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CoreWeave beats on revenue and lifts guidance, easing AI slowdown concerns
CoreWeave's stock has been hammered heading into the neocloud's Q3 earnings report.
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CNBCEN
CoreWeave earnings put debt-fueled AI build-out under scrutiny
CoreWeave’s earnings after the bell could calm fears about its debt-fueled AI buildout — or stoke more fear.
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CoreWeave confronts 'doom cycle' narrative as neocloud credit risk overshadows growth
Leading neoclouds CoreWeave and Nebius have both lost about half their value in the past month as they get set for earnings reports this week.
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The AI ‘credit card’ is getting costlier as CoreWeave bond yield tops 16%
Coreweave's steep yields reflect stress in the AI debt markets as investors worry about a data center slowdown. What comes next.
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CoreWeave and other neocloud stocks drop after Microsoft capex comes in below expectations
Shares of CoreWeave, Nebius and IREN fell as Microsoft's lower-than-expected capex figure points to infrastructure partners taking longer to deliver capacity.
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Blackstone's Jon Gray says CoreWeave can 'find a way through' financing pressure
Blackstone COO Jon Gray says CoreWeave's underlying business is strong despite concerns over its mounting debt.
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CoreWeave’s market confidence erodes as bond yields spike and stock sinks
CoreWeave shares are down 36% in October, and the spreads in its credit default swaps are widening.
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This Janus Henderson fund manager owns CoreWeave debt — here's why he's sticking with it
Janus Henderson portfolio manager John Lloyd, whose fund owns CoreWeave bonds, sees a buying opportunity for this 'best in class' data center play.
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Obsessed with CoreWeave and the AI trade? You're missing out on some great stocks
Today's earnings show there's a cohort of the market that can thrive outside of the data center buildout.
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