CoreWeave Stock Risks $64 Drop Despite $104B AI Backlog

Key Insights CoreWeave stock retreated toward $91 after giving back much of its post-earnings rally. CRWV remained well below its previous highs despite another quarter of rapid revenue growth. The pullback reflects a tension inside CoreWeave’s growth model. AI infrastructure demand continues rising, but the company requires heavy capital spending and carries high financing costs. […] The post…