#bstockscis
COREWEAVE WANTS TO SPEND UP TO $39 BILLION. AND THE MARKET RESPONDS +22% 🧠
At first glance, it’s strange. The company says: we’ll spend even more money—and the stock is soaring.
CoreWeave raised its 2026 CAPEX outlook from $31–35 billion to $35–39 billion. But alongside that, expectations for revenue and operating profit also grew, and the backlog has already reached $104.2 billion.
So the market saw not just “even more spending.” It saw why those expenses are needed.
According to the CEO, the nearest capacity is basically already sold out, and new contracts are being signed on better terms. If demand exists, additional data centers and equipment may be not a money pit, but a way to earn more in the future.
That’s why CAPEX by itself tells you little. More important is this: is there someone to buy what the company is investing billions into?
For $CRWVB , that’s also the key point: the token provides exposure to CoreWeave, which means the market is revaluing the underlying business itself.
Do big expenses scare you more, or are you interested in their payoff? 🤔@BinanceCIS #Bstocks
$CRWVB
COREWEAVE WANTS TO SPEND UP TO $39 BILLION. AND THE MARKET RESPONDS +22% 🧠
At first glance, it’s strange. The company says: we’ll spend even more money—and the stock is soaring.
CoreWeave raised its 2026 CAPEX outlook from $31–35 billion to $35–39 billion. But alongside that, expectations for revenue and operating profit also grew, and the backlog has already reached $104.2 billion.
So the market saw not just “even more spending.” It saw why those expenses are needed.
According to the CEO, the nearest capacity is basically already sold out, and new contracts are being signed on better terms. If demand exists, additional data centers and equipment may be not a money pit, but a way to earn more in the future.
That’s why CAPEX by itself tells you little. More important is this: is there someone to buy what the company is investing billions into?
For $CRWVB , that’s also the key point: the token provides exposure to CoreWeave, which means the market is revaluing the underlying business itself.
Do big expenses scare you more, or are you interested in their payoff? 🤔@BinanceCIS #Bstocks
$CRWVB