CoreWeave Adds European Capacity and Petabit-Scale Network as Oppenheimer Defends $150 Target
CoreWeave expands its AI cloud with new Danish capacity and a petabit-scale global network as Oppenheimer defends its outlook.
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Elon Musk Warns of Neocloud Shakeout as SpaceX Closes $40 Billion Debt Deal
Musk warns most neoclouds will see “guppy-level death” as lenders grow selective.
Goldman Sachs Upgrades CoreWeave to Buy After Sharp Selloff, Citing Stronger-Than-Expected Contract Economics
CoreWeave shares rise as Goldman upgrades to Buy, saying ARR per MW and unlevered returns are biased higher despite credit market concerns.
Debt Pressures CoreWeave as Huang and Bank of America Stay Optimistic
Credit markets pressure CoreWeave on financing risks. Nvidia’s Huang rejects a rescue while Bank of America raises revenue forecasts.
‘Yikes’: CoreWeave Stock Tanks 16% as Bond Yields Hit 15%, CEO Calls Market ‘Irrational’
CoreWeave shares plunge after bond yields hit 15%. Musk replies “Yikes,” CEO calls the market irrational as AI debt concerns grow.
JPMorgan Turns Bullish on CoreWeave as Wall Street Stays Split on Funding Risks
Demand is tight; short-term GPU contracts are pricing at a premium.