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CoreWeave Shares Fall on Reported MetaGoogle TPU Talks as Debt Worries Mount

Investor concern centers on heavy borrowing, steep interest costs, reliance on Nvidia hardware.

Overview

  • CoreWeave stock traded near $71 on Tuesday, extending a drop of more than 40% over the past month.
  • Benzinga reported that Meta is negotiating a multibillion‑dollar deal to lease Google TPUs, posing a potential challenge to CoreWeave’s Nvidia‑based offering.
  • Yahoo Finance noted total debt of roughly $14 billion and quarterly interest expense of $310.6 million against operating profit of $51.9 million.
  • Revenue for the quarter ended Sept. 30 was about $1.4 billion, more than double the year‑ago period.
  • Cathie Wood bought 437,345 shares across two ETFs this week, lifting her total CoreWeave holdings to nearly 0.79 million shares.