CoreWeave shares fall on Q2 results despite revenue & guidance above analyst forecasts

Financial Performance - Coreweave's revenue exceeded expectations by 12% [2] - The company is heavily investing in capital expenditures, spending four to five times its revenue to support growth [4] - Margins are being squeezed in the near term due to heavy spending [5] Market Dynamics & Investment Opportunities - Demand for AI infrastructure remains strong, outpacing supply [6] - Expansion deals have been secured with two major hyperscaler customers [2] - New backlog additions were modest at 200 million [5] - A lockup period expiring later this week could lead to increased volatility as previously restricted shares become available [3][6] Stock Performance & Risks - The stock is down 14% [1][2] - Shares had gained approximately 120% since the last earnings report, setting a high bar [3] - The sell-off is attributed to the high expectations prior to earnings and the upcoming lockup period expiration [6]