US EditionCoreWeave’s Meta Deal Sparks A Boom In The AI Stock: How To Trade Fast With SoFi, Schwab And Fidelity
CoreWeave’s $14.2 billion deal with Meta boosts its AI cloud GPU supply amid a 207% revenue increase in Q2, solidifying its role in AI infrastructure expansion.
- Bloomberg and Reuters reported that on Sep 30, 2025, CoreWeave Inc., NASDAQ: CRWV signed a $14.2 billion deal to supply Meta Platforms Inc. with Nvidia GB300 servers.
- Days after expanding OpenAI ties, CoreWeave secured the Meta pact following hyperscalers' rush to lock GPU capacity amid rising AI compute needs.
- Investors responded immediately as CRWV shares jumped more than 10% in premarket trading on September 30, 2025, after CoreWeave announced a $14.2 billion Meta deal.
- The deals materially decrease single-client concentration, diversifying CoreWeave’s revenue beyond Microsoft and positioning it as a linchpin with a valuation roughly $60 billion, analysts at Evercore ISI said.
- CoreWeave's leasing model positions it to scale revenue in coming years, supported by NVIDIA's $6.3 billion idle capacity purchase agreement as a key partner and investor.
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This AI Infrastructure Is Down 34%, but Can’t Stop Winning. Is It a Buy?
Key Points Huge, multi-billion-dollar contract wins for CoreWeave (CRWV) are boosting backlog and revenue at high margins. A new $14 billion deal with Meta Platforms further helps to diversify revenue streams away from Microsoft, which accounted for 71% of Q2 revenue. Risks such as debt, customer concentration, and valuation remain in place even after latest agreement. It sounds nuts, but SoFi is giving new active invest users up to $1k in s…
Why Shares of CoreWeave Are Soaring Today @themotleyfool #stocks $CRWV $NVDA $META
Key PointsCoreWeave equips its data centers with graphics processing units and rents time on them out to companies looking to run artificial intelligence applications.On Tuesday morning, CoreWeave announced a $14.2 billion deal to provide cloud computing capacity to Meta Platforms.As long as companies keep spending on AI infrastructure, CoreWeave should benefit.10 stocks we like better than CoreWeave › Shares of cloud infrastructure player CoreW…
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