CoreWeave致信得州候任州长，寻求数据中心项目合作
BlockBeats报道，CoreWeave已致信得州候任州长，希望与其过渡团队合作推进已获许可及未来的数据中心项目。
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BlockBeats报道，CoreWeave已致信得州候任州长，希望与其过渡团队合作推进已获许可及未来的数据中心项目。
PANews频道转发文章称，CoreWeave总负债升至720亿美元，股价较峰值跌近三分之二，债券进入垃圾债区间，并正尝试通过自建数据中心、债务置换及引入保险资金应对。
BlockBeats, citing Bloomberg, reported that Crusoe CEO Chase Lochmiller believed the recent sell-off in emerging cloud service providers was an overreaction, and said that CoreWeave had performed well in its deals. The report also mentioned that CoreWeave’s bonds had fallen to distressed levels and its share price had dropped by more than 30%。
Morgan Stanley will cut CoreWeave’s target price from 99 USD cuts to 70 USD, and raises Western Digital’s target price from 643 USD to 668 USD。
JPMorgan estimates that most global banks have limited exposure to CoreWeave, with the related financing being adequately collateralized, and considers the banking-sector risk from prior debt-financing concerns to be manageable.
BlockBeats stated that ARK Invest on October 19 purchased 132,498 shares CoreWeave（CRWV), approximately 8100000 USD, and sold 18,349 shares Palantir（PLTR), approximately 3560000 USD。
According to Bloomberg, JPMorgan believes the market may be overly concerned about CoreWeave its debt and cash burn, as its financing primarily supports rapid expansion. The bank also expects aggressive expansion to continue weighing on the company's short-term cash flow.
BlockBeats said that CoreWeave’s three co-founders have, since 2025 year IPO cumulatively sold 3300000000 USD shares. The company’s shares fell 11.91%on Friday, while market concerns over AI spending and credit risks intensified.
CoreWeave fell in the first three trading days of this week amid concerns over rising bond yields and debt distress 20%, then rebounded on Thursday following Jensen Huang's remarks and Deutsche Bank's assessment. Analysts believe that AI demand for computing power could still support its subsequent performance.
PANews, citing Yahoo Finance, reported that CoreWeave's co-founders have cumulatively reduced their holdings since the company's IPO by approximately 3300000000 USD in shares, including approximately 2400000000 USD since this year. The report noted that the market is concerned about AI spending, credit risk, and stock-price volatility.
BlockBeats, citing TradingBeats monitoring, reported that CRWV fell approximately 6.6%；0x30af The address beginning with 611700 holds approximately CRWV short contracts, with an unrealized gain of approximately 2680000 USD。
NVIDIA CEO Jensen Huang said that CoreWeave’s capabilities are strengthening and its cost of capital is declining, so NVIDIA does not need to provide financial guarantees for it.