8legs: Coreweave

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#1 out of 4

CoreWeave EVP Goldberg Chen sold 19,222 shares of Class A stock for $2.40 million on May 5, 2026.
Post-sale, Chen directly owns 62,345 CoreWeave Class A shares.
The sale was to satisfy tax withholding obligations tied to vesting of restricted stock units.
The vesting schedule for the RSUs spans several vesting dates through February, May, and August.
The information is based on SEC filings and summarized by TradingView News.

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#2 out of 4

CoreWeave’s stock fell about 10% after earnings as guidance disappointed investors.
Revenue rose to $2.08 billion, beating consensus estimates amid strong year‑over‑year growth.
Profitability lagged, with adjusted operating income at $21 million, below targets.
Revenue backlog surged to $99.4 billion, signaling a robust demand pipeline.
Guidance for Q2 suggested $2.45–$2.6 billion in revenue and $30–$90 million in adjusted operating income.
Full-year guidance remained unchanged, but capex plans rose sharply.
Q1 capex totaled nearly $7 billion, largely debt-funded.
The company emphasized a massive demand driver from AI development, despite high costs.
Management indicated the revenue backlog signals ongoing, aggressive AI infrastructure spending.
The earnings call included a softer-than-expected guidance update.
Analysts initially hesitated after the report, citing future profitability concerns.
The report underscored the contrast between strong revenue growth and high capital costs.

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#3 out of 4

Akamai Technologies jumped about 25% after a major cloud deal and an earnings beat, aiding sentiment in tech infrastructure.
CoreWeave slided about 10% after-hours due to revenue guidance miss for Q2.
Trade Desk fell about 14% after guiding to lower revenue than analysts expected for the current quarter.
Expedia shares fell after forecasting second-quarter revenue that slightly lagged, with room-night bookings missing earlier estimates.
Lyft posted higher revenue than expected but earnings per share came in below estimates, weighing on stock.
Cloudflare tumbled about 14% after announcing a cost-cutting round including headcount reductions.
Gilead Sciences warned of a full-year loss per share, signaling a major earnings revision.
Rocket Lab rose after quarterly revenue beat and a large backlog, plus new contract news.
Top movers also included Monster Beverage and Akamai’s continued earnings momentum.
Coinbase reported a quarterly loss and revenue miss, weighing on cryptocurrency-related equities.

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#4 out of 4

Nvidia has committed more than $40 billion in 2026 to funding AI infrastructure across multiple layers, from cloud providers to model developers.
The investments often pair equity with deployment or infrastructure agreements tied to Nvidia hardware.
Nvidia’s funding spans Corning, IREN, CoreWeave, Nebius, and other partners involved in AI infrastructure.
Nvidia has also participated in funding rounds for OpenAI, Anthropic, and xAI, linking chip financing to AI labs.
Analysts describe Nvidia’s approach as a circular investment model that may boost dependence between hardware suppliers and AI developers.
The strategy aligns Nvidia’s capital with broader AI infrastructure growth amid competition for power, networking hardware, and data center space.
Nvidia reports about $97 billion in free cash flow last fiscal year, supporting large investments.
The company recorded nearly $9 billion in gains from equity investments, aided by holdings like Intel.
Nvidia’s OpenAI investment stands as the company’s largest disclosed AI investment at $30 billion.
Nvidia emphasizes financing to address AI infrastructure constraints tied to power, optics, and data center construction.

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