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CoreWeave’s Credit Rebound Spurs Cheaper Data Center Funding
Bloomberg66d agoneutral
CoreWeave’s Credit Rebound Spurs Cheaper Data Center Funding

(Bloomberg) -- When Applied Digital Corp. first tapped the junk-bond market in November to fund a data center project tied to CoreWeave Inc., it had to stomach a hefty yield to get the deal done. Fast forward to this week, and borrowing costs for another portion of the same project tumbled.Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’Xbox Plans Significant Layoffs as New CEO Plans OverhaulUS Strikes Iran in Trump Escalation Over Stalled Peace TalksTech Sto

AI Infrastructure Scorecard: Which of These 3 Stocks Is Delivering on Triple-Digit Growth Promises
24/7 Wall St.67d agoneutral
AI Infrastructure Scorecard: Which of These 3 Stocks Is Delivering on Triple-Digit Growth Promises

Almost six months ago, our December 2025 piece Analysts See Triple-Digit Revenue Growth in 2026 for These 3 AI Infrastructure Stocks argued that three names sat in the sweet spot of the AI buildout: Nebius (NASDAQ: NBIS) with an annual recurring revenue (ARR) ramp implying up to roughly 1,600% growth, IREN (NASDAQ: IREN) targeting over ... AI Infrastructure Scorecard: Which of These 3 Stocks Is Delivering on Triple-Digit Growth Promises

CoreWeave Considers High Yield Bonds As Insider Sales And Volatility Mount
Simply Wall St.68d agoneutral
CoreWeave Considers High Yield Bonds As Insider Sales And Volatility Mount

CoreWeave (NasdaqGS:CRWV) is reportedly exploring high-yield bond offerings in both euros and US dollars, targeting European investors for the first time. The company aims to use the proceeds to support ongoing AI infrastructure expansion and broaden its funding sources. The bond discussions follow reports of large insider share sales by founders and major shareholders shortly after lockup expiry. CoreWeave comes into this funding push with a mixed share performance profile. The stock is at...

Elon Musk Just Created $26 Billion a Year for SpaceX Days Before the IPO
24/7 Wall St.68d agoneutral
Elon Musk Just Created $26 Billion a Year for SpaceX Days Before the IPO

The market is gearing up for a SpaceX IPO on June 12, and it feels like yesterday that the business confidentially filed for its IPO. That was on April 1 this year. You would expect quiet action since then, but the space-AI hybrid is accelerating before the ticker goes live. SpaceX has signed two monster ... Elon Musk Just Created $26 Billion a Year for SpaceX Days Before the IPO

SpaceX, Anthropic, OpenAI Can Rewrite History for Megacap IPOs
Bloomberg68d agoneutral
SpaceX, Anthropic, OpenAI Can Rewrite History for Megacap IPOs

(Bloomberg) -- The history of megacap initial public offerings shows that the stocks usually slump in the first year of trading. But upcoming listings from SpaceX, Anthropic and OpenAI are big enough and systemically important enough to the market that those analogies may not apply.Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’OpenAI Joins a Massive AI IPO Pipeline Now Worth $3.6 TrillionLA Mayor Race Flips as Socialist Beats Reality TV Star PrattTrump’s $1

Why CoreWeave (CRWV) is a Strategically Important firm in AI Infrastructure?
Insider Monkey68d agoneutral
Why CoreWeave (CRWV) is a Strategically Important firm in AI Infrastructure?

CoreWeave Inc. (NASDAQ:CRWV) is one of the 10 Best AI Stocks to Buy in June. Based on 39 analyst ratings compiled by CNN, 62% assigned a Buy rating to CoreWeave, while 33% assigned a Hold rating. The stock currently has an average price target of $140, a 39.46% upside from the current price of $100.39. […]

OpenAI’s Spending Spree Is Pushing Its IPO. Inside a High-Risk Tech Debut.
Barrons.com68d agoneutral
OpenAI’s Spending Spree Is Pushing Its IPO. Inside a High-Risk Tech Debut.

OpenAI announced it has confidentially filed for an initial public offering one week after competitor Anthropic announced it planned to go to market. The ChatGPT parent said in a blog post on Monday night that it has recently submitted a confidential S-1 to the Securities and Exchange Commission. “We expect it to leak so we’re just announcing it,” the company said in the blog post.

OpenAI Files for IPO. It Will Have Huge Market Consequences.
Barrons.com68d agoneutral
OpenAI Files for IPO. It Will Have Huge Market Consequences.

OpenAI announced it has confidentially filed for an initial public offering one week after competitor Anthropic announced it planned to go to market. The ChatGPT parent said in a blog post on Monday night that it has recently submitted a confidential S-1 to the Securities and Exchange Commission. “We expect it to leak so we’re just announcing it,” the company said in the blog post.

CoreWeave Founders Have Dumped $2.3 Billion in Stock Since IPO
Bloomberg68d agoneutral
CoreWeave Founders Have Dumped $2.3 Billion in Stock Since IPO

(Bloomberg) -- CoreWeave Inc.’s stock price has more than doubled since the AI data center operator’s March 2025 initial public offering. Over the same period, the company’s executives have unloaded more than $2.3 billion worth of their own holdings.Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’LA Mayor Race Flips as Socialist Beats Reality TV Star PrattTrump’s $100,000 H-1B Visa Application Fee Rejected by JudgeTrump Says He, Not Congress, Is in Charge of

CoreWeave Jane Street AI Cloud Pact Reframes Growth And Valuation Story
Simply Wall St.69d agoneutral
CoreWeave Jane Street AI Cloud Pact Reframes Growth And Valuation Story

CoreWeave (NasdaqGS:CRWV) has entered a $6b AI cloud agreement with Jane Street, including a $1b equity investment. Jane Street plans to self-build a new 100-200MW AI data center and pair it with CoreWeave's cloud infrastructure. The deal represents one of CoreWeave's largest customer partnerships and shifts how both firms approach AI compute capacity. CoreWeave, trading around $102.37, sits at an interesting point for investors after a mixed run in the stock. Shares are up 29.1% year to...

Buy, Sell, or Hold: CoreWeave at $100
24/7 Wall St.69d agoneutral
Buy, Sell, or Hold: CoreWeave at $100

At $100.39, CoreWeave (NASDAQ:CRWV) is a hold. The stock has shed 27.24% in a month while investors debate a core question: can the company convert a $99.4 billion backlog into cash before the debt math turns ugly. CoreWeave operates a specialized GPU cloud for AI training and inference, positioned between hyperscalers like Microsoft and Meta ... Buy, Sell, or Hold: CoreWeave at $100