Here’s what CoreWeave’s data-center delay means for the stock
1. CoreWeave's stock fell 10% after cutting full-year guidance. 2. The company lowered its capital-expenditure outlook to $12-$14 billion. 3. CEO emphasized diversifying data-center providers to mitigate delays. 4. Growing revenue backlog is overshadowed by third-party data delays. 5. Analysts remain split on stock outlook despite ongoing challenges.