Schwab Network(@SchwabNetwork):"It's an inflection quarter" for $CRWV, says Mark Gibbens, who highlights the neocloud company's revenue growth and backlog as bullish indicators. Mark adds that a partnership with $NVDA adds to future prospects. @Todd_Sykon says the earnings show AI demand isn't going anywhere but CoreWeave faces a key challenge in delivering that demand through debt financing. For more market news, tune in at:

Schwab Network

@SchwabNetwork

Empowering every investor and trader, every market day. Not a service channel. RT≠ endorsement. Imp Discl:

参加 June 2017

2.8K フォロー中 80.2K ファン

Schwab Network@SchwabNetwork

2026.08.12 18:11

"It's an inflection quarter" for $CRWV, says Mark Gibbens, who highlights the neocloud company's revenue growth and backlog as bullish indicators. Mark adds that a partnership with $NVDA adds to future prospects. @Todd_Sykon says the earnings show AI demand isn't going anywhere but CoreWeave faces a key challenge in delivering that demand through debt financing. For more market news, tune in at: