Company
CoreWeave
- Episodes
- 17
- Share
- 1.6%
- Shows
- 14
- Net sentiment
- 0.00
Down from 1.7% of episodes in the weeks before; net sentiment was −0.20.
Bullish 7Mixed 2Neutral 1Bearish 7
2 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28
Net sentiment
−10+1
Sep 21Sep 28
The episodes that named it
Why each one was bullish, bearish or in between on CoreWeave. Longest episodes first.
Bullish 7
- Management says GPUs stay productive long after launch, supporting its cloud model.White House AI Accord, Model Welfare, Ken Griffindor School of Market Wizardry | Ali Golshan, Mike Intrator, Vlad Tenev, Pari Singh, Minna Song, Dev Ittycheria, Daragh Murphy, Noah Friedman · TBPN · Sep 30
- Launches Forge, serverless GPUs and sandboxes, and is first to deploy Vera Rubin in production.ThursdAI - Oct 1 - OpenAI joins the assistant race, CoreWeave drops serverless GPUs & more · ThursdAI - The top AI news from the past week · Oct 2
- Its expansion into a full AI cloud and margin story were praised.Factory-Cognition Drama, Instinct's Shopping Push, Gemini 4 Argon | Will Bruey, Christophe Beck, Hassaan Raza, Connor Renton · TBPN · Oct 1
- First customer on Vera Rubin and reported demand and margin expansion.9AM HOUR: White House AI Summit Aftermath, PCE Inflation Gauge Holds Steady, CoreWeave CEO "First on CNBC" 9/30/26 · Squawk on the Street · Sep 30
- Launched Forge AI cloud product and is expanding margins, with strong progress on depreciation concerns.Nvidia’s Cloud Strategy Evolves, Factory-Cognition Drama, Instinct Pushes Into Shopping | Diet TBPN · TBPN · Oct 1
- Phaedra partner using AI agents to cut cooling energy in its facilities.NVIDIA on Whether AI Can Fix Its Own Power Problem | Recorded Live at Climate Week NYC · Energy Empire · Oct 2
Bearish 7
- Guest links GPU-backed financing to fragile AI spending and bubble risk."If Our Entire Economy Depends On Data Centers, We Are F*cked" | Dave Collum · BTC Sessions · Sep 29
- Debt repricing would imply very high borrowing costs, straining its financing model.Ed Zitron on Anthropic's IPO (S-1), AI Debt, and Counterparty Risk · Monetary Matters with Jack Farley · Oct 1
- Heavy debt and dilution risk make neocloud players vulnerable to higher rates.Meta Makes A COMEBACK, Bond Yields SURGE Higher, Does The Market CARE? | Basis Points · Basis Points · Sep 28
- Borrowing costs rose sharply, and its debt-funded data center build faces higher rates.Steve Eisman: One Company Could Break The AI Boom · Prof G Markets · Oct 2
- Borrowing at high rates to earn lower returns is viewed as a poor business model.Wall Street Veteran: The Bond Sell-Off Is A Buying Opportunity · Prof G Markets · Sep 29
- Shares have fallen sharply from prior highs, reflecting AI infrastructure financing concerns.Welcome to Funky Town! · Benny & The Squirrel · Sep 28
Mixed 2
- Neocloud with strong renewal pricing, though its debt-funded data center economics draw skepticism.Everyone Is Watching AI While Crypto’s Bull Market Builds | Weekly Roundup · Empire · Oct 2
- Rolling out Nvidia Vera Rubin systems, though data center financing is harder to secure.Inside China’s Gray Market for Anthropic, Cracks Emerge in AI’s Data Center Financing · The Information's TITV · Oct 2
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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