CoreWeave, Inc. - Class A Common Stock (CRWV)

CoreWeave's business model is fantastic, but there's one major flaw.

CoreWeave Inc (NASDAQ:CRWV) shares are trading lower Monday after the company announced a proposed offering of convertible senior notes.

The company stated that it intends to use a portion of the proceeds to fund the cost of entering into capped call transactions.

The bond market blinked over funding massive AI data centers, but IREN went ahead with financing anyway.

These companies are well-positioned to win in the AI race.

Nvidia holds equity stakes in a number of public companies.

Buffett might be worried about the valuations of stocks today.

These stocks are positioned to have a massive rally thanks to AI advancements.

The demand for AI compute remains a bullish indicator for the AI infrastructure market.

Marvell provided investors with a stronger-than-expected forecast due to the growing demand for AI solutions.

Strong sector demand and healthier risk appetite are drawing big issuers back to market, setting the stage for one of the most active IPO pipelines in years.

The provider of cloud computing capacity isn't making any profit.

After making a huge profit in CoreWeave, Laffont sees an opportunity in an AI leader.

There's a difference between an AI bubble and an AI market bubble.

Two freshly public infrastructure players are racing ahead of megacaps as the scramble for compute reaches escape velocity.

A 134% revenue surge and a $55.6 billion backlog show CoreWeave’s AI cloud is booked solid for years.

Anthropic's recent release shows continued innovation in the AI market.

Wood added these stocks to her flagship Ark Innovation fund.

In a post on X, Ives announced adjustments to the list to highlight shifts in the companies leading the artificial intelligence sector.

CoreWeave is becoming integral to AI infrastructure build-out.

Which one of these two high-flying necloud companies should you consider buying right now?

This company might be the weakest link in the AI infrastructure ecosystem.