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]

智通财经APP获悉，周三，云基础设施公司CoreWeave(CRWV.US)股价拉涨，截至发稿，该股涨超 20%，报120.19美元。该股股价受到甲骨文(ORCL.US)财报提振，甲骨文预期，2026财年的云基础设施 将达到180亿美元，较2025财年的103亿美元增长近77%。对于之后4个财年，公司预期这项收入将分别 达到320亿美元、730亿美元、1140亿美元和1440亿美元。 除CoreWeave外，同为AI 云基础设施概念股Nebius(NBIS.US)在宣布股票增发后股价依然延续此前涨 势，盘前该股一度跌超5%，截至发稿，该股涨超2%，报97.47美元。此前微软(MSFT.US)与该公司签署 价值174亿美元的云服务协议。 ...

公司股价表现 - CoreWeave股价上涨超过20%至120.19美元 [1] - Nebius股价上涨超过2%至97.47美元 盘前曾下跌超过5% [1] 行业需求预期 - 甲骨文预期2026财年云基础设施收入达180亿美元 较2025财年103亿美元增长77% [1] - 后续四年云基础设施收入预期分别达到320亿美元、730亿美元、1140亿美元和1440亿美元 [1] 商业合作动态 - 微软与Nebius签署价值174亿美元的云服务协议 [1] - Nebius在宣布股票增发后股价仍延续涨势 [1]

英伟达投资组合与战略 - 英伟达持有超过40亿美元六家科技公司股票 并在近期增持其中一家公司股份[2] - 英伟达将CoreWeave持仓占比从78%提升至91%以上 持股数量增至24,277,573股 市值超过39亿美元[5] - 英伟达通过持股方式展现其对被投公司未来前景的乐观态度[2] CoreWeave业务模式 - CoreWeave为人工智能平台客户提供高性能计算云服务 拥有超过25万颗英伟达GPU[6][7] - 公司在全球约32个数据中心提供短期和长期GPU租赁服务[7] - 率先向市场提供英伟达Blackwell架构及Blackwell Ultra芯片[7] CoreWeave财务表现 - 第二季度收入同比增长超过两倍 达到12亿美元[8] - 全年收入预期上调2.5亿美元 至51.5-53.5亿美元区间[8] - 公司预计第三季度资本支出至少29亿美元 目前尚未实现盈利[8] 并购与成本优化 - CoreWeave计划全股票交易收购Core Scientific 旨在获得基础设施所有权[9] - 该交易预计减少超过100亿美元的租赁负债开销[9] - 长期来看并购将有利于降低运营成本并促进盈利增长[9] 行业竞争格局 - CoreWeave面临亚马逊AWS和谷歌云等大型云服务提供商竞争[10] - 公司通过专为AI设计的服务实现差异化竞争[10] - 股价从高点回调约50% 为投资者提供入场机会[11]

and Cororeweave launching Cororeweave Ventures today to invest in AI startups. Shares closing higher by more than 5% and actually trading higher here in Overtime. Joining me right here, right now in San Francisco Goldman's Communicopia conference is Michael and Trader Weave co-founder and CEO.And Mike, it's great to speak with you. It's great to be here. Thanks for having me.I want to get into the ventures fund. But first, given the fact that last I checked shares of Oracle were up 20%. um it speaks to perh ...

PresentationKasthuri RanganHead of Software Coverage Okay. If you don't mind taking your seats, we're going to get started in a second. Thank you. Thank you. Thank you. Thank you. Before we get started, I would like to remind you that CoreWeave may make forward-looking statements during today's fireside chat, actual results may vary materially from today's statements. Information concerning risks, uncertainties and other factors that could cause these results to differ are included in CoreWeave's SEC filing ...

Welcome back to Power Lunch. If you're thinking of getting a little more aggressive with your portfolio, our next guest has some ideas, but fair warning, she says these are not exactly for the faint of heart. So, joining us now is Danielle Sheay.She's VP of options over at Simpler Trading. Danielle, one of the things that we talk about with regard to activity in the marketplace is some of the volatility that goes along with many of these names. You're looking at a handful of them that share one thing in com ...

CoreWeave (NasdaqGS:CRWV) 2025 Conference September 09, 2025 01:50 PM ET Company ParticipantsKash Rangan - Managing DirectorMichael Intrator - CEO & ChairmanBrannin McBee - Co-Founder & Chief Development OfficerKash RanganOkay, if you don't mind taking your seats, we're going to get started in a second. Thank you. Thank you, thank you, thank you. Before we get started, I would like to remind you that CoreWeave may make forward-looking statements during today's fireside chat. Actual results may vary material ...

Shares of CoreWeave (CRWV) rose as much as 9% on Monday morning after the company announced it’s launching a venture capital arm focused on early-stage artificial intelligence startups. The stock was higher by 4.5% as midday U.S. hours approached.. The new fund, called CoreWeave Ventures, will focus on investing in startups building tools, infrastructure or applications for AI. The company didn’t disclose how much capital would be committed but framed the effort as an extension of its broader mission to ...

Japan's Nissan Motor Co is considering a rollout of hybrid cars that use its e-Power technology in South Africa as a way to help drivers move from petrol engines towards electric vehicles, a company e... ...