CoreWeave Stock Drops on Q4 EBITDA Miss, High CapEx
CoreWeave (CRWV) beats Q4 revenue at $1.57B but misses adjusted EBITDA ($898M vs $936M est) and reports $8.2B capex. Shares fall 11% after-hours as debt climbs to $30B.
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Blue Owl Hits Financing Wall for CoreWeave's Massive Pennsylvania AI Campus
Blue Owl Capital couldn't get loans for a major $4B data center project leased to AI firm CoreWeave due to lender worries over high-risk AI debt. The project moves ahead fully funded, highlighting challenges in the booming AI infrastructure race.
Nvidia Dumps Stakes: Applied Digital, WeRide & Recursion Stocks Slide in After-Hours
Nvidia's latest 13F filing reveals it sold positions in Applied Digital, WeRide, and Recursion Pharmaceuticals in Q4 2025, causing after-hours dips.
Apple Bucks Big Tech's AI Spending Frenzy While Cloud Backlogs Hit $1.1 Trillion
While Amazon, Google, Meta, and Microsoft pour record billions into AI infrastructure, Apple takes a different approach—and Big Tech cloud backlogs reach unprecedented levels.
Deutsche Bank Turns Bullish on CoreWeave
Deutsche Bank upgrades CoreWeave to Buy, sets a $140 price target, and highlights strong growth potential through 2026.
Nvidia Invests $2B in CoreWeave to Build Massive AI Data Centers by 2030
Nvidia purchases $2 billion CoreWeave stake at $87.20/share to build 5 gigawatts of AI factories by 2030, nearly doubling investment in AI infrastructure partner.