Detail akcie CoreWeave Inc Rg A diskuze

hip hip hurá tedy hop hop hop "CoreWeave, Inc. (NASDAQ: CRWV), The Essential Cloud for AI™, today announced it has been selected for inclusion to the Nasdaq-100® Index, and is expected to join the index prior to market open on June 22, 2026."

logiku by to mělo jak pro crwv tak pro nebius https://www.reuters.com/commentary/breakingviews/anthropic-ipo-could-train-large-ma-model-2026-06-02/

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aktuálně má podíl na CRWV 9% a poslední dokup dělala na 87

https://finance.yahoo.com/markets/stocks/articles/dear-coreweave-stock-fans-mark-152451819.html https://www.lseg.com/content/dam/ftse-russell/en_us/documents/other/ru3000-additions-20260522.pdf

Wells Fargo analyst Michael Turrin raised his price target on CoreWeave to $155 from $135 on May 8, maintaining an Overweight rating.

Důvěra v crwv je zatím velká, za posledních 5 dní sqělých plus 30%. Dnes hlásání , tak uvidíme. V premáru zatím lehký mínus. Ne všichni jsou ale full optimistic - https://finance.yahoo.com/markets/stocks/articles/earnings-ahead-wait-dip-buy-204040125.html

pokud by se začla výstavba nových omezovat výrazněji, tak to bude tady pecka, kdo bude mít postaveno bude si diktovat podmínky a ceny, tak snad to Intrator ve čtvrtek zase nezvoře :o)

kašlete na pražské tržiště :o)

FRESH MARKET: CNBC’s reporting aligns with the Blackwell-driven compute shortage, where demand for agentic AI workloads is exploding. Independent data confirms: Blackwell GPU rental prices jumped from $2.75/hr to $4.08/hr — a 48% spike in two months. Nvidia’s Blackwell chips are sold out through mid-2026, with a 3.6 million unit backlog. Cloud providers like CoreWeave have raised prices 20%+ and now require 3-year contracts for smaller customers. This is the “GPU rentals are up” story CNBC is talking about — and it’s real.

tady to bude zajímavé a pokud se podaří projít, tak je cesta k ath otevřená, s tím co předvádějí by k tomu mělo "stačit" zlepšení uroků na dluzích a to se postupně děje, byznys jede dobře tak hop hop hop

April 15 (Reuters) - Trading firm Jane Street has committed about $6 billion for CoreWeave's cloud services, marking the third major deal for ?the Nvidia-backed cloud company in a week and underscoring surging demand ?for computing capacity. Jane Street also made a $1 billion equity investment in CoreWeave at a purchase ?price of $109 per share, the companies said on Wednesday. That represents a discount of 7% to CoreWeave's last closing price.

The convertible series will yield a 1.75-percent interest payable twice a year—on every 1st day of April and October of each year until the maturity date—with the first payment expected in October this year. Before the notes mature, noteholders will have the option to convert their holdings into shares at an initial conversion rate of 8.3612 Class A shares for every $1,000 notes held, or equivalent to $119.60 per share—a 17 percent premium over its closing price of $102 on Friday.

od Macqurie

April 10 (Reuters) - Cloud infrastructure firm CoreWeave said on Friday it has struck a deal with Anthropic to ?supply the AI startup with cloud computing capacity, sending ?its shares up about 4% in early trading. The multi-year agreement, whose financial terms ?were not disclosed, will bring computing capacity for Anthropic online later this year and help it run workloads for its Claude family of AI models.

tady to brzdí jen ty staré uvěry s vyskokým urokem jak to přerolojí tak to bude výtah jako na Intelu

se tady na patrii zase neobjevilo, není důležité že ziskali 8,5 mld dal.financování, ale, že je to poprvné investing grade ! tzn. megauspora na urocích On March 31, CoreWeave announced the closing of a landmark $8.5 billion delayed draw term loan facility, marking the first investment-grade rated financing backed by GPU infrastructure. The facility received an A3 rating from Moody’s and an A (low) from DBRS, reflecting institutional confidence in the company’s AI cloud model and execution.

CRWV is adding another high-profile name to its customer roster. Perplexity, the AI-powered search company, has signed a multi-year partnership to run AI inference workloads on CoreWeave's cloud infrastructure.

po trhu tak hop hop hop

uvidíme kolik nových kotraktů ještě oznámí pozítří (Bloomberg) -- CoreWeave Inc. is looking to raise about $8.5 billion from banks including Morgan Stanley and Mitsubishi UFJ Financial Group Inc. to help finance a buildout of cloud computing capacity for Meta Platforms Inc., according to people familiar with the matter. The proposed delayed-draw term loan would be backed by a contract Meta signed last year to pay CoreWeave up to $14.2 billion for its services, said the people, who asked not to be named discussing private information. It’s also supported by a separate agreement between the two reached earlier this year valued at more than $5 billion that hasn’t been previously reported, they said.

je ted žádný zisk a jsme zpět na 75 a netrvalo to déle jak 7 dní :o)

tak jsem zase dvacku pod ma 200 ( akt 105)

a udržení nad by bylo fajn

je 200 MA, jak to crwv projde, pak je cesta k výšinám otevřená