Michael Intrator
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financeCoreWeave Shares Slump on Mixed Earnings, Rising Spending Forecast
CoreWeave revenue beat estimates but Q2 guidance fell short. Higher capex forecast and widening losses spook investors.
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techMeta and CoreWeave Expand $21 Billion AI Cloud Deal
Meta and CoreWeave significantly expand their AI infrastructure partnership, extending a crucial $21 billion deal through 2032 to power Meta's advanced artificial intelligence systems.
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techCoreWeave CEO: GPUs Are Long-Term AI Assets, Not Short-Term Crypto Relics
Michael Intrator of CoreWeave debunks GPU depreciation myths, highlights inference monetization, and explains why AI infrastructure demands long-term investment.
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financeCoreWeave Faces Capital Expenditure Surge, Backlog Risks After Revenue Beat
AI cloud provider CoreWeave forecasts doubled capital expenses and $30 billion in spending by 2026, as net losses widen. Backlog remains significant.
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financeCoreWeave Stock Dips Amid Mixed AI Infrastructure Results, Plans Massive Spending Hike
Cloud infrastructure firm CoreWeave sees stock fall on wider losses, but forecasts strong full-year revenue. Company plans significant capital expenditure increase to meet AI demand.