CoreWeave, Inc. Stock Price, News & Analysis

CoreWeave (Nasdaq: CRWV) agreed to expand its revolving credit facility from $1.5 billion to $2.5 billion and extend the maturity from May 2028 to November 2029. The amendment, led by JPMorgan Chase, Goldman Sachs, Morgan Stanley and MUFG with participation from several global banks, is described as providing enhanced flexibility to support CoreWeave's growth initiatives and reflects confidence in its business model and credit profile.

The expanded facility is intended to enable execution of the company’s growth roadmap and to provide additional liquidity through late 2029.

CoreWeave (Nasdaq: CRWV) announced that CFO Nitin Agrawal will participate in the Wells Fargo TMT Conference on November 18, 2025 at 11:00 a.m. ET (8:00 a.m. PT).

A live webcast and a replay will be available on CoreWeave’s investor relations site at investors.coreweave.com. The company also uses its X (@CoreWeave) and LinkedIn pages to disclose material information and to satisfy Regulation FD disclosure practices. Investors are advised to monitor those channels as well as SEC filings, press releases, and public webcasts for material updates.

CoreWeave (Nasdaq: CRWV) reported record third quarter 2025 results, driven by strong AI demand. Revenue was $1.365 billion versus $584.0 million a year earlier and adjusted EBITDA was $838.1 million versus $378.8 million. The company reported a $55.6 billion revenue backlog and added ~120 MW of active power during the quarter, bringing total active power to ~590 MW and contracted power to ~2.9 GW. CoreWeave disclosed multi‑year customer commitments including an up to ~$14.2 billion deal with Meta and an expanded OpenAI commitment to up to ~$22.4 billion. Financing actions included $1.75 billion 9.0% notes due 2031 and a $2.6 billion delayed draw term loan facility.

CoreWeave (Nasdaq: CRWV) announced it again earned SemiAnalysis' highest honor, the Platinum ClusterMAX™ rating on November 6, 2025, remaining the only AI cloud provider to achieve this distinction.

SemiAnalysis' ClusterMAX™ 2.0 evaluation cited leadership across security, storage, orchestration, reliability, and availability. CoreWeave highlighted platform metrics of up to 20% higher model utilization (MFU) and 96% goodput, plus large-scale deployments of GB200 and GB300 clusters. The company also referenced ecosystem activity including CoreWeave Ventures, partnerships with Weights & Biases, OpenPipe, Marimo, and the acquisition of Monolith AI.

CrowdStrike (NASDAQ: CRWD) and CoreWeave announced a global partnership on November 5, 2025 to build a secure AI cloud foundation for the agentic era. Announced at Fal.Con Europe 2025, the collaboration pairs CoreWeave’s high-performance AI cloud with the CrowdStrike Falcon platform to secure, accelerate, and protect AI workloads where models are built, trained, and deployed.

The alliance references existing NVIDIA infrastructure partnerships and aims to deliver security-by-design for production AI environments, enabling faster, protected innovation for enterprises and AI pioneers.

Two Seas Capital (NASDAQ:CORZ) commented on the outcome of Core Scientific's special meeting held on October 30, 2025, where shareholders rejected the company's proposed sale to CoreWeave (NASDAQ:CRWV).

Two Seas, identified as one of Core Scientific's largest shareholders, thanked fellow shareholders for rejecting the transaction and reiterated confidence in Core Scientific's management and strategy. The statement urged focus on growing the power pipeline, securing additional contracts, and building next-generation data centers, and said Two Seas will work constructively with the company to pursue long-term value creation.

CoreWeave (Nasdaq: CRWV) commented on Core Scientific’s special stockholder meeting held to consider an all-stock merger under an Agreement and Plan of Merger.

Based on preliminary results, Core Scientific stockholders did not approve the proposal, and the Agreement has been terminated. CoreWeave said it respects stockholders' views, will continue its commercial partnership with Core Scientific, and remains focused on its growth roadmap and opportunistic strategic M&A to create long-term shareholder value. Final voting results will appear in Core Scientific's Form 8-K.

CoreWeave (Nasdaq: CRWV) announced a definitive agreement to acquire Marimo, creator of the open-source marimo notebook, an AI-native, reactive Python development environment designed for AI and data workloads.

The deal will integrate Marimo into the CoreWeave Cloud and complement CoreWeave’s Weights & Biases platform to provide a unified developer experience across training, inference, data movement, and iteration. Marimo will join CoreWeave’s ecosystem while its notebook remains freely available under a permissive open-source license. Terms of the acquisition were not disclosed; Morgan Stanley served as exclusive financial advisor to Marimo.

Core Scientific (Nasdaq: CORZ) announced on October 30, 2025 that at a special meeting of stockholders the company did not receive the requisite votes to approve its previously announced merger agreement with CoreWeave (Nasdaq: CRWV).

The company said the final voting results will be reported in a Form 8-K to be filed with the U.S. Securities and Exchange Commission.