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The bank’s Sell rating challenges the AI cloud provider’s growth story, pointing to credit risks and pressure on future infrastructure spending.

A Democratic sweep may raise the risk of new costs and rules for data center operators, but a short bet faces significant limits.

Oracle’s restructuring bill rose as Ellison withdrew a planned stock sale, leaving investors focused on cash burn and AI infrastructure risk.

The infrastructure provider’s huge backlog is colliding with new questions about AI’s pace, economics and capital intensity.
Key TakeawaysOne-Year Slide: CRWV fell 36. 3% over 12 months, from $137 to $87.
Nvidia now guarantees financing for the AI customers buying its chips, and management openly admits some will call the arrangement circular. What happens to the stack when the weakest link cannot cover its interest bill?
CoreWeave (NasdaqGS:CRWV) unveiled Forge, a unified AI development environment, at its Fully Connected AI cloud conference. The company introduced the CoreWeave Partner Network, featuring validated technology integrations aimed at enterprise and advanced AI users. CoreWeave expanded its compute lineup by adding the NVIDIA Vera CPU to support emerging AI agent workloads. Forge, the new Partner Network and NVIDIA Vera support only capture part of the wider CoreWeave story for investors. We...
CoreWeave shares inch higher on a bullish William Blair research note. Here’s why the investment firm recommends owning CRWV stock.
CoreWeave stock or Nebius is a raging debate in the neocloud sector. William Blair analysts have a solution.
CoreWeave customers now have access to the Nvidia Vera Rubin NVL72, a complex AI platform Nvidia calls a “supercomputer.”
CoreWeave stock could get a boost as the AI cloud company moves beyond renting computing servers equipped with Nvidia chips.
In an interview with CNBC, CoreWeave CEO Mike Intrator said tighter restrictions could change where AI infrastructure is built without reducing underlying demand for computing capacity.
CoreWeave Inc. (NASDAQ:CRWV) announced the launch of the CoreWeave Partner Network, bringing together technology partners whose integrations have been tested on the CoreWeave Cloud platform under production conditions.
Michael Burry just swapped unlimited-horizon short positions for expiring put contracts on Micron, accepting a hard deadline to be right before a stock up 550% in a year reports earnings in hours.
Cathie Wood just dumped one of this year's biggest AI winners to load up on a stock that has barely moved, and the reasoning behind that swap reveals a lot about where she thinks the real opportunity still sits.
CoreWeave Inc., the original neocloud, is tired of people categorizing it that way.
SAN FRANCISCO, September 30, 2026--CoreWeave Inc. (Nasdaq: CRWV), The Essential Cloud for AI™, today announced that Ennoble Care LLC has selected CoreWeave Cloud to run its clinical AI inference workloads. The news was shared during Fully Connected, CoreWeave’s AI cloud conference, which brings together more than 4,500 customers, partners, developers and AI leaders to share how they are building and running AI in production. Under the agreement, Ennoble Care, a provider of home-based primary, pa
SAN FRANCISCO, September 30, 2026--CoreWeave Inc. (Nasdaq: CRWV), The Essential Cloud for AI™, today announced the availability of NVIDIA Vera Rubin NVL72 on CoreWeave, with Cognition as the first customer anywhere running production workloads on the system. Customers, like Cognition, run the system under the same operating model and tooling as their existing NVIDIA GB200 NVL72 and GB300 NVL72 fleets, with performance engineering from CoreWeave’s team. The news was shared during Fully Connected,
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