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CoreWeave Stock Is Soaring Monday: What's Going On? - CoreWeave (NASDAQ:CRWV)
CoreWeave CRWV shares are trading higher on Monday following the company's announcement of a private offering for $1.5 billion in senior notes due 2031. These notes, which will be guaranteed on a senior unsecured basis by certain wholly-owned subsidiaries, are intended to fund general corporate purposes, including the repayment of outstanding debt and associated offering expenses. This news comes as Barclays analyst Raimo Lenschow maintained an Equal-Weight rating on the stock, while raising the price forecast from $100 to $140. Also Read: CoreWeave's $6 Billion AI Bet Boosts Core Scientific Shares Ahead Of $9 Billion Merger Deal This positive movement in CoreWeave's stock contrasts with a recent Reduce rating initiated by HSBC analyst Abhishek Shukla last week, who set a $32 price forecast. Shukla's concerns centered on CoreWeave's significant reliance on a few key clients, namely Microsoft MSFT, OpenAI, and Nvidia NVDA, who primarily utilize CoreWeave's core GPU infrastructure rather than its software services. Shukla argued that this concentrated customer base introduces vulnerability to CoreWeave's business model and could limit its ability to retain clients. Trending Investment OpportunitiesAdvertisementArrivedBuy shares of homes and vacation rentals for as little as $100. Get StartedWiserAdvisorGet matched with a trusted, local financial advisor for free.Get StartedPoint.comTap into your home's equity to consolidate debt or fund a renovation.Get StartedRobinhoodMove your 401k to Robinhood and get a 3% match on deposits.Get Started He highlighted that Microsoft alone contributed 72% of CoreWeave's first-quarter 2025 revenue, with Microsoft and OpenAI combined accounting for the bulk of its backlog. HSBC also cautioned that the stock appeared overvalued, especially after experiencing a surge of over 240% since its public debut in March 2025. Despite this recent analyst caution, CoreWeave stock has seen a substantial gain of 264% in the last three months. However, it has also experienced a decline of over 26% in the past 30 days. Price Action: CoreWeave stock is trading higher by 4.38% to $128.41 at last check Monday. Read Next: Marvell Reshuffles Leadership As It Looks To Reignite Momentum, Rebuild Investor Confidence (CORRECTED) Image via Shutterstock CRWVCoreWeave Inc$128.774.67%Stock Score Locked: Edge Members Only Benzinga Rankings give you vital metrics on any stock - anytime. Unlock RankingsEdge RankingsMomentumN/AGrowthN/AQualityN/AValue12.56Price TrendShortMediumLongOverviewMSFTMicrosoft Corp$510.370.06%NVDANVIDIA Corp$172.03-0.22%Market News and Data brought to you by Benzinga APIs
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CoreWeave Stock: The Hidden Compute King Of AI (NASDAQ:CRWV)
CoreWeave's falling wedge pattern and RSI near neutral signal a potential trend reversal if price reclaims $187-$190, with support around $122. CoreWeave (CRWV) has evolved from a GPU cloud to being the stealth backbone of independent AI workloads hyperscalers never intended to power. Its $9 billion acquisition of Core Scientific triggered a healthy correction off highs, forming a falling wedge testing main My investing journey began at 15, sparked by a deep curiosity for markets and shaped by my father's career in finance. What started as a fascination with Warren Buffett's annual letters quickly evolved into a full-time passion for value investing, mental models, and understanding how great businesses create long-term value. I've spent years independently studying financial statements, building DCF models, and analyzing companies through both fundamental and behavioral lenses. While I'm still early in my professional path, I've been immersed in the world of investing for nearly a decade. From dissecting shareholder letters to reverse-engineering business strategies, I've developed a disciplined, fundamentals-first approach grounded in long-term thinking. I focus on identifying mispriced quality companies and understanding what makes certain business models resilient across cycles. I write on Seeking Alpha to share insights, test ideas in public, and contribute to a community of investors who value clear thinking over hype. My goal is to provide thoughtful, research-backed commentary, whether on under-the-radar compounders, Growth/GARP stocks, or misunderstood tech platforms. Above all, I invest with conviction, patience, and a relentless drive to keep learning. Analyst's Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in CRWV over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
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CoreWeave Announces Intention to Offer $1,500 million of Senior Notes
CoreWeave, Inc. (Nasdaq: CRWV) ("CoreWeave") announced today that it intends, subject to market and other customary conditions, to offer $1,500 million aggregate principal amount of senior notes due 2031 (the "Notes") in a private offering. The Notes will be guaranteed on a senior unsecured basis by certain wholly-owned subsidiaries of CoreWeave. CoreWeave intends to use the proceeds from the offering of the Notes for general corporate purposes, including, without limitation, repayment of outstanding indebtedness, and to pay fees, costs and expenses in connection with the offering of the Notes. The Notes and related guarantees are being offered only to persons reasonably believed to be qualified institutional buyers in reliance on Rule 144A under the Securities Act of 1933, as amended (the "Securities Act"), or to persons other than "U.S. persons" in compliance with Regulation S under the Securities Act. The Notes and related guarantees have not been and will not be registered under the Securities Act or the securities laws of any other jurisdiction and may not be offered or sold in the United States except pursuant to an exemption from, or in a transaction not subject to, the registration requirements of the Securities Act. This press release is for informational purposes only and is not an offer to sell or the solicitation of an offer to buy any securities, nor shall there be any sale of securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction. Any offers of the Notes will be made only by means of a private offering memorandum. About CoreWeave CoreWeave, the AI Hyperscaler™, delivers a cloud platform of cutting-edge software powering the next wave of AI. CoreWeave's technology provides enterprises and leading AI labs with cloud solutions for accelerated computing. Since 2017, CoreWeave has operated a growing footprint of data centers across the US and Europe. Forward-Looking Statements This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 that involve risks and uncertainties, including statements regarding the Notes offering and the expected use of proceeds therefrom, which statements are based on current expectations, forecasts, and assumptions and involve risks and uncertainties that could cause actual results to differ materially from expectations discussed in such statements. These forward-looking statements are only predictions and may differ materially from actual results due to a variety of factors including, but not limited to, CoreWeave's ability to complete the offering on favorable terms, if at all, and general market, political, economic and business conditions which might affect the offering. These factors, as well as others, are discussed in CoreWeave's filings with the Securities and Exchange Commission, including the sections titled "Special Note Regarding Forward-Looking Statements" and "Risk Factors" in CoreWeave's Quarterly Report on Form 10-Q for the quarterly period ended March 31, 2025. All forward-looking statements contained herein are based on information available as of the date hereof and CoreWeave does not assume any obligation to update these statements as a result of new information or future events. View source version on businesswire.com: https://www.businesswire.com/news/home/20250720056475/en/
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CoreWeave, a leading AI infrastructure provider, plans to offer $1.5 billion in senior notes, signaling significant expansion in the AI computing market. This move comes amid mixed analyst ratings and the company's recent acquisition of Core Scientific.
CoreWeave, a prominent player in AI infrastructure, has announced its intention to offer $1.5 billion in senior notes due 2031, subject to market conditions
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. This significant financial move comes as the company, often referred to as the "AI Hyperscaler," continues to expand its footprint in the rapidly growing AI computing market3
.Source: Benzinga
The senior notes, guaranteed on a senior unsecured basis by certain wholly-owned subsidiaries, are intended to fund general corporate purposes, including debt repayment and associated offering expenses
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. This announcement has led to a positive market response, with CoreWeave's stock trading 4.38% higher at $128.411
.The financial community has shown mixed reactions to CoreWeave's recent developments:
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.Despite these varied opinions, CoreWeave's stock has seen a substantial gain of 264% in the last three months, although it has experienced a decline of over 26% in the past 30 days
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.CoreWeave has evolved from a GPU cloud provider to become a crucial backbone for independent AI workloads
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. However, this growth comes with challenges:1
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.This concentrated customer base has raised concerns about potential vulnerabilities in CoreWeave's business model
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.Source: Seeking Alpha
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CoreWeave's recent $9 billion acquisition of Core Scientific has been a significant move in the AI infrastructure landscape
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. This acquisition has triggered a market correction, with the stock forming a falling wedge pattern that is currently testing main support levels2
.As CoreWeave continues to position itself as a leader in AI infrastructure, the success of its $1.5 billion senior notes offering and its ability to diversify its client base will be crucial factors in its future growth and market stability. The company's evolution in the AI sector and its strategic moves will likely continue to draw significant attention from investors and industry observers alike.
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