CoreWeave stock slumped Thursday after one Wall Street analyst issued the most bearish outlook yet for the polarizing artificial-intelligence cloud vendor.

CoreWeave had an exciting H1'25 performance, thanks to the IPO, the demand for its neocloud, and the consequently rich multi-year backlog. Read why CRWV is a compelling buy.

CoreWeave's $6 billion investment in Pennsylvania suggests there could be vast promise for AI data centers in a state already leading in energy production.

CoreWeave will unveil the project at a CEO roundtable with Trump during an Energy and Innovation Summit at Carnegie Mellon University.

The stock closed up 6.2% on the news. CoreWeave has been seeing scorching-hot growth since it pivoted its business model to AI infrastructure, providing computing capacity to companies like Microsoft, Nvidia, and OpenAI, and it needs new data centers to fuel that growth.

CoreWeave and Core Scientific are both down sharply since agreeing to merge.

CoreWeave acquires Core Scientific for strategic AI alignment, $10bn lease savings, but high leverage risks remain. See why I rate CRWV stock a Buy now.

Google, Meta, and CoreWeave lead an expected $90 billion wave of AI and energy investments in Pennsylvania, marking a shift toward infrastructure-driven AI growth.