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... ...

CoreWeave stock price jumped by 5% on Monday, mirroring the performance of the US equity market. CRWV rose to $93.35, up from this month's low of $84.65, while its short interest has risen to 15.6%, a... ...

About this content About Sean Mason Sean Mason is a Senior Journalist at Proactive, having researched and written about Canadian and US equities for 20 years. Sean graduated from the University of Toronto with a BA in history and economics and has also passed the Canadian Securities Course. He previously worked at Investors Digest of Canada, Stockhouse, and SmallCapPower.com. Read more About the publisher Proactive financial news and online broadcast teams provide fast, accessible, informative and action ...

CoreWeave Inc. signage in Times Square in New York, US, on Friday, May 9, 2025.CoreWeave shares jumped Tuesday on news that the cloud infrastructure company that was one of the hottest IPOs of the year launched a venture fund to invest in artificial intelligence startups.CoreWeave, considered the largest publicly traded 'neocloud' name, offers cloud computing services specifically for AI workloads, such as providing Nvidia GPUs and high-performance storage to companies.Its newly announced "CoreWeave Venture ...

LIVINGSTON, N.J.--(BUSINESS WIRE)--CoreWeave (Nasdaq: CRWV), the AI Hyperscalerâ"¢, today announced the launch of CoreWeave Ventures, a new initiative committed to backing founders and companies developing the platforms and technologies shaping the AI ecosystem and the next frontier of computing. As AI adoption expands across industries, demand for purpose-built infrastructure, tools, and applications continues to grow. By providing investment resources, technical expertise, and compute, CoreWeav. ...

AI对软件行业的影响 - AI将成为软件的力量倍增器 与软件协同工作而非取代 [1] - AI发展可比拟1990年代网络浏览器的崛起 成为扩展行业的前端接口 [2] - AI将使软件使用更加 streamlined（流线型化）[2] 看好的软件公司类型 - 应用软件层公司被广泛看好 包括Intuit Salesforce Adobe等服务Now因介于应用软件与平台公司之间而突出 [3][4] - SaaS公司如Salesforce若能将AI Agentforce客户基数从8000增长至14000 则可能缓解估值压力 [3] - 尽管部分板块承压 应用软件公司估值压缩而基础设施公司如Snowflake和MongoDB表现相对较好 [5] 基础设施投资机会 - CoreWeave是高杠杆的AI基础设施主题投资标的 为公开市场唯一纯AI超大规模供应商 [6] - CoreWeave资产负债表负债较重 若 refinancing（再融资）时利率下降将受益 [6] - CoreWeave优势在于能快速部署GPU集群 帮助企业加速产品上市 [6] - 该模式依赖于保持上市时间优势 执行能力至关重要 可比拟早期亚马逊云服务 [7] 市场估值状况 - 当前许多软件股并非处于泡沫而是 depression（低迷）状态 [5] - 估值压力可能为长期投资者创造机会 [5] - AI泡沫问题更多存在于私募市场而非公开软件公司 [7] - 私募市场VC融资及估值问题更为显著 如OpenAI和Anthropic仍处于投资阶段且商业模式不确定 [8]