NEW YORK, Dec. 11, 2025 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of  CoreWeave, Inc. ("CoreWeave" or the "Company") (NASDAQ: CRWV). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980. The investigation concerns whether CoreWeave and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.  [Click here for information about joining the class action] On November 10, 20 ...

Core Insights - Nvidia has developed a strategic investment portfolio valued at $4.3 billion, focusing on companies that enhance its AI ecosystem, including chip design and data infrastructure [1] - The portfolio experienced a significant decline of nearly $500 million in Q3, an 11% drop, and further decreased by 30% post-Q3, bringing its value down to approximately $2.7 billion [2] Portfolio Performance - CoreWeave, Nvidia's largest investment, represents over 91% of the portfolio and has seen its stock price drop 46% from Q2 levels, primarily due to debt concerns and market fatigue [3] - Other holdings such as Arm Holdings, Recursion Pharmaceuticals, and WeRide also faced declines of 12.5%, 5.7%, and 17% respectively, influenced by sector-wide pressures [4] Notable Performers - Despite the overall downturn, Applied Digital has surged 208%, increasing its value to over $239 million for Nvidia, with a revenue increase of 84% to $64.2 million [5] - Nebius Group has shown strong performance with a 355% year-over-year revenue increase to $146 million, although its stock has fallen 17% since the end of Q3 [6]

CoreWeave, Inc. (NASDAQ:CRWV) is one of the stocks Jim Cramer recently commented on. Answering a caller’s query about the stock, Cramer said: “Look, I like CoreWeave. It’s a very well-run company by Michael Intrator. There are better plays to play the data center, but it’s doing very, very well.” A laptop and a computer monitor display a detailed stock market technical analysis chart. Photo by Jakub Zerdzicki on Pexels CoreWeave, Inc. (NASDAQ:CRWV) runs a cloud platform designed to power and scale Gen ...

CoreWeave increased the size of its recent debt offering to $2.25 billion.In today's video, I discuss recent updates affecting CoreWeave (CRWV 3.21%) and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.*Stock prices used were the market prices of December 10, 2025. The video was published on December 10, 2025. ...

Core Insights - CoreWeave, Inc. (CRWV) is enhancing its position in the high-performance AI cloud market through the expansion of its Mission Control platform, which is designed for enterprise tech teams to manage large-scale AI workloads [1][2] - The latest updates to Mission Control include features such as Telemetry Relay, GPU Straggler Detection, and a new Mission Control Agent, which improve observability, troubleshooting, and compliance for enterprise applications [2][3] Mission Control Enhancements - Mission Control is integral to managing GPU fleets and system performance, with the new update providing tools for better visibility and reliability in AI workloads [2] - Telemetry Relay allows for direct streaming of audit and access logs into customer systems, while GPU Straggler Detection identifies performance bottlenecks in distributed training [2] - The Mission Control Agent offers real-time insights and actionable guidance, aiding teams in diagnosing issues quickly [3] Enterprise Adoption and Customer Base - CoreWeave is gaining traction with significant enterprise clients, including CrowdStrike for AI cybersecurity and Rakuten for visual language models [3] - The company has also expanded its customer base to include a top software design platform and a large U.S. telecommunications company [3] Supply Constraints and Revenue Outlook - CoreWeave is currently facing supply constraints, with demand exceeding capacity, leading to data-center delivery delays [4] - As a result, management has revised its 2025 revenue forecast to $5.05–$5.15 billion from $5.15–$5.35 billion, and adjusted operating income expectations to $690–$720 million from $800–$830 million [4] Competitive Landscape - Major competitors like Microsoft are expanding their AI capabilities significantly, with plans to increase AI capacity by over 80% in 2025 and expecting Azure revenue growth of about 37% [5] - Nebius Group N.V. is also targeting substantial growth, aiming for $7–$9 billion in annual recurring revenue by 2026, despite facing similar supply constraints [6] Stock Performance and Valuation - CoreWeave's shares have increased by 126.6% over the past year, significantly outperforming the Internet Software industry, which grew by only 2.6% [9] - The current Price/Book ratio for CRWV is 11.42X, notably higher than the industry average of 5.99X [10]

Group 1: Dorman Products, Inc. - Dorman Products reported quarterly earnings of $2.62 per share, exceeding the analyst consensus estimate of $2.50 per share [1] - The company’s quarterly sales were $543.736 million, which fell short of the analyst consensus estimate of $551.033 million [1] - Shares of Dorman Products fell 0.8% to settle at $123.77 [4] Group 2: CoreWeave, Inc. - CoreWeave has priced its $2.25 billion convertible note offering [2] - The company is performing well, but there are better investment opportunities in the data center sector [2] - CoreWeave shares gained 5.1% to close at $90.66 [4] Group 3: Alaska Air Group, Inc. - Alaska Air cut its fourth-quarter EPS outlook due to several transitory headwinds, including an IT outage, lost revenue from the government shutdown, larger fuel costs, and a greater book tax rate [3] - Alaska Air is considered a good trading vehicle only [2] - Shares of Alaska Air rose 0.2% to settle at $49.54 [4]

Group 1: Dorman Products, Inc. - Dorman Products reported quarterly earnings of $2.62 per share, exceeding the analyst consensus estimate of $2.50 per share [1] - The company’s quarterly sales were $543.736 million, which fell short of the analyst consensus estimate of $551.033 million [1] - Jim Cramer advised investors to avoid Dorman Products, stating that the automotive sector is performing poorly, similar to the housing market [1] Group 2: CoreWeave, Inc. - CoreWeave announced a $2.25 billion convertible note offering, indicating strong financial activity [2] - Jim Cramer mentioned that while CoreWeave is performing well, there are better investment opportunities in the data center sector [2] Group 3: Alaska Air Group, Inc. - Alaska Air cut its fourth-quarter EPS outlook due to several transitory headwinds, including an IT outage, lost revenue from the government shutdown, increased fuel costs, and a higher book tax rate [3] - Jim Cramer described Alaska Air as a good investment but only as a "trading vehicle" [2] - Alaska Air shares rose 0.2% to settle at $49.54 on Tuesday [4]

智通财经APP注意到，云端AI算力租赁领军者CoreWeave(CRWV.US)经历了一个噩梦般的季度，市场对 人工智能泡沫的担忧及公司自身运营问题集中爆发。其第二大客户OpenAI的生存危机更给这家全球最 大新型云服务商带来了"红色预警"级别的压力。 尽管如此，结构性的人工智能顺风依然强劲，在当前前景初现拐点、积极催化剂将至之际，放弃 CoreWeave为时过早。参考Alphabet等过往案例，分析师Uttam Dey认为市场对此的负面反应正是买入机 会，维持"强力买入"评级。 噩梦般的季度 今年8月分析师Uttam Dey将CoreWeave评级上调为"强力买入"，看好其资本支出计划能支持积压订单的 未来收入确认。在OpenAI巨额支出的推动下，其积压订单随后激增近4倍至550亿美元。管理层当时预 计2025年收入约53亿美元，市场对2026年收入的共识预期为121.4亿美元。 第三季度情况突变。因一家数据中心供应商的问题，产能建设延迟，导致原定第三季度确认的收入被推 迟至明年第一季度。公司GPU上线容量目标从"超900兆瓦"下调至850兆瓦，2025年收入预期也从53亿美 元下调至51亿美元。 Dey认 ...

Core Viewpoint - Coreweave has faced challenges since its IPO in March, including a failed acquisition of Core Scientific and fluctuating stock prices, but continues to assert its innovative approach in the AI cloud infrastructure market [1][3][10] Company Performance - Coreweave's stock debuted at $40, peaked over $150, and currently sits around $90, reflecting significant volatility that has led some critics to liken it to a meme stock [6][8] - The company has been active in acquiring other firms, including Weights and Balances, OpenPipe, Marimo, and Monolith, to bolster its AI infrastructure capabilities [11] Business Model and Strategy - Coreweave is developing a new business model for cloud computing, leveraging its collection of Nvidia GPUs as collateral for financing [3][9] - The CEO emphasized that introducing a disruptive model in a static environment will naturally encounter resistance and skepticism [9] Market Context - The IPO occurred in a challenging economic environment, coinciding with President Trump's tariffs, which added to market uncertainty [4][5] - Concerns about the company's high debt levels have contributed to stock price fluctuations, particularly following announcements of new debt issuance for data center expansion [8] Industry Dynamics - The concept of "circularity" in the AI industry, where major companies invest in each other, raises questions about long-term economic stability, but Coreweave's CEO defended collaborative efforts to address supply and demand changes [11]

CoreWeave, Inc. (NASDAQ:CRWV) is one of the AI Stocks on the Market’s Radar. On December 4, Freedom Capital Markets initiated coverage on the stock with a “Buy” rating and a price target of $100.00. Firm analysts believe that CoreWeave’s stock plunge is largely fear-driven rather than based on fundamental deterioration. The firm elaborated how CoreWeave has been down -28% since its F25Q3 results were announced on November 10. This disappointment has been largely due to a 3% cut in prior guidance to full-y ...