CRWV
CoreWeave
October 14, 2026 · market open
- Rarity
- 1.63
- Peak move
- −17.10%
- Float cap
- $25.3B
CoreWeave, based in Livingston, New Jersey, is a cloud infrastructure company that rents out GPU-accelerated computing power and software tools for artificial intelligence. It sells to AI labs, startups, and large enterprises that need to train, run, and scale models without building their own data centers. Its customers include Microsoft, Meta, OpenAI, IBM, and Mistral AI.
Where do you see this going?
no votes yetVoting closed at 4:00 PM ET.
What we found
10 events · 0 from SEC or newswire · 1 timed with the move- Key eventTimed with the move
credit_rating_changeThe yield on CoreWeave's $1.25 billion of unsecured bonds maturing 2032 touched nearly 15% on Tuesday and closed at a record 14.5%, as lenders demanded a sharply higher return to hold the company's unsecured debt amid AI credit-risk concerns.
- Key event
notable_investor_commentVenture capitalist Chamath Palihapitiya posted a chart showing the yield on $1.25 billion of CoreWeave's unsecured 2032 bonds reaching nearly 15% before closing at a record 14.5%, warning of a private credit bubble around AI; Elon Musk replied "Yikes."
debt_financingCoreWeave is seeking to extend its chip-collateralized financing model to debt backed by contracts with lower-rated AI labs, after its $8.5 billion delayed-draw loan facility backed by Nvidia GPU infrastructure and a Meta contract received investment-grade ratings from Moody's (A3) and Morningstar DBRS with Blackstone Credit & Insurance as anchor.
- Key event
executive_remarkCoreWeave co-founder Brannin McBee said the company is courting insurers' capital pools, targeting investment-grade ratings for more chip-backed debt and eventually the company itself, after an $8.5 billion Nvidia-chip- and Meta-contract-backed loan won investment grade; CoreWeave has raised over $35 billion this year and carried about $52 billion of debt and lease obligations at end-June.
peer_disclosureAI cloud infrastructure peer Nebius Group fell 8% on the same day as CoreWeave's drop, reflecting wider investor sensitivity to AI infrastructure financing requirements, while Oracle also slipped about 2%.
demand_signalTrendForce research said AI server demand from hyperscale cloud providers will drive 2027 terminal-customer orders primarily to rack-scale systems including Nvidia GB300, VR200 and AMD Helios.
peer_disclosureOracle disclosed $664 billion in remaining performance obligations, up from $455 billion a year earlier, and said it expects to recognize about 13% (roughly $86 billion) over the next 12 months; Oracle spent $28.5 billion on data centers and equipment last quarter.
insider_saleCoreWeave Chief Revenue Officer Jonathan Jones filed a Form 144 to sell 15,811 common shares worth about $1.27 million (~$80.36 each) via Morgan Stanley Smith Barney, with the sale expected around October 12, 2026 on Nasdaq.
product_launchAt its Fully Connected AI cloud conference, CoreWeave announced that Ennoble Care LLC selected CoreWeave Cloud to run clinical AI inference workloads, deploying Nvidia RTX PRO 6000 Blackwell Server Edition nodes on CoreWeave Kubernetes Service with reserved GPU capacity.
analyst_ratingBarclays maintained an equal-weight/hold rating on CoreWeave with a $105 price target in a note dated October 12, 2026.