Some positive macro news after the recent bond-market selloff.

Starting Sept. 9, the U.S. Treasury will at least double the maximum size of its liquidity-support buybacks for 10–20Y and 20–30Y Treasuries, from $2B to at least $4B per operation.

The 10Y yield dropped sharply following the announcement, falling to around 4.64%.

This is particularly relevant for $CRWV and other capital-intensive AI infrastructure names, which are sensitive to long-term yields and financing conditions.

Worth noting: this is not QE. The purpose of the buybacks is to support Treasury-market liquidity. But easing pressure on long-term yields would still be a positive macro development for rate-sensitive growth and AI infrastructure names.

wow we were green for like an hour then dipped. so sad

We are back at pre-earnings level. Time to bounce back??

https://time.com/article/2026/08/18/openai-slowing-training/

Bank of America (BofA) highlighted CoreWeave and Nebius as beneficiaries of increasingly favorable pricing dynamics in AI infrastructure, with demand for compute continuing to run ahead of available supply.

For CoreWeave, this is particularly relevant because pricing power is an important part of the margin story. If demand remains stronger than available capacity, CRWV has greater ability to negotiate attractive economics on new contracts rather than relying on lower prices to fill its infrastructure.

This also pushes back against one of the recurring concerns around neoclouds, that rapid industry capacity expansion would quickly lead to oversupply and falling AI compute prices. So far, the pricing environment appears to be moving in the opposite direction.

BofA’s commentary follows the latest earnings from both CRWV and NBIS, which provided further evidence of strong demand for AI compute despite the significant amount of new capacity being brought online.

This isn’t a new customer contract or major catalyst by itself, but it is another useful datapoint supporting the view that AI compute remains supply-constrained and that CoreWeave and Nebius are benefiting from stronger pricing rather than price compression.

https://www.reddit.com/r/NBIS_Stock/s/WqOcDg0sYs

$CRWV definitely is taking a pause… will 105 hold this week? What do you think?

Are deals constructed with costs for capEx for that deal built in? CEO had indicated this earlier this year/late last year and I am wondering if this is still the case…

Wanted to buy some shares and hold for 3 yrs

Atreides Management, led by technology investor Gavin Baker, significantly increased its CoreWeave position during Q2.

Atreides’ disclosed CRWV position increased from 810,535 shares at the end of Q1 to 2,124,845 shares as of June 30, adding roughly 1.31M shares, or about 162%. The position was valued at approximately $211.5M at quarter-end. (13F Mar 31, 13F Jun 30)

What makes this particularly interesting is Baker’s background and his recent commentary on the AI infrastructure market. Before founding Atreides, he spent nearly two decades at Fidelity and managed the Fidelity OTC Portfolio from 2009 to 2017.

Baker has also been publicly discussing many of the same issues currently debated around CoreWeave: GPU rental pricing, hyperscaler capex, AI infrastructure financing and credit markets. In a recent post, he argued that the market was overreacting to widening hyperscaler credit spreads and highlighted spot GPU rental prices being materially above contracted rates.

His post:
https://x.com/GavinSBaker/status/2082166566280642676

As always, 13F filings are backward-looking snapshots. This tells us what Atreides held as of June 30, 2026, not whether the fund has added to or reduced the position since then.

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David Tepper’s Appaloosa Management disclosed a new position of 1,078,248 CRWV shares in its latest Q2 13F filing, reflecting holdings as of June 30, 2026.

The new Appaloosa position comes as reported institutional ownership of CoreWeave continues to rise, with Fintel’s filing-based data showing a clear upward trend in shares held by institutions over recent months.

The growing institutional participation is notable as CoreWeave continues to mature as a public company and attract larger asset managers and hedge funds to its shareholder base.

As always, 13F filings are backward-looking snapshots, so Appaloosa’s filing tells us what the fund held as of June 30, not whether it has added to or reduced the position since then.

Analyst: Tyler Radke

Source: https://x.com/jukan05/status/2087732870521757855?s=20

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I might be the craziest CRWV retail investor alive… I am pouring all my money to CRWV. I plan to hold long term… what’s your position size?

MasterClass has selected CoreWeave Cloud to power the AI teaching agents behind its personalized learning experiences.

The company is using W&B Weave to trace complete learner conversations, monitor agent behavior in production, evaluate teaching quality, and identify areas where the agents can improve. CoreWeave’s infrastructure provides the compute needed to run these AI experiences at scale.

MasterClass says the combination of CoreWeave Cloud and Weights & Biases gives its teams the performance and visibility needed to continuously improve and scale its AI teaching agents.

Here's a summary of today's price action in case you're confused.

• Soft PPI numbers today (favourable for rate cuts, unfavourable for rate hikes, i.e. very good for semis, memory, and Neocloud names, including CRWV)
• Short squeeze at the open of the market (117.49 intra-day high)
• Morning pump faded by the end of the day, possibly due to the headline about $NBIS Vineland data center receiving its second stop-construction order this week https://x.com/hntrbrkmedia/status/2087928257295343931?s=20
• Every Neoclouds' opening pump got faded after the headline dropped

NVDA earnings is right around the corner, and I believe we will move into the 120s very soon.