CoreWeave, Inc.

CRWV isn't in any strategy's Top Picks or Good Opportunities today.

Not ranked on value — this name carries too few of the multiples to score against its sector.

• A broad, sharp sell-off hit AI infrastructure names across every subsector despite the group's underlying breadth still improving on the week.

  Servers, semicap, compute, dc-infrastructure, networking, memory and neocloud names all posted single-day declines of 4-6% simultaneously (HPE, CRWV, LRCX, VRT, INTC, ORCL, DELL, ALAB, NBIS, MU, CRDO, WDC), suggesting a broad de-risking event across the trade rather than a stock-specific issue, even though several of these same names carry bullish fundamental news (Oracle backlog, Dell orders).

  Compute · Semiconductor equipment · Memory · Networking · Servers · Data-centre infrastructure · Hyperscalers · Neoclouds· HPE, CRWV, LRCX, VRT, INTC, ORCL, DELL, ALAB, NBIS, MU, CRDO, WDC

• Vertiv and CoreWeave crossed below their 200 EMA today, and Constellation Energy joined them, while dc-infrastructure and power breadth remain stuck at 50%.

  These are trend-line breaks in the physical build-out (power, cooling, data centers) side of the trade, the two subsectors that have shown zero improvement in breadth this week even as compute and semicap breadth rose sharply -- a divergence between chip/hardware momentum and the power/infrastructure layer that ultimately gates AI capacity.

  Data-centre infrastructure · Power · Neoclouds· VRT, CRWV, CEG

• bullishOracle Surges 7% as AI Cloud Backlog Hits $664B, CoreWeave and Nebius Climb 4%Oracle surged 7% as its AI cloud backlog reached $664 billion, while CoreWeave and Nebius climbed 4%.24/7 Wall St. · 11 Sept · ORCL, CRWV, NBISHyperscalers · Neoclouds

Next earnings: 11 Nov

• 10 SeptShort89.127Dpending2Wpending1Mpending

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The board CRWV sits on, in one five-minute email every weekday before the New York open and on Saturdays: market strength, the biggest movers, earnings coming up and the names sitting at their 200-day EMA.