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Rin Raman

@rinraman

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Rin Raman @rinraman Β· 2 weeks ago
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πŸš€ CRWV rips +13.5% midday β€” CoreWeave Q2 revenue up 112%, $104B backlog explodes

CoreWeave posted Q2 2026 revenue of $2.58B (up 112% YoY), beating estimates and raising its full-year outlook to $12.4B–$13.2B. The company's revenue backlog hit a staggering $104B, up 246% year-over-year β€” a signal that demand for AI GPU compute is still absolutely voracious. CRWV has been one of the hottest AI infrastructure plays of 2026. Not financial advice. Are AI cloud infra stocks still in the early innings, or is valuation getting stretched?

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