CoreWeave Option Alert: Jan, 2027 $42.5 Puts Sweep (45) near the Bid: 1024 vs 111 OI

CoreWeave Option Alert: Jan, 2027 $42.5 Puts Sweep (45) near the Bid: 1024 @ $14.701 vs 111 OI; Ref=$54.485

CoreWeave Option Alert: Fri $52 Calls Sweep (6) near the Bid: 1600 vs 1772 OI

CoreWeave Option Alert: Fri $52 Calls Sweep (6) near the Bid: 1600 @ $4.414 vs 1772 OI; Ref=$54.005

CoreWeave (NASDAQ:CRWV) 주식

CoreWeave Inc is a modern cloud infrastructure technology company that offers the CoreWeave Cloud Platform which consists of proprietary software and cloud services that deliver the automation and efficiency needed to manage complex AI infrastructure at scale. Its platform supports the development and use of ground-breaking models and the delivery of the next generation of AI applications that are changing the way of living and working across the globe.

Smartphone,With,The,Duolingo,Logo,Which,Is,A,Website,And

Equities

Large Cap

News

Movers

Trading Ideas

ANET

CARR

CRWV

DUOL

DXCM

EXAS

SMMT

듀오링고, 코어위브, 덱스컴, 테넷 헬스케어, 캐리어 글로벌, 서밋 테라퓨틱스, 오로라 이노베이션, 아리스타 네트웍스, 트레인 테크놀로지스, 덱스컴, XPO 지난주 급등한 대형주 10종목 (4월 28일~5월 2일)

듀오링고·코어위브·덱스컴 등 지난주 급등한 대형주 10종목 (4월 28일~5월 2일)

Data center shutterstock_2525761293

Markets

Tech

Media

AMZN

AVGO

CSCO

MSFT

NVDA

월스트리트에서 회의론이 커지고 있지만 CNBC의 짐 크레이머는 인공지능 인프라와 데이터센터 주식의 미래에 대해 낙관적인 견해를 유지하고 있다.무슨 일 있었나: 크레이머는 특히 중국 스타트업인 딥시크의 폭로 이후 AI 주식의 혼란을 인정했다. 게다가 도널드 트럼프 관세 정책이 잠재적으로 경제 전반에 타격을 줄 수 있다는 불안감도 있다.

짐 크레이머, 데이터센터에 긍정적 전망···&#34;트럼프 관세 완화 시 AI 주식 다시 급등할 것&#34;

Meta Platforms Inc. (META)

BURL

RDDT

SMCI

YUMC

유나이티드헬스, 메타 등 지난주 부활절 주간에 급락한 대형주 11종목 (4월 14~18일)

CoreWeave Inc

CoreWeave Partners With MERLIN To Launch NVIDIA Hopper Supercomputer In Barcelona, Hosts 10,224 H200 GPUs At New 15MW Green Data Center With Plans For Blackwell Expansion by 2026

Barclays analyst Raimo Lenschow maintains CoreWeave (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) with a Overweight and raises the price target from $48 to $60.

Price Target

Analyst Ratings

Barclays Maintains Overweight on CoreWeave, Raises Price Target to $60

<a href="https://www.ft.com/content/453c47ae-997a-458d-9343-aa84370a2925" title="https://www.ft.com/content/453c47ae-997a-458d-9343-aa84370a2925">https://www.ft.com/content/453c47ae-997a-458d-9343-aa84370a2925</a>

FT: 'CoreWeave seeks new $1.5bn debt deal after downsized IPO'

Wells Fargo analyst Michael Turrin maintains CoreWeave (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) with a Equal-Weight and raises the price target from $41 to $50.

Wells Fargo Maintains Equal-Weight on CoreWeave, Raises Price Target to $50

Options

CoreWeave Option Alert: Jul 18 $60 Calls Sweep (8) Near The Ask: 547 @ $6.201 vs 1516 OI; Ref=$52.54

These large-cap stocks were the best performers in the last week. Are they in your portfolio?
<ol>
<li>Duolingo, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DUOL#NASDAQ">DUOL</a>) shares rose 27.39% after the company reported better-than-expected financial results and raised <a href="https://www.benzinga.com//node/45149547" target="_blank" rel="noreferrer noopener">its FY25 sales guidance</a>. Several analysts <a href="https://www.benzinga.com/quote/duol/analyst-ratings" target="_blank" rel="noreferrer noopener">boosted the price forecast</a>.</li>
<li>CoreWeave, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) shares increased 24.15%.</li>
<li>Tenet Healthcare (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/THC#NYSE">THC</a>) stock escalated 21.24% after the company reported better-than-expected financial results and raised <a href="https://www.benzinga.com//node/45061907" target="_blank" rel="noreferrer noopener">its FY25 adjusted EPS guidance</a>. Many analysts <a href="https://www.benzinga.com/quote/thc/analyst-ratings" target="_blank" rel="noreferrer noopener">boosted the price forecast</a>.</li>
<li>Carrier Global Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CARR#NYSE">CARR</a>) stock upped 19.10% after it reported better-than-expected first-quarter financial results<a href="https://www.benzinga.com//node/45135625" target="_blank" rel="noreferrer noopener"> and raised its FY25 guidance</a>.</li>
<li>Summit Therapeutics Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMMT#NASDAQ">SMMT</a>) stock upped 18.90%. Akeso, Inc. announced the Chinese Health Authorities, the National Medical Products Administration (NMPA) approved ivonescimab for a second indication based on the results of the Phase 3 <a href="https://www.benzinga.com//node/45046531" target="_blank" rel="noreferrer noopener">trial, HARMONi-2 or AK112-303</a>.</li>
<li>Aurora Innovation, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AUR#NASDAQ">AUR</a>) stock upped 18.31% last week after the company announced it launched its commercial self-driving <a href="https://www.benzinga.com//node/45128218" target="_blank" rel="noreferrer noopener">trucking service in Texas</a>.</li>
<li>Arista Networks, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) shares were up 16.83% after Rosenblatt upgraded the stock from Sell to Neutral and raised its <a href="https://www.benzinga.com/quote/anet/analyst-ratings" target="_blank" rel="noreferrer noopener">price forecast from $55 to $85</a>.</li>
<li>Trane Technologies plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TT#NYSE">TT</a>) stock grew 14.83% after the company reported better-than-expected financial results and raised its FY25 GAAP EPS and <a href="https://www.benzinga.com//node/45108290" target="_blank" rel="noreferrer noopener">sales guidance above estimates</a>. Many analysts <a href="https://www.benzinga.com/quote/tt/analyst-ratings" target="_blank" rel="noreferrer noopener">boosted the price forecast</a>.</li>
<li>DexCom, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DXCM#NASDAQ">DXCM</a>) shares escalated 13.90% f<a href="https://www.benzinga.com//node/45149628" target="_blank" rel="noreferrer noopener">ollowing strong quarterly sales</a>. Many analysts <a href="https://www.benzinga.com/quote/dxcm/analyst-ratings" target="_blank" rel="noreferrer noopener">revised the price forecast</a>.</li>
<li>XPO Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPO#NYSE">XPO</a>) shares increased 13.81%  after the company reported better-than-expected <a href="https://www.benzinga.com//node/45099967" target="_blank" rel="noreferrer noopener">first-quarter EPS results</a>. Many analysts <a href="https://www.benzinga.com/quote/xpo/analyst-ratings" target="_blank" rel="noreferrer noopener">revised the price forecast</a>.</li>
</ol>
Photo by DANIEL CONSTANTE via Shutterstock

Duolingo, CoreWeave And DexCom Are Among Top 10 Large-Cap Gainers Last Week (Apr 28-May 2): Are The Others In Your Portfolio?

U.S. stocks were higher, with the Dow Jones index gaining around 400 points on Thursday.
Shares of CVS Health Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVS#NYSE">CVS</a>) rose sharply during Thursday's session after the company reported better-than-expected first-quarter results and <a href="https://www.benzinga.com/quote/CVS/earnings">raised FY25 EPS guidance</a>.
CVS Health reported first-quarter sales of $94.59 billion on Thursday, beating the consensus of $93.64 billion. Total revenues increased 7% year over year, driven by revenue growth across all segments.
CVS Health posted adjusted EPS of $2.25 for Q1, a sharp rise from $1.31 a year earlier and well above Wall Street&#8217;s $1.70 estimate.
CVS Health shares jumped 6.5% to $71.11 on Thursday.
Here are some other big stocks recording gains in today&#8217;s session.
<ul>
<li>Cantor Equity Partners, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CEP#NASDAQ">CEP</a>) surged 28% to $53.98.</li>
<li>E2open Parent Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ETWO#NASDAQ">ETWO</a>) shares jumped 26.4% to $2.4901.</li>
<li>CommScope Holding Company, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COMM#NASDAQ">COMM</a>) gained 24.4% to $4.6550 following better-than-expected quarterly earnings.</li>
<li>MediaAlpha, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MAX#NYSE">MAX</a>) rose 19.7% to $10.06 following strong quarterly sales.</li>
<li>Lotus Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LOT#NASDAQ">LOT</a>) gained 19.6% to $1.9500.</li>
<li>Advanced Energy Industries, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AEIS#NASDAQ">AEIS</a>) rose 16.7% to $113.72 after the company reported better-than-expected first-quarter financial results and issued second-quarter sales guidance above estimates. Additionally, Needham maintained a Buy rating on the stock and Baird maintained an Outperform rating.</li>
<li>MYR Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MYRG#NASDAQ">MYRG</a>) gained 16.2% to $142.09 following upbeat quarterly earnings.</li>
<li>CONMED Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNMD#NYSE">CNMD</a>) rose 16.1% to $57.01 after the company reported better-than-expected first-quarter financial results and raised its FY25 guidance.</li>
<li>CoreWeave (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) gained 15.3% to $47.60.</li>
<li>Chart Industries, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GTLS#NYSE">GTLS</a>) rose 14.2% to $154.11 after the company reported better-than-expected first-quarter adjusted EPS results and issued FY25 adjusted EPS guidance above estimates. Also, the company issued FY25 sales guidance with its midpoint above estimates.</li>
<li>TTM Technologies, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TTMI#NASDAQ">TTMI</a>) gained 13.4% to $22.70 after the company reported better-than-expected first-quarter financial results and issued second-quarter guidance above estimates.</li>
<li>Frontdoor, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FTDR#NASDAQ">FTDR</a>) rose 13.3% to $46.56 after the company reported better-than-expected first-quarter financial results and raised tis FY25 sales guidance above estimates.</li>
<li>Quanta Services, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PWR#NYSE">PWR</a>) gained 12.4% to $329.11 after the company reported better-than-expected first-quarter financial results and raised its FY25 guidance with its midpoint above estimates.</li>
<li>ATI Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ATI#NYSE">ATI</a>) rose 12% to $60.87 after the company reported better-than-expected quarterly financial results and raised its FY25 adjusted EPS guidance.</li>
<li>Carrier Global Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CARR#NYSE">CARR</a>) gained 10.4% to $69.07 after the company reported better-than-expected first-quarter financial results and raised its FY25 guidance.</li>
<li>Vertiv Holdings Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VRT#NYSE">VRT</a>) rose 9.7% to $93.67.</li>
<li>Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) gained 9.6% to $433.29 following strong quarterly earnings.</li>
<li>MasTec, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MTZ#NYSE">MTZ</a>) rose 8.2% to $137.75.</li>
<li>CNH Industrial N.V. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNH#NYSE">CNH</a>) gained 8.2% to $12.52 following quarterly results.</li>
<li>Comfort Systems USA, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FIX#NYSE">FIX</a>) jumped 7.4% to $427.31.</li>
<li>Carvana Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVNA#NYSE">CVNA</a>) gained 6.4% to $260.16.</li>
<li>Hyatt Hotels Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/H#NYSE">H</a>) rose 6.2% to $119.61 following upbeat results.</li>
<li>Meta Platforms, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) gained 5.6% to $580.00 following strong quarterly results.</li>
</ul>
Now Read This: 
<ul>
<li><a href="https://www.benzinga.com/news/earnings/25/05/45135511/how-to-earn-500-a-month-from-apple-stock-ahead-of-q2-earnings">How To Earn $500 A Month From Apple Stock Ahead Of Q2 Earnings</a> </li>
</ul>
Photo via Shutterstock

Earnings

AEIS

CNMD

COMM

CVNA

ETWO

FTDR

GTLS

MYRG

TTMI

CVS Health Posts Better-Than-Expected Earnings, Joins CommScope, Microsoft, Meta, Chart Industries, And Other Big Stocks Moving Higher On Thursday

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/02/25</td>
<td>$105.00</td>
<td>$28.9K</td>
<td>26.6K</td>
<td>67.5K</td>
</tr>
<tr>
<td>PLTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/02/25</td>
<td>$112.00</td>
<td>$28.0K</td>
<td>2.6K</td>
<td>8.3K</td>
</tr>
<tr>
<td>MSTR</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/02/25</td>
<td>$350.00</td>
<td>$33.8K</td>
<td>2.8K</td>
<td>4.8K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$230.00</td>
<td>$202.1K</td>
<td>31.6K</td>
<td>1.5K</td>
</tr>
<tr>
<td>LITE</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$62.50</td>
<td>$35.0K</td>
<td>134</td>
<td>1.2K</td>
</tr>
<tr>
<td>INTC</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>12/19/25</td>
<td>$20.00</td>
<td>$285.0K</td>
<td>18.7K</td>
<td>1.0K</td>
</tr>
<tr>
<td>FFIV</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$280.00</td>
<td>$28.6K</td>
<td>375</td>
<td>862</td>
</tr>
<tr>
<td>ZS</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>06/20/25</td>
<td>$220.00</td>
<td>$30.8K</td>
<td>1.6K</td>
<td>696</td>
</tr>
<tr>
<td>CRWV</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$25.00</td>
<td>$30.9K</td>
<td>939</td>
<td>425</td>
</tr>
<tr>
<td>AVGO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$190.00</td>
<td>$48.6K</td>
<td>1.2K</td>
<td>422</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a put option sweep that happens to be bullish, expiring in 4 day(s) on May 2, 2025. This event was a transfer of 141 contract(s) at a $105.00 strike. This particular put needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $28.9K, with a price of $205.0 per contract. There were 26638 open contracts at this strike prior to today, and today 67505 contract(s) were bought and sold. 
• Regarding PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we observe a call option sweep with bearish sentiment. It expires in 4 day(s) on May 2, 2025. Parties traded 79 contract(s) at a $112.00 strike. This particular call needed to be split into 9 different trades to become filled. The total cost received by the writing party (or parties) was $28.0K, with a price of $356.0 per contract. There were 2637 open contracts at this strike prior to today, and today 8321 contract(s) were bought and sold. 
• For MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we notice a put option sweep that happens to be bullish, expiring in 4 day(s) on May 2, 2025. This event was a transfer of 42 contract(s) at a $350.00 strike. This particular put needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $33.8K, with a price of $807.0 per contract. There were 2887 open contracts at this strike prior to today, and today 4837 contract(s) were bought and sold. 
• Regarding AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we observe a call option sweep with bearish sentiment. It expires in 53 day(s) on June 20, 2025. Parties traded 746 contract(s) at a $230.00 strike. This particular call needed to be split into 63 different trades to become filled. The total cost received by the writing party (or parties) was $202.1K, with a price of $271.0 per contract. There were 31639 open contracts at this strike prior to today, and today 1518 contract(s) were bought and sold. 
• For LITE (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LITE#NASDAQ">LITE</a>), we notice a call option trade that happens to be bearish, expiring in 18 day(s) on May 16, 2025. This event was a transfer of 100 contract(s) at a $62.50 strike. The total cost received by the writing party (or parties) was $35.0K, with a price of $350.0 per contract. There were 134 open contracts at this strike prior to today, and today 1255 contract(s) were bought and sold. 
• Regarding INTC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), we observe a put option trade with bullish sentiment. It expires in 235 day(s) on December 19, 2025. Parties traded 1000 contract(s) at a $20.00 strike. The total cost received by the writing party (or parties) was $285.0K, with a price of $285.0 per contract. There were 18736 open contracts at this strike prior to today, and today 1018 contract(s) were bought and sold. 
• For FFIV (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FFIV#NASDAQ">FFIV</a>), we notice a call option trade that happens to be bullish, expiring in 18 day(s) on May 16, 2025. This event was a transfer of 37 contract(s) at a $280.00 strike. The total cost received by the writing party (or parties) was $28.6K, with a price of $774.0 per contract. There were 375 open contracts at this strike prior to today, and today 862 contract(s) were bought and sold. 
• For ZS (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZS#NASDAQ">ZS</a>), we notice a call option trade that happens to be neutral, expiring in 53 day(s) on June 20, 2025. This event was a transfer of 20 contract(s) at a $220.00 strike. The total cost received by the writing party (or parties) was $30.8K, with a price of $1543.0 per contract. There were 1686 open contracts at this strike prior to today, and today 696 contract(s) were bought and sold. 
• Regarding CRWV (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>), we observe a put option sweep with bullish sentiment. It expires in 81 day(s) on July 18, 2025. Parties traded 238 contract(s) at a $25.00 strike. This particular put needed to be split into 11 different trades to become filled. The total cost received by the writing party (or parties) was $30.9K, with a price of $130.0 per contract. There were 939 open contracts at this strike prior to today, and today 425 contract(s) were bought and sold. 
• Regarding AVGO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), we observe a call option trade with bearish sentiment. It expires in 81 day(s) on July 18, 2025. Parties traded 28 contract(s) at a $190.00 strike. The total cost received by the writing party (or parties) was $48.6K, with a price of $1736.0 per contract. There were 1257 open contracts at this strike prior to today, and today 422 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

AAPL

FFIV

INTC

LITE

MSTR

PLTR

10 Information Technology Stocks Whale Activity In Today's Session

Despite growing skepticism on Wall Street, CNBC&#8217;s Jim Cramer remains optimistic about the future of artificial intelligence infrastructure and data center stocks.
What Happened: Cramer acknowledged the turbulence in AI stocks, especially following revelations from DeepSeek, a Chinese startup. On top of that, there&#8217;s anxiety about Donald Trump's tariff policies <a href="https://www.benzinga.com/markets/25/04/44780349/trumps-tariff-policies-fuel-economic-concerns-economists-expect-slower-growth-ahead">potentially hurting the broader economy</a>.
However, he thinks the data center boom isn't slowing down, <a href="https://www.cnbc.com/2025/04/24/jim-cramer-explains-why-hes-still-optimistic-on-data-center-buildout-.html">reported</a> CNBC on Thursday.
The Mad Money host mentioned that executives at Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) and Nvidia Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)&nbsp; have said <a href="https://www.benzinga.com/markets/25/04/44914250/amazon-follows-microsofts-lead-halts-some-data-center-deals-executive-says-routine-capacity-management">they're still spending big</a> on data centers.
Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) may be building <a href="https://www.benzinga.com/25/04/44733013/microsoft-shelves-1-billion-ohio-data-center-plans-amid-global-project-withdrawals-we-are-slowing-or-pausing-some-early-stage-projects">fewer data centers</a> for OpenAI, but Cramer said that's likely because ChatGPT-parent is now raising its own money to do it independently.
See Also:&nbsp;<a href="https://www.benzinga.com/25/04/44778464/trump-administration-grants-tariff-reprieve-to-tech-industry-apple-and-nvidia-among-beneficiaries" target="_blank" rel="noreferrer noopener">Trump Grants Tariff Reprieve to Tech – Including From China – In Surprise Move</a>
He believes that if trade tensions ease and AI enthusiasm resurges, several sectors are poised for significant growth, including:
<ul>
<li>Semiconductors: Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), Arm Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>)</li>
<li>Server and networking gear: Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>), Cisco Systems Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>)</li>
<li>Data center builders and power suppliers: CoreWeave Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>), Constellation Energy (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CEG#NASDAQ">CEG</a>), Vistra (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VST#NYSE">VST</a>)</li>
<li>Cooling and climate control: Carrier Global (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CARR#NYSE">CARR</a>), Trane Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TT#NYSE">TT</a>)</li>
<li>Industrial manufacturers: Cummins (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMI#NYSE">CMI</a>), Dover Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DOV#NYSE">DOV</a>)</li>
</ul>
"These are very much cyclical companies, so you can't just buy them if you think we're headed into a recession," he stated, adding, "But if we get a reprieve on some of…these tariff issues and investors return to the AI trade, I just gave you everything that's going to fly again."
Why It's Important: In January, DeepSeek's assertion that its AI model was built at a fraction of the cost of its U.S. competitors led to Nvidia losing <a href="https://www.benzinga.com/25/02/43876025/nvidia-ceo-attributed-the-deepseek-led-sell-off-to-investor-misconception-on-ai-spending-obviously-that-paradigm-is-wrong">$600 billion in market cap</a> in just one day.
Meanwhile, earlier this week, the International Monetary Fund <a href="https://www.benzinga.com/government/regulations/25/04/44926902/imf-slashes-us-growth-outlook-as-trump-tariffs-bite-raises-recession-odds-to-40">significantly revised down its 2025 growth</a> forecast for the U.S., attributing the downgrade to President Trump&#8217;s broad tariffs and increasing economic uncertainty.
Benzinga Edge Stock Rankings gives the company a strong growth score of 94.78%. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Click here to see how it stacks up against other top tech giants</a> such as Microsoft, Amazon, Broadcom, Arm, and more.
Image Via Shutterstock
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/04/44652222/trumps-tariffs-may-shift-us-spending-from-goods-to-services-creating-uncertainty-for-ecommerce-and-advertising-industries-analyst-warns" target="_blank" rel="noreferrer noopener">Tariffs To Impact End Demand: Goldman Sachs Analyst Expects Drag On Corporate Spending, Hiring</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Jim Cramer Stays Bullish On Data Centers, Says If Trump Tariffs Eases, These AI Stocks 'Will Fly Again' Despite Wall Street Doubts

Needham analyst Mike Cikos reiterates CoreWeave (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) with a Buy and maintains $55 price target.

Reiteration

Needham Reiterates Buy on CoreWeave, Maintains $55 Price Target

WIIM

CoreWeave shares are trading higher after the company announced it will access additional critical IT load from Galaxy Digital's Helios data center.

<a href="http://www.newswire.ca/en/releases/archive/April2025/23/c7678.html" title="http://www.newswire.ca/en/releases/archive/April2025/23/c7678.html">http://www.newswire.ca/en/releases/archive/April2025/23/c7678.html</a>

Contracts

"Galaxy Announces Commitment With CoreWeave To Host Additional Artificial Intelligence And High-Performance Computing Infrastructure At Helios Data Center Campus" -Newswire.ca

CoreWeave Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) stock surged Tuesday after several Wall Street firms initiated coverage with an <a target="_blank" href="https://www.benzinga.com/quote/CRWV/analyst-ratings" rel="noreferrer noopener">Outperform or Buy rating</a>.
<ul>
<li>BofA Securities analyst Brad Sills initiated coverage on Coreweave with a Buy and a price target of $42.</li>
<li>Needham analyst Mike Cikos initiated coverage on Coreweave with a Buy and a price target of $55.</li>
</ul>
Also Read: <a href="https://www.benzinga.com/25/04/44927300/this-nvidia-backed-ai-upstart-boasts-extremely-rapid-revenue-growth-analyst-initiates-overweight" target="_blank" rel="noreferrer noopener">Nvidia-Backed AI Startup Boasts &#8216;Extremely Rapid Revenue Growth&#8217; &#8211; JPMorgan Initiates With Overweight</a>
Bank of America Securities: Sills noted that CoreWeave is well positioned to capture a share of the $79 billion AI IaaS (infrastructure as a service) market, given its rapid GPU deployment cycle, proprietary software optimized for AI workloads, and strategic relations with top-tiered AI-native companies such as Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Meta Platforms Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), and OpenAI.
The analyst&#8217;s calls with customers validated CoreWeave as a best-of-breed provider driven by its accelerated GPU deployment cycle, lower failure rates, increase in GPU utilization rate backed by its proprietary software, and access to power and data center technology.
Sills noted that these advantages are sustainable in the near term, at a time when demand for GPUs is accelerating. Moreover, CoreWeave&#8217;s proprietary software automates provisioning, load balancing, and observability. Each of these services addresses a separate software category. The ability to sustain a long-term advantage will depend on further developing these services, which could represent new software revenue over time.
Sills projected first-quarter revenue of $849 million and EPS loss of 12 cents.
Needham: Cikos noted that the company&#8217;s first-mover advantage and strong execution in a supply-constrained GPU and Power market could drive stronger-than-expected growth as management accelerates economies of scale while lowering the cost of capital.
CoreWeave has generated significant revenue growth since launching the CoreWeave Cloud Platform in calendar 2020. It led to $1.9 billion in revenue in calendar 2024. Cikos attributed the company&#8217;s success to the positive supply-demand backdrop. AI demand has far outstripped supply, leading to long wait times for GPUs and Power. 
CoreWeave boasts a first-mover advantage and a noteworthy relationship with Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), the analyst added.
The company has also done an impressive job delivering GPUs and data center capacity in a constrained Power market.
Surging demand for AI caught supply chains and underlying infrastructure providers off guard for both GPUs and Power, where Cikos anticipate AI demand to outpace supply for the next 5-plus years.
The CoreWeave model is highly accretive, with a Cash Payback Period of ~2.5 years on investments in GPUs and other Property and equipment, lower than the company&#8217;s weighted-average contract duration of ~4 years.
Cikos projected first-quarter revenue of $854 million and adjusted EPS loss of 19 cents.
Price Action: CoreWeave stock is up 8.75% at $38.52 at last check Tuesday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/price-target/25/04/44720941/terawulf-price-forecast-cut-as-analyst-cites-tough-bitcoin-economics-doubts-over-ai-growth-plans" target="_blank" rel="noreferrer noopener">TeraWulf Price Forecast Cut As Analyst Cites Tough Bitcoin Economics, Doubts Over AI Growth Plans</a></li>
</ul>
Image: Shutterstock

Initiation

CoreWeave Garners Praise Due To AI Growth, Nvidia Partnership

Stifel analyst Ruben Roy initiates coverage on CoreWeave (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) with a Buy rating and announces Price Target of $55.

Stifel Initiates Coverage On CoreWeave with Buy Rating, Announces Price Target of $55

An Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) -backed <a href="https://www.benzinga.com/topic/artificial-intelligence">AI startup with a massive GPU fleet</a> and breakneck growth is turning heads on Wall Street. But buckle up &#8211; analyst says the road ahead could be anything but smooth.
<h2 class="wp-block-heading">JPMorgan Kicks Off Coverage On CoreWeave</h2>
JPMorgan analyst Mark Murphy has initiated coverage on AI infrastructure company CoreWeave Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) with an Overweight rating and a price target of $43 by December 2025.
At $35.42, the stock reflects a 21% potential upside. Murphy isn&#8217;t sugarcoating the road ahead &#8211; he expects a &#8220;volatile, lumpy, and wild ride,&#8221; but says the low growth-adjusted EBIT multiple creates &#8220;long-term upside potential.&#8221;
Read Also: <a href="https://www.benzinga.com/news/ipos/25/03/44108760/coreweaves-ipo-3-major-red-flags-investors-cant-ignore">CoreWeave&#8217;s IPO: 3 Major Red Flags Investors Can&#8217;t Ignore</a>
CoreWeave is positioning itself as a full-throttle AI pure play, boasting what Murphy calls &#8220;extremely rapid revenue growth,&#8221; a &#8220;tremendous, high-quality RPO backlog,&#8221; and &#8220;positive, high-teens GAAP OpMargin.&#8221; The company also benefits from the backing of Nvidia, a partnership that may provide premier status as a test bed for cutting-edge GPUs. 
According to Murphy, CoreWeave's track record of being first to deploy next-gen chips makes it difficult for other hyperscalers to claim leadership, particularly among top-tier AI customers like Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), OpenAI, Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) and Nvidia itself.
<h2 class="wp-block-heading">Bulls Vs. Bears: What&#8217;s Priced In?</h2>
Murphy sees a wide range of outcomes. On the bullish side, CoreWeave is rapidly growing in a hot market, has strong strategic positioning, and operates one of the largest GPU fleets in the world. The potential to monetize fully amortized GPUs in the future is another upside lever.
But the bear case is no slouch. Some investors worry CoreWeave was a "stopgap solution" during the GPU shortages of 2023–24. As the supply-demand imbalance eases, concerns are growing that GPU prices could soften and large customers like Microsoft might not renew big contracts. That scenario could leave CoreWeave with a &#8220;high-cost, underutilized fleet&#8221; and hefty CapEx bills to match.
<h2 class="wp-block-heading">High Risk, High Reward</h2>
This is not a stock for the risk-averse. Murphy acknowledges that in a risk-off environment, CoreWeave shares could be hit disproportionately hard. 
But for investors who can stomach the volatility, the growth story &#8211; and Nvidia connection &#8211; could make this wild ride worthwhile.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/markets/equities/25/04/44623155/google-in-talks-to-rent-nvidias-blackwell-chips-from-coreweave-report">Google In Talks To Rent Nvidia&#8217;s Blackwell Chips From CoreWeave: Report</a></li>
</ul>
Photo: Shutterstock

Analyst Color

Long Ideas

Nvidia-Backed AI Startup Boasts 'Extremely Rapid Revenue Growth' - JPMorgan Initiates With Overweight

CoreWeave shares are trading higher after several firms initiated coverage on the stock with an Outperform or Buy rating.

Mizuho analyst Gregg Moskowitz initiates coverage on CoreWeave (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) with a Outperform rating and announces Price Target of $46.

Mizuho Initiates Coverage On CoreWeave with Outperform Rating, Announces Price Target of $46

Wells Fargo initiates coverage on CoreWeave (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) with a Equal-Weight rating and announces Price Target of $41.

Wells Fargo Initiates Coverage On CoreWeave with Equal-Weight Rating, Announces Price Target of $41

Citigroup analyst Tyler Radke initiates coverage on CoreWeave (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) with a Neutral rating and announces Price Target of $43.

Citigroup Initiates Coverage On CoreWeave with Neutral Rating, Announces Price Target of $43

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>Needham analyst Mike Cikos initiated coverage on CoreWeave, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) with a Buy rating and announced a price target of $55. CoreWeave shares closed at $35.42 on Monday. <a href="https://www.benzinga.com/quote/CRWV/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Jefferies analyst John Dunigan initiated coverage on Avery Dennison Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AVY#NYSE">AVY</a>) with a Hold rating and announced a price target of $175. Avery Dennison shares closed at $169.03 on Monday. <a href="https://www.benzinga.com/quote/AVY/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Rosenblatt analyst Kevin Cassidy initiated coverage on Blaize Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BZAI#NASDAQ">BZAI</a>) with a Neutral rating and announced a price target of $3. Blaize Holdings shares closed at $2.67 on Monday. <a href="https://www.benzinga.com/quote/BZAI/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Barclays analyst Eric Beaumont initiated coverage on American Water Works Company, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AWK#NYSE">AWK</a>) with an Underweight rating and announced a price target of $138. American Water Works shares closed at $147.13 on Monday. <a href="https://www.benzinga.com/quote/AWK/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Cantor Fitzgerald analyst Carter Gould initiated coverage on AbbVie Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ABBV#NYSE">ABBV</a>) with an Overweight rating and announced a price target of $210. AbbVie shares closed at $170.16 on Monday.  <a href="https://www.benzinga.com/quote/ABBV/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying AWK stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="625" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/22073514/image-43-1024x625.png" alt="" class="wp-image-881626" style="width:588px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/22073514/image-43-1024x625.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/22073514/image-43-300x183.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/22073514/image-43-768x469.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/22073514/image-43.png 1095w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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Photo via Shutterstock

Comments

CoreWeave

Unusual Options Activity for

뉴스

파트너 / 기고자

벤징가 글로벌

Date	Put/Call	Strike Price	Exp Date	DTE	Trade Vol	Day Vol	Vol / OI	OI	Trade Type	Sentiment
10:08 AMMay 12, 2025	PUT	$42.50	Jan 15, 2027	610	1024	1024	923	111	SWEEP	BULLISH
09:31 AMMay 12, 2025	CALL	$52.00	May 16, 2025	1	1611	1600	91	1772	SWEEP	BEARISH
09:31 AMMay 12, 2025	CALL	$52.00	May 16, 2025	1	1611	1600	91	1772	SWEEP	BEARISH
09:31 AMMay 12, 2025	CALL	$52.00	May 16, 2025	1	1611	1600	91	1772	SWEEP	BEARISH