CoreWeave, Inc. Stock Price, News & Analysis

CoreWeave (NASDAQ: CRWV), the AI Hyperscaler™, has announced a definitive agreement to acquire OpenPipe Inc, a leading platform specializing in reinforcement learning (RL) for AI agents. The acquisition brings OpenPipe's advanced machine learning technologies, including the widely-used Agent Reinforcement Trainer (ART) toolkit, to CoreWeave's high-performance AI cloud platform.

This strategic move follows CoreWeave's recent acquisition of Weights & Biases, furthering its vertical integration strategy. The combination will enable developers to train more reliable, higher-performing AI systems while democratizing RL capabilities for AI labs. OpenPipe's technology allows AI agents to learn from experience and improve accuracy over time through post-training on unique workflows. Financial terms of the acquisition were not disclosed.

CoreWeave (Nasdaq: CRWV) announced its participation in the upcoming Goldman Sachs Communacopia + Technology Conference. Michael Intrator, Co-Founder, CEO and Chairman, and Brannin McBee, Co-Founder and Chief Development Officer, will present at the conference on September 9th at 10:50 AM PT (1:50 PM ET).

The presentation will be available via live webcast and replay on CoreWeave's Investor Relations website. The company also disclosed that it uses its investor relations page, X account, and LinkedIn page for material non-public information disclosure and Regulation FD compliance.

CoreWeave (Nasdaq: CRWV) announced that CFO Nitin Agrawal will participate in the Deutsche Bank 2025 Technology Conference on August 27th at 8:00 AM PT / 11:00 AM ET. A live webcast and replay will be available on CoreWeave's investor relations website.

The company also reminded investors to monitor its investor relations page, X account (@CoreWeave), and LinkedIn page for material non-public information and Regulation FD disclosures.

CoreWeave (NASDAQ:CRWV) reported strong Q2 2025 results with revenue surging to $1.21 billion, up significantly from $395.37 million in Q2 2024. The company's revenue backlog reached $30.1 billion, bolstered by major customer wins including a $4 billion expansion deal with OpenAI.

Despite revenue growth, CoreWeave posted a net loss of $290.51 million, though improved from a $323.02 million loss year-over-year. The company's Adjusted EBITDA was $753.17 million with a 62% margin. CoreWeave expanded its infrastructure to 470 MW of active power and increased total contracted power to 2.2 GW.

Notable developments include becoming the first to offer NVIDIA GB200 NVL72 systems at scale, completing the Weights & Biases acquisition, and raising $2 billion in Senior Unsecured Notes. The company is also developing a new 250MW data center campus in Kenilworth, NJ.

Two Seas Capital LP, the largest active shareholder of Core Scientific (NASDAQ: CORZ) with a 6.3% stake (19,122,842 shares), has announced its opposition to the company's proposed sale to CoreWeave (NASDAQ: CRWV) announced on July 7, 2025.

In an open letter to shareholders, Two Seas expressed disappointment with the all-stock, uncollared transaction structure, stating it materially undervalues Core Scientific and exposes shareholders to substantial economic risk. The shareholder pointed to the 30% stock price decline following the announcement as evidence of market disapproval.

While not philosophically opposed to the merger, Two Seas plans to vote against the transaction unless terms are revised to address structural shortcomings and inadequate consideration. The firm believes Core Scientific is uniquely positioned in the high-performance computing infrastructure space, particularly for AI applications.

CoreWeave (NASDAQ:CRWV) has secured a $2.6 billion delayed draw term loan facility to enhance its AI cloud infrastructure capabilities. The financing, led by Morgan Stanley and MUFG, will support equipment and infrastructure for OpenAI services. The facility is priced at SOFR +4% and matures in August 2030.

This landmark deal follows CoreWeave's recent $1.75 billion Senior Notes offering and brings the company's total capital commitments to over $25 billion in the past 18 months. The financing demonstrates CoreWeave's improving credit profile and strengthens its position as an AI infrastructure provider focused on GPU-accelerated cloud solutions.

CoreWeave (Nasdaq: CRWV) has successfully closed its previously announced private offering of $1,750 million senior notes due 2031. The notes, carrying a 9.000% interest rate, were issued on July 25, 2025, with a maturity date of February 1, 2031.

The notes are guaranteed on a senior unsecured basis by certain CoreWeave subsidiaries and were offered exclusively to qualified institutional buyers under Rule 144A and non-U.S. persons under Regulation S. The company plans to use the proceeds for general corporate purposes, including debt repayment and offering-related expenses.

CoreWeave (Nasdaq: CRWV) has scheduled its second quarter 2025 financial results announcement for Tuesday, August 12, 2025, after market close. The company will host a conference call to discuss the results at 2:00 PM PT / 5:00 PM ET on the same day.

Investors can access the live earnings conference call webcast through CoreWeave's Investor Relations website at investors.coreweave.com, where a replay will also be available following the presentation.

CoreWeave (Nasdaq: CRWV) has successfully priced a private offering of $1,750 million in senior notes due 2031, representing a $250 million increase from the initially announced offering size. The notes will carry a 9.000% interest rate and mature on February 1, 2031.

The offering is expected to close on July 25, 2025, with the notes being issued at par and guaranteed by certain CoreWeave subsidiaries. The company plans to use the proceeds for general corporate purposes, including debt repayment and offering-related expenses. The notes are being offered exclusively to qualified institutional buyers under Rule 144A and non-U.S. persons under Regulation S.