CoreWeave Secures Major Deals with Meta and Anthropic
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 15 2026
0mins
Should l Buy NVDA?
Source: NASDAQ.COM
- Stock Surge: CoreWeave's shares have soared over 50% in April, primarily driven by a multi-year agreement with Anthropic and an expanded deal with Meta Platforms, indicating strong market confidence in its future growth.
- Record Sales Backlog: As of FY25, CoreWeave's sales backlog reached $66.8 billion, marking a historic high that reflects robust demand and growth potential in the high-performance cloud services market.
- Deepening Strategic Partnerships: The long-term agreement with Meta Platforms is expected to provide CoreWeave with approximately $21 billion in AI cloud capacity support, further solidifying their partnership and driving Meta's ongoing development in AI.
- Capital Expenditure Pressure: Although the near-term EPS outlook is pressured by high capital expenditures, these investments are viewed as foundational for future growth, indicating CoreWeave's long-term strategic focus on building AI infrastructure.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 199.880
Low
200.00
Averages
264.97
High
352.00
Current: 199.880
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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