| Date | Action | Conf | Host / episode | Summary | 7d | 30d | 90d |
|---|---|---|---|---|---|---|---|
| 2026-09-30 | MENTIONED | LOW | Rob Black Show Stocks Rise After Inflation Slowed Last Month |
CoreWeave told CNBC it's adding Nvidia Vera CPUs for agentic AI workloads, with rack-scale systems offering 128 CPUs. [audio] | — | — | — |
| 2026-09-03 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-3-26 |
CoreWeave provided the first look at NVIDIA's Vera Rubin NVL72 performance, showing up to a 10x increase in tokens per megawatt versus the GB200. [audio] | +5.4% | — | — |
| 2026-08-25 | MENTIONED | LOW | Rob Black Show Yields Fall |
Cited as a revenue-sharing partner in NVIDIA's expanding web of AI ecosystem deals. [audio] | -7.0% | +2.4% | — |
| 2026-08-18 | SELL | HIGH | Rob Black Show Afternoon podcast 8-18-26 |
Rob called CoreWeave the worst company in the sector for debt and insider selling after an insider unloaded over half a billion dollars of stock with shares down 40% from highs. [audio] | -5.5% | -14.3% | — |
| 2026-08-14 | MENTIONED | LOW | Rob Black Show Afternoon podcast 8-14-26 |
CoreWeave was named as a beneficiary of accelerating AI data center demand. [audio] | -16.5% | -15.5% | — |
| 2026-08-13 | MENTIONED | LOW | Rob Black Show More Encouraging Inflation Data |
CoreWeave signed a contract to rent out NVIDIA A100 GPUs well into 2029, evidence that older AI hardware retains economic value. [audio] | -15.6% | -16.3% | — |
| 2026-08-12 | BUY | HIGH | Rob Black Show Tame Inflation Data |
CoreWeave surged 19% after beating on revenue with narrower losses, contracting an additional $25 billion since quarter end, bringing on 500 megawatts of power to a 1.5 gigawatt install base, with even six-year-old A100 chips contracted through 2029. [audio] | -15.7% | -17.4% | — |
| 2026-05-11 | BUY | HIGH | Rob Black Show Fresh Record Bolstered By Key Tech Stocks |
Barclays raised its price target on CoreWeave to $120 from $106, citing strong earnings. [audio] | -9.5% | -16.6% | -21.0% |