CoreWeave, Inc. Stock Price, News & Analysis

Two Seas Capital (NASDAQ: CORZ) issued a letter on Oct 28, 2025 urging Core Scientific shareholders to vote AGAINST the proposed sale to CoreWeave (announced July 7, 2025). Two Seas says the deal values Core Scientific at $16.40 per share and argues that Core Scientific has materially higher standalone upside—claiming the stock would trade at more than twice the deal value if aligned with AI-infrastructure peers.

The letter highlights Core Scientific's access to low-cost power, operational expertise, and a 700-megawatt pipeline, and warns that approving the transaction would transfer value to CoreWeave. Shareholders face a vote at a special meeting on Oct 30, 2025.

CoreWeave (Nasdaq: CRWV) will release its third quarter 2025 financial results after market close on Monday, November 10, 2025.

The company will host a conference call to discuss results at 5:00 PM Eastern Time the same day. A live webcast and a replay will be available on the CoreWeave Investor Relations website at investors.coreweave.com.

CoreWeave (NASDAQ: CRWV) commented on proxy-advisor recommendations opposing its proposed all-stock acquisition of Core Scientific (NASDAQ: CORZ), urging CORZ stockholders to vote FOR on the WHITE proxy card on October 30, 2025. CoreWeave says the agreed transaction represents fair value, notes there will be no increase to the offer price, and asserts no other buyer has emerged since its June 2024 approach. Under the definitive agreement signed July 7, 2025, Core Scientific shareholders will receive 0.1235 newly issued CoreWeave Class A shares per CORZ share. The boards of both companies unanimously approved the merger, which is expected to close in Q4 2025, subject to customary closing conditions including regulatory and stockholder approval.

Two Seas Capital urged Core Scientific shareholders (NASDAQ: CORZ) to vote AGAINST the proposed sale to CoreWeave (NASDAQ: CRWV) announced July 7, 2025. Two Seas argues the deal substantially undervalues Core Scientific, citing market moves since the announcement: several peer data-center/HPC stocks have roughly tripled, while CoreWeave's stock has fallen ~15%, leaving the implied deal value near $17.50 per share.

Two Seas highlights Core Scientific trading ~12% above the deal value as of Oct 16, 2025, and that the stock traded above the implied value for 44 straight days, urging shareholders to reject the transaction on the GOLD proxy card.

Two Seas Capital (NASDAQ:CORZ) urged Core Scientific shareholders to vote AGAINST the proposed sale to CoreWeave (NASDAQ:CRWV) on Oct 17, 2025, arguing the transaction substantially undervalues Core Scientific.

Two Seas cites sector moves since the July 7 announcement: peer stocks have roughly tripled, a recent $40 billion data‑center portfolio deal, CoreWeave's stock is down ~15% since the deal announcement, and the implied deal consideration (~$17.50 per share) compares unfavorably to an estimated ~$45 per share if Core Scientific tracked its weakest peer. Two Seas notes Core Scientific traded above the deal value for 44 consecutive days and about 12% higher than the deal value at yesterday's close.

CoreWeave (Nasdaq: CRWV) announced on October 16, 2025 the appointment of Jon Jones as its first Chief Revenue Officer to lead global revenue, product scaling, and sales during a phase of rapid growth.

Jon Jones brings more than two decades of technology leadership, including recent roles at Amazon as Global Head of Startups and Venture Capital and VP of Go-to-Market, Products & Services. Leadership statements emphasize hypergrowth and the need to scale products and go-to-market execution.

The release also cites recent additions—Weights & Biases, OpenPipe, and Monolith—and notes CoreWeave’s continued expansion both organically and through acquisitions and its CoreWeave Ventures initiative supporting startups via capital and compute-for-equity arrangements.

CoreWeave (Nasdaq: CRWV) launched CoreWeave AI Object Storage on October 16, 2025, a fully managed object storage service purpose-built for AI workloads.

Key claims include Local Object Transport Accelerator (LOTA) technology, global single-dataset access with private interconnects and 400 GBps-capable ports, and a usage-based pricing model that CoreWeave says delivers more than 75% lower storage costs for typical AI workloads with no egress, request, or transaction fees.

The product targets high-throughput distributed GPU training, multi-cloud and on-prem use, and follows recent software expansions and strategic acquisitions, including OpenPipe, Weights & Biases, and the pending Monolith AI deal.

CoreWeave (Nasdaq: CRWV) announced a strategic partnership with foundation model company Poolside to provide AI cloud infrastructure and serve as anchor tenant for Poolside’s Project Horizon.

CoreWeave will deploy a cluster of NVIDIA GB300 NVL72 systems totaling more than 40,000 GPUs and provide cloud services for Project Horizon’s first phase of 250MW gross power in West Texas, with an option to expand by an additional 500MW. The collaboration supports Poolside’s plan to train multi‑trillion parameter models and accelerates CoreWeave’s growth alongside recent strategic acquisitions and MLPerf performance leadership.