CoreWeave Is Building an AI Cloud Empire. The Stock Is a Puzzle. - Barron's
1. CoreWeave's growth potential is paired with significant cash burn risks. 2. Microsoft accounts for nearly two-thirds of CoreWeave's revenue. 3. CoreWeave issued $2 billion in notes to pay off debt, boosting stock by 19%. 4. Analyst price target shifts reflect volatility and high valuation concerns. 5. Expected revenue growth could reach $16 billion by 2027.