We recently published 15 Stocks Jim Cramer Mentioned As He Said Quantum Computing Worried Him. CoreWeave, Inc. (NASDAQ:CRWV) is one of the stocks Jim Cramer recently discussed. CoreWeave, Inc. (NASDAQ:CRWV) is a key player in the AI industry, as it provides software companies with the infrastructure to run their AI programs. Its shares have gained 200% since their IPO in April but lost 9.7% last week. Cramer discussed the stock’s performance on Thursday morning as he commented on speculative stocks: “I t ...

Core Viewpoint - Two Seas Capital LP opposes the proposed sale of Core Scientific, Inc. to CoreWeave, Inc. due to inadequate valuation, deficient structure, and flawed process, urging shareholders to vote against the transaction [2][3][4] Company Positioning - Core Scientific is well-positioned to benefit from the growing demand for high-performance computing infrastructure, with significant scale, access to low-cost power, and data center talent [2][5] - The company has attracted buyout interest from CoreWeave, indicating its strategic value in the market [2][5] Market Reaction - Following the announcement of the proposed sale, Core Scientific's stock experienced an 18% decline, marking one of the worst one-day price drops for an M&A target in this century [3][6] - The market's negative reaction reflects concerns over the deal's structure and valuation [3][6] Valuation Concerns - Two Seas argues that CoreWeave's offer does not reflect Core Scientific's potential, especially given CoreWeave's stock had appreciated over 300% in recent months [6][7] - The proposed exchange ratio is viewed as lopsided, failing to provide fair value for Core Scientific shareholders [6][7] Executive Interests - Core Scientific's executives stand to benefit significantly from the deal, receiving immediate vesting and reimbursement of excise taxes, while shareholders are left with less favorable terms [6][7] Future Outlook - Two Seas believes that Core Scientific's standalone future is promising, with potential for significant value appreciation driven by the AI data center demand [5][7] - The firm emphasizes that shareholders should not support the transaction at the current terms and should instead hold onto their shares for future growth [7][8]

Group 1: Alibaba - Alibaba operates major e-commerce platforms in China, including Taobao and Tmall, and has a significant presence in international digital commerce through platforms like AliExpress, Daraz, Lazada, and Trendyol [3][4] - The company holds over one-third of China's cloud services market, making it the largest cloud provider in the country [3] - With a forward price-to-earnings ratio of approximately 24, Alibaba's valuation is favorable compared to U.S. AI leaders such as Amazon, Microsoft, and Nvidia [6] Group 2: CoreWeave - CoreWeave has established a first-mover advantage by creating a cloud platform tailored for generative AI, attracting notable customers and partners like Cloudflare, Google, and Mistral AI [7] - The company has secured contracts worth up to $22.4 billion with OpenAI and has a close partnership with Nvidia, which owns nearly 24.3 million shares of CoreWeave [8] - CoreWeave reported revenue of $1.2 billion in Q2 2025, representing a year-over-year growth of more than four times [8] Group 3: Comparative Analysis - Alibaba benefits from strong growth prospects due to its dominance in Chinese e-commerce and cloud services [9] - CoreWeave is experiencing significant growth driven by the booming AI sector [9]

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Group 1 - Investors are witnessing a significant ramp-up in artificial intelligence (AI) capital spending, with major companies like OpenAI, Oracle, and SoftBank announcing new U.S. data center sites under the Stargate program, targeting nearly 7 gigawatts of capacity and over $400 billion in investments over the next three years [1] - CoreWeave disclosed a multibillion-dollar contract with OpenAI, indicating a strong spending backdrop that is creating potential investment opportunities in the AI sector [2] - CoreWeave and Oracle are identified as direct beneficiaries of the rising demand for AI infrastructure, with CoreWeave being a pure-play AI cloud company and Oracle providing a scaled enterprise platform with high demand for its cloud infrastructure [3] Group 2 - CoreWeave's revenue surged to approximately $1.21 billion in Q2 2025, up from $395 million a year ago, with a reported revenue backlog of $30.1 billion and significant wins across AI labs and enterprises [5] - CoreWeave's contracts with OpenAI have expanded significantly, with a total contract value of roughly $22.4 billion for 2025, indicating strong demand visibility if deployments proceed as planned [6] - Despite strong adjusted EBITDA, CoreWeave remains unprofitable on a GAAP basis, reporting a net loss of about $291 million in Q2, highlighting the gap between GAAP losses and non-GAAP profitability [7] Group 3 - Customer concentration risk exists for CoreWeave, as OpenAI constitutes a growing portion of its backlog, and the company's buildout requires substantial ongoing capital [8] - Both CoreWeave and Oracle present interesting opportunities for small positions, but their valuations and concentration risks warrant caution [9]

Market Overview - AI infrastructure investment is rapidly growing year-over-year, with significant commitments and announcements in data centers [2][3] - AI-exposed companies have driven the majority of stock market increases over the last three years, accounting for nearly all incremental capital expenditure growth in the S&P 500 [3] Nvidia and OpenAI Deal - Nvidia's deal with OpenAI involves substantial chip purchases and a large investment, raising questions about the long-term implications for Nvidia [4][5] - Nvidia has made over 50 investments in AI-native companies in 2024, with the OpenAI deal being the largest at $100 billion, continuing its long-term investment strategy in AI [6][8] AI Infrastructure and Software Companies - Companies with infrastructure exposure, such as Nvidia and data center contractors, are expected to perform well in the AI boom [10] - Software businesses that integrate AI functionality into existing products, like ServiceNow, are seen as having significant growth potential, despite being currently underperforming [11][13] Blackstone and Alternative Investments - Blackstone is positioned well in the current market environment, benefiting from tight credit spreads and a strong IPO market, with expectations of significant earnings growth [16][18] Amazon's Growth Prospects - Amazon's recent settlement of a $2.5 billion FTC lawsuit removes a legal overhang, allowing focus on growth in both retail and AWS [19][20] - Amazon's retail business continues to outpace competitors, with opportunities for cost savings through robotics and expanded grocery delivery capabilities [22] Retail Sector Insights - Walmart and Costco are both well-positioned in the retail market, with Costco showing strong comparable sales growth but carrying a high valuation [24]

Group 1 - The article highlights the expertise of Moz Farooque, a market analyst known for uncovering under-the-radar stock and crypto opportunities through investigative financial journalism and robust modeling [1] - Moz Farooque is a Fellow Member of ACCA and holds a BSc in Applied Accounting and Finance from Oxford Brookes University, indicating a strong educational background in finance [1] Group 2 - The article does not provide any specific company or industry analysis, focusing instead on the credentials and approach of the analyst [2][3]

Core View - CoreWeave, Inc. (NASDAQ:CRWV) is recognized as a significant player in the AI stock market, with a recent upgrade from Hold to Buy by Melius analyst Ben Reitzer, setting a price target of $165.00, reflecting a positive outlook on the company's potential to benefit from increasing cloud demand [1][2] Company Overview - CoreWeave is a cloud platform provider that supplies equipment for AI and other computing applications, positioning itself to capitalize on the growing demand for cloud services [2] Market Dynamics - The upgrade of CoreWeave's stock is influenced by the backing of Nvidia for OpenAI, which enhances the likelihood of funding for capital expenditure plans across the industry, benefiting suppliers such as AMD and Dell, with Dell being a supplier for CoreWeave [1][2] Investment Sentiment - The overall sentiment towards CoreWeave is optimistic, with the company being identified as one of the beneficiaries of the accelerating cloud demand, alongside other companies like Microsoft [2]

Key Points CoreWeave is a cloud infrastructure operator taking aim at the market for artificial intelligence and graphics workloads. It has a key ally: artificial intelligence chip giant Nvidia. Demand for its data center services has been taking off. 10 stocks we like better than CoreWeave › CoreWeave (NASDAQ: CRWV) has become one of investors' favorite stocks to watch. It debuted on the market with an initial public offering back in March, and it operates in the hot space of artificial intellige ...

Despite being well off its all-time highs, CoreWeave, Inc.'s (NASDAQ: CRWV ) gains since it went public are still at a highly impressive 209%. The IPO was a high-profile one, and after a few quarters of results asI'm a full-time investor with a strong focus on the tech sector. I graduated with a Bachelor of Commerce Degree with Distinction, major in Finance. I'm also a proud lifetime member of the Beta Gamma Sigma International Business Honor Society. My core values are: Excellence, Integrity, Transparency, ...