CoreWeave Outlook Cut and AI Infrastructure Repricing

CoreWeave cuts 2025 outlook on third-party data-center delay; AI infrastructure trade repricesCoreWeave ($CRWV) beat Q3 with $1.36B revenue but trimmed FY2025 guidance to $5.05–$5.15B after a capacity delay at a partner data-center developer; shares fell 9–11% on the update. Management framed it as an industry-wide build bottleneck; backlog remains large (reported at $55.6B). Winners -AI Chips and High-Speed NetworkingReason: Tight near-term DC capacity lifts pricing power upstream; GPU and 400G/800G networking demand remains supply-constrained even as some builds slip. Names: $NVDA (NVIDIA), $ANET (Arista Networks), $AVGO (Broadcom)Hyperscale Cloud PlatformsReason: Workloads delayed at specialist providers can overflow to hyperscalers with global capacity and multi-region failover (AWS, Azure, Google Cloud). Names: $AMZN (Amazon), $MSFT (Microsoft), $GOOGL (Alphabet)Scaled Data-Center REITsReason: Industry bottlenecks highlight the value of in-house development pipelines and power procurement; tight supply supports pricing/lease terms. Names: $EQIX (Equinix), $DLR (Digital Realty)Losers -AI-Specialist Clouds with Build DependenciesReason: Reliance on third-party developers creates schedule risk; guidance cuts from delayed capacity can pressure shares and margins. Names: $CRWV (CoreWeave), $SNOW (Snowflake) [AI workload growth, but sensitive to customer timing and DC readiness]EPC/Constructors Tied to DC TimelinesReason: Execution slippage at developers raises perceived risk and pushes revenue recognition on large projects. Names: $J (Jacobs Solutions), $FLR (Fluor)AI Server OEMs with Delivery Cadence RiskReason: Rack-level deployments can be deferred when sites or power aren’t ready, creating near-term order timing volatility. Names: $SMCI (Super Micro Computer), $HPE (Hewlett Packard Enterprise)#StockMarket #Trading #Investing #DayTrading #SwingTrading #AI #Semiconductors #DataCenters #CloudComputing #Earnings #TechStocks

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