A 12.1% run to $69.22 adds roughly $3.4 billion to a $31.8 billion AI cloud name in a single session. Moves this size are rare even for a stock as volatile as this one, so keep an eye on whether it holds into tomorrow's open.
Latest Activity
Nvidia's stake in CoreWeave is now a question analysts expect Jensen Huang to answer on the record, and the answer sets the tone for how much of the data center buildout is circular financing.
Should Jensen Huang should address Nvidia’s exposure to $CRWV? Tal Liani weighs in, saying Huang will eventually offer “comforting comments” defending demand, just like everyone else with a stake in the data center buildout. “It’s just a question of time," Liani says. https://t.co/CX6fTyMZjP
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Bondholders selling CoreWeave debt across maturities is the signal that matters here, and the equity is sliding again after Wednesday's 15% drop.
"Yikes." That's all Elon Musk had to say in response to a Chamath Palihapitiya post about $CRWV. That's never good, @BrianSozzi explains. The stock is getting hit again today after a 15% rout Wednesday, as investors dump the company’s corporate bonds across maturities on https://t.co/KcBikxre9M
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Every one of today's five worst performers in a 383-name universe lost double digits, led by CoreWeave's 15.42% drop. The best gain on the other side was capped at 4.62%, so the downside is moving far faster than the upside.
CoreWeave is down 12% at the open, the worst move across the priority universe and a level worth checking before the session settles. Bank of America, sitting exactly at $50, is the blue chip to keep an eye on next.
Jonathan Jones cleared roughly $2.9 million of CoreWeave Class A stock across four sales in the high $70s to $80 range, right as the AI cloud trade wobbles on questions about OpenAI's revenue base. The sales came out of a fresh 42,772-share RSU vest, a vest-and-sell pattern, and the stock funding it sits far below its highs.
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.
CRWV Coverage
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Apple Needs Just a 7% Gain to Become the World’s Most Valuable Company
Apple and NVIDIA now sit within striking distance of each other at the top of the market cap rankings, but the reason one trades near its all-time high while the other lags…
CoreWeave Falls 10% as Bond Yield Touches 15% and Elon Musk Says ‘Yikes’; Nebius Drops 6%, Oracle Slips
CoreWeave (NASDAQ:CRWV) stock is at $70.37 down 10% in morning trading, as a spike in its bond yields revives questions about how the AI-focused cloud provider pays for its chips. Lenders are…
Prediction: CoreWeave Could Be One of the Most Explosive AI Stocks of the Decade
CoreWeave sits on a backlog that dwarfs its closest rival, yet the stock has shed nearly 18% in a month and carries a debt load that would make most CFOs sweat. Whether…
CoreWeave Imploded 20% Over 6 Months: This Analyst Predicts It Will Triple in Price Over the Coming Year
CoreWeave's $104 billion backlog and a Street-high price target suggest massive upside, yet the stock keeps sliding as losses widen and debt piles up. One analyst sees a tripling ahead while others…
Applied Digital Has $36 Billion in Contracted Revenue. Wolfspeed Has the Better Stock Chart.
One builds the AI factories, the other makes the chips that power them, yet the market is rewarding only one while punishing the other. Understanding why reveals a deeper split in how…
Nebius Slides 3% Despite Rosenblatt’s New Buy Rating; CoreWeave Slips
Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) stock is at $214.99, down 3% in morning trading, even as a new Buy rating sits on the AI cloud provider. That decline extends a…
Ray Dalio Warns Stocks Are Running Out of Room for Error — and AI Could Make It Worse
Ray Dalio used his appearance at the Milken Institute Asia Summit on Oct. 8 to warn about the stocks leading this market. The Bridgewater Associates founder said equities have absorbed rising interest…
CoreWeave’s Debt is Substantiated By Clear Demand So I Keep Adding
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…
An Nvidia Director Sold $947 Million of Stock Last Quarter, More Than Any Other U.S. Insider
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…
OpenAI’s Revenue Is Reportedly $20 Billion Lower Than Thought. Nvidia Just Lost $170 Billion
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…