CoreWeave's bear case rests on GPUs aging out fast. But the company just signed a multi-year contract for Nvidia's 2020-era A100 chips, extending their revenue life through 2029. The debt markets are ...

The AI boom may be hotter than Wall Street thought.

CoreWeave's revenue is surging as the AI boom continues, but the company is also sitting on $35 billion in debt.

Bank of America revised key CoreWeave stock forecasts after Q2 earnings, adjusting revenue, EPS and spending assumptions for CRWV investors.

The market can see the demand just fine. The discount is about what delivering it will cost.

Investors have been concerned about a potential slowdown in AI adoption, but results from these neocloud operators suggest otherwise.

CoreWeave stock jumped 18% after Q2. Get key takeaways, Vera Rubin upside outlook, Nvidia launch impact, and why it’s a trade ...

The AI infrastructure shortage is allowing old chips to remain valuable and pushing customers to pay premiums for near-term capacity.

CoreWeave just posted a quarter that sent shares surging nearly 20%, but the same report that thrilled bulls also revealed a debt spiral growing faster than the revenue chasing it.

Neocloud stocks just posted some of the wildest single-session gains of the AI buildout cycle, and the valuation math behind them is stranger and more compelling than it looks at first glance.

CoreWeave shares are surging after the cloud computing provider posted quarterly results that beat Wall Street’s estimates.

Major U.S. stock indexes ended mostly higher Wednesday after a key reading on U.S. consumer inflation matched economists’ expectations, with tech firms leading gains following strong results from ...