In this story
CoreWeave Stock Wednesday Wednesday after the first Earnings report Since publicly leaves, such as the growing capital expenditure for the capital costs of the data center have set concern among investors.
Stocks in Nvidia supported (Nvda) The company initially fell more than 13% during trading after modern, following the results before the shares recovered on Thursday morning.
CoreWeave is the so-called “forklift and shovel” of the AI revolution. It is one of the largest holder of NVIDIA graphic units and leases data capacity for large technological companies.
They said the firm’s executives call After the publication of the report that he expects to spend between $ 20 billion and $ 23 billion in 2025. Years. This makes $ 18.3 billion projecting Wall Street analysts, according to Yahoo FinanceQuoting Assessments of the Consensus Bloomberg.
Analysts have reduced their appearance for CoreWeava stock after news.
Gil Luria from Da Davidson downgraded In stock in a manterial assessment than neutral on Thursday morning, stating “the level of capital capital capital of the capital of large probable stomachs.” Luria also pointed out CoreWeave’s expenditure costs for interest for the decision. The interest rate expenditures rose in the first quarter of 549%, in the amount of $ 264 million. It was more than $ 182 million projected by Wall Street, according to Yahoo Finance (Apo), quoting Bloomberg data.
Operating costs also alleviated. While Coreweave announced a 420% increase in revenues from the same period last year, he also discovered a 487% jump in operating costs, a total of more than $ 1 billion for the first quarter of the year.
CoreWeave is not the first technological company that will gather on the AI connected to the AI infrastructure. Then it will be penalized on Wall Street for it.
The leading package is Microsoft (MSFT), which plans to set aside 80 billion billion capital expenditures for data development in data development in fiscal year 2025. year, announced in January Blog post. Forecasts of analysts that such spending could create a retreat of margins for several years.
Meanwhile, Amazon (Amzn) Capital expenditures are expected to reach about $ 75 billion in 2025. years, more than 50% from the previous year. After Company Call In February, her shares dropped by more than 5% in trading hours.
Alphabet (Googl) also plans to spend 75 billion capital expenditure in 2025. years, most of which are directed to improve the technical infrastructure for AI, announced during call With investors in February. Google stocks fell more than 8% immediately after.
Likewise, the target (Target) He has set his calculation for capital expenditures and at $ 60 billion to $ 65 billion for 2025.-significant jump from previous years.
2025-05-15 17:03:00
