CoreWeave, Inc. Stock Price, News & Analysis

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.

CoreWeave (Nasdaq: CRWV) has announced plans to offer $1.5 billion in senior notes due 2031 through a private offering to qualified institutional buyers. The notes will be guaranteed on a senior unsecured basis by certain CoreWeave subsidiaries.

The company intends to use the proceeds for general corporate purposes, including repayment of existing debt and covering offering-related expenses. The notes will be offered under Rule 144A and Regulation S of the Securities Act and will not be registered under the Securities Act or other jurisdictions' securities laws.

Weights & Biases (NASDAQ: CRWV) has announced the availability of its W&B Weave platform in the new AI Agents and Tools category of AWS Marketplace. This integration enables customers to easily discover, purchase, and deploy AI agent solutions using their AWS accounts.

The W&B Weave platform provides essential capabilities for AI development including traces, evaluations, monitoring, and guardrails. The solution is already being utilized across various industries including finance, life sciences, and telecoms for applications such as code generation, research analysis, and customer support.

The integration streamlines procurement processes and centralizes purchasing through AWS accounts, offering improved visibility and control over licensing, payments, and access.

CoreWeave (NASDAQ: CRWV) has announced a significant $6 billion investment to develop a state-of-the-art AI data center in Lancaster, Pennsylvania. The facility will initially operate at 100 megawatts (MW) with potential expansion to 300 MW.

The project is expected to create 600 skilled jobs during construction, with 70 full-time positions at launch, scaling to 175 roles over time. Each data center job is projected to generate six additional American jobs. The Lancaster facility will join CoreWeave's network of 33 AI data centers, with 28 located across the U.S.

The announcement was made during a CEO roundtable at Senator Dave McCormick's Pennsylvania Energy and Innovation Summit, attended by Governor Josh Shapiro and other state leaders. The facility aims to strengthen U.S. leadership in AI infrastructure and boost Pennsylvania's position as a strategic hub for the global AI economy.