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Tag

CoreWeave

3 articles

U.S. Equities7h ago

Super Micro, CoreWeave Rally on AI Demand; H&R Block Jumps on FY27 Outlook

Super Micro beat Q4 estimates and issued strong Q1 guidance; CoreWeave posted 112% revenue growth and a $104 billion backlog; H&R Block surged on its FY27 forecast.

U.S. Equities9h ago

CoreWeave's $104B Backlog Makes the Bear Case Hard to Hold

CoreWeave topped Q2 estimates on revenue, adjusted EBITDA and operating income, with a $104 billion backlog signaling durable AI infrastructure demand.

Research & Analysis3d ago

BNP Paribas Warns SpaceX AI Buildout Could Squeeze Neocloud GPU Supply

SpaceX's AI infrastructure expansion may prompt Nvidia to prioritize its chip allocations, tightening GPU supply for neocloud providers CoreWeave and Nebius.