CoreWeave (CRWV) Stock Research

Friday

Buy/Sell: Wall Street's top 10 stock calls this week

Aug 7, 3:19 PM

Cboe data shows mixed options sentiment in CoreWeave Inc with shares up 5.12%

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Aug 7, 11:35 AM

CoreWeave price target raised by $15 at Deutsche Bank, here's why

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Aug 7, 4:26 AM

Thursday

Cboe data shows mixed options sentiment in CoreWeave Inc with shares down 2.27%

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Aug 6, 11:03 AM

CoreWeave announces IMC to scale up its use of CoreWeave's AI platform

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Aug 6, 8:26 AM

Wednesday

CoreWeave signs multi-year agreement with Solidigm

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Aug 5, 8:07 AM

CoreWeave price target lowered by $16 at Citi, here's why

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Aug 5, 6:40 AM

Tuesday

Moderately bullish activity in CoreWeave Inc with shares up 9.39%

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Aug 4, 3:06 PM

Walmart downgraded, Palantir upgraded: Wall Street's top analyst calls

+14

Aug 4, 9:37 AM

CoreWeave expands cloud AI platform into Indonesia

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Aug 4, 7:48 AM

Backblaze price target raised by $10 at Oppenheimer, here's why

Aug 4, 7:31 AM

Monday

CoreWeave initiated with bullish view at Piper Sandler, here's why

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Aug 3, 4:16 PM

CoreWeave initiated with bullish view at Piper Sandler

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Aug 3, 4:05 PM

Texas Governor Abbott directs comprehensive data center audit

Aug 3, 1:23 PM

CoreWeave rises 15.0%

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Aug 3, 12:02 PM

Over a week ago

Crypto Currents: Coinbase, Strategy report weak Q2 earnings

+34

Jul 31, 10:11 AM

Freedom Capital upgrades Core Scientific on AMD deal, 40% selloff

Jul 30, 12:13 PM

Leidos, CoreWeave collaborate to accelerate delivery of AI capabilities

Jul 30, 8:06 AM

Core Scientific price target raised to $36 from $30 at Canaccord

Jul 29, 7:14 AM

Flow Traders selects CoreWeave to power training for AI quantitative trading

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Jul 28, 8:10 AM

Cboe data shows mixed options sentiment in CoreWeave Inc with shares down 9.48%

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Jul 24, 3:21 PM

What You Missed On Wall Street On Wednesday

+24

Jul 22, 4:07 PM

AI Daily: AMD to invest $5B in Anthropic as part of strategic partnership

+15

Jul 22, 2:18 PM

Midday Fly By: AT&T reports Q2 beat, AMD invests $5B in Anthropic

+24

Jul 22, 12:07 PM

CoreWeave upgraded, IBM initiated: Wall Street's top analyst calls

+14

Jul 22, 9:44 AM

Strategic NVIDIA Partnership: Deep collaboration with NVIDIA secures massive and early access to cutting-edge GPUs like H100s, giving them a critical supply advantage over competitors.

Purpose-Built GPU Cloud Infrastructure: Engineered specifically for high-performance GPU workloads, optimizing every layer from hardware to networking for AI/ML, VFX, and rendering demands.

Superior Cost-Efficiency for GPU Compute: Delivers significantly lower prices for GPU instances compared to general-purpose cloud providers, making high-end AI/ML training and inference more affordable.

Intense Competition Pressure: CoreWeave faces significant competition from established hyperscale cloud providers (e.g., AWS, Azure, GCP) as well as other specialized AI infrastructure companies, potentially leading to price pressure and market share loss.

GPU Supply Chain Dependence: The company heavily relies on a limited number of suppliers, primarily NVIDIA, for its specialized GPUs, making it vulnerable to supply shortages, price volatility, and potential disruption to its expansion plans.

Rapid Technological Obsolescence: The fast-paced evolution of AI hardware and software means CoreWeave's significant investments in GPUs and infrastructure could quickly become technologically outdated, requiring continuous, costly upgrades to remain competitive.

Charts

Strategic NVIDIA Partnership: Deep collaboration with NVIDIA secures massive and early access to cutting-edge GPUs like H100s, giving them a critical supply advantage over competitors.

Purpose-Built GPU Cloud Infrastructure: Engineered specifically for high-performance GPU workloads, optimizing every layer from hardware to networking for AI/ML, VFX, and rendering demands.