CoreWeave (CRWV) News Today

CoreWeave Inc. (NASDAQ: CRWV) shares are trading higher today, driven by renewed AI infrastructure demand, bullish analyst actions and major contract wins. However, valuation concerns, merger uncertainty and volatility signals from options traders are adding caution to the rally.

• Positive Sentiment: CoreWeave's strategic partnerships and backlogs get a boost: a Seeking Alpha note highlighted the company's top position in AI infrastructure, citing an $11.9 billion OpenAI deal and other major contracts that underpin strong growth expectations. CoreWeave: Positioned To Ride The AI Trend, To The Very End
• Positive Sentiment: Citi removed its downside watch and upgraded CRWV to Buy, citing the company's leading GPU cloud infrastructure franchise as a key growth driver. CoreWeave (CRWV) Soars Back: Citi Removes Downside Watch, Upgrades to Buy
• Positive Sentiment: CoreWeave stock jumped 8.8% on August 7 as AI infrastructure names rallied and investors reloaded into the IPO, following similar strength with a 3.3% gain the next day. CoreWeave (NASDAQ:CRWV) Stock Price Up 8.8% - Should You Buy?
• Positive Sentiment: A MarketBeat thematic piece ranked CRWV alongside peers as a critical pillar of the AI cloud revolution, underscoring robust revenue growth and expansion potential. 3 AI Infrastructure Stocks Powering the Next Tech Revolution (CRWV)
• Neutral Sentiment: Jim Cramer said he’s “a huge fan” of CoreWeave’s business model but cautioned that the stock appears “pretty expensive,” reflecting valuation concerns despite bullish prospects. Jim Cramer Says He’s “A Huge Fan” of CoreWeave Business But the “Stock’s Pretty Expensive”
• Neutral Sentiment: Analysts and market watchers included CoreWeave in “stocks to watch next week” previews and earnings previews alongside peers, noting the upcoming Q2 report but giving mixed guidance on high capex and competition. Stocks to Watch Next Week: CoreWeave, Cisco, Aviva, Entain and Persimmon
• Neutral Sentiment: A Zacks preview suggested holding or selling CRWV ahead of the Q2 results, citing strong demand but flagging high capex and premium valuation as potential headwinds. Should You Hold or Sell CRWV Stock Before Q2 Earnings Release?
• Neutral Sentiment: CoreWeave featured in an IPO market roundup highlighting its strong debut and initial post-IPO rally, but shares have since retraced from their June highs. CoreWeave (NASDAQ:CRWV) Trading 3.3% Higher – Here's What Happened
• Negative Sentiment: Two Seas Capital, the largest shareholder of Core Scientific, announced it will vote against its sale to CoreWeave, casting doubt on the $X billion deal’s prospects and creating potential acquisition headwinds. Core Scientific's largest shareholder to vote against sale to CoreWeave
• Negative Sentiment: MSN reported mixed options sentiment and a 4.2% share drop early trade off volatility and positioning shifts among traders. Mixed options sentiment in CoreWeave Inc with shares down 4.19%
• Negative Sentiment: A Seeking Alpha author suggested using collars to hedge CoreWeave exposure given valuation and volatility, indicating caution around potential price swings. CoreWeave: Core Needs A Collar
• Negative Sentiment: Barron's noted a “wave of doubt” after CRWV shares fell roughly a third from their June peak, even as peer Nebius reports strong earnings to lift sector sentiment. CoreWeave Faces a Wave of Doubt. Rival Nebius Is Helping Lift the Mood.