CoreWeave expands AI cloud to Indonesia as analysts back infrastructure growth amid federal push

Coreweave Draws Attention Ahead of Earnings and New Capacity Plans - CoreWeave (NASDAQ:CRWV)

Storage Deal Supports AI Infrastructure Growth The agreement gives CoreWeave priority access to enterprise SSD capacity as it expands its AI cloud platform and customers scale their workloads. CoreWeave said the commitment will help storage capacity keep pace with its compute, networking and software infrastructure. The agreement comes amid tightening industry-wide supply. "This agreement gives us priority access to the storage our roadmap depends on, allowing customers to focus on what they're building instead of the infrastructure underneath it," Chief Operating Officer Sachin Jain said. Indonesia Expansion Adds Capacity The announcement follows CoreWeave's expansion into the Asia-Pacific region through Indonesia, where it plans to add three facilities totaling 360 megawatts of contracted IT power. CoreWeave expects the facilities to come online in 2028. As of March 31, 2026, CoreWeave operated 49 data centers globally, with more than 1 gigawatt of active power and over 3.5 gigawatts of contracted capacity. Q2 Earnings Preview and Analyst Price Targets CoreWeave is scheduled to report earnings on August 11, 2026. Analysts expect CoreWeave to report a loss of $1.27 per share, compared with earnings of 27 cents per share. They also expect revenue to rise to $2.56 billion from $1.21 billion. The stock carries a Buy consensus rating with an average price target of $141.05. Recent analyst actions include Rosenblatt maintaining a Buy rating and a $250 price target on August 5. Piper Sandler initiated coverage with an Overweight rating and a $151 price target on August 3. Truist Securities upgraded the stock to Buy and lowered its price target to $126 on July 22. CRWV ETF Exposure: Funds With The Biggest Weighting Significance: Because CRWV carries such a heavy weight in these funds, any significant inflows or outflows for these ETFs will likely force automatic buying or selling of the stock. CRWV Price Action: CoreWeave shares were up 0.21% at $92.19 at the time of publication on Wednesday, according to Benzinga Pro data. Image via Shutterstock This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors. Market News and Data brought to you by Benzinga APIs To add Benzinga News as your preferred source on Google, click here.

CoreWeave, Nebius Shares Rise: What's Going On Today? - Nebius Group (NASDAQ:NBIS), CoreWeave (NASDAQ:CRW

* CoreWeave stock is charging ahead with explosive momentum. What's driving CRWV stock higher? Piper Sandler Starts Coverage On Leading AI Neoclouds Piper Sandler analyst James Fish initiated coverage of CoreWeave with an Overweight rating and a $151 price target, while starting Nebius at Neutral with a $224 target. Both calls point to the same underlying story: demand for AI computing capacity is outrunning the industry's ability to build it, and CoreWeave and Nebius are among the best-positioned suppliers poised to benefit. Fish framed the two as "leading" public neoclouds that stand to benefit from tight supply, close ties to Nvidia and cost structures that undercut even the big hyperscalers by more than 40%. The bull case leans heavily on the sheer size of the opportunity. Piper Sandler pegs the GPU-as-a-service market at roughly $18 billion today, growing to over $100 billion by 2029, a pace the firm actually views as conservative. The takeaway for investors: even modest share gains in a market growing that fast translate into outsized revenue growth for the two companies, and that math is doing a lot of the work behind the analyst's targets. Why CoreWeave Got The Nod Over Nebius Piper Sandler's preference for CoreWeave comes down to a mix of differentiation and financial discipline. The firm pointed to CoreWeave's proprietary software layer as something that lowers its cost per unit of AI output and lets customers run workloads across multiple providers, a flexibility edge over rivals. Just as important, Piper Sandler said the way CoreWeave structures its financing -- tying debt and equity raises directly to signed customer contracts -- reduces the funding risk that has made investors nervous about capital-intensive AI infrastructure plays broadly. Nebius Gets Credit For Different Playbook, But Faces Near-Term Test Nebius earned praise for a leaner, less capital-heavy approach: leasing rather than owning much of its real estate, designing its own server hardware for efficiency and collecting prepayments from big customers to help fund expansion. Fish believes that model could support a business generating well over $25 billion in annual recurring revenue within a few years. The more cautious rating, though, reflects a real near-term overhang -- a public hearing this week tied to permitting for one of Nebius's major data center sites, which Piper Sandler flagged as a swing factor for how confident investors should be in the company's growth timeline right now. CRWV,NBIS Shares Jump Price Action: CoreWeave shares were up 8.31% at $92.91 at the time of publication on Tuesday, while Nebius shares were up 5.78% at $224.86, according to Benzinga Pro. Image: PJ McDonnell/Shutterstock Market News and Data brought to you by Benzinga APIs To add Benzinga News as your preferred source on Google, click here.

CoreWeave Trending After Partnering With Leidos to Bring AI Cloud to National Security - CoreWeave (NASDA

* CoreWeave shares are climbing with conviction. Why are CRWV shares rallying? Secure AI Cloud for Federal Missions CoreWeave plans to offer its cloud platform within Sensitive Compartmented Information Facility-accredited data centers, while Leidos will lead mission integration, secure architecture accreditation, cyber operations, and customer delivery. "CoreWeave is trusted by many of the world's leading AI organizations to power the most complex workloads," said Sachin Jain, Chief Operating Officer of CoreWeave. "Through CoreWeave Federal and our collaboration with Leidos, we intend to extend those capabilities to highly secure government environments with the performance, resilience, and operational rigor these missions require." The collaboration builds on the recent launch of CoreWeave Federal, the company's dedicated business focused on delivering AI cloud services to U.S. government agencies and the Defense Industrial Base. CoreWeave Shares Trend Higher CRWV Price Action: At the time of publication, CoreWeave shares are trading 6.93% higher at $79.02, according to data from Benzinga Pro. Image via Shutterstock This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors. Market News and Data brought to you by Benzinga APIs To add Benzinga News as your preferred source on Google, click here.

Why is CoreWeave stock climbing today? By Investing.com

Investing.com -- CoreWeave stock is rising 5.4% in morning trading today, reaching $90.37, after the company announced a significant geographic expansion into Indonesia and received a high-profile new analyst endorsement that together reinforced the bullish narrative building around the AI infrastructure specialist. The company announced its entry into Indonesia with three data centers totaling 360 megawatts of contracted IT power, representing its first footprint in the Asia-Pacific region. The expansion targets AI labs, startups, and enterprise customers deploying workloads in Southeast Asia, with the company citing demand for cloud services closer to data and users driven by latency-sensitive requirements. On the analyst front, Piper Sandler initiated coverage of CoreWeave with an Overweight rating and a $151 price target, naming it a top pick in AI infrastructure, while the stock carries a broader Buy consensus with an average price forecast around $140. This adds to a string of recent positive analyst actions: Truist had previously upgraded CRWV to Buy following a steep pullback, flagging strong AI compute demand, CoreWeave's specialized cloud edge, and a valuation gap versus other neocloud peers. Additionally, the company has confirmed it will hold its Q2 2026 earnings conference call on August 11, 2026, with analysts estimating revenue of $2.56 billion, up from $1.21 billion a year earlier, creating pre-earnings anticipation. Today's gains build on a powerful session from the prior day, when CoreWeave surged sharply after major technology companies reported strong quarterly results. Microsoft, Amazon, Apple, and Meta all reported higher quarterly revenue, with cloud, AI, and services contributing to their respective performances -- directly validating demand for CoreWeave's GPU-based infrastructure. The broader market is providing a strong tailwind as well, with the NASDAQ gaining 1.5%, the S&P 500 rising 0.9%, and the Dow advancing 1.2% on the session, reflecting a sustained risk-on environment. The combination of a concrete international expansion announcement, fresh institutional analyst coverage with a bullish price target, lingering momentum from Big Tech earnings validation, and a supportive macro backdrop has given investors multiple reasons to continue accumulating shares. Peer earnings validation, a supportive analyst community, and a rising tide across AI infrastructure stocks created the conditions for the move, with CoreWeave's Q1 revenue of approximately $2.08 billion and gross margins near 69% demonstrating the strength of its core AI cloud unit economics. This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

CoreWeave Gains on Leidos Alliance for Secure Federal AI Infrastructure - CoreWeave (NASDAQ:CRWV)

This partnership aims to leverage CoreWeave's AI-native cloud platform alongside Leidos' extensive experience in delivering mission-critical systems for the U.S. government. The partnership is expected to accelerate the delivery of AI solutions tailored for defense applications. Partner On AI For National Security The collaboration between CoreWeave and Leidos focuses on providing secure AI cloud services to U.S. government agencies, addressing the growing demand for advanced AI technology in national security. By combining their strengths, the companies aim to create a sovereign AI cloud infrastructure that meets the unique needs of federal agencies. CRWV Technical Analysis: Oversold Signals And Key Levels * Key Resistance: $78.98 -- this level represents the 20-day SMA, which could act as a barrier to upward movement. * Key Support: $65.00 -- a nearby level where buyers previously stepped in, indicating potential support. CRWV Earnings Preview And Analyst Price Targets The countdown is on: CoreWeave is set to report earnings on August 11, 2026 (confirmed). * EPS Estimate: -$1.27 (Down from 27 cents) * Revenue Estimate: $2.56 billion (Up from $1.21 billion) Analyst Consensus & Recent Actions: The stock carries a Buy rating with an average price forecast of $140.53. Recent analyst moves include: * Truist Securities: Upgraded to Buy (Lowers Target to $126.00) (July 22) * Baird: Initiated with Outperform (Target $100.00) (July 22) * Barclays: Equal-Weight (Lowers Target to $90.00) (July 21) How CoreWeave Ranks On Momentum Versus The Market Below is the Benzinga Edge scorecard for CoreWeave, highlighting its strengths and weaknesses compared to the broader market: * Momentum: Weak (Score: 2.56) -- Stock is underperforming the broader market. The Verdict: CoreWeave's Benzinga Edge signal reveals a weak profile, indicating challenges in maintaining momentum in the current market environment. Investors should monitor upcoming earnings and analyst actions closely for potential shifts in sentiment. CRWV Top ETF Holdings And Passive Flow Risk Significance: Because CRWV carries significant weight in these funds, any significant inflows or outflows for these ETFs will likely force automatic buying or selling of the stock. CRWV Stock Rises In Premarket Trading CRWV Price Action: CoreWeave shares were up 13.04% at $68.75 at the time of publication on Thursday, according to Benzinga Pro data. Photo via Shutterstock Market News and Data brought to you by Benzinga APIs To add Benzinga News as your preferred source on Google, click here.

Why is CoreWeave stock surging today? By Investing.com

Investing.com -- CoreWeave stock surged 18.2% in afternoon trading today, reaching $84.80, as a flood of strong Big Tech quarterly results ignited a broad rally across AI infrastructure names and sent investors rushing back into the neocloud sector. Microsoft, Amazon, Apple, and Meta all reported higher quarterly revenue, with cloud, AI, and services contributing meaningfully to their respective performances. Most notably, Amazon reached a market capitalization of $3 trillion for the first time on Monday morning, with analysts pointing to massive growth in AWS -- which expanded 37% year-over-year to $42.2 billion during the quarter, marking the fastest growth rate in more than four years. On the analyst front, a Truist Securities upgrade from late July continued to provide a constructive backdrop. Truist upgraded CRWV to Buy after a 42% pullback, pointing to strong AI compute demand, CoreWeave's specialized cloud edge, and a discount to other neocloud names. Adding to the positive narrative, the rally came days after Evercore analyst Amit Daryanani forecast that CoreWeave, SpaceX's SpaceXAI, and IREN would make up the bulk of Dell's projected $60 billion in fiscal 2027 AI server revenue. Meanwhile, a $2.6 billion loan offered last week -- priced at SOFR plus 550 basis points -- reflected tighter borrowing conditions, though the completed restructuring was interpreted by markets as a sign of continued lender support for CoreWeave's aggressive build-out. Traders kicked off August buying shares of companies involved in AI infrastructure broadly, with CoreWeave jumping 15% while Nebius advanced more than 13%. The wider market provided a strong tailwind, with the NASDAQ gaining +2.2% and the S&P 500 rising +1.5%, reflecting a broad risk-on session fueled by the Big Tech earnings wave. CoreWeave is set to report its own Q2 2026 earnings on August 11, with analysts estimating revenue of $2.56 billion -- up from $1.21 billion a year earlier. The combination of peer earnings validation, a supportive analyst community, a completed debt restructuring, and a rising tide across AI infrastructure stocks created the conditions for today's sharp move. CoreWeave remains in heavy build-out mode, with Q1 revenue of approximately $2.08 billion and gross margins near 69% demonstrating the strength of its core AI cloud unit economics -- a profile that investors appear increasingly willing to reward as hyperscaler spending confirms the durability of AI infrastructure demand. This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Why is CoreWeave stock surging today? By Investing.com

Investing.com -- CoreWeave stock surged 21.8% in morning trading today after Leopold Aschenbrenner's Situational Awareness fund blew up, which could have led to recent forced selling in the stock. In addition, Microsoft's quarterly earnings revealed Azure cloud revenue grew 43% year-over-year on a constant-currency basis, well ahead of analyst expectations in the 39.6%-40% range, sending a powerful signal that enterprise demand for AI compute infrastructure remains robust. That result acted as a sector-wide catalyst, lifting AI cloud and neocloud names sharply across the board and helping CRWV bounce decisively off its 52-week low of $60.55 set just the prior session. On the analyst front, Truist upgraded CoreWeave from Hold to Buy today, pointing to the stock's roughly 42% pullback from recent highs as having created a compelling entry point given long-term AI compute demand and the company's leadership in specialized neocloud services. Roth Capital reinforced that view, characterizing the recent Meta-driven selloff in neocloud names as a sentiment-driven overreaction rather than a fundamental deterioration, while Jefferies reiterated its conviction that CoreWeave remains one of the strongest AI compute hosting plays in the current infrastructure buildout cycle. Adding a company-specific catalyst, CoreWeave and Leidos announced a new collaboration today to deliver secure AI cloud services to the U.S. Intelligence Community and Department of Defense, with CoreWeave providing its AI-native cloud platform within accredited secure facilities. The broader market provided a strong tailwind, with the NASDAQ composite gaining 2.0% and the S&P 500 rising 0.8% on the session, as the Microsoft results lifted technology sentiment broadly. Sector peers also rallied sharply, with other AI infrastructure and neocloud companies posting outsized gains, reflecting a rotation back into the group after weeks of heavy selling pressure tied to competitive concerns around Meta's potential cloud ambitions. Taken together, the Situational Awareness, Microsoft Azure's upside surprise, a coordinated wave of analyst support, a high-profile defense sector partnership, and a technically oversold setup all converged today to produce one of CRWV's strongest single-session rebounds, with the stock reaching $74.07 after opening at $68.02 and touching a session high of $74.92. This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.