CoreWeave is trading $3.88 (+11.35%) after strong second-quarter results and upgraded 2026 guidance.

  • Revenue backlog reached $104.2 billion, with management reporting more than $25 billion in additional third-quarter commitments.
  • Full-year revenue guidance rose to $12.4 billion-$13.2 billion, renewing optimism about AI-infrastructure demand.
  • CoreWeave is extending its September 4 gain while broader markets are lower; the CEO is scheduled to speak at Goldman Sachs on September 8 after the current session.