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

Revenue surged 112% to $2.6 billion as backlog hit $104.2 billion.

Higher Treasury yields and a $35 billion to $39 billion capex plan pressured the AI infrastructure provider as investors rotated to safer bets, today, Aug. 18, 2026.

The chipmaker recently released its 13F holdings report, revealing a large stake in the space stock.

CoreWeave shares dropped sharply Tuesday as geopolitical fears intensified and investors fled high-risk growth stocks.

Not every earnings report last week told the same story, and one name in particular stood out from the rest for all the right reasons.

While retail investors panic sell, the biggest names in the game are quietly doing the opposite, and their picks might surprise you.

Apple's net income margin sits at 27%, while CoreWeave operates at -24%, a stark profitability divergence that complicates any direct comparison.

Nebius is one of the fastest-growing businesses in AI infrastructure, but it's pricey.

CoreWeave's latest quarterly results make it clear that strong AI data center demand will ensure healthy long-term growth for the company.

The pressure for a rate hike has subsided -- but maybe only temporarily.

McBee exercised 197,000 options and liquidated indirect holdings across trusts, yet retains a significant number of derivative securities signaling sustained long-term alignment.

Brannin McBee exercised stock options and immediately liquidated the position under a pre-established trading plan.

Jain exercised options and sold shares to cover tax withholding from a vesting event, retaining close to 148,000 shares and 270,000 options outstanding.

This filing reports the exercise of vested options and tax withholding obligations.

Disposition reduces his direct equity stake by 10% under a pre-established trading plan, though he retains a 0.34% ownership position and substantial derivative holdings.

The most important update of earnings season is fast approaching. Here's what investors should expect.

Demand continues to exceed supply.

Both energy stocks are attracting significant attention, but one is clearly the better buy.

CoreWeave's bear case rests on GPUs aging out fast. But the company just signed a multi-year contract for Nvidia's 2020-era A100 chips, extending their revenue life through 2029. The debt markets are starting to price in what that means: Older Nvidia silicon may hold value far longer than Wall Street's depreciation models assume.

Wall Street cheered the company's latest update.

This green energy play will profit from the AI boom.

CoreWeave, Inc. (Nasdaq: CRWV), The Essential Cloud for AI™, today announced that MasterClass, the online personalized learning platform, selected CoreWeave Cloud to evaluate and improve the AI teaching agents that power its personalized instruction. MasterClass will use W&B Weave to evaluate how its AI teaching agents perform across conversations with learners, track their behavior, and use those insights to improve agents over time.

The market can see the demand just fine. The discount is about what delivering it will cost.

The entire AI data center industry still appears to be firing on all cylinders after all, with more of the same in the cards.