CoreWeave Inc

CoreWeave reported $2.58 billion in revenue for the second quarter, an order backlog of about $104 billion and a net loss of $626 million due to high interest expense; annual revenue guidance for 2026 was raised to $12.4–13.2 billion. Nebius surpassed CoreWeave in market capitalization and grew Q2 revenue 454% to $582.3 million with adjusted EBITDA of $236.2 million. Analysts view both stocks positively (William Blair with an outperform), but warn of risks from high leverage, customer concentration and reliance on debt‑funded AI expansion. » Más en finanzen.net

CoreWeave reported Q2 revenue of $2.58 billion and an order backlog of about $104 billion, but posted a net loss of $626 million and high interest expenses of $640 million, with $5.52 billion in cash and over $31 billion in debt. Nebius recorded Q2 revenue of $582.3 million, adjusted EBITDA of $236.2 million, $8.04 billion in cash and roughly $8.5 billion in debt, and now has a higher market value. Analysts rate both stocks as outperform; key factors for further development are contract fulfillment, customer concentration and financing costs. » Más en finanzen.net

CoreWeave is building a data center with three buildings and a total of 240 MW of IT capacity on the AdaniConneX campus in Taloja; the first phase is expected to enter service in mid-2028. The facilities will use NVIDIA Vera Rubin for training, inference and agent workloads and are designed for high power density with Direct Liquid Cooling; capacity can be doubled to up to 480 MW. The move is part of the company's international expansion into Asia but increases capital requirements and utilization risk; analysts are divided on the stock. » Más en finanzen.net