Feed / CRWV

CoreWeave, Inc.

CRWV

Technology · 87.84 -2.1% today

Partial group confirmationMarket checked 21 Aug, 15:55 GMT-4

Jodie situation report

CoreWeave, Inc.'s move is being confirmed by its market group.

CRWV accounts for 4.1% of the group's measured movement across 8.2 effective names. raw member direction is mixed; 11 of 12 session-normalized paths align to the downside. Capital-flow agreement is 18%, so confirmation is not yet clean. No verified headline preceded the measured group move.

MOVE ANATOMY

Is this move genuinely shared?

Session-normalized 5m paths
Role in the moveAligned contributor#9 of 12 by movement share
Group movement share4.1%Absolute path energy—not portfolio weight
Relative path-2.83%aligned
Effective breadth8.2 / 12broad
Relative alignment11/12downside path · 0 counter-moving
Capital-flow agreement18%not yet clean
SEQUENCE READ

No material onset for CRWV could be timestamped inside the aligned 5-minute window.

What changed
  • Revenue increased 111.6% versus the comparable filing period.
  • The operating loss widened by 117.0M.
EVIDENCE COVERAGE

10 of 16 members in High-Performance Computing are active. 0 of 8 disclosed connections are confirming.

What would change this read
  • At least 11 of 16 members remain active in the next snapshot.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as KEEL begins moving with the group.

Invalidation: The live read weakens if participation falls to 5 of 16 members or fewer.

Watch this read

Who this business touches

The relationships behind CRWV

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

MSFT67.0% of CRWVcustomerMay 8, 2026

We recognized an aggregate of approximately 67% and 65% of our revenue for the three months ended September 30, 2025 and 2024, from our largest customer, Microsoft.

TSMTaiwan Semiconductor Manufacturing Company LimitedsupplierMay 8, 2026

For example, NVIDIA relies on suppliers such as Taiwan Semiconductor Manufacturing Company for semiconductor fabrication and other manufacturers for compute and networking components.

Depended on by

GLXYGalaxy DigitalcustomerFeb 26, 2026

We expect that our AI/HPC data center business will initially be highly dependent on a single customer, CoreWeave, and may continue to derive a significant portion of the revenue of our Data Centers operating business segment from such single customer for the…

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 13 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

CRWV is currently a Participant in the organic co-movement group High-Performance Computing. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.