CoreWeave’s second-quarter 2025 results, released on Aug. 12, showcased explosive growth fueled by insatiable AI demand. Revenue soared a whopping 207% year-over-year (YOY) to $1.2 billion, easily surpassing expectations of $1.08 billion, as enterprises worldwide doubled down on AI training and inference workloads.Currently valued at about $52.94 billion by market capitalization, shares of this AI infrastructure company have soared to a stunning 91% in the past six months, easily crushing the broader S&P 50 ...

Group 1 - The analyst focuses on rigorous equity and credit research, utilizing various valuation models to derive a 12-month price target [1] - The research style includes a combination of DCF analysis, SOTP, peer/multiples analysis, and risk-adjusted approaches [1] - The analyst expresses a strong interest in sectors such as energy, commodities, technology, and finance [1] Group 2 - The analyst has a beneficial long position in the shares of CORZ, indicating a personal investment interest [2] - The article reflects the analyst's personal opinions and is not influenced by any business relationships [2][3] - The content is intended for informational purposes and does not constitute investment advice [3][4]

Core Scientific (CORZ) builds and operates data center infrastructure for crypto mining but has been pivoting sharply to artificial intelligence (AI) operations. This has coincided with a windfall for the company in the stock market, as companies like CoreWeave (CRWV) had previously expressed interest in acquiring the company. Core Scientific terminated this merger agreement on Oct. 30. More News from Barchart CoreWeave offered $9 billion for the company, but shareholders see much more value if they wai ...

Core Scientific, Inc. (NASDAQ:CORZ) is one of the AI Stocks on the Market’s Radar. On October 30, Macquarie upgraded the stock to “Outperform” with a revised price target of $34.00. The firm upgraded the stock up post CoreWeave (CRWV) deal termination. The company recently announced that it failed to receive the mandatory number of votes to approve the company’s planned sale to CoreWeave (CRWV). In response, CRWV noted that it “looks forward to continuing its commercial partnership with CORZ.” In other ...

Core Scientific and CoreWeave Acquisition - Core Scientific shareholders voted against the acquisition offer from CoreWeave, which was anticipated to be a significant data-center M&A deal in the mining sector [2] - The rejection of the deal alters the investment landscape by returning hundreds of megawatts back to the market for companies like Microsoft and Oracle [2] CleanSpark's AI Expansion - CleanSpark announced the acquisition of a new site in Texas with a 385 MW power pipeline, indicating a shift towards integrating AI and high-performance computing (HPC) workloads alongside traditional mining [4] - The stock of CleanSpark has increased nearly 100% since July 2025, following the market's anticipation of the use of its power pipeline for AI [5] TeraWulf's Long-term AI Hosting Agreement - TeraWulf signed a 25-year AI hosting deal with FluidStack, marking one of the longest contracts between a Bitcoin miner and an AI hosting firm, which enhances long-term revenue visibility [6] - This agreement reflects the industry's pivot towards high-margin compute workloads and TeraWulf's focus on the 'powershell' model for building AI factories [6] Global Hashrate Trends - The global hashrate has surged past 1.1 Zettahash, with significant contributions from China and Russia, despite Western miners potentially slipping in their market position [1][7] - The expansion of hashrate in these countries is occurring at a faster pace than expected, with many U.S. miners halting machine purchases to pivot towards AI [7][8]

I want to just dwell a little bit on scientific, because you're very important for scientific. You are the only customer. You'd hope to bring them on.Keep using that compute. What happens now. How solid is that partnership.Oh, I think that first of all, thank you for having me. And happy Halloween. Happy Halloween.So the partnership is is very, very solid. You know, we continue to be a consumer of the services they provide. We continue to be a consumer for the next ten or 15 years of with with a series of e ...

Core Scientific and CoreWeave Acquisition Attempt - Core Scientific shareholders rejected a $9 billion all-stock acquisition offer from CoreWeave, influenced by a vote-no recommendation from their largest shareholder, Sina Toussi of Two Seas Capital [1][4] - CoreWeave has transitioned from crypto mining to serving AI workloads, with its market cap increasing from $14 billion to $66 billion since its IPO, reflecting strong investor interest in AI [2] - CoreWeave had previously signed a $10 billion, 12-year contract with Core Scientific for AI services, which was seen as a premium offer compared to Core Scientific's share price at the time [3] Investor Sentiment and Market Dynamics - Investor Toussi believes Core Scientific can independently achieve success similar to CoreWeave, citing rising equity valuations in AI infrastructure as a reason to reject the acquisition offer [4] - Following the rejection of the acquisition, Core Scientific's stock price increased, leading to a market cap of $6.6 billion [4] - The rejection of acquisition bids in pursuit of larger offers indicates a potential AI bubble in the market [7] CoreWeave's Strategic Moves - CoreWeave continues to pursue acquisitions, recently acquiring Marimo, an open-source Jupyter Notebook competitor, for an undisclosed amount, with Marimo having raised approximately $5 million [7] - The acquisition of Marimo aligns with CoreWeave's strategy to enhance its capabilities in AI app development [8]

Shareholders of the Austin, Texas-based Bitcoin (BTC) mining company Core Scientific (Nasdaq: CORZ) have rejected a $9 billion merger deal with the AI cloud infrastructure company CoreWeave (Nasdaq: CRWV), the Bitcoin miner announced on Oct. 30. The company said it didn't receive the requisite number of shareholder votes to approve the proposed merger agreement. Related: Explained: What is sustainable Bitcoin mining? As reported earlier, Nvidia- (Nasdaq: NVDA) backed CoreWeave announced the $9 billion all ...

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Group 1 - Core Scientific held an Investor Update Call to discuss company performance and future outlook [2] - The call included a reminder that it is being recorded and participants are in listen-only mode [2] - Forward-looking statements were presented, indicating expectations and forecasts that may involve risks and uncertainties [3][4]