Core Scientific (CORZ) shares traded back around $18 today after CoreWeave (CRWV) disclosed a new commercial agreement with Meta in an 8-K, outlining a multi-year arrangement to provide AI compute services. The filing describes a long-term supply relationship and related financing steps tied to CoreWeave’s data center developments. Of note, Meta has agreed to pay CoreWeave up to $14.2 billion through December 2031. Get these headlines directly to your inbox: subscribe to Blockspace. The $14.2 billion Meta ...

Core Scientific, Inc. (NASDAQ:CORZ) is one of the Most Promising New Technology Stocks to Buy According to Hedge Funds. Wall Street has a mixed opinion on Core Scientific, Inc. (NASDAQ:CORZ) since the company delivered mixed results for its fiscal second quarter of 2025. The revenue of $78.63 million decreased 44.28% year-over-year and missed the estimates by $4.57 million. On the bright side, the EPS of negative $0.04 came in ahead of the consensus by $0.04. Management noted that the decline in revenue w ...

Accessibility StatementSkip Navigation NEW YORK, Sept. 29, 2025 /PRNewswire/ -- Two Seas Capital LP ("Two Seas" or "we"), an alternative investment management firm and the largest active shareholder of Core Scientific, Inc. ("Core Scientific" or the "Company") (NASDAQ: CORZ), today announced that it has filed its definitive proxy statement with the Securities and Exchange Commission ("SEC") in connection to its opposition to the Company's proposed sale to CoreWeave, Inc. ("CoreWeave") (NASDAQ: CRWV) on the ...

Core Scientific, Inc. (NASDAQ:CORZ) is one of the best stocks to invest in right now. In a report released on September 15, Gautam Chhugani from Bernstein maintained a Buy rating on Core Scientific, Inc. (NASDAQ:CORZ) and set a price target of $17.00. Why Is Core Scientific Inc (CORZ) Plunging In 2025? Core Scientific, Inc. (NASDAQ:CORZ) reported total revenue of $78.6 million in fiscal Q2 2025 compared to $141.1 million in the same quarter last year. Adjusted EBITDA for the quarter reached $21.5 millio ...

公司业绩表现 - 2025年第二季度营收7863万美元 同比下滑443% 低于分析师预期228% [2] - 比特币挖矿量减少62% 导致数字资产自挖矿收入从上年同期11070万美元下降至6240万美元 [2] - 每股亏损004美元 优于分析师预期的007美元亏损 [2] 市场表现与评级 - 被列为过去两年内11支最佳IPO之一 自2024年1月20日IPO以来累计涨幅达37168% [1][3] - 分析师观点分歧 Bernstein维持买入评级 多数机构持中性评级 [3] - 据CNN数据显示 股价上行潜力为507% [3] 公司业务概况 - 数字基础设施行业领导者 专注于高密度托管服务 [4] - 运营专用数据中心 目前正转向人工智能相关工作负载 [4] - 公司成立于2017年 总部位于特拉华州 [4]

智通财经APP获悉，Core Scientific(CORZ.US)股价走高，截至发稿，该股涨超9%，报15.85美元。总市 值超过48亿美元。该公司股价跟随CoreWeave(CRWV.US)走高，在2025年7月7日，CoreWeave与Core Scientific达成一项全部通过发行新股进行的收购协议。Core Scientific股东将以每持有一股Core Scientific 普通股，换取0.1235股CoreWeave A 类普通股，整个交易估值约为90亿美元。 Core Scientific最大股东Two Seas Capital LP已公开反对这项交易，认为交易结构存在问题，可能导致 Core Scientific股东承担过大风险，目前尚未公布确切日期，但市场普遍预计将在2025年秋季通过股东 投票决定是否继续推进收购事宜。 ...

股价表现 - Core Scientific股价上涨超过9%至15.85美元 总市值超过48亿美元 [1] - 股价上涨与CoreWeave收购协议相关 [1] 收购交易细节 - CoreWeave与Core Scientific达成全部通过发行新股进行的收购协议 交易估值约为90亿美元 [1] - Core Scientific股东将以每持有一股普通股换取0.1235股CoreWeave A类普通股 [1] 股东反对意见 - 最大股东Two Seas Capital LP公开反对交易 认为交易结构存在问题 [1] - 反对理由包括可能导致Core Scientific股东承担过大风险 [1] 交易进展 - 预计2025年秋季通过股东投票决定是否推进收购事宜 [1] - 目前尚未公布确切投票日期 [1]

SAN DIEGO, Sept. 08, 2025 (GLOBE NEWSWIRE) -- Shareholder rights law firm Johnson Fistel, PLLP is continuing its investigation into whether the board members of Core Scientific, Inc. (NasdaqGS: CORZ) breached their fiduciary duties in connection with the proposed sale of the company to CoreWeave, Inc. (NasdaqGS: CRWV). Background: On July 7, 2025, Core Scientific and CoreWeave announced a definitive merger agreement under which CoreWeave will acquire every outstanding share of Core Scientific.The merger dea ...

收购交易风险 - CoreWeave计划收购Core Scientific以增强高性能计算和人工智能数据中心基础设施但交易可能面临风险 [1] - 交易采用全股票形式总股权价值约90亿美元旨在避免增加债务负担 [3] - 因CoreWeave股价下跌导致交易隐含价值显著下降至少一名Core Scientific大股东反对原条款 [5] 股价表现与市场反应 - CoreWeave股价当日下跌11%投资者对交易风险作出负面反应 [1] - 自8月12日财报发布后CoreWeave股价累计下跌近40%因市场对其前景失望 [4] - 主要股东Two Seas Capital持有Core Scientific约6.3%股份公开反对交易后加剧股价下跌压力 [6] 公司战略与投资 - 收购Core Scientific旨在扩大AI基础设施并提升在AI和加密货币挖矿快速增长领域的市场份额 [3] - CoreWeave内部业务投入巨大7月宣布投资超60亿美元在宾夕法尼亚州建设先进数据中心 [4] - 股价持续下跌可能导致交易重新谈判或搁置对CoreWeave构成额外成本压力 [6]

公司业务定位 - 公司是领先的GPU即服务提供商 专注于AI基础设施领域 尤其在大语言模型训练和推理方面具有优势 [2][4] - 公司采用软件驱动和AI专注的超大规模架构 形成差异化竞争优势 [2] - 公司拥有专有工具和集成平台 可帮助优化昂贵的GPU使用 [4] 财务表现与增长 - 公司剩余履约义务从2024年底的151亿美元增长至2025年第二季度的301亿美元 增长近一倍 [5] - 约一半的积压订单来自与OpenAI的新合同 [5] - 公司预期收入增长远超更广泛的基础设施即服务行业趋势 [4] 战略发展 - 公司宣布以90亿美元全股票交易收购Core Scientific 基于约160美元成交量加权平均价格 每股CoreScientific股票可兑换0.1235股公司股票 [6] - 完成交易并将Core Scientific的比特币相关电力资产转换为高性能计算能力 可能成为近期股价催化剂 [6] - 公司战略合作伙伴关系 竞争护城河和在AI训练领域日益增长的重要性为其提供良好定位 [5] 市场前景 - AI优化的基础设施即服务市场预计将在本十年内快速增长 [4] - 公司有望在快速扩张的AI市场中获得巨大份额 [4] - 扩展至加速推理计算领域可能提供额外的长期增长动力 [5] 股价表现 - 公司股价上涨6.07% 达到96.96美元 [7]