@EmmaStone 2 weeks ago
JPMorgan Just Upgraded CoreWeave
JPMorgan Just Upgraded CoreWeave
is getting fresh attention after JPMorgan upgraded the stock to Overweight, pointing to stronger AI compute pricing and higher-margin short-term contracts.
JPMorgan also raised its December 2027 price target to $125, while CoreWeave’s contracted power has climbed to 4.2 GW as AI infrastructure demand keeps growing.
Is becoming one of the key AI infrastructure plays to watch?
@ProduceCut309 2 weeks ago
CoreWeave’s growing power capacity and AI compute demand are compelling, but margins, capital needs, and execution will determine how durable the growth is.
@Nathan956 2 weeks ago
I am curious to see how CoreWeave manages their costs given how competitive the whole sector has become lately.
