just set a fresh 52-week low at $50.15, 7.53% under the low it printed on Oct. 23. The AI cloud name now carries a $23 billion market cap after trading above $128 earlier this year.
Cramer is daring Nvidia to put its balance sheet where its GPU deals are, and that 15% coupon is the number that makes CoreWeave's leverage impossible to ignore.
If Jensen thinks that CoreWeave is money good he should buy up their their 15% debt
New 52-week low$55.6-8.6% vs prior low · 2026-07-29
CoreWeave just set a new 52-week low at $55.60, 8.6% under its prior floor from late July. The AI cloud name's market cap is down to $25.5 billion, and there's no support level left on the one-year chart.
Goldman is calling the bottom on CoreWeave after a 43% drawdown, even while trimming its target to $106, which still implies 73% upside from here.
🔼CoreWeave $CRWV upgraded to Buy at Goldman Sachs after 24% dip in last five days
Goldman Sachs upgraded CoreWeave to Buy from Neutral with a price target of $106, down from $139.
The firm, which notes 73% upside to its revised price target, notes that the stock is down 43% https://t.co/zJ71i70jpQ
Every one of the five worst names at Friday's close was an AI data center or cloud stock, led by CoreWeave's 12.3% drop. The entire winners' list came from energy and defense.
CoreWeave's 6.8% drop anchors a decline list made up entirely of compute and data-center names. Downside is moving roughly three times faster than upside this morning.
Ortex pegs one day of CoreWeave bearish bets at $806 million in paper gains, a sign of how heavily shorts are positioned against AI-infrastructure debt risk.
$CRWV - COREWEAVE SHORT SELLERS MADE AROUND $806 MLN IN PAPER PROFIT ON WEDNESDAY, WHEN STOCK FELL 15.5% - ORTEX
There are a lot of companies like this right now, hell look at reddit management sales this year alone
Insider selling of $3.3 billion is the number retail holders of AI cloud names should be pricing in, and the thread's 113 comments show the trust gap widening. Founders cashing out while the buildout is still being financed is the signal worth checking before you add.
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