Stocks in Action USA: CoreWeave, Nebius Group, Astronics
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CoreWeave (CRWV) – The US AI Data Center Specialist Surprises with Margin Jump and Higher Forecast! The real message of the quarter lies not in the doubling of revenue, but in a parenthetical remark by CEO Michael Intrator: The newly signed contracts in the second quarter carry margins that are five to ten percentage points above the levels of recent quarters. For a company that has thus far been in the red, this marks a crucial turning point, as it indicates that the industry-wide shortage of computing capacity gives the provider genuine pricing...
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