CoreWeave, Inc. has rapidly expanded its backlog by $25 billion in just six weeks, driven by strong demand for AI data center capacity. The company's contracted revenue now significantly exceeds its near-term guidance, with growth primarily limited by the speed of data center construction. A recent $4.2 billion convertible bond deal has lowered interest expenses, improving CoreWeave's path to profitability despite potential dilution risks. However, the company faces risks from $64.6 billion in lease liabilities extending beyond customer contracts, making future lease renewal pricing critical after 2026.
CoreWeave's stock price on Pluang is USD 77.66 as of Oct 13, 2026, showing a 3.24% decline in the last day. The company's market cap stands at $44.27 billion, reflecting significant investor interest despite recent challenges. Trading volume reached 18,858,147 shares, with buyers making up 68% of the order activity at this time.
Nebius Group's stock dropped 3% even after Rosenblatt Securities gave it a Buy rating, reflecting ongoing pressure from a recent AI infrastructure selloff. The company, which rents AI accelerator capacity, has a strong revenue backlog of $37.5 billio...
CoreWeave carries $35.6 billion in debt and has negative free cash flow, but strong demand for its AI computing capacity and pricing power justify continued investment. The company reported a 46% increase in revenue backlog to $104 billion and 112.3%...
OpenAI revealed it achieved roughly $50 billion in annualized revenue by the end of September, which is lower than the $68 billion figure widely reported earlier. The higher figure included gross revenue from OpenAI's partners, making direct comparis...
Shares of CoreWeave, Nebius, and Oracle fell significantly due to concerns about their heavy borrowing to finance AI infrastructure expansion. CoreWeave led the decline with a 7% drop, followed by Nebius down 6% and Oracle down 5%, while broader clou...
CoreWeave, a company renting AI computing power, reported Q2 2026 revenue of $2.58 billion, up 112% year-over-year, with a backlog of $104 billion including major contracts from Meta and others. Despite a high debt-to-equity ratio of 8.94 and rising ...
