CoreWeave Stock Wavers After Earnings. Google Is a New Customer, OpenAI Expands Partnership. - Barron's
1. CRWV reported a 420% YoY revenue increase, surpassing expectations. 2. CoreWeave forecasts future revenue above consensus, boosting investor confidence. 3. Signed a $4 billion deal with OpenAI, indicating strong business growth. 4. Analysts show mixed sentiments; bullish outlooks countered by concerns of high expenses. 5. New customer Google mentioned, suggesting expanded market reach beyond Microsoft.