Overview

• CoreWeave shares climbed about 6% to roughly $103 on Thursday, with trading volume running above the 100‑day average.
• Nvidia reported an earnings beat and strong revenue guidance, and CEO Jensen Huang described Blackwell demand as extraordinary.
• Market commentary highlights tight GPU availability as a tailwind for third‑party renters, with Sherwood reporting CoreWeave has preferential access to Nvidia hardware.
• CoreWeave’s latest quarterly results were mixed, as revenue of $1.21 billion topped estimates while a loss of $0.27 per share was wider than expected.
• Analysts remain divided, with ratings spanning Neutral at $65 to Buy at $180, while Cantor Fitzgerald maintains Overweight at $116 and Forbes notes a large reported backlog alongside high leverage.