We recently published 10 Stocks With Massive Losses; AI Stocks Not Spared. CoreWeave, Inc. (NASDAQ:CRWV) is one of the worst performers on Monday. CoreWeave, Inc. (NASDAQ:CRWV) fell for a second day on Monday, shedding 7.17 percent to finish at $127.06 apiece after the Institutional Shareholder Services (ISS) recommended to thumb down on the firm’s proposed merger with Core Scientific Inc. The stance came despite Core Scientific’s Board of Directors saying that the proposed transaction represents the bes ...

Key Takeaways CoreWeave stock has surged 229.9% in six months, outpacing major market and tech benchmarks.Strong OpenAI contracts and NVIDIA partnerships are powering rapid data center and revenue growth.High debt, soaring interest costs and rising CapEx weigh on CRWV's profitability outlook.CoreWeave, Inc. ((CRWV) stock has climbed 229.9% in the past six months, outpacing the Zacks Internet-Software Market’’s gain of 38.9% and the Zacks Computer & Technology sector and the S&P 500 Composite’s growth of 51. ...

So, we've been really consistent um in our read of the market and that has been driven by the broadbas demand for the services that we provide. And so, um you know, I think I said it to you last time you interviewed me. I've certainly said it with with with you know, on on different media outlets.Uh look, the the demand for this compute has been and continues to be uh relentless. And so, you know, we continue to uh build and deliver uh compute to uh a broad base of clients as fast as we can and we cannot ke ...

CoreWeave (CRWV) CEO Michael Intrator told CNBC the company will not raise its $9 billion all-stock offer for bitcoin miner Core Scientific (CORZ), calling the acquisition a “nice to have, not a need to have.” He said the offer fairly reflects the relative value of both companies and that CoreWeave will continue as planned even if the deal is rejected.In addition, proxy advisory firm Institutional Shareholder Services (ISS) yesterday urged shareholders to reject CoreWeave’s proposed purchase of Core Scient ...

收购交易立场 - 公司对数据中心服务商Core Scientific Inc的90亿美元收购报价坚决不变，尽管面临主要股东反对[1] - 公司首席执行官明确表示不会提高当前报价，并认为该报价合理，同时不排斥其他竞购方介入[1] - 委托投票顾问机构股东服务公司已建议Core Scientific的投资者拒绝这一报价，因部分大型投资者认为估值过低[1] 业务扩张与客户构成 - 公司正通过多笔收购扩大云服务容量并增加新产品与服务，包括今年7月同意以90亿美元收购Core Scientific以及在强化学习和工业人工智能等领域完成多规模收购[1] - 公司为OpenAI和微软等提供人工智能算力支持，但客户集中度高，今年二季度微软贡献其超70%的销售额[2] - 公司积极推动客户多元化，上个月与Meta Platforms达成一项价值高达142亿美元的合作协议[2] - 公司预计新客户将助力多元化，但否认会出现大量客户开发基础模型的场景[2] 行业定位与市场表现 - 公司属于新兴的“新型云服务商”阵营，专门出租顶级AI芯片使用权，竞争对手包括Nebius Group和Nscale Global Holdings[2] - 自今年3月首次公开发行以来，公司股价已累计上涨超200%，主要受大型科技公司为开发先进AI模型推动算力需求飙升影响[2] 战略合作与财务安排 - 公司与股东英伟达达成一项价值63亿美元的协议，英伟达同意收购其未被客户使用的过剩算力，有助于巩固财务状况并降低算力未售出风险[3] - 尽管多数人工智能公司仍处于亏损状态，科技巨头仍在数据中心和先进AI芯片领域投入数十亿美元，引发市场对“万亿美元AI泡沫”的担忧[3]

"我们依然认为这笔交易具有合理性。交易最终会交由股东投票决定，但大家不会看到我们提高报价， 也不会加价。"因特拉托尔补充道。 在该交易的股东投票表决前，Core Scientific的部分大型投资者已公开反对CoreWeave的报价，称估值过 低。周一，委托投票顾问机构股东服务公司(Institutional Shareholder Services Inc.)已建议Core Scientific 的投资者拒绝这一报价。 CoreWeave正通过多笔收购扩大云服务容量，并增加新产品与服务。今年7月，该公司已同意以90亿美 元收购Core Scientific，此外还在强化学习、工业人工智能等领域完成了多笔小规模收购。 智通财经APP获悉，尽管主要股东反对收购交易，CoreWeave公司(CRWV.US)称仍不会提高对数据中心 服务商Core Scientific Inc.的90亿美元报价。该公司首席执行官迈克尔·因特拉托尔(Michael Intrator)周二 表示，"我们坚信，当前给出的报价对公司而言是合理的。""如果有其他公司愿意介入，那就让它们 来。" CoreWeave为OpenAI、微软(MSFT ...

Accessibility StatementSkip Navigation ISS Highlights Numerous Concerns Regarding the Sale Process, Deal Structure and Valuation NEW YORK, Oct. 21, 2025 /PRNewswire/ --Â Two Seas Capital LP ("Two Seas" or "we"), an alternative investment management firm and one of the largest shareholders of Core Scientific, Inc. ("Core Scientific" or the "Company") (NASDAQ: CORZ), today applauded leading independent proxy advisory firm Institutional Shareholder Services Inc.'s ("ISS") recommendation that shareholders of Co ...

In the rapidly evolving artificial intelligence (AI) infrastructure space, breakthroughs in model training and deployment can translate almost overnight into valuation shifts. On Oct. 8, CoreWeave (CRWV) dropped a major announcement, driving an 8.7% surge in shares with the launch of Serverless RL, a fully managed, autoscaling reinforcement-learning platform that promises to lower the barrier to entry for AI agents. Launched shortly after CoreWeave’s acquisition of OpenPipe, Serverless RL integrates RL too ...

文章核心观点 - 人工智能发展对计算能力产生巨大需求 为AI基础设施供应商带来强劲增长动力 [1] - 行业内的主要公司CoreWeave和Nebius Group均实现惊人销售增长和股价表现 [1] - 尽管面临高额扩张成本和债务负担 但巨大的未履行合同义务显示行业需求持续旺盛 [6][7][8] CoreWeave公司分析 - 公司业务从加密货币挖矿成功转型为AI优化基础设施服务提供商 [4] - 第二季度销售额从去年同期的3.954亿美元飙升至12亿美元 [4] - 重要客户包括OpenAI（承诺从119亿美元增至224亿美元）、丰田汽车和微软 [5] - 公司预测全年销售额在52亿至54亿美元之间 较2024年的19亿美元大幅增长 [5] - 第二季度末未履行合同义务达301亿美元 几乎是去年同期162亿美元的两倍 [6] - 为满足需求进行大规模数据中心扩张 第二季度运营费用从3.177亿美元增至12亿美元 [6] - 公司通过债务融资支持扩张 第二季度末资产负债表上有超过100亿美元债务 7月又增加18亿美元高级票据和26亿美元担保债务融资 [7] 行业趋势与市场表现 - 人工智能计算需求持续增长 无放缓迹象 [2] - 行业公司CoreWeave和Nebius Group在第二季度均实现三位数销售增长 [8] - Nebius股价在截至10月17日的一周内今年涨幅超过300% [1] - CoreWeave于3月底以每股约40美元上市 此后股价增长超过两倍 [1] - 行业公司正竞相扩大数据中心规模 并通过承担债务来实现扩张 [8]

Big news could be on the way for this AI hyperscaler.Many investors could be kicking themselves right now for not buying shares of CoreWeave (CRWV -5.61%) earlier. The stock has skyrocketed more than 240% since its initial public offering (IPO) on March 28, 2025. The good news, though, is that a potential catalyst is right around the corner for this AI hyperscaler. Should you buy CoreWeave stock before Nov. 12? What's special about Nov. 12?What makes Nov. 12 a special date for CoreWeave? Perhaps nothing. Ho ...