Core Point - CoreWeave has secured a significant deal with Meta, agreeing to provide $14.2 billion worth of artificial intelligence computing infrastructure, leading to an over 8% increase in its shares during premarket trading [1][2]. Company Summary - CoreWeave's CEO, Michael Intrator, indicated that Meta was satisfied with their previous contracts, prompting the company to seek additional infrastructure support [2]. Market Reaction - Following the announcement of the deal, CoreWeave's shares experienced a notable rise of more than 8% in premarket trading [1].

Core Insights - Angkor Resources Corp. has successfully completed a 350-line kilometer 2D seismic program on Block VIII in Cambodia, marking the first onshore seismic activity in the country since 2013 [1][2] Group 1: Seismic Program Details - The seismic program utilized EnviroSeis equipment to ensure low impact and high data coverage across four provinces: Sihanoukville, Kampong Speu, Koh Kong, and Kampot [2] - The program lasted 47 days, with a team of 53 people working 12-hour shifts, seven days a week, including 13 Thai contractors and 40 local Khmer personnel, some of whom were trainees from the Institute of Technology [4] - Preliminary processing of the seismic data has already revealed a broad, closed structure with complex stratigraphy, although further drilling is required to confirm the formations [5] Group 2: Future Plans and Assessments - The company plans to conduct a preliminary assessment of the seismic data as it becomes available, followed by a secondary assessment to define potential drill targets [3] - Data processing and interpretation will occur over several months, with results expected to arrive in segments as each seismic line is processed [3] Group 3: Company Background - Angkor Resources Corp. is a public company listed on the TSX-Venture Exchange, focusing on resource optimization in Cambodia and Canada, including a carbon capture and gas conservation project in Saskatchewan [10] - The company's energy subsidiary, EnerCam Resources, holds an onshore oil and gas license covering approximately 4,277 square kilometers in southwest Cambodia, following a reduction in size due to the removal of parks and protected areas [10]

Group 1 - CoreWeave has signed a significant deal worth $14 billion with Meta to supply computing power [1]

(Bloomberg) — CoreWeave Inc. (CRWV) has signed a deal to supply Meta Platforms Inc. (META) with as much as $14.2 billion worth of computing power, underscoring the massive costs of developing and running advanced AI models. Most Read from Bloomberg “They loved our infrastructure in earlier contracts and came back for more,” Chief Executive Officer Michael Intrator said in an interview. As part of the agreement, CoreWeave will provide the social media giant access to Nvidia Corp.’s latest GB300 systems, h ...

Core Insights - CoreWeave (CRWV) and Alphabet (GOOGL) are key players in providing cloud infrastructure services for AI workloads, with CRWV focusing on GPU-accelerated infrastructure and GOOGL leveraging its established tech presence and diverse revenue streams [1] - The demand for AI infrastructure is increasing, benefiting both companies, but the extent of the benefits differs, prompting investors to evaluate which stock presents a better investment opportunity [1] CoreWeave (CRWV) Highlights - CRWV's revenue surged by 207% to $1.2 billion in Q2, marking its first billion-dollar quarter, with adjusted EBITDA nearly tripling to $753.2 million [2] - Strategic partnerships with OpenAI and NVIDIA enhance CRWV's market position, including a recent $6.5 billion contract expansion with OpenAI, bringing the total contract value to $22.4 billion [3] - Collaboration with NVIDIA allows CRWV to utilize advanced AI infrastructure, having deployed NVIDIA's latest systems for optimized performance [4] - CRWV is expanding its data center network, targeting over 900 MW of active power by year-end, and has launched a Ventures Fund to invest in AI startups [5] - However, CRWV's aggressive expansion is accompanied by high leverage, leading to increased interest expenses, which are projected to reach between $350 million and $390 million for Q3 [6] Alphabet (GOOGL) Highlights - GOOGL's Google Cloud revenues increased by 32% year-over-year to $13.6 billion, representing 14.1% of total revenues, with an annual revenue run rate exceeding $50 billion [7] - GOOGL's AI portfolio is gaining traction, supported by a comprehensive approach to AI infrastructure and a vast network of AI-optimized data centers [9] - The company reported a significant increase in Search and other revenues, which rose by 11.7% year-over-year to $54.19 billion, driven by AI features [10] - GOOGL has substantial financial resources, with $95.15 billion in cash and equivalents as of June 30, 2025, and generated $27.75 billion in cash from operations in Q2 [11] - The company plans to invest $85 billion in capital expenditures for 2025, which could impact margins amid intense competition from Azure and AWS [12] Stock Performance and Valuation - CRWV shares have increased by 18.9%, while GOOGL shares are up by 14.6% [15] - Both companies are considered overvalued based on their Value Scores, with CRWV trading at a Price/Book ratio of 21.12X compared to GOOGL's 8.13X [16][18] - Analysts have revised earnings estimates downward for CRWV, while GOOGL has seen a marginal upward revision [19][21] Investment Outlook - Both companies are well-positioned to benefit from the growing demand for AI infrastructure [22] - GOOGL offers stability and diversification, making it a safer long-term investment, while CRWV presents a compelling opportunity for explosive growth driven by significant contracts and partnerships [23]

CoreWeave has a lot of debt and a concentrated customer base, but Evercore ISI thinks the stock can keep gaining thanks to technological advantages and an improving interest-rate environment. ...

Group 1 - CoreWeave, Inc. (NASDAQ:CRWV) has expanded its partnership with OpenAI, with the new agreement valued at up to $6.5 billion, bringing the total contract value with OpenAI to approximately $22.4 billion [1][2] - The initial contract with OpenAI was announced in March 2025, valued at $11.9 billion, and was expanded to $4 billion in May 2025 [2] - CoreWeave has committed £1.5 billion to support AI growth in the UK and launched CoreWeave Ventures to invest in AI startups [3] Group 2 - CoreWeave provides a cloud platform specialized in AI workloads, offering high-performance GPU and CPU compute, networking, and storage tailored for AI model training and inference [4] - The company has also expanded its platform by acquiring OpenPipe, a reinforcement learning startup, and Weights & Biases, an AI developer platform [3]

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]