CoreWeaveCRWV

◈传导汇总

传导汇总=窗口内多事件净方向与强度（结构化推断 · is_inference）· 分歧如实并列不相抵 · 不明=诚实格 · 非涨跌预测 · 非投资建议。

◷动态 · 已审事件· 92

• ↑现实反驳中 · 方向上行 · 张力 5 · 置信低2026-10-21产品CoreWeave Unveils CoreWeave Physical AI Launchables, Taking the Setup Work Out of Robotics and AV Development↗ investors.coreweave.com报错
• ↑现实反驳中 · 方向上行 · 张力 5 · 置信低2026-10-21产品CoreWeave Launches the CoreWeave Zero Trust AI Framework, Keeping Customers in Control of Access to Their Models, Data, and Runtime Environments↗ investors.coreweave.com报错
• ↑未定价格局 · 方向上行 · 张力 19 · 置信低2026-09-30产品CoreWeave Forge Launches, Turning the AI Loop Production Run Into a Better Model and Agent↗ investors.coreweave.com报错
• ↓未定价格局 · 方向下行 · 张力 27 · 置信中2026-09-22订单合作CoreWeave 向 SEC 提交 8-K（重大协议签订/终止）↗ sec.gov报错
• ↑现实反驳中 · 方向上行 · 张力 0 · 置信低2026-09-17产品CoreWeave Announces At-the-Market Offering Program↗ investors.coreweave.com报错
• ↑现实反驳中 · 方向上行 · 张力 0 · 置信低2026-09-17产品CoreWeave Announces Proposed $3.0 Billion Convertible Senior Notes Offering↗ investors.coreweave.com报错
• ↑趋于已定价 · 方向上行 · 张力 0 · 置信低2026-09-10产品CoreWeave Launches Physical AI Field Engineering to Turn Proprietary Data Into Production AI↗ investors.coreweave.com报错
• ↑现实反驳中 · 方向上行 · 张力 0 · 置信低2026-08-20订单合作Hudson River Trading Builds AI Platform on CoreWeave - CoreWeave↗ news.google.com报错
• ○不明○ · 方向不明 · 张力 02026-08-20财报CoreWeave has a $104 billion backlog — and a $640 million quarterly interest bill - Martin Cid Magazine↗ news.google.com报错
• ○不明○ · 方向不明 · 张力 62026-08-20资本运作CoreWeave Lands Multibillion-Dollar Hudson River Deal as Wall Street Races for Nvidia Chips - Benzinga↗ news.google.com报错
• ↑现实反驳中 · 方向上行 · 张力 0 · 置信低2026-08-20订单合作CoreWeave signs multi-year cloud deal with Hudson River Trading By Investing.com - Investing.com Canada↗ news.google.com报错
• ↑趋于已定价 · 方向上行 · 张力 0 · 置信低2026-08-18产品CoreWeave ARENA helps developers move AI apps into production - cio.com↗ news.google.com报错
• ↑趋于已定价 · 方向上行 · 张力 5 · 置信低2026-08-17订单合作Quant trading firm IMC signs expanded cloud contract with CoreWeave - Data Center Dynamics↗ news.google.com报错
• ○不明○ · 方向不明 · 张力 02026-08-17资本运作David Tepper's Appaloosa Bets $107 Million on CoreWeave, Rotates From Memory Chips to AI Power - finance.biggo.com↗ news.google.com报错
• ○不明○ · 方向不明 · 张力 612026-08-14财报CoreWeave raises CapEx guidance again - Seeking Alpha↗ news.google.com报错
• 2026-08-14财报Why CoreWeave (CRWV) Is Up 24.6% After Huge Backlog, Higher Guidance, And New AI Buildout Loan - simplywall.st↗ news.google.com报错
• ↑趋于已定价 · 方向上行 · 张力 61 · 置信中2026-08-14财报CoreWeave Shares Pause Friday Following Q2 Earnings Beat - Benzinga↗ news.google.com报错
• ↑趋于已定价 · 方向上行 · 张力 68 · 置信低2026-08-13订单合作CoreWeave Powers MasterClass AI Teaching Agents with Weave - CoreWeave↗ news.google.com报错
• ↑趋于已定价 · 方向上行 · 张力 68 · 置信低2026-08-13订单合作Firebird, NVIDIA, Dell, CoreWeave Launc CIS Region’s Largest AI Factory in Armenia - The Fast Mode↗ news.google.com报错
• ↑趋于已定价 · 方向上行 · 张力 68 · 置信低2026-08-13订单合作CoreWeave just signed a 3-year AI deal with 6-year old GPUs - Yahoo Finance↗ news.google.com报错
• ↑趋于已定价 · 方向上行 · 张力 68 · 置信中2026-08-13财报CoreWeave (CRWV) Stock Price Jumps On Revenue Surge And 59% Margin - simplywall.st↗ news.google.com报错
• ○不明○ · 方向不明 · 张力 402026-08-12资本运作CoreWeave lifts capex outlook to $39b after Q2 beat - Tech in Asia↗ news.google.com报错
• ↑未定价格局 · 方向上行 · 张力 44 · 置信低2026-08-12订单合作CoreWeave CEO: We’re Booking 2020-Era NVIDIA GPUs Through 2029 at “Full Freight” - 24/7 Wall St.↗ news.google.com报错
• ↑未定价格局 · 方向上行 · 张力 40 · 置信中2026-08-12财报CoreWeave surges after raising FY26 outlook - Seeking Alpha↗ news.google.com报错
• ↑未定价格局 · 方向上行 · 张力 44 · 置信低2026-08-12订单合作CoreWeave proves Nvidia's aging AI GPUs from 2020 can generate profit nine years after deployment, signs A100 contracts into 2029 — power constraints and legacy infrastructure keep old GPUs profitable - Tom's Hardware↗ news.google.com报错
• ↑未定价格局 · 方向上行 · 张力 40 · 置信中2026-08-12财报CoreWeave soars after fifth straight quarter of record revenue, raised guide - Investing.com Nigeria↗ news.google.com报错
• ↑未定价格局 · 方向上行 · 张力 40 · 置信低2026-08-12订单合作CRWV Stock Jumps As CoreWeave Backlog Hits $104B On AI Surge - StocksToTrade↗ news.google.com报错
• ○不明○ · 方向不明 · 张力 402026-08-12财报CoreWeave 营收翻倍后， AI 云的「扩张账」开始显形 - odaily.news↗ news.google.com报错
• ↑未定价格局 · 方向上行 · 张力 40 · 置信低2026-08-12产能CoreWeave Raises 2026 Capital Spending Forecast After Strong Second Quarter - Межа. Новини України.↗ news.google.com报错
• ↑未定价格局 · 方向上行 · 张力 40 · 置信低2026-08-12产能CoreWeave Jumps 18% as AI Capacity Sells Out - Yahoo Finance↗ news.google.com报错
• ○不明○ · 方向不明 · 张力 402026-08-12财报CoreWeave, Inc. 2026: Revenue $2.58B, EPS ($1.14) — 10-Q Summary - TradingView↗ news.google.com报错
• ↑未定价格局 · 方向上行 · 张力 14 · 置信中2026-08-11财报CoreWeave Reports Strong Second Quarter 2026 Results - Business Wire↗ news.google.com报错
• ○不明○ · 方向不明 · 张力 142026-08-11财报CoreWeave narrows Q2 losses, stock climbs 8% - Yahoo! Finance Canada↗ news.google.com报错
• ↑未定价格局 · 方向上行 · 张力 40 · 置信中2026-08-11财报CoreWeave boosts 2026 spending plan, beats quarterly estimates on AI demand surge - The Lufkin Daily News↗ news.google.com报错
• ○不明○ · 方向不明 · 张力 142026-08-11财报CoreWeave 向 SEC 提交 8-K（业绩公告）↗ sec.gov报错
• ↓未定价格局 · 方向下行 · 张力 14 · 置信中2026-08-11财报Earnings Flash (CRWV) CoreWeave Posts Q2 Loss $1.14, vs. FactSet Est of $1.46 Loss - marketscreener.com↗ news.google.com报错
• ↓未定价格局 · 方向下行 · 张力 40 · 置信中2026-08-11财报CoreWeave narrowed its losses per share in Q2. The company's revenue backlog hit $104 billion, in line with expectations. But the company said that the number doesn't include Q3 commitments of $25 billion. - Yahoo↗ news.google.com报错
• ↑未定价格局 · 方向上行 · 张力 14 · 置信中2026-08-11财报CoreWeave revenue more than doubles as AI infrastructure demand surges By Investing.com - Investing.com Australia↗ news.google.com报错
• ○不明○ · 方向不明 · 张力 142026-08-11财报CoreWeave: Q2 Earnings Snapshot - 10TV↗ news.google.com报错
• ↑未定价格局 · 方向上行 · 张力 40 · 置信中2026-08-11财报CoreWeave’s Revenue Doubles But So Does Cash Burn - The Information↗ news.google.com报错
• ↑未定价格局 · 方向上行 · 张力 14 · 置信中2026-08-11财报CoreWeave rises as Q2 results meet estimates (CRWV:NASDAQ) - Seeking Alpha↗ news.google.com报错
• ○不明○ · 方向不明 · 张力 402026-08-11财报CoreWeave Reports Approximately $104B in Revenue Backlog - Stock Titan↗ news.google.com报错
• ○不明○ · 方向不明 · 张力 142026-08-11财报CoreWeave expects Q2 revenue near $2.55B, doubling year over year - Crypto Briefing↗ news.google.com报错
• ○不明○ · 方向不明 · 张力 402026-08-11财报CoreWeave Earnings Call: Newly signed contracts carry margins 5% to 10% higher; full-year guidance raised - Moomoo↗ news.google.com报错
• ↑未定价格局 · 方向上行 · 张力 40 · 置信中2026-08-11财报CoreWeave Stock Surges 14% on AI Cloud Revenue Beat - Briefs Finance↗ news.google.com报错
• ○不明○ · 方向不明 · 张力 402026-08-11财报CoreWeave (CRWV) Reports Q2 Loss, Beats Revenue Estimates - Yahoo Finance↗ news.google.com报错
• ○不明○ · 方向不明 · 张力 142026-08-10资本运作CoreWeave Closes $2.6 Billion Loan Facility, Expanding Financing Flexibility for AI Infrastructure - Business Wire↗ news.google.com报错
• ↑趋于已定价 · 方向上行 · 张力 1 · 置信低2026-08-09订单合作CoreWeave (CRWV) Wins Bigger AI Trading Capacity Deal As Finance Demand Deepens - Yahoo Finance UK↗ news.google.com报错
• ↑趋于已定价 · 方向上行 · 张力 1 · 置信低2026-08-08产能Coreweave Leasing AI Data Center Facilities - NextBigFuture.com↗ news.google.com报错
• ○不明○ · 方向不明 · 张力 02026-08-07资本运作Solidigm secures storage for Coreweave as IPO rumors swirl for chipmaker - SDxCentral↗ news.google.com报错
• ↑趋于已定价 · 方向上行 · 张力 19 · 置信低2026-08-06订单合作IMC Selects CoreWeave to Scale AI Research - CoreWeave↗ news.google.com报错
• ↑趋于已定价 · 方向上行 · 张力 19 · 置信低2026-08-06订单合作Why Backblaze (BLZE) Is Up 47.4% After Hiking 2026 Outlook and Landing CoreWeave AI Deal - simplywall.st↗ news.google.com报错
• ↓未定价格局 · 方向下行 · 张力 34 · 置信中2026-08-05财报Galaxy Digital Reports $85 Million Q2 2026 Net Loss and 526 MW CoreWeave Lease - TheEnergyMag↗ news.google.com报错
• ↑未定价格局 · 方向上行 · 张力 34 · 置信低2026-08-05订单合作CoreWeave Signs Multi-Year Agreement With Solidigm to Strengthen Its Integrated AI Cloud Platform↗ investors.coreweave.com报错
• ↑趋于已定价 · 方向上行 · 张力 19 · 置信中2026-08-05财报CoreWeave Revenue Doubled. The Capex Bill Is Even Bigger - TIKR.com↗ news.google.com报错
• ↑未定价格局 · 方向上行 · 张力 34 · 置信低2026-08-04产能CoreWeave (NASDAQ:CRWV) shares climb 9% following Indonesian AI expansion that boosts contracted power by 10% - TechStock²↗ news.google.com报错
• ↑趋于已定价 · 方向上行 · 张力 18 · 置信中2026-08-04订单合作Backblaze 与 CoreWeave 签署创纪录 3.35 亿美元协议（Q2 财报电话会披露） - Investing.com Canada↗ news.google.com报错
• ↑趋于已定价 · 方向上行 · 张力 18 · 置信低2026-08-04产能CoreWeave Expands Cloud AI Platform to Indonesia, Marking First Move Into Asia-Pacific Region - CoreWeave↗ news.google.com报错
• ↑未定价格局 · 方向上行 · 张力 41 · 置信低2026-08-03订单合作CoreWeave Partners with BattleBots - StartupHub.ai↗ news.google.com报错
• ↑未定价格局 · 方向上行 · 张力 41 · 置信低2026-08-03产能CoreWeave Expands AI Cloud in Sweden - StartupHub.ai↗ news.google.com报错
• ↑趋于已定价 · 方向上行 · 张力 18 · 置信中2026-08-03财报CoreWeave Stock Jumps as AI Data-Center Demand Skyrockets Ahead of Q2 Earnings - Benzinga↗ news.google.com报错
• ↑未定价格局 · 方向上行 · 张力 41 · 置信低2026-08-03产品CoreWeave ARIA: AI's New Research Assistant - StartupHub.ai↗ news.google.com报错
• ↑未定价格局 · 方向上行 · 张力 41 · 置信低2026-08-03订单合作CoreWeave Deploys NVIDIA Vera Rubin - StartupHub.ai↗ news.google.com报错
• ↑未定价格局 · 方向上行 · 张力 41 · 置信低2026-08-03产品CoreWeave Launches AI Sandboxes - StartupHub.ai↗ news.google.com报错
• ↑未定价格局 · 方向上行 · 张力 41 · 置信低2026-08-03产品CoreWeave SUNK Adds Self-Service, Anywhere - StartupHub.ai↗ news.google.com报错
• ↑未定价格局 · 方向上行 · 张力 41 · 置信低2026-08-03订单合作CoreWeave Powers Anam's AI Avatars - StartupHub.ai↗ news.google.com报错
• ↑未定价格局 · 方向上行 · 张力 41 · 置信低2026-08-03产品CoreWeave Unifies Agent AI Training-Inference - StartupHub.ai↗ news.google.com报错
• ↑未定价格局 · 方向上行 · 张力 41 · 置信低2026-08-03订单合作CoreWeave and Leidos partner on AI offering for US intelligence community - Data Center Dynamics↗ news.google.com报错
• ○不明○ · 方向未采信（T侧记上行·不下方向判词） · 张力 652026-07-30产品CoreWeave Pushes Its AI Cloud Into Classified Data Centers - Unite.AI↗ news.google.com报错
• ○不明○ · 方向未采信（T侧记上行·不下方向判词） · 张力 652026-07-30订单合作Leidos and CoreWeave Collaborate to Accelerate Delivery of AI Capabilities for Defense, National Security and Intelligence Missions↗ investors.coreweave.com报错
• ○不明○ · 方向不明 · 张力 472026-07-29资本运作CoreWeave (CRWV) Offers Better Terms on $2.6B Loan as Investor Caution Grows - TipRanks↗ news.google.com报错
• ↑未定价格局 · 方向上行 · 张力 8 · 置信低2026-07-26订单合作Mark Zuckerberg's Meta Is Also One of CoreWeave's Biggest Customers, in a Deal Worth $35 Billion Through 2032. That Didn't Stop CoreWeave Shares From Sinking on Meta's Own Cloud News. - The Motley Fool↗ news.google.com报错
• ↑趋于已定价 · 方向上行 · 张力 10 · 置信低2026-07-24产能AI cloud company CoreWeave to fill $440M Cedar Creek data center - Community Impact↗ news.google.com报错
• ○不明○ · 方向不明 · 张力 292026-07-22资本运作CoreWeave-Backed Data Center Plans $3.5 Billion Junk-Bond Sale - Bloomberg.com↗ news.google.com报错
• ↑未定价格局 · 方向上行 · 张力 29 · 置信低2026-07-22订单合作CoreWeave Cloud Powers Anam’s Real-Time Photorealistic AI Avatars↗ investors.coreweave.com报错
• ↑未定价格局 · 方向上行 · 张力 29 · 置信低2026-07-21产品First-Ever Measured Vera Rubin NVL72 Silicon Performance Stats | CoreWeave Blog - CoreWeave↗ news.google.com报错
• ○不明○ · 方向不明 · 张力 362026-07-19财报CoreWeave vs. Applied Digital: Evaluating Disparities in Revenue Scale for These Artificial Intelligence Companies - The Motley Fool↗ news.google.com报错
• ○不明○ · 方向未采信（T侧记上行·不下方向判词）2026-07-17并购投资CoreWeave launches $2.6B term loan to support acquisition of GPUs - PitchBook↗ news.google.com报错
• 2026-07-15产品CoreWeave ARIA offers autonomous research and collaborative intelligence - KMWorld↗ news.google.com报错
• 2026-07-14订单合作CoreWeave’s Winning Streak Goes to 3: Jane Street to Spend $6 Billion for AI Cloud Access - AOL.com↗ news.google.com报错
• 2026-07-11资本运作CoreWeave's $3.1B AI infrastructure deal draws $19B demand, showing strong institutional confidence. - Pluang↗ news.google.com报错
• 2026-07-11产品CoreWeave Stock Sank 11% After Mark Zuckerberg's Meta Unveiled a Cloud Business Plan - The Motley Fool↗ news.google.com报错
• 2026-07-07订单合作Galaxy Delivers 133 MW To CoreWeave In Major Bitcoin Mine-To-AI Milestone - FinanceFeeds↗ news.google.com报错
• 2026-07-06产能Galaxy Completes Phase I of Its Helios Data Center Campus, Delivering 133 Megawatts of Critical IT Load to CoreWeave - galaxy.com↗ news.google.com报错
• 2026-07-02产品CoreWeave Unveils ARIA to Accelerate AI Research and Agent Development - Yahoo Finance↗ news.google.com报错
• 2026-06-30订单合作CoreWeave (CRWV) Expands European AI Infrastructure Through New Partnership with Conapto - Yahoo Finance↗ news.google.com报错
• 2026-06-23订单合作Backblaze Announces Five-Year Multi-Exabyte Data Storage Agreement with CoreWeave - Business Wire↗ news.google.com报错
• 2026-06-13订单合作CoreWeave (CRWV) Deploys NVIDIA (NVDA) Vera Rubin NVL72, First to Validate at Rack Scale - Yahoo Finance↗ news.google.com报错
• 2026-05-28产品CoreWeave Launches Unified Agentic AI Platform for Continuous Agent Improvement - CoreWeave↗ news.google.com报错
• 2026-05-14产品CoreWeave Launches Sandboxes for AI Reinforcement Learning, Agent Tool Use & Model Evaluation - CoreWeave↗ news.google.com报错
• 2026-04-15订单合作Jane Street Signs $6 Billion AI Cloud Agreement with CoreWeave - CoreWeave↗ news.google.com报错
• 2026-04-10订单合作CoreWeave Announces Multi-Year Agreement With Anthropic - CoreWeave↗ news.google.com报错

动态=情报流水线已审事件（规则/LLM 疑难队列 → 人工审核落金 · 中性一句话 · 倒序）· 非方向 · 非涨跌预测 · 非投资建议。

◆财务速览

以上为公司披露数字（SEC filing 直链可核）·非投资建议。

来源 · 3

• ↗ en.wikipedia.org
• ↗ investors.coreweave.com
• ↗ sec.gov

来源经对抗复核（default-refute · 逐条 fetch 引用页核实）· 结构断言 · 非投资建议。