CoreWeave stock surges 80% in three weeks as AI infrastructure demand accelerates.

CoreWeave stock surges 80% in three weeks as AI infrastructure demand accelerates. The company posted FY25 revenue of $5.1 billion with 168 percent year-over-year growth and maintains a $66.8 billion backlog. FY26 guidance projects $12 to $13 billion in revenue, representing 140 percent growth driven by major hyperscaler contracts and expanding training and inference workloads. Despite strong revenue trajectory, CoreWeave faces execution challenges including negative free cash flow, heavy capital expenditure of $30 to $35 billion, and $29.8 billion in debt. The company's bare-metal technology and software platform expansion present significant upside potential for long-term value creation in the growing AI infrastructure market.