Key Points While Oracle is reportedly struggling to achieve gross margin above 25% with its AI infrastructure business, CoreWeave's gross margin was 74% in the second quarter. That figure is misleading due to the way that CoreWeave categorizes costs. Investors are missing a crucial piece of information about the company. 10 stocks we like better than CoreWeave › Demand for artificial intelligence (AI) infrastructure is booming, and CoreWeave (NASDAQ: CRWV) is a major beneficiary. The company leas ...