Jim Cramer says investors need to pay attention to CoreWeave. Here's why
Cramer said he's becoming less skeptical of CoreWeave after strong earnings and reassuring comments from its CEO.
Cramer said he's becoming less skeptical of CoreWeave after strong earnings and reassuring comments from its CEO.
Follow below as CNBC covers the biggest stock market moves of the day.
Wayve signed a multi-year deal to train its AI Driver on CoreWeave's Nvidia Blackwell cloud, as CoreWeave pushes into physical AI and its shares slide.
Coreweave's steep yields reflect stress in the AI debt markets as investors worry about a data center slowdown. What comes next.
These are the stocks posting the largest moves in the premarket.
‘Today, the default is trusting Claude’s judgment’: Cat Wu leaves Claude Code at Anthropic to lead product at OpenAI.
Here are some of the companies making headlines in midday trading.
‘Giving Lara Croft pistols meant we could show off her acrobatics. And when she goes to Peru, we threw in a T rex!’
Despite CoreWeave's steep sell-off and mounting debt concerns, contrarian technology investor Paul Meeks sees significant upside as AI infrastructure demand surges.
These are some of the stocks posting the largest moves midday.
This one is for the real finance sickos — what the increased cost of capital for CoreWeave means. Marc Rubenstein, a former hedgie, is fairly granular about CoreWeave’s loans, which is helpful for trying to understand this situation. I came away wondering if Nvidia, which I think is is functionally the central bank for the neoclouds, will decide to bail CoreWeave out, and if so, what that will look like. [Link: Capital Wars | https://www.netinterest.co/p/capital-wars | Net Interest]
Does anyone else hear that ticking sound?
Blackstone COO Jon Gray says CoreWeave's underlying business is strong despite concerns over its mounting debt.
Asus is announcing the ExpertBook A7: a 14-inch laptop with a 120Hz OLED display and an Intel Core 5 320 chip. It’s available today, starting at $1,299.99 with 16GB of RAM and 512GB of storage. But coming in the new year is an 8GB / 256GB version for a more affordable $899. 8GB felt workable in the XPS 13, and it didn’t have a fancy OLED, but it cost $200 less. Update, October 14th: The entry-level ExpertBook will have 12GB of RAM for $899, not 8GB. See new post here. [Image: https://platform.theverge.com/wp-content/uploads/sites/2/2026/10/A7406CMA_Standard_06_Silver_20260813_whitebg.jpg?quality=90&strip=all] [Image: https://platform.theverge.com/wp-content/uploads/sites/2/2026/10/A7406CMA_Standard_04_Black_20260813_whitebg.jpg?quality=90&strip=all] [Image: https://platform.theverge.com/wp-content/uploads/sites/2/2026/10/A7406CMA_Standard_09_Black_20260813_whitebg.jpg?quality=90&strip=all]