CoreWeave expects to exceed a $30 billion annualized revenue run-rate by fiscal year 2027, supported by a $99.4 billion backlog and over 75% contracted capacity for 2027. The company's growth is driven by increasing power capacity and higher pricing trends for GPUs, which also improve their adjusted EBITDA margins. Despite elevated capital expenditures and associated risks like increased debt and equity dilution, the stock is considered attractive at a 7.24x EV/Sales ratio. Analysts maintain a Strong Buy rating, anticipating margin recovery starting in early 2026 as CoreWeave monetizes its backlog.
Luca Socci presents a framework to evaluate the economic productivity of $725 billion in AI-focused capital expenditures by hyperscalers, with 75% being AI-specific. His method separates direct profits from suppliers and enabled profits from AI-depen...
NVIDIA closed its fiscal year with a 73.2% YoY revenue increase to $68.13 billion, driven by data center GPUs and networking growth. Alphabet posted $109.90 billion in Q1 revenue, fueled by 63% growth in Google Cloud and strong AI token processing vi...
Alphabet's long-term bonds offer an attractive 6.7% yield, despite the company's free cash flow turning negative due to heavy capital expenditures in AI and cloud computing. The company continues significant share buybacks relative to its cash genera...
Anthropic is raising $30 billion at a $900 billion valuation, nearly tripling its value from less than a year ago. This surge is driving up valuations for AI leaders like Alphabet, whose Gemini AI ranks high in enterprise adoption and integrates with...
Microsoft and Alphabet both released earnings showing strong AI-driven growth but with different focuses. Microsoft posted $82.88 billion revenue, driven by 40% Azure cloud growth and a $627 billion commercial backlog, emphasizing enterprise AI solut...
