The Latest Breaking News from CoreWeave

Microsoft has signed $33 billion in deals with "neocloud" GPU-as-a-service providers to date, underlined by its $19.4 billion spend on neocloud provider Nebius. The move comes as Microsoft seeks to outsource the processing for its own internal workloads, so it can rent its internal datacenter infrastructure out for profit.

CoreWeave stock jumped after striking a $14.2 billion AI infrastructure deal with Meta, extending its winning streak of hyperscale partnerships.

A little bit of late risk-on behavior was enough to lift stocks into the green on the last day of September.

CoreWeave Inc. (NASDAQ:CRWV) surged after it disclosed in a regulatory filing that it has entered into a multibillion-dollar agreement with Meta Platforms Inc. (NASDAQ:META) for cloud computing capacity valued at up to $14.2 billion.

September insider trades spotlight Freshpet, Smithfield, Datadog, and CoreWeave. See which insider buys and sells hint at Q4 2025 upside—or caution.

While not a huge fraction of Nvidia's revenues, circular deals raise the spectre of past technology bubbles.

Nvidia CEO Jensen Huang believes OpenAI is on track to become a multi-trillion-dollar company, citing explosive growth and scale as the foundation for what could be the fastest rise to that valuation in the industry’s history.

CoreWeave is down despite the AI infrastructure firm doubling down on its partnership with OpenAI. CRWV stock continues to face material headwinds in 2025.

CoreWeave shares are rebounding fast, with fresh OpenAI and NVIDIA deals plus analyst upgrades lining Q4 up to be a breakout quarter.