CoreWeave, Inc.
CRWV · Technology
$81.85
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Applied Digital vs. IREN: Evaluating the Better Artificial Intelligence Stock to Buy for 2026
The article compares two AI infrastructure companies: Applied Digital (APLD), which designs next-generation data centers for AI workloads, and IREN (IREN), which is transitioning from crypto mining to AI cloud services. While Applied Digital has lower valuation multiples, IREN offers lower leverage (1.9x vs 2.9x debt-to-equity), vertical integration, and renewable energy advantages. The author recommends IREN despite both companies facing significant capital requirements and operational risks.
CoreWeave's Interest Expense Hit $640 Million Last Quarter, 2.4 Times What It Was a Year Ago
CoreWeave's interest expense surged to $640 million in Q2 2026, more than double the $267 million from a year earlier, driven by a debt balance that grew to $35 billion. While the company reduced its weighted average cost of debt by 300 basis points through refinancing, the rapid expansion of borrowing outpaced these savings. With Q3 guidance suggesting interest expenses of $860-940 million against only $200-260 million in adjusted operating income, the gap between debt servicing costs and profitability is widening significantly.
Nebius vs. CoreWeave: Which Is the Better Artificial Intelligence (AI) Infrastructure Stock to Buy Right Now
Nebius and CoreWeave are neocloud infrastructure companies benefiting from surging AI data center demand, with the market expected to grow at a 58% CAGR through 2031. Nebius has outperformed with 146% gains in 2026 and improving profitability, while CoreWeave trades cheaper but faces higher losses despite a stronger revenue backlog of $104 billion. Both stocks offer long-term growth potential depending on investor risk profile.
CoreWeave's CEO Dumps Over 300,000 Shares Worth $27.3 Million
CoreWeave CEO Michael Intrator sold approximately 308,000 shares worth $27.3 million on August 25, 2026, as part of a pre-established Rule 10b5-1 trading plan. The sale occurred amid stock price declines driven by interest rate concerns, though Intrator retains significant equity holdings. Despite current net losses, CoreWeave continues strong revenue growth with Q2 sales of $2.6 billion (112% YoY growth) and full-year guidance of $12.4 billion.
CoreWeave GC Kristen McVeety Sells 2,100 Shares
CoreWeave General Counsel Kristen McVeety sold 2,100 shares worth $184,855 on August 26, 2026. The sale was conducted under a pre-arranged 10b5-1 trading plan established in May 2025, which removes discretion over timing and suggests no concern about future performance. Multiple other executives including the CEO and CFO also sold shares under similar plans during the same period.