His firm Situational Awareness has been buying options positions in stocks including Advanced Micro Devices, Bloom Energy and Coreweave, sources told CNBC's David Faber.
CoreWeave CEO Mike Intrator said he thinks artificial intelligence companies haven't explained the technology's benefits well enough to the public. Those comments came during the Goldman Sachs' Commun
Michael Burry, a hedge fund manager and investor known for predicting the 2008 financial crash, has just updated his portfolio, with some notable new positions catching the market's attention.
The AI infrastructure space features many companies that are growing at a dramatic clip. However, growth alone is often not enough to satisfy many investors.

CoreWeave is rated a buy with 15-20% upside, driven by a $129 billion contracted order book and accelerating operating leverage. CRWV's business model has shifted from speculative GPU capacity sales t
On CNBC's “Mad Money Lightning Round,” Jim Cramer said Nuvation Bio Inc. (NYSE:NUVB) is a “pure spec.”
CoreWeave, Inc.'s backlog reached $104.2 billion before another $25 billion-plus of customer commitments arrived during early Q3. Managed inference ARR surged from roughly $1 million to above $100 mil
CoreWeave's revenue surged 112% to $2.6 billion as backlog reached $104 billion and active power expanded to 1.5 GW. New contracts carry 5–10 percentage points higher margins, while CoreWeave raised G
Retail investors talked up five hot stocks during the week (Aug. 17 to Aug. 21) on X and Reddit's r/WallStreetBets, driven by retail hype, earnings, AI infrastructure momentum, and corporate news flow
CoreWeave delivered a standout Q2, converting backlog to sales, expanding margins, and demonstrating operating leverage, shifting my stance to bullish. CRWV's backlog reached $104.2 billion, with over

The $104.2B multi-year backlog and the increased AI SaaS adoption underscore CRWV's higher capex trends and near-term cash flow/balance sheet risks. Their bare metal strategy (direct access to dedicat

During the night between Wednesday and Thursday, the stock of the neocloud Nebius (NASDAQ: NBIS) lost more than $10 as it dropped 4.06% from $259.20 at the latest close to $248.68 at press time on Aug

CoreWeave's construction-in-progress balance jumped $2.3 billion in a single quarter to $11.9 billion. CoreWeave's own six-year schedule turns that $11.9 billion into about $496 million of new depreci
CoreWeave demonstrates hyperscale momentum, with a $104.2b backlog and 4.2GW contracted power, underpinning a Strong Buy rating and $596/share target. CRWV is expected to reach a major inflection poin

CoreWeave's NASDAQ: CRWV Q2 results sparked a rally in its stock price and the broader market, as they reveal the AI spending bubble is still growing. Results were arguably tepid relative to consensus

CoreWeave (NASDAQ:CRWV) shares jumped 19% to about $108 on Wednesday after the AI infrastructure provider reported second quarter results that topped Wall Street expectations, with analysts at Wedbush
On Wednesday, August 12, CoreWeave (NASDAQ: CRWV) stock saw a veritable deluge of Wall Street analyst rating and price target updates.

CoreWeave, Inc. (CRWV) Q2 2026 Earnings Call Transcript
Wall Street faces a week with fresh inflation data, hedge fund holdings, and several major technology events expected to shape investor sentiment.
Stocks enter the week near record highs as traders prepare for CPI, PPI, retail sales, Fed speakers and earnings from CoreWeave, Cisco and Applied Materials.