Neoclouds sold off on Oct. 14 as yields on CoreWeave's 2032 bonds approached 15%. The Financial Times also reported that CoreWeave is eyeing cheap capital from insurers to finance new data centers. Shares of CoreWeave, Nebius, IREN, and Oracle dropped by 15%, 10%, 12% and 9%, respectively.
CoreWeave’s deep Nvidia integration and outstanding software orchestration make it a go-to choice for customers looking for best-of-breed GPU clouds, supporting premium prices over other neoclouds.
The long-term demand for AI cloud infrastructure is highly uncertain. If CoreWeave is unable to ramp up revenue rapidly, it might default on its debt, leaving its equity stake worthless.
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Metric
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CRWV
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IREN
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ORCL
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|---|---|---|---|
Price/Earnings (Normalized) | — | 89.84 | 15.98 |
Price/Book Value | 6.78 | 2.53 | 6.32 |
Price/Sales | 4.24 | 12.45 | 5.28 |
Price/Cash Flow | 9.04 | 31.91 | 12.43 |
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Metric
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CRWV
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IREN
|
ORCL
|
|---|---|---|---|
Quick Ratio | 0.39 | 2.68 | 1.02 |
Current Ratio | 0.46 | 3.55 | 1.17 |
Interest Coverage | −0.03 | −12.32 | 5.07 |
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Metric
|
CRWV
|
IREN
|
ORCL
|
|---|---|---|---|
Return on Assets (Normalized) | −3.07% | 4.99% | 9.91% |
Return on Equity (Normalized) | −35.57% | 13.23% | 63.39% |
Return on Invested Capital (Normalized) | −0.00% | 5.54% | 15.17% |
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1-Day Chart
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Name
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Price
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Morningstar Rating for Stocks
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Capital Allocation
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Economic Moat
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Market Cap
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|---|---|---|---|---|---|---|
| Microsoft Corp
MSFT
| LOCK|vhh^^<q< | LOCK|@y | $4T | |||
| Palantir Technologies Inc Ordinary Shares - Class A
PLTR
| LOCK|l@$%xm | LOCK|jTM< | $463B | |||
| Oracle Corp
ORCL
| LOCK|#dj<h& | LOCK|^<W> | $391B | |||
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PANW
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CRWD
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FTNT
| LOCK|LQH$>%J | LOCK|^% | $125B | |||
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NET
| LOCK|mgd?Nk%c | LOCK|vlX | $104B | |||
| Synopsys Inc
SNPS
| LOCK|<^G$nNlB | LOCK|bCs | $86B | |||
| Block Inc Class A
XYZ
| LOCK|?gKWc% | LOCK|^PRw | $47B | |||
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ZS
| LOCK|ld%f#&? | LOCK|w<@H? | $35B |
United States