CoreWeave Inc

CRWV

Market cap $43.6B

AI cloud computing company CoreWeave is exploring the use of financial derivatives as a potential hedge against a future drop in memory and storage chip prices, according to a ​person familiar with the matter.

Meta could be forming its own cloud computing division. Nebius and CoreWeave have staked a lot of their future on meeting Meta's computing needs.

SAN DIEGO, July 14, 2026 /PRNewswire/ -- The Shareholders Foundation, Inc. announces that a lawsuit is pending for certain investors in CoreWeave, Inc. (NASDAQ: CRWV) shares. Investors who purchased shares of CoreWeave, Inc. (NASDAQ: CRWV) prior to March 28, 2025 and continue to hold any of those NASDAQ: CRWV shares have also certain options and should contact the Shareholders Foundation at mail@shareholdersfoundation.com or call +1(858) 779 - 1554.

Ark Investʻs Cathie Wood has been loading up on shares of CoreWeave stock. The AI stock has been tanking in recent weeks.

Meta plans to sell its excess AI compute as it expands its infrastructure. That move could generate near-term headwinds for neocloud companies.

CoreWeave's $3.1 billion HPC-backed financing attracted approximately $19 billion of demand, reinforcing institutional confidence in AI infrastructure financing. First-quarter operating cash flow reached $3.0 billion despite $6.8 billion of CapEx, supported by 71.7% gross margins and a $99.4 billion backlog. Meta Compute triggered a 14% selloff, but CoreWeave's $21 billion take-or-pay agreement protects contracted revenue through 2032.

CoreWeave is the leading neocloud operator, trading at a discounted 11.9x forward EV/EBITDA versus the sector median of 15x. CRWV's $99.4B backlog is 98% under five-year take-or-pay contracts with major hyperscalers, supporting robust forward revenue visibility. Backlog risk is real; however, thanks to heavy CapEx, CRWV provides quality and dominance for their clients. Realization of contracts is key.

The disposition involved 369,489 shares with a total transaction value of ~$30.8 million, based on weighted average prices. The sale reduced the insider's total equity holdings by 11%, including the liquidation of 100% of Class A shares previously held indirectly.

Meta (NASDAQ: META | META Price Prediction) and CoreWeave (NASDAQ: CRWV) just delivered Q1 2026 results that expose a brewing conflict.

Shares of Meta Platforms (NASDAQ:META | META Price Prediction) are up 6% in Friday morning trading, changing hands at $670 after Thursday's close of $631.48.