What podcasts say about CoreWeave
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about CoreWeave
23 statements · 17 positive · 5 negative · 1 mixed
CoreWeave is experiencing remarkable margin expansion.
“really, really remarkable margin expansion story”
Open the episode · Nvidia’s Cloud Strategy Evolves, Factory-Cognition Drama, Instinct Pushes Into Shopping | Diet TBPNListen at 6:10
CoreWeave would become highly attractive if it reaches $60 billion per gigawatt economics.
“if they can get in line with the Elon and Jensen $60 billion a gigawatt, it's gonna be a very, very exciting business”
Open the episode · Nvidia’s Cloud Strategy Evolves, Factory-Cognition Drama, Instinct Pushes Into Shopping | Diet TBPNListen at 6:25
CoreWeave could become highly attractive if its economics reach $60 billion per gigawatt.
“if they can get in line with the Elon and Jensen $60 billion a gigawatt, it's gonna be a very, very exciting business.”
Open the episode · Factory-Cognition Drama, Instinct's Shopping Push, Gemini 4 Argon | Will Bruey, Christophe Beck, Hassaan Raza, Connor RentonListen at 9:12
CoreWeave is transitioning from GPU provision to delivering an AI cloud.
“What we're really here to do now is to deliver an AI cloud”
Open the episode · White House AI Accord, Model Welfare, Ken Griffindor School of Market Wizardry | Ali Golshan, Mike Intrator, Vlad Tenev, Pari Singh, Minna Song, Dev Ittycheria, Daragh Murphy, Noah FriedmanListen at 1:23:48
CoreWeave’s 9% borrowing cost versus 1% returns is an unattractive business.
“They borrow at 9% to generate 1% return. That's, that's bad any way you cut it.”
Open the episode · Wall Street Veteran: The Bond Sell-Off Is A Buying OpportunityListen at 29:21
CoreWeave borrowing at 9% for a 5% return remains unattractive.
“borrowing at 9% to get 5% return, still not a good idea”
Open the episode · Wall Street Veteran: The Bond Sell-Off Is A Buying OpportunityListen at 29:30
CoreWeave gained 28% year-to-date versus the S&P 500’s 10%.
“They have gained 28% so far this year through the close compared with, well, the S&P 500, 10%.”
Open the episode · Generac Jump; Coreweave Moves; Lockheed Martin DealListen at 2:02
CoreWeave shares are up 18% in pre-market trading.
“CoreWeave, up 18% here at pre-market”
Open the episode · Cava, Super Micro, and CoreWeave Push HigherListen at 0:44
CoreWeave shares are up 18% in premarket trading.
“Core weave up 18% here pre market.”
Open the episode · Cava, Super Micro, and CoreWeave Push HigherListen at 1:09
CoreWeave's business is booming.
“business is booming at CoreWeave”
Open the episode · Cava, Super Micro, and CoreWeave Push HigherListen at 1:10
CoreWeave has become a bellwether for the AI data-center boom.
“it sort of has become a bellwether, really, for the AI data center boom”
Open the episode · Cava, Super Micro, and CoreWeave Push HigherListen at 1:16
CoreWeave reported its fifth consecutive quarter of record revenue.
“this is a cloud computing company reporting its fifth consecutive quarter of record revenue”
Open the episode · Cava, Super Micro, and CoreWeave Push HigherListen at 1:20
Demand for CoreWeave’s computing services is strong.
“So strong demand for the compute there.”
Open the episode · AI Boost; Lumentum and Cava JumpListen at 1:23
CoreWeave provided a solid revenue outlook.
“The company gave a solid revenue outlook.”
Open the episode · CoreWeave Soars, Super Micro Computer Jumps, Lumentum Rises After Strong Earnings ResultsListen at 1:27
CoreWeave provides compute to Microsoft, Mistral, and OpenAI
“this company provides compute for large labs like Microsoft, Mistral, OpenAI”
Open the episode · AI Boost; Lumentum and Cava JumpListen at 1:30
CoreWeave’s outlook and backlog are lifting its stock.
“that's lifting that stock today”
Open the episode · CoreWeave Soars, Super Micro Computer Jumps, Lumentum Rises After Strong Earnings ResultsListen at 1:38
CoreWeave has become a bellwether for the AI data-center boom.
“It sort of has become a bellwether really for the AI data center boom”
Open the episode · Cava, Super Micro, and CoreWeave Push HigherListen at 1:42
CoreWeave provides computing services to major AI labs and companies.
“this company provides compute for large labs like Microsoft, Mistral, OpenAI”
Open the episode · AI Boost; Lumentum and Cava JumpListen at 1:44
CoreWeave’s customer commitments suggest demand remains strong.
“suggesting that demand remains strong”
Open the episode · Closing Bell: CoreWeave Surges, Home Depot Lags, US Antimony DeclinesListen at 1:46
CoreWeave earnings will indicate whether AI demand offsets data-center and debt costs.
“Earnings from CoreWeave Ticker CRWV will show whether enormous AI demand can outweigh the heavy cost of data centers and debt.”
Open the episode · Week Ahead: Hims & Hers, CoreWeave, Cava GroupListen at 3:40
CoreWeave’s share price is underperforming.
“the share price is underperforming”
Open the episode · Week Ahead: Hims & Hers, CoreWeave, Cava GroupListen at 4:23
CoreWeave missed EPS estimates in four of the last five quarters.
“The company has missed EPS estimates four times out of the last five quarters.”
Open the episode · Week Ahead: Hims & Hers, CoreWeave, Cava GroupListen at 4:49
CoreWeave is highly leveraged and could potentially fail.
“Corweave has no assets and lots of debt, heavily leveraged and so you could try to pick them off.”
Open the episode · AI Bubble, Waymo Ditches Uber, Jacinta Allan’s Disaster, KPMG Scandal and Jim Chalmers’ Crashes Housing in All the Wrong PlacesListen at 56:16
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.