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19 Aug 2026, 03:19 UTC · 1h ago
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CoreWeave reported a quarterly free cash flow deficit of $5.743 billion and a debt-to-equity ratio of 8.94x. — Extremely high leverage and massive cash burn create significant solvency risks and dependency on capital markets.
-0.80CoreWeave's Q2 2026 revenue grew 112% year-over-year to $2.6 billion with a revenue backlog of $104 billion. — Hyper-growth and a massive backlog indicate strong demand and scalability for AI cloud infrastructure.
+0.60David Tepper's Appaloosa Management opened a new $107 million position in CoreWeave from scratch. — A brand-new position from a high-profile macro investor signals strong conviction in the company's upside.
+0.40Continue reading
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George Soros reduced his put exposure to CoreWeave by over 2 million notional shares while maintaining a long position. — Reducing bearish hedges suggests the fund is becoming less pessimistic about the stock's near-term trajectory.
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Shares plunged 5%.
Shares plunged 5%.
Shares jumped while the broader Nasdaq plummeted.
Shares dropped 4%.
Mentioned as a positive conviction bet by David Tepper.
Mentioned as a successful historical stock pick by The Motley Fool.
Mentioned as a successful historical stock pick by The Motley Fool.
Mentioned as a successful historical stock pick by The Motley Fool.
Strong revenue growth and a massive backlog are offset by extremely high debt and negative free cash flow.
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