The success of several high-profile IPOs this year means investors have gotten used to seeing eyewatering pops on day one. ...

Core Viewpoint - CoreWeave, Inc. has launched a new venture capital arm, CoreWeave Ventures, aimed at investing in AI-focused startups, coinciding with a positive market response following Oracle's bullish cloud infrastructure guidance [1][6]. Investment Strategy - CoreWeave Ventures will provide funding, infrastructure, and technical expertise to help entrepreneurs turn early concepts into real-world applications, addressing the growing demand for AI tools across various industries [2]. - The program offers participation options such as direct investment, compute-for-equity agreements, and collaboration within a community of advanced developers and AI application builders [3]. Market Positioning - The venture arm is seen as a strategic move to build a "pipeline" of AI startups, enhancing CoreWeave's position in the early-stage investment space [4]. - CoreWeave aims to work alongside leading investors to identify and fund promising companies, creating a bidirectional pipeline opportunity that could lead to future acquisitions [5]. Financial Performance - CoreWeave has already invested in nine early-stage companies this year and has the capacity to make investments as large as nine figures for suitable opportunities [6]. - Following the announcement of its new venture arm and the momentum in the AI sector, CoreWeave's stock price increased by 27% this week and has risen nearly 200% since its IPO in April [6].

Core Viewpoint - CoreWeave's stock is experiencing significant gains, driven by Oracle's optimistic guidance for cloud infrastructure sales growth [1][2]. Company Performance - CoreWeave's stock price increased by 15.2% as of 3:15 p.m. ET, with an earlier peak of 24.6% [1]. - Despite the rally, CoreWeave's stock is still down approximately 37% from its previous high, attributed to investor disappointment regarding recent acquisitions [5]. Industry Insights - Oracle's cloud infrastructure sales are projected to grow by 77% to reach $18 billion in the current fiscal year, with forecasts of $32 billion, $73 billion, $114 billion, and $144 billion in the subsequent four fiscal years [3]. - A report indicates that OpenAI has signed a five-year contract with Oracle worth up to $300 billion for data center services, highlighting the potential for growth in the AI sector [3]. Investment Considerations - CoreWeave is trading at about 10.8 times this year's expected sales, indicating strong growth is already factored into its stock price [4]. - The recent developments surrounding Oracle's AI cloud infrastructure outlook may serve as a catalyst for investment in CoreWeave, particularly for risk-tolerant investors [5].

CoreWeave Overview - CoreWeave stock experienced a significant increase of 19% following positive developments in the AI sector, including a major deal between Nebius and Microsoft, and Oracle's strong earnings guidance [1][2][4] - The company announced a new venture arm aimed at investing in AI start-ups, which may become customers of CoreWeave [5] Market Context - Oracle's fiscal first-quarter earnings report projected a 77% growth in its cloud infrastructure business, raising expectations for AI-related stocks [4][7] - The weak Producer Price Index (PPI) report has increased the likelihood of a Federal Reserve rate cut, further benefiting CoreWeave and the AI sector [2] Management Insights - CoreWeave's CEO, Michael Intrator, highlighted the "enormous, staggering, and unrelenting demand for compute," indicating strong market potential for the company's services [5] Stock Volatility - CoreWeave is characterized as a volatile, high-growth stock, which is common in the AI sector, making its recent price movements understandable [4][6] - Despite the positive momentum, the stock remains risky and could experience pullbacks due to the lack of concrete news supporting its gains [6]

Core Viewpoint - The AI sector is experiencing growth due to increasing demand for cloud computing, but companies need to develop unique product offerings to maintain success [1] Group 1 - The AI industry is benefiting from a surge in cloud-computing demand [1] - Analysts emphasize the necessity for companies to create differentiated products to ensure ongoing success [1]

Nvidia-backed CoreWeave (CRWV) says peak AI investment is still nowhere near. "The depth of the demand, the scale of the demand, the breadth of the demand is overwhelming," CoreWeave co-founder and CEO Michael Intrator told me at the Goldman Sachs Communacopia conference on Tuesday. "The industry's capacity to deliver the compute that is required by OpenAI, by the hyperscalers, by the enterprise, by the sovereigns, it's just layer after layer of overwhelming demand." "And so we're building as fast as we ...

智通财经APP获悉，Core Scientific(CORZ.US)股价走高，截至发稿，该股涨超9%，报15.85美元。总市 值超过48亿美元。该公司股价跟随CoreWeave(CRWV.US)走高，在2025年7月7日，CoreWeave与Core Scientific达成一项全部通过发行新股进行的收购协议。Core Scientific股东将以每持有一股Core Scientific 普通股，换取0.1235股CoreWeave A 类普通股，整个交易估值约为90亿美元。 Core Scientific最大股东Two Seas Capital LP已公开反对这项交易，认为交易结构存在问题，可能导致 Core Scientific股东承担过大风险，目前尚未公布确切日期，但市场普遍预计将在2025年秋季通过股东 投票决定是否继续推进收购事宜。 ...

Core Viewpoint - Core Scientific's stock price has risen over 9%, reaching $15.85, with a market capitalization exceeding $4.8 billion, following the acquisition agreement with CoreWeave [1] Acquisition Details - CoreWeave and Core Scientific have reached an acquisition agreement set for July 7, 2025, where Core Scientific shareholders will receive 0.1235 shares of CoreWeave Class A common stock for each share of Core Scientific common stock they hold [1] - The total valuation of the transaction is approximately $9 billion [1] Shareholder Opposition - Two Seas Capital LP, the largest shareholder of Core Scientific, has publicly opposed the transaction, citing concerns over the transaction structure and potential risks for Core Scientific shareholders [1] - A definitive date for the shareholder vote on the acquisition has not been announced, but it is widely expected to occur in the fall of 2025 [1]

Core Viewpoint - CoreWeave's stock price surged over 20% to $120.19, driven by Oracle's optimistic cloud infrastructure revenue forecast for fiscal year 2026, projected to reach $18 billion, a nearly 77% increase from $10.3 billion in fiscal year 2025 [1] Group 1: Company Performance - Oracle anticipates cloud infrastructure revenue to grow significantly over the next four fiscal years, reaching $32 billion, $73 billion, $114 billion, and $144 billion respectively [1] - CoreWeave's stock performance reflects positive market sentiment towards AI cloud infrastructure companies following Oracle's earnings report [1] Group 2: Market Reactions - Nebius's stock, despite a prior announcement of a stock issuance leading to a pre-market drop of over 5%, managed to rise over 2% to $97.47 after signing a $17.4 billion cloud services agreement with Microsoft [1]

Core Insights - CoreWeave (CRWV.US) stock surged over 20%, reaching $120.19, driven by Oracle's (ORCL.US) earnings report [1] - Oracle projects its cloud infrastructure revenue to reach $18 billion in fiscal year 2026, a nearly 77% increase from $10.3 billion in fiscal year 2025 [1] - Oracle anticipates revenue growth for the following four fiscal years, estimating $32 billion, $73 billion, $114 billion, and $144 billion respectively [1] Related Companies - Nebius (NBIS.US) continued its upward trend despite a stock issuance announcement, initially dropping over 5% pre-market but ultimately rising over 2% to $97.47 [1] - Microsoft (MSFT.US) signed a $17.4 billion cloud services agreement with Nebius, contributing to its stock performance [1]