{"id":77091,"date":"2025-08-12T12:04:09","date_gmt":"2025-08-12T12:04:09","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/77091\/"},"modified":"2025-08-12T12:04:09","modified_gmt":"2025-08-12T12:04:09","slug":"coreweave-traders-emboldened-by-ai-spending-ahead-of-earnings","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/77091\/","title":{"rendered":"CoreWeave Traders Emboldened by AI Spending Ahead of Earnings"},"content":{"rendered":"<p class=\"media-ui-Paragraph_text-SqIsdNjh0t0-\" data-component=\"paragraph\">The race to build computing capacity for artificial intelligence is reviving bullish bets on one of Wall Street\u2019s most contentious stocks: <a href=\"https:\/\/www.bloomberg.com\/quote\/CRWV:US\" target=\"_blank\" rel=\"noopener nofollow\" class=\"media-ui-Link_link-tVkXhPLPofs-\" data-component=\"link\">CoreWeave Inc.<\/a><\/p>\n<p class=\"media-ui-Paragraph_text-SqIsdNjh0t0-\" data-component=\"paragraph\">Shares of the computing-services provider have rallied 35% in less than two weeks, soaring after <a href=\"https:\/\/www.bloomberg.com\/quote\/MSFT:US\" target=\"_blank\" rel=\"noopener nofollow\" class=\"media-ui-Link_link-tVkXhPLPofs-\" data-component=\"link\">Microsoft Corp.<\/a>, CoreWeave\u2019s biggest customer, said it <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2025-07-30\/microsoft-s-quarterly-cloud-sales-profit-exceeded-expectations\" target=\"_blank\" rel=\"noopener nofollow\" class=\"media-ui-Link_link-tVkXhPLPofs-\" data-component=\"link\">plans<\/a> to step up investments in AI infrastructure. Microsoft\u2019s spending alleviated concerns that the run-up in the stock was outpacing CoreWeave\u2019s outlook for growth. The shares are down 24% from a June peak, but remain up almost 250% since the company\u2019s initial public offering in March.<\/p>\n","protected":false},"excerpt":{"rendered":"The race to build computing capacity for artificial intelligence is reviving bullish bets on one of Wall Street\u2019s&hellip;\n","protected":false},"author":2,"featured_media":77092,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[46],"tags":[181,33318,191,18476,8084,7264,4759,30351,1536,923,74,918],"class_list":{"0":"post-77091","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-computing","8":"tag-artificial-intelligence","9":"tag-capital-spending","10":"tag-computing","11":"tag-coreweave-inc-cl-a","12":"tag-earnings","13":"tag-infrastructure","14":"tag-ipos","15":"tag-july-sarl-caen","16":"tag-microsoft-corp","17":"tag-stocks","18":"tag-technology","19":"tag-wall-street"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/77091","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=77091"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/77091\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/77092"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=77091"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=77091"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=77091"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}