There will prove to be many winners as artificial intelligence (AI) infrastructure continues to grow and AI end- uses expand. Nvidia (NVDA 1.26%) has been the Wall Street darling surrounding everything AI for the past two years. CoreWeave (CRWV 3.90%) has been getting the love most recently, though. Shares of the AI hyperscaler providing cloud services have soared about 185% in just the past month as of this writing. Nvidia stock has increased 24% in that time. CoreWeave just went public in late March, and ...

CoreWeave, D-Wave Quantum, and Quantumscape might be better speculative bets.Cryptocurrencies might be worthwhile plays for investors who have a high tolerance for risk. However, they're also notoriously volatile and difficult to value since they often trade on market hype or murky future expectations regrading their scarcity or utility.So instead of chasing the market's hottest cryptocurrencies right now, it might be smarter to invest in three speculative tech stocks: CoreWeave (CRWV 3.90%), D-Wave Quantum ...

人工智能行业投资机会 - 人工智能行业在当前宏观经济波动环境下仍保持强劲投资吸引力，全球企业正加速构建AI能力 [1] - CoreWeave作为AI云计算基础设施提供商，股价自3月IPO以来已上涨超过3倍，从40美元涨至166.63美元 [1][2] CoreWeave业务表现 - 公司运营30多个数据中心，为微软、IBM、OpenAI等客户提供AI训练和推理所需的计算能力 [4][5] - 第一季度营收同比激增420%至9.816亿美元，预计第二季度营收达11亿美元（同比增长170%） [5] - 收入积压订单达259亿美元（同比增长63%），2025年营收预期为49-51亿美元（2024年为19亿美元） [6] 财务风险因素 - 公司尚未盈利，第一季度运营亏损2750万美元（营收9.816亿美元VS运营成本10亿美元） [7] - 运营成本增速（487%）超过营收增速（420%），债务总额达188亿美元（其中87亿美元为有息债务） [8][10] - 单季度债务环比增长10%（从79亿美元增至87亿美元），资本开支压力持续加大 [9][10] 估值分析 - 股价快速上涨导致市销率(P/S)超过英伟达和微软等可比公司，显示估值偏高 [13][15] - 建议观察后续季度财务控制能力，等待估值回调后再考虑投资 [12][15]

The artificial intelligence company is experiencing a boom in demand for its products and services.*Stock prices used were the afternoon prices of June 4, 2025. The video was published on June 6, 2025. ...

CoreWeave ( CRWV ) is an AI Hyperscaler, offering proprietary software and cloud services for enterprise customers through its CoreWeave Cloud Platform. I like the company’s unique value proposition in the rapidly growing AI hyperscaler market. I am initiating with a ‘Buy’ ratingAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my ...

Brad Gerstner's Altimeter Capital holds 2,999,536 shares of this year's hottest AI IPO stock.Brad Gerstner is the founder and CEO of hedge fund Altimeter Capital. Some of his more notable wins include being an early investor in data cloud company Snowflake and Asian ridehailing leader Grab.As is the case with many investment funds, Altimeter has made artificial intelligence (AI) stocks a core feature of its portfolio in recent years. According to its most recent 13F filing, Altimeter trimmed its stake in Nv ...

Shares of CoreWeave (CRWV -16.97%) are falling on Thursday, down 16.2% as of 2:13 p.m. ET. The large drop comes as the S&P 500 (^GSPC -0.15%) and the Nasdaq Composite (^IXIC -0.47%) fell by 0.3% and 0.1%, respectively.CoreWeave stock's sharp drop isn't really being driven by specific news from today; rather, it's a retreat from the stock's recent massive run-up. The stock was up nearly 50% this week before today's fall after the company announced several catalysts.CoreWeave inks a key dealCoreWeave, which p ...

Shares of CoreWeave (CRWV 10.19%) rocketed 169.5% in May, according to data from S&P Global Market Intelligence.CoreWeave had a busy month, not only recovering from April's "Liberation Day" along with the rest of the sector, but also holding its first earnings report since its March 28 initial public offering (IPO). Additionally, key customer and supplier Nvidia (NVDA 0.36%) disclosed that it had increased its investment in the company.CoreWeave recovers from IPO skepticismVirtually all technology stocks an ...

FORM 10-Q _________________________ (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to ________________ Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 (I.R.S. Employer Identification No.) (973) 270-9737 Registrant's telephone number, ...

CoreWeave Reports Strong First Quarter 2025 Results Growth Driven by Accelerating Demand for CoreWeave's Purpose-built AI Platform LIVINGSTON, N.J., – May 14, 2025 – CoreWeave, Inc. (Nasdaq: CRWV), the AI Hyperscaler™, today reported financial results for the first quarter ended March 31, 2025. "We've delivered an outstanding start to 2025 on multiple fronts. Our strong first quarter financial performance caps a string of milestones including our IPO, our major strategic deal with OpenAI as well as other cu ...