CoreWeave

Company www.coreweave.com ● Covered in 9 stories + Follow ✴ AI Graph

CoreWeave, Inc. is an American AI cloud-computing company that provides cloud-based GPU infrastructure for AI developers and enterprises, and it also develops chip-management software. On its website, CoreWeave describes “CoreWeave Cloud” as an AI-native platform built for complex AI workloads, combining infrastructure with tools and expert support. The site lists GPU compute in a Kubernetes-native environment, flexible AI-focused storage, high-performance networking, and managed software services such as cluster health management and performance monitoring. It also describes platform capabilities spanning observability, security, and ML tools, and it states it was recognized as a “Visionary” in Gartner’s 2026 Magic Quadrant for Cloud AI Infrastructure.

Updated 9 September 2026

Public sources: Official website Wikipedia

Signals

3 stories (-25%)

Media momentum

As of 17 Sep 2026 · Visible stories in the last 30 days, compared with the 30 days before.

7 sources

Source diversity

As of 17 Sep 2026 · Distinct publications behind this entity's visible coverage.

3 events

Release activity

As of 17 Sep 2026 · Model, product and open-source release events in the last 90 days whose coverage involves this entity.

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Funding signals

As of 17 Sep 2026 · Funding and acquisition events in the last 90 days whose coverage involves this entity.

Jul 2026 → Sep 2026

Coverage span

As of 17 Sep 2026 · First to most recent month of TLDRocket coverage of this entity.

Market context

CRWV · NASDAQ · last close $83.35 (16 Sep 2026)

-2.8% over this window · S&P 500 -0.5% (dashed line)

Price moves around recent events

21 Aug Comparison articles rank GPU “neocloud” providers by published pricing and contracted power for 2026 Benchmark result

-1.8% next day, -1.5% vs S&P 500 · -4.1% over 5 trading days, -4.6% vs S&P 500
4 Aug SpaceX reports first quarterly earnings with strong revenue growth but massive AI infrastructure spending sparks investor selloff Deployment

-2.2% next day, -2.0% vs S&P 500 · -1.7% over 5 trading days, -1.6% vs S&P 500
20 Jul AMD launches Helios rack-scale AI system and commits $5 billion to Anthropic partnership; NVIDIA releases Vera Rubin platform with Spectrum-6 networking Product launch

— insufficient price data
15 Jul Meta announces Spark AI models and Meta Compute cloud service offering Product launch

— insufficient price data
2 Jul Meta announces plans to launch cloud business selling AI compute capacity and models Product launch

— insufficient price data

Correlation does not establish causation. Market moves have many simultaneous causes — macro news, sector rotation, earnings and unrelated company events — and the timing of our daily closes may not align with when an event actually reached the market (pre-announcements, leaks, after-hours trading). Moves are shown next to the S&P 500 (SPY) over the same window so market-wide swings are visible, not hidden. None of this is investment advice.

Price history

CRWV · daily closes

$83.35 -29.8% · 12 months 52-week high $153.20 · low $60.55

12-month span · monthly close · 16 Sep 2025–16 Sep 2026

Sep ’25

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Sep ’26

Daily · last 90 trading days

Previous 24 hours · 5-minute close -6.30%

Candlestick · last 30 trading days

Read CRWV is down 29.8% over twelve months, trading -45.6% from its 52-week high ($153.20, 10 Oct) — the strongest month was April at +44.1%.

Not investment advice. TLDRocket's market and earnings analysis is automated editorial commentary on public information. It can be wrong or out of date, it is never a recommendation to buy, sell or hold any security, and it should not be relied on for investment decisions.

Latest earnings

CRWV · quarterly EPS

Next report Wed 11 Nov Q3 FY2026 est EPS -1.19 est revenue $3.6B 1 month from now

Q2 2026 latest

-1.03 EPS

est -1.23 +16.3%

Q1 2026

-1.12 EPS

est -0.92 -22.3%

Q4 2025

-0.56 EPS

est -0.50 -11.2%

Q3 2025

-0.08 EPS

est -0.38 +78.7%

The TLDRocket take Q2 2026 · written 18 Aug 2026

CoreWeave is still losing money every quarter, but the size of the miss keeps swinging: a big beat last quarter (-1.03 vs -1.24 expected, a 16.9% surprise) followed a bad one the quarter before (-1.12 vs -0.92 expected, a 22.3% miss), which itself followed a much smaller loss than expected in Q3 2025 (-0.08 vs -0.38). That's not a clean improving trend, it's lumpy, and lumpy is what you'd expect from a company mid-buildout — spending ahead of revenue on GPU capacity that takes a quarter or two to get contracted and running.

The context helps explain the lumpiness. CoreWeave is one of the early deployers of NVIDIA's Vera Rubin rack-scale systems and the Spectrum-6 switching gear that ties hundreds of thousands of GPUs together — infrastructure that's expensive to install before it generates a dollar of revenue, and expensive to explain to analysts modeling quarter-by-quarter EPS. Meanwhile the neocloud category CoreWeave pioneered is getting more crowded: SpaceX's AI compute revenue reportedly tripled to $2.6 billion this quarter (still losing $1.5 billion on that business, so it's not free money for anyone), and Meta is reportedly building out its own excess-capacity rental business, the kind of thing that could compete directly with CoreWeave's core pitch of GPU-as-a-service.

What's missing from this picture is revenue and margin detail — the EPS numbers tell you the bottom line moved unevenly, not why, and the coverage here is thin on backlog, contract length, or utilization, which are the numbers that actually matter for a capital-intensive GPU landlord. Until those show up, the EPS swings read more like a company scaling fast and unevenly than one settling into a predictable pattern.

Read alongside: Spectrum-6 Vera Rubin Michael Intrator MarkTechPost SemiAnalysis ClusterMAX 2.0