CoreWeave is racing to build the AI infrastructure backbone that hyperscalers desperately need, and its revenue backlog dwarfs what most companies ever dream of. But a closer look at what is financing that expansion raises serious questions about whether growth alone can carry the weight.

CoreWeave and Rescale expand cloud access for AI, HPC and simulation workloads used by engineering and R&D teams.

Korea Investment CORP reduced its position in shares of CoreWeave Inc. (NASDAQ:CRWV - Free Report) by 56.3% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 75,330 shares of the company

CoreWeave's stock swings 25% up and 15% down in the same month, which makes pinning a price target on it feel reckless. Here is why our analysts did it anyway, and the single metric that pushed them to a buy.

LIVINGSTON, N.J., Aug. 25, 2026 — CoreWeave, Inc. today announced Rescale will expand its cloud ecosystem to CoreWeave Cloud to support AI and simulation workloads powering next-generation product development. With CoreWeave’s purpose-built AI cloud, Rescale customers across aerospace, automotive, energy, life sciences, and manufacturing can run demanding simulations and AI workloads at the speed and scale […]

Dos de las mentes macroeconómicas más agudas del negocio aterrizaron en lados opuestos del mismo stock de infraestructura de IA en el segundo trimestre, y las presentaciones reales revelan una historia mucho más confusa de lo que sugieren los titulares.

CoreWeave (NASDAQ:CRWV) Trading Down 1.8% on Insider Selling

Tax withholding obligations drove this non-discretionary sale, yet Agrawal retains ~280,000 total shares worth $25.13 million, signaling continued confidence in the AI infrastructure provider.

Tax withholding obligations drove this non-discretionary sale, yet Agrawal retains ~280,000 total shares worth $25.13 million, signaling continued confidence in the AI infrastructure provider.

Truist Securities raised its price target on CoreWeave to $165 from $155, implying nearly 88% upside, while reiterating a Buy rating. Analyst Arvind…

On August 12, 2026, Nebius Group N.V. (NASDAQ:NBIS)’s cloud business revenue jumped 514% year over year in the second quarter, sending shares up more than 20%. It pushed total quarterly revenue to $582.3 million, ahead of the roughly $572.75 million analysts expected. The results came a day after rival CoreWeave, Inc. (NASDAQ:CRWV) raised its own […]

CoreWeave (NasdaqGS:CRWV) agreed a multi-year AI cloud infrastructure deal with quantitative trading firm Hudson River Trading, announced in late August 2026. The partnership expands CoreWeave’s presence in financial market workloads by providing GPU-based compute capacity for Hudson River Trading’s AI models and trading systems. CoreWeave is also facing greater regulatory scrutiny as new state level rules on energy use and transparency start to affect data center buildout plans. The...

Arete Wealth Advisors LLC purchased a new position in shares of CoreWeave Inc. (NASDAQ:CRWV - Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 233,454 shares of the company

CoreWeave is getting all the attention in the neocloud race, but a quieter rival just posted 454% revenue growth, locked in hyperscaler partnerships worth tens of billions, and did it without the crushing debt load that shadows the more famous name.

Shares of CoreWeave, Inc. (NASDAQ:CRWV) and Super Micro Computer, Inc. (NASDAQ:SMCI) jumped to their highest levels since June on August 12, 2026, a day after both companies delivered upbeat forecasts that signaled booming demand for AI computing capacity. CoreWeave rose more than 19%, and Super Micro climbed more than 13%. Why This Matters Both companies […]