In a Monday interview with CNBC’s Jim Cramer, CoreWeave CEO Michael Intrator described what makes his company different from ...

Oracle's cloud deals worth $30Billion could make it a leading player in hyperscale cloud. Analysts see long-term growth ...

The case for CoreWeave. While Oracle is an established player in the cloud infrastructure market, CoreWeave went public in March of this year. What's worth noting is that CoreWeave stock has ...

CoreWeave will reportedly provide some of the computing capacity to OpenAI under the recent deal between the AI company and Google. As reported by Reuters and citing sources "familiar with the matter, ...

CoreWeave (CRWV-3.27%) has been ... Oracle's capital expenditure is forecast to jump by 20% in the current fiscal year to $25 billion as it is going to bring online more capacity to meet its huge ...

CoreWeave bulls are celebrating a new customer win, but bearish positions have built up and the company is still losing money. CoreWeave’s stock is up 200% in a month.

CoreWeave's capex, therefore, will be close to what Oracle is planning in the current fiscal year. That's a smart thing to do, considering the impressive revenue backlog that CoreWeave is sitting on.

Share prices of both Oracle and CoreWeave are up nicely so far in 2025, and they seem primed for more upside. A closer look at their valuations will help investors better understand which AI stock ...

However, investors will have to pay a rich premium to buy CoreWeave stock as it is trading at just under 30 times sales, which is almost 3x when compared to Oracle's price-to-sales ratio.