CoreWeave made no major announcements on December 30, 2025. Financial analysis focused on the company's rapid growth and significant debt load. Meeting the large contract backlog with major AI players, including Meta and OpenAI, requires substantial capital expenditures.
Reports from late December highlighted concerns over data center delivery delays. The high costs of financing expansion also created pressure. These factors have weighed on the company's stock price.
Despite these challenges, analysts point to CoreWeave's strong demand and growing customer base as key long-term strengths. Strategic partnerships further bolster its position. Investor sentiment remains mixed, balancing immense growth potential against significant execution risks.