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

July 9, 2025

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

Palo Alto Networks under pressure: AI acquisitions raise costs and squeeze profitability

February 23, 2026

Palo Alto Networks is among the biggest players in cybersecurity and, in recent years, has been built around a simple goal: to be a platform that covers as many security needs at once as possible. In practice, this means rapid expansion of the portfolio, a strong emphasis on automation, and increasingly also security for AI applications and AI agents. However, this strategy comes at a clear cost. Acquisitions accelerate growth and expand the addressable market, but they also bring integration costs, higher spending on development and sales, and short-term pressure on margins. That is exactly what has become the main theme around PANW shares in recent weeks.

Gen Z Darling in Trouble: As Pinterest’s Popularity Hits Records, Investors Count Losses

February 16, 2026

In the investment world, it is generally true that even a historical maximum in platform popularity may not be enough if unfavorable macroeconomics come into play. Pinterest is currently at exactly this paradoxical point. Although its ecosystem has never been more extensive, Q4 financial results and an uncertain outlook for early 2026 triggered a wave of sell-offs.

Amazon in the Era of AI Investments: Record Revenues Versus a USD 200 Billion Bet on the Future

February 9, 2026

In the investment world, it is often said that markets look forward, not backward. Amazon’s economic results for the fourth quarter of 2025 are a perfect example of this principle. Although the technology giant delivered historically record revenues and confirmed the expansion of its key divisions, the share price reacted with a relatively sharp decline.* The reason, however, lies not in the past, but in an ambitious investment plan for 2026.

Czechoslovak Group (CSG) Successfully Lists on the Stock Market: What Are the Next Prospects?

January 26, 2026

Czechoslovak Group (CSG), a Czech defense group with over 30 years of tradition, has successfully made its way onto the Amsterdam Stock Exchange, marking the start of its journey to become a leader in the global defense industry. Following its Initial Public Offering (IPO), CSG’s shares increased by 31.4%, raising the company’s market capitalization to approximately CZK 770 billion.* CSG has thus immediately surpassed ČEZ, a clear indicator of its growing strength and investment appeal.

David Matulay

Analyst

David Matulay is an analyst at InvestingFox. He joined the company in 2023 as Head of Trading and Portfolio Manager. Prior to that, he gained three years of experience as a financial analyst at Advena Hedge Fund.
David graduated in Industrial Informatics from the Secondary Industrial School of Electrical Engineering in Bratislava and in Finance, Banking and Investing from the University of Economics in Bratislava. He is currently studying international and diplomatic studies at the University of International and Public Relations in Prague.

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