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Morningstar argued that Meta's reported plans to sell excess AI computing capacity reinforce the persistent supply-demand imbalance of AI infrastructure rather than signal a weakening market.
A sudden shift in geopolitical risk flipped the switch on AI cloud stocks Monday morning, sending CoreWeave, Snowflake, Oracle and Nebius sharply higher, but the group carries a history of giving back gains just as fast as it captures them.
CoreWeave's revenue backlog just hit nearly $100 billion while its stock trades near a 52-week low, and that gap between signal and price is exactly where the opportunity or the trap lives.
CoreWeave partnered with Leidos to provide AI cloud services for federal agencies.
Nebius and CoreWeave investors have nothing to fear.
(Bloomberg) -- Loan investors are pushing back for the first time in years, in a shift that will probably translate to higher borrowing costs for everyone from private equity firms to deeply indebted AI companies.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaTrump Orders Iran Attack as Soon as This Weekend, WSJ SaysBessent Joins Japan to Help Reverse Months of Yen LossesIndia’s Family Offices Em
The firm bought the 3iQ Solana Staking ETF on both ARKW and ARKF while also selling Shopify, CrowdStrike, and Cloudflare on Friday.
Luxor's Michael San Miguel argued that GPU depreciation panic is overblown, as users are realizing they don't need frontier chips for every workload and citing that CoreWeave's CFO has floated…
Leopold Aschenbrenner sold the bulk of his firm, Situational Awareness, to Citadel at a discount, then offered investors one-on-one calls during his honeymoon.
CoreWeave has completed its $2.6 billion first-lien delayed-draw term loan due September 2031 at S+550, with a 0% floor and an OID of 97 through a JPMorgan-led arranger group, according to sources. Initial price talk was S+425-450 with a 99 OID, before the deal was flexed wider to S+550 with an OID of 96-97. The facility is subject to a 1.35x DSCR covenant at the borrower level and must be aligned with the financial covenants under the parent company’s revolving credit facility until the parent
IPO Edge hosted a fireside chat on July 27 at Nasdaq MarketSite with Anton Nicholas, Chief Executive Officer of ICR. The in-person interview was joined by Editor-in-Chief John Jannarone and they discussed […]
CoreWeave’s partnership with Leidos opens the door to long-term U.S. government AI contracts, easing concerns about customer concentration.
CoreWeave stock has fallen sharply over the past year, yet on traditional valuation multiples it still screens as undervalued while its broader valuation checks lean the other way. For investors, that split between recent share price weakness and a low value score raises questions about how to treat the current level. CoreWeave has declined 35.2% over the past year, which suggests the market has become more cautious about the company despite enthusiasm around AI infrastructure. Large AI...
(Bloomberg) -- Situational Awareness tried selling some of its stakes in privately held companies as it rushed to raise cash to meet a barrage of margin calls from its lenders this week. Most Read from BloombergChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionMicrosoft’s $450 Billion Jump Is Biggest in S
(Bloomberg) -- Aggressive AI spending plans by Amazon.com Inc., Microsoft Corp. and Alphabet Inc. provided fresh evidence that demand for chips and related equipment will remain strong, offering relief to a sector that’s been battered in recent days. Most Read from BloombergChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the El
(Bloomberg) -- CoreWeave Inc. is no stranger to shaking off wild stock-market swings like those of the past few days, when its shares plunged to their lowest level in 14 months only to then stage their sharpest rally of the year.Most Read from BloombergUS Strikes Iran Again as Conflict Spreads Across Middle EastChip Stocks Post Biggest Advance Since April 2025: Markets WrapBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionMet
One profitable but concentrated, the other scaling fast but burning cash.
Huge opportunity still depends on converting collaboration into revenue
CoreWeave is the latest company having to pay up to attract investors into a data center-related debt sale. The AI computing company just revised the terms of its $2.6 billion leveraged loan sale, offering yields of around 5.5 percentage points above benchmark SOFR interest rates, a person familiar with the matter said. "As with any first-of-its-kind financing structure, aspects of the transaction evolved during syndication as investors evaluated the opportunity."
Microsoft and Meta just confirmed what AI infrastructure bulls wanted to hear: Demand for compute isn't cooling off.
Situational Awareness, an AI-focused hedge fund run by former OpenAI researcher Leopold Aschenbrenner, sold the bulk of its stock portfolio to Ken Griffin’s Citadel after being battered by heavy losses in its tech holdings, two sources familiar with the matter told Reuters on Thursday. Situational was forced to unwind most of its public equities portfolio, which included sizable holdings in several prominent AI names that have been rocked by the recent market selloff, the sources said, requesting anonymity as the discussions are confidential. The fund was under pressure to either raise fresh capital from investors or offload its entire book, and eventually chose the latter option, the sources added.
Former OpenAI researcher Leopold Aschenbrenner’s $20-billion AI-focused fund is unwinding public equity bets as the sector’s recent selloff takes its toll.
CoreWeave (CRWV) is expected to report Q2 revenue at the "high end" of its $2.45 billion to $2.60 bi
CoreWeave stock rallies on a strategic partnership with Leidos. But does that warrant buying CRWV shares today?
AI cloud stocks whipsawed violently overnight, and now three names are staging jaw-dropping single-day recoveries for very different reasons. Whether the catalysts behind each move hold up under scrutiny is another story entirely.
Recently, Leidos announced that it is partnering with CoreWeave to deliver secure, sovereign AI cloud services for the U.S. Intelligence Community and Department of War, while Flow Traders selected CoreWeave as the primary AI cloud platform for high-intensity model training in its new AI and deep learning division. These government and financial-sector wins highlight how CoreWeave’s AI-native cloud is being pulled into some of the most compute-intensive, security-sensitive workloads in the...
Meta Platforms Inc (NASDAQ:META) may spend more than $62 billion with CoreWeave Inc. (NASDAQ:CRWV) and Nebius Group (NASDAQ:NBIS), then offer customers a version of the same service. Its CoreWeave agreements include an initial commitment of up to $14.2 billion and a further $21 billion deal announced on April 9. Nebius has a $12 billion capacity […]
The fund, launched by the former OpenAI researcher after his dismissal in April 2024, has approached existing investors and lenders for new money, and some investors were offered a chance to buy portfolio assets directly, according to the Financial Times. Publicly traded AI infrastructure names in Situational Awareness’s known long book — including Bloom Energy, CoreWeave and Nebius — were hit hard in the current rout.
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