CoreWeave does have one strategy to expand without using debt—acquiring other companies using its highly valued equity.

CoreWeave is uniquely positioned in the GPU cloud market, with strong revenue growth and Nvidia-endorsed infrastructure. Read ...

CoreWeave faces fierce competition from cloud giants like Microsoft, Google, and Amazon. Read more on what investors can ...

Risks to the CoreWeave buy argument are easy to identify: the company has $8 billion of debt (incurring $1 billion in interest payments alone) and the lock-up expiry for long-term shareholders is Aug.

June, the stock has come back to earthfalling 46% from its June 20 peak. The trigger? Over 80% of Class A shares just became ...

The race to build computing capacity for artificial intelligence is reviving bullish bets on one of Wall Street’s most ...

CoreWeave's stock is rising due to high demand for AI computing. Microsoft's investment is a key factor. Wall Street expects ...

Sometimes, when datacenter computing does a paradigm shift, things get cheaper, like the move to RISC/Unix systems in the ...

One of the AI boom’s big winners, CoreWeave borrowed billions, struck deals with Nvidia and OpenAI, and went public. Can it ...

CoreWeave shares jumped as major tech giants like Microsoft and Meta ramped up AI investments, fueling optimism about demand for AI cloud computing.

In addition to being focused on two different industries: AI and cryptocurrency, CoreWeave and Circle differ in their ...

You can catch Trader Talk on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. CoreWeave (CRWV) is ...