CRWV CoreWeave Inc. WATCHLIST
19 inbound impacts
from 2 source companies
in last 180 days
12
Bullish impacts
3
Bearish impacts
4
Neutral impacts
5
Max significance
9
High-magnitude
Convergence Setup
▲ BULLISH Convergence score 73.6
7 events · 2 families · alignment 82%
Source families:
filingfund
Evidence Timeline
| Date | Family | Source | Dir | Mag | Mechanism | Weight |
|---|---|---|---|---|---|---|
| 2026-04-15 | filing | CRWV 8-K | ▲ | high | Filing company — direct subject of disclosure | 0.93 |
| 2026-04-14 | filing | CRWV 8-K | ▲ | high | Filing company — direct subject of disclosure | 0.907 |
| 2026-04-14 | filing | CRWV 8-K | ▼ | medium | Filing company — direct subject of disclosure | 0.348 |
| 2026-04-09 | filing | CRWV 8-K | ▲ | high | Filing company — direct subject of disclosure | 0.79 |
| 2026-03-31 | filing | CRWV 8-K | ▲ | high | Filing company — direct subject of disclosure | 0.58 |
| 2026-02-17 | fund | Atreides Management 13F | ▲ | high | 13F position — $43,404M | 0.144 |
| 2026-02-17 | fund | Altimeter Capital 13F | ▲ | high | 13F position — $230,099M | 0.144 |
Historical Base Rates for CRWV
From prior setups in our DB. Returns are simple price (entry next-day open → close at horizon). Alpha is excess vs benchmark.
| Horizon | N | Hit % | Avg ret | Median ret | α vs SPY | α vs QQQ | α vs SOXX |
|---|---|---|---|---|---|---|---|
| 5d | 33 | 36.4% | +3.98% | -0.41% | +4.5% | +3.88% | +3.87% |
| 20d | 31 | 54.8% | +18.31% | +2.94% | +18.35% | +17.73% | +14.79% |
| 60d | 23 | 43.5% | +6.18% | -7.34% | +1.96% | +1.03% | -11.06% |
Top Live Signals affecting CRWV
| Score | Date | Source | Type | Cat | Dir | Conf | Mag | Horiz | Mechanism |
|---|---|---|---|---|---|---|---|---|---|
| 91 | 2026-04-15 | CRWV | 8-K | Asymmetric Info | ▲ | 5/5 | high |
Filing company — direct subject of disclosure
Jane Street — one of the world's largest quantitative trading firms — took a $1B private placement in CoreWeave at $109/share, a premium to the IPO price. This is not a typical PIPE; Jane Street's inv…
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| 88 | 2026-04-14 | CRWV | 8-K | Future Bet | ▲ | 5/5 | high |
Filing company — direct subject of disclosure
CoreWeave raised $5.75B in a single day — $4B in convertible notes (1.75% coupon, ~$119.60 conversion price at 30% premium) plus $1.75B in senior unsecured notes at 9.75%. This is an enormous capital …
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| 74 | 2026-04-09 | CRWV | 8-K | Future Bet | ▲ | 5/5 | high |
Filing company — direct subject of disclosure
Meta commitment expanded from $14.2B to $21B -- 48% increase. Largest single cloud computing contract ever publicly disclosed. Total disclosed customer commitments now approximately $33.8B.
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| 70 | 2026-03-02 | CRWV | 10-K | Future Bet | ▲ | 5/5 | high |
Filing company — direct subject of disclosure
RPO quadrupled YoY to $60.7B with 5-year weighted-average duration, representing nearly 12x FY2025 revenue of $5.1B. Overwhelmingly take-or-pay, meaning customers bear utilisation risk.
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| 70 | 2026-03-02 | CRWV | 10-K | Wildcard | ◆ | 5/5 | high |
Filing company — direct subject of disclosure
OpenAI has a lien on CoreWeave infrastructure SPV equity upon default. Largest customer has structural claim on significant pool of assets if service requirements not met — unusual counterparty risk d…
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| 55 | 2026-03-31 | CRWV | 8-K | Future Bet | ▲ | 5/5 | high |
Filing company — direct subject of disclosure
DDTL 4.0 is a staggering $8.5B -- more than 3x DDTL 3.0. SOFR+2.25% rate is dramatically cheaper than prior DDTLs (SOFR+4.00%). Total disclosed debt facilities now exceed $20B.
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| 34 | 2026-04-14 | CRWV | 8-K | Asymmetric Info | ▼ | 4/5 | medium |
Filing company — direct subject of disclosure
The $492M spent on capped call transactions (cap at $230/share, 150% premium) reveals CoreWeave's equity dilution management strategy. The capped call effectively raises the economic conversion price …
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| 27 | 2026-03-02 | CRWV | 10-K | Strategic Shift | ▲ | 4/5 | medium |
Filing company — direct subject of disclosure
CoreWeave acquired W&B for $1.4B — moving up the stack from pure GPU infra to developer tooling. Increases customer lock-in and expands TAM beyond raw compute.
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| 27 | 2026-03-02 | CRWV | 10-K | Future Bet | ▲ | 4/5 | medium |
Filing company — direct subject of disclosure
Active power at 850MW with 3.1GW contracted — 3.6x expansion pipeline. Signals massive infrastructure buildout commitments driving years of capex and revenue growth.
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| 27 | 2026-03-02 | CRWV | 10-K | Asymmetric Info | ▲ | 4/5 | medium |
Filing company — direct subject of disclosure
Revenue 168% YoY growth masking persistent $1.2B net loss. Primary drag is interest expense on massive asset-level debt financing GPU infrastructure. Until depreciation curves flatten and debt is refi…
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All Inbound Impacts (19)
Every signal pointing at CRWV from another company's filings.
| Date | From | Filing | Cat | Dir | Conf | Mag | Mechanism |
|---|---|---|---|---|---|---|---|
| 2026-04-15 | CRWV | 8-K | Asymmetric Info | ▲ | 5/5 | high |
Filing company — direct subject of disclosure
Jane Street — one of the world's largest quantitative trading firms — took a $1B private placement in CoreWeave at $109/share, a premium to the IPO price. This is not a typical PIPE; Jane Street's inv…
|
| 2026-04-14 | CRWV | 8-K | Future Bet | ▲ | 5/5 | high |
Filing company — direct subject of disclosure
CoreWeave raised $5.75B in a single day — $4B in convertible notes (1.75% coupon, ~$119.60 conversion price at 30% premium) plus $1.75B in senior unsecured notes at 9.75%. This is an enormous capital …
|
| 2026-04-14 | CRWV | 8-K | Asymmetric Info | ▼ | 4/5 | medium |
Filing company — direct subject of disclosure
The $492M spent on capped call transactions (cap at $230/share, 150% premium) reveals CoreWeave's equity dilution management strategy. The capped call effectively raises the economic conversion price …
|
| 2026-04-09 | CRWV | 8-K | Future Bet | ▲ | 5/5 | high |
Filing company — direct subject of disclosure
Meta commitment expanded from $14.2B to $21B -- 48% increase. Largest single cloud computing contract ever publicly disclosed. Total disclosed customer commitments now approximately $33.8B.
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| 2026-03-31 | CRWV | 8-K | Future Bet | ▲ | 5/5 | high |
Filing company — direct subject of disclosure
DDTL 4.0 is a staggering $8.5B -- more than 3x DDTL 3.0. SOFR+2.25% rate is dramatically cheaper than prior DDTLs (SOFR+4.00%). Total disclosed debt facilities now exceed $20B.
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| 2026-03-02 | CRWV | 10-K | Future Bet | ▲ | 5/5 | high |
Filing company — direct subject of disclosure
RPO quadrupled YoY to $60.7B with 5-year weighted-average duration, representing nearly 12x FY2025 revenue of $5.1B. Overwhelmingly take-or-pay, meaning customers bear utilisation risk.
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| 2026-03-02 | CRWV | 10-K | Wildcard | ◆ | 5/5 | high |
Filing company — direct subject of disclosure
OpenAI has a lien on CoreWeave infrastructure SPV equity upon default. Largest customer has structural claim on significant pool of assets if service requirements not met — unusual counterparty risk d…
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| 2026-03-02 | CRWV | 10-K | Strategic Shift | ▲ | 4/5 | medium |
Filing company — direct subject of disclosure
CoreWeave acquired W&B for $1.4B — moving up the stack from pure GPU infra to developer tooling. Increases customer lock-in and expands TAM beyond raw compute.
|
| 2026-03-02 | CRWV | 10-K | Future Bet | ▲ | 4/5 | medium |
Filing company — direct subject of disclosure
Active power at 850MW with 3.1GW contracted — 3.6x expansion pipeline. Signals massive infrastructure buildout commitments driving years of capex and revenue growth.
|
| 2026-03-02 | CRWV | 10-K | Asymmetric Info | ▲ | 4/5 | medium |
Filing company — direct subject of disclosure
Revenue 168% YoY growth masking persistent $1.2B net loss. Primary drag is interest expense on massive asset-level debt financing GPU infrastructure. Until depreciation curves flatten and debt is refi…
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| 2026-03-02 | CRWV | 10-K | Future Bet | ▲ | 4/5 | medium |
Filing company — direct subject of disclosure
Positioning as first-to-deploy for NVIDIA Rubin (next-gen after Blackwell). Already deploying GB200 and GB300. Maintains privileged allocation position with NVIDIA.
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| 2026-02-11 | EQIX | 10-K | Future Bet | ▲ | 3/5 | low |
Neocloud distribution / discoverability via EQIX is incremental TAM
EQIX is positioning the 'AI ecosystem' (model providers, neoclouds like CRWV/Lambda, data platforms) as a differentiated layer on top of pure colocation. This is a strategic shift from being the locat…
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| 2026-01-26 | CRWV | 8-K | Wildcard | ◆ | 5/5 | high |
Filing company — direct subject of disclosure
NVIDIA invested $2B directly into CoreWeave equity AND announced collaboration for 5+ gigawatts of AI factories by 2030. NVIDIA is now supplier, customer, and major shareholder. The 5GW target is enor…
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| 2026-01-02 | CRWV | 8-K | Asymmetric Info | ▼ | 4/5 | medium |
Filing company — direct subject of disclosure
Covenant testing pushed back -- language about aligning for timing of deliveries is corporate-speak for GPU server deliveries are delayed. First tangible sign of execution timeline slippage.
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| 2025-12-11 | CRWV | 8-K | Future Bet | ▲ | 5/5 | high |
Filing company — direct subject of disclosure
CoreWeave raised $2.59B in convertible notes at just 1.75% coupon -- down from 9.25% seven months earlier. Dramatic credit spread compression driven by massive customer commitments. Total disclosed de…
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| 2025-11-13 | CRWV | 10-Q | Asymmetric Info | ◆ | 4/5 | medium |
Filing company — direct subject of disclosure
First operating profit quarter for CoreWeave at $51.8M. Milestone for a deeply unprofitable company. Q1 and Q2 combined were roughly breakeven, suggesting unit economics turning as capacity utilisatio…
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| 2025-11-13 | CRWV | 10-Q | Asymmetric Info | ◆ | 4/5 | medium |
Filing company — direct subject of disclosure
Net loss narrowed 69% YoY to $110M while revenue grew 133%. Interest expense of $311M remains primary drag — operating leverage materialising but debt cost dominates.
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| 2025-11-13 | CRWV | 10-Q | Future Bet | ▲ | 4/5 | medium |
Filing company — direct subject of disclosure
One of the most complex capital structures in recent tech IPO history. Each layer collateralised differently. $2.0B convertible senior note issuance in Q3.
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| 2025-10-31 | CRWV | 8-K | Strategic Shift | ▼ | 5/5 | high |
Filing company — direct subject of disclosure
Core Scientific shareholders voted down the merger with CoreWeave. Strategic setback -- vertical integration into physical data center infrastructure rejected.
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Outbound Impacts — CRWV's filings affect these tickers
| Date | Filing | Target | Cat | Dir for target | Mechanism |
|---|---|---|---|---|---|
| 2026-04-15 | 8-K | NVDA | Asymmetric Info | ◆ | Legacy import: direction not extracted at source |
| 2026-04-14 | 8-K | NVDA | Future Bet | ◆ | Legacy import: direction not extracted at source |
| 2026-04-14 | 8-K | EQIX | Future Bet | ◆ | Legacy import: direction not extracted at source |
| 2026-04-14 | 8-K | DLR | Future Bet | ◆ | Legacy import: direction not extracted at source |
| 2026-04-09 | 8-K | META | Future Bet | ◆ | Legacy import: direction not extracted at source |
| 2026-04-09 | 8-K | NVDA | Future Bet | ◆ | Legacy import: direction not extracted at source |
| 2026-03-31 | 8-K | META | Future Bet | ◆ | Legacy import: direction not extracted at source |
| 2026-03-31 | 8-K | NVDA | Future Bet | ◆ | Legacy import: direction not extracted at source |
| 2026-03-31 | 8-K | MUFG | Future Bet | ◆ | Legacy import: direction not extracted at source |
| 2026-03-02 | 10-K | NVDA | Future Bet | ◆ | Legacy import: direction not extracted at source |
| 2026-03-02 | 10-K | NVDA | Future Bet | ◆ | Legacy import: direction not extracted at source |
| 2026-01-26 | 8-K | NVDA | Wildcard | ◆ | Legacy import: direction not extracted at source |
| 2025-12-11 | 8-K | WFC | Future Bet | ◆ | Legacy import: direction not extracted at source |
| 2025-12-11 | 8-K | C | Future Bet | ◆ | Legacy import: direction not extracted at source |
| 2025-12-11 | 8-K | GS | Future Bet | ◆ | Legacy import: direction not extracted at source |
| 2025-10-31 | 8-K | CORZ | Strategic Shift | ◆ | Legacy import: direction not extracted at source |
Catalysts
| Date | Type | Confidence | Source | Description |
|---|---|---|---|---|
| 2026-05-07 | earnings | confirmed | yfinance | Next earnings (per yfinance) |
| 2026-05-08 | earnings | confirmed | yfinance | Next earnings (per yfinance) |