CoreWeave: Another CapEx Tantrum

2026-02-27 17:42:55 ET

CoreWeave, Inc. ( CRWV ) opened up its books for the fourth quarter release on Thursday which showed significant (110% Y/Y) revenue growth, but also a drop-off in the AI company's EBITDA margins. While the neocloud business is executing well against its backlog and guided for persistent revenue momentum in FY 2026, the market sent shares down 9% after the fourth-quarter earnings report, mainly on concerns about the company's CapEx strategy and a rise in interest expenses....

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