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Since April’s Low, CoreWeave Shares Have Risen Over 400% – What’s Next?

Dominating the field of the bluest technologies is undoubtedly difficult and only a few companies manage to do it. One of them is CoreWeave, a company that has only recently passed through the doors of the Nasdaq stock exchange but is already progressing at a dizzying pace. The company recently announced the acquisition of Core Scientific for about $9 billion and the use of Nvidia's most powerful chips. The stock price reacts unequivocally, with an increase of 400%*, while the probability of a continuation of the trend increases further. [1]

Since April’s Low, CoreWeave Shares Have Risen Over 400% – What’s Next?

Výstřižek

CoreWeave's share price performance over the past five years (Source: CNBC)

Acquisition with clear goals

The key point of the acquisition is cost savings, cancellation of billion-dollar lease obligations and, last but not least, improvement of operational efficiency. The acquisition also gives Coreweave access to 1.3 GW of energy capacity, as well as access to a number of properties and the necessary infrastructure needed for the company's continued growth. CoreWeave is also gaining a competitive advantage through the conversion process of cryptocurrency mining, which Core Scientific operates, to AI computing, which is much more financially advantageous in the long run than building new data centers.

Blackwell Ultra

Anyone who thinks that CoreWeave is just another player in the line of cloud providers would easily be wrong. It is a pioneer in the field of state-of-the-art technologies that have the potential to change the entire market. The company is a leader in cloud-based AI computing, being the first on the market to deploy systems built on the new Nvidia Blackwell Ultra AI chips, which can produce up to 50 times more AI content than the previous generation. In addition, the new hardware enables not only high computing power, but also better scalability for large-scale AI applications. In this combination, CoreWeave will be able to provide AI developers with the best conditions, which can subsequently be reflected in the sales themselves.

Financial outlook

As part of the stock market situation, CoreWeave has seen its shareholder value increase by more than 400%* since its first day on the stock exchange, which is undeniably a very positive development. However, it is important to note that this is a justified growth based on key fundamental parameters, and following the acquisition of Core Scientific, it is expected that CoreWeave has significant potential to maintain this pace in the long term. [2]

Conclusion

CoreWeave is entering a new chapter with the latest steps. The company is planning to acquire Core Scientific and has included the latest chips from Nvidia, Blackwell Ultra, in data centers, which is a clear confirmation of its ambition to become a market leader. For investors, the company represents an opportunity to participate in the growth of a segment that is likely to shape the market environment beyond the technology sector.

* Historical figures are not a guarantee of future returns.

[1], [2] Forward-looking statements represent assumptions and current expectations that may not be accurate or are based on the current economic environment, which is subject to change. These statements do not guarantee future performance. Forward-looking statements involve risk and uncertainty by their nature because they relate to future events and circumstances that cannot be foreseen, and actual developments and results may differ materially from those expressed or implied in any forward-looking statements.

Warning! This marketing material is not and should not be construed as investment advice. Data relating to the past are not a guarantee of future returns. Investing in foreign currency can affect returns due to fluctuations. All securities trades can lead to both profits and losses. Forward-looking statements represent assumptions and current expectations that may not be accurate or are based on the current economic environment, which is subject to change. These statements do not guarantee future performance. InvestingFox is a trademark of CAPITAL MARKETS, o.c.p., a.s., regulated by the National Bank of Slovakia.

Resources:

https://www.cnbc.com/2025/07/07/coreweave-to-acquire-core-scientific-in-9-billion-all-stock-deal.html

https://www.cnbc.com/2025/07/03/coreweave-dell-blackwell-ultra-nvidia.html

https://www.cnbc.com/2025/06/26/core-scientific-shares-surge-on-report-of-buyout-talks-with-coreweave.html

https://www.sec.gov/ix?doc=/Archives/edgar/data/1839341/000162828025023242/core-20250331.htm

InvestingFox is a trademark of CAPITAL MARKETS, o.c.p., a.s., with its registered office at Slávičie údolie 106, Bratislava – Staré Mesto district, 811 02. The company is registered in the Commercial Register of the Municipal Court Bratislava III, Section: Sa, File No.: 4295/B, ID No.: 36 853 054, VAT No.: 2022505419.

CAPITAL MARKETS, o.c.p., a.s. is a securities dealer pursuant to Section 55(1) of Act No. 566/2001 Coll. on Securities and Investment Services and on Amendments to Certain Acts, as amended (hereinafter the “Securities Act”). On October 30, 2007, CAPITAL MARKETS, o.c.p., a.s. was granted, by Decision No. OPK-2297/2007 of the National Bank of Slovakia -PLP, a license to provide investment services pursuant to Section 54(2) in conjunction with Sections 59(2) and (3) of the Securities Act, which was extended in accordance with the provisions of the Securities Act by Decision No. OPK-1830/2008-PLP dated April 21, 2008, Decision No. OPK-11601-1/2008 dated January 28, 2009, Decision No. ODT-5059-3/2012 dated July 23, 2012, and Decision No. ODT-9332/2014-1 dated October 21, 2014.

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