CoreWeave, Inc. - Class A Common Stock (CRWV)

CoreWeave's contracts look strong, but its balance sheet is making investors nervous.

AI spending is less than 15% complete in Dan Ives' view, with NVIDIA, Palantir, Meta and the neoclouds anchoring a bull run he sees lasting 2 to 3 more years.

AMD stock still looks expensive heading into its critical third-quarter earnings report.

Wall Street analysts see substantial upside in CoreWeave and Rocket Lab.

Marvell's AI-driven growth prospects and forecast of nearly 10x revenue by 2031 make the recent chip-stock sell-off look like a buying opportunity.

Ark Invest added to three existing positions on Monday, all of them down sharply from recent highs.

CoreWeave stock fell 25% despite 112% revenue growth, as investors weigh heavy debt against Goldman Sachs' upgrade, rising institutional buying, and scarce permitted data center capacity.

AI hardware stocks slid on demand fears, but Chaikin Analytics says sticky-demand software and chip names like Palantir, ServiceNow, CrowdStrike and AMD could lead a post-midterm rally.

Many of the semiconductor stocks at the heart of the artificial intelligence revolution are plunging.

Investors are concerned about the longer-term prospects of its business model.

CoreWeave's booming growth is coming up against the cold reality of rising interest rates.

Today, Oct. 19, 2026, Goldman Sachs raised its target to $139 from $106, steadying sentiment around contract economics for the AI infrastructure provider.

The two companies have a close relationship, and that could be problematic for Nvidia.

In just the past month, this once-hot artificial intelligence stock has crashed more than 26%.

A rough day for AI stocks had several causes, and the signals from CoreWeave, ASML, and a famous investor don't all point the same way.

Kevin O'Leary expects 65% of announced data center projects to fail, making permitted, powered sites scarce. What that means for Bitzero, CoreWeave and IREN.

It was a multifaceted perfect storm that hurt CoreWeave's stock.

Microsoft is attractively valued heading into its latest quarterly earnings report.

Bond investors are showing less confidence in this key growth driver for Nvidia.

CoreWeave's financial woes contrast sharply with the pristine balance sheets of other neocloud providers.

CoreWeave is the largest neocloud helping to power the artificial intelligence revolution.