CoreWeave (CRWV) News Today

CoreWeave Inc. (NASDAQ: CRWV) shares have pulled back amid a flurry of news around its $9 billion all-stock acquisition of Core Scientific, valuation scrutiny following a post-IPO surge, and fresh analyst reassessments. While the deal secures substantial power capacity and promises long-term cost savings, concerns over dilution, integration risks, and even a law firm probe have weighed on sentiment.

• Positive Sentiment: CoreWeave Co-Founder and CEO Mike Intrator highlighted robust AI demand and the company’s strategic positioning during an appearance on CNBC’s “Mad Money.” CoreWeave CEO on Mad Money
• Positive Sentiment: The $9 billion acquisition of Core Scientific secures about 1.3 GW of power capacity, aims to eliminate over $10 billion in future lease costs, and is projected to generate $500 million in annual savings by 2027. CoreWeave's $9 Billion Power Play for Core Scientific
• Positive Sentiment: In its first half, CoreWeave reported triple-digit quarterly revenue growth and saw its stock jump roughly 300% since the IPO, underscoring strong execution in the AI cloud market. Fantastic News for CoreWeave Shareholders
• Neutral Sentiment: Mizuho reaffirmed a “Neutral” rating on CRWV with a $150 price target, implying roughly 1% downside from recent levels. CoreWeave Earns Neutral Rating from Mizuho
• Neutral Sentiment: Market watchers rank CoreWeave among the top breakout IPOs of 2025, noting its standout performance since March. Breakout IPOs an Underrated 2025 Storyline
• Negative Sentiment: Shares dipped between 2.9% and 4.5% after the Core Scientific deal announcement, as investors weighed dilution concerns and potential integration hurdles. Shares Down 2.9% - Here's Why
• Negative Sentiment: Some analysts have turned cautious, arguing that the stock’s 4× gain since IPO may have outpaced fundamentals. Analysts Cautious After Tripling Since IPO
• Negative Sentiment: Wall Street sentiment turned bearish on CoreWeave amid broader concerns over the AI and cloud computing sectors. Wall Street Bearish on AI Stock
• Negative Sentiment: Rowley Law PLLC is investigating potential securities law violations related to the Core Scientific acquisition. Rowley Law Investigating Acquisition
• Negative Sentiment: Barron’s and other outlets have issued downgrades, warning of execution risks and complexity in integrating Core Scientific’s operations. Barron's Downgrade Over Core Scientific Deal