CoreWeave reports Q2 earnings Tuesday as prediction-market traders wager on what the AI cloud giant will say about Nvidia, Anthropic, Meta and its massive AI buildout.
CoreWeave Q2: $2.56B (2x YoY), multibillion Anthropic deal, $21B Meta through 2032 on Nvidia AI cloud. Storage bottleneck (Solidigm partnership); margins negative but inflection expected; government/defense positioning via Leidos.
CoreWeave, Inc.
(NASDAQ:CRWV) reports second-quarter earnings after the close today, with the call at 5 p.m.
ET.
Analysts expect revenue of roughly $2.56 billion, more than double the year-ago figure, alongside a loss of about $1.40 per share.
The stock sits roughly 35% below its pre-earnings May peak.
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