24/7 Wall Street
19 Jun 2026, 17:21 UTC · 2h ago
Jim Cramer: CoreWeave's Backlog ‘May Be Much Greater' Than Wall Street Thinks
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
24/7 Wall Street
19 Jun 2026, 17:21 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
5 claims · each scored for market impact
CoreWeave's revenue backlog grew from $30.1 billion in Q2 2025 to $99.4 billion by March 31, 2026. — Massive acceleration in contracted demand from major players like Meta and OpenAI indicates strong market dominance and future revenue visibility.
+0.80CoreWeave posted a $740 million net loss in Q1 2026 with CapEx reaching $7.695 billion and total liabilities at $50.814 billion. — Extreme capital intensity and widening losses create significant financial risk and potential for future dilution.
-0.60Analysis of debt documents suggests CoreWeave's actual contracted demand may be significantly higher than the reported $99 billion backlog. — If confirmed in upcoming reports, this provides a catalyst for price appreciation and upgrades to revenue models.
+0.50Continue reading
6 related stories
Search tags
CoreWeave reached $5 billion in annual revenue faster than any other cloud provider in history, with Q1 2026 sales up 112% YoY. — Hyper-growth in revenue demonstrates a powerful product-market fit for specialized AI infrastructure.
+0.40The company is facing a securities fraud class action lawsuit alleging it concealed data center construction delays. — Legal challenges regarding operational execution can dampen investor confidence and introduce regulatory risk.
-0.30Which stocks this story touches
Strong revenue growth and massive backlog are offset by significant net losses and a securities fraud class action.
Positioned as a strategic investor and technology provider with CoreWeave acting as an 'Exemplar Cloud' for its hardware.
Mentioned as a key partner providing a $21 billion commitment to CoreWeave.
Free · No account
Get a free daily PDF briefing — the last 24 hours of news, with summaries and the market-impact score for each story, delivered an hour before the open.
We’ll watch
Pre-filled from this story — remove any you don’t want. Add more tickers & tags or fine-tune your watchlist anytime — every email has an edit link, no account needed.
Free forever · one email a day, max · unsubscribe in one click.How it works
How the impact breaks down
Where the story's weight lands
Stocks most exposed
Modeled from each name's sensitivity to this story
Zacks Investment Research
3h ago
