CoreWeave beats on revenue and lifts guidance, easing AI slowdown concerns

Michael Intrator, chief executive officer of CoreWeave Inc., during a Bloomberg Television interview during the World Economic Forum (WEF) in Davos, Switzerland, on Tuesday, Jan. 20, 2026. Chris J. Ratcliffe | Bloomberg | Getty ImagesCoreWeave reported better-than-expected quarterly revenue and lifted its 2026 guidance on Tuesday, showing that demand for artificial intelligence infrastructure remains strong despite concerns of a market slowdown. The stock advanced in extended trading. The earnings announcement lands at a particularly volatile moment for CoreWeave and its neocloud peers, as the market sours on the AI trade and as Nvidia CEO Jensen Huang, the central figure in the global buildout, faces a scandal tied to an affair with an alleged Chinese spy. Here's how the company performed relative to LSEG consensus:Loss per share: $1.27. It is not immediately clear if the number is comparable to the LSEG consensus of $1.16.Revenue: $3.66 billion vs. $3.55 billion expectedCoreWeave's revenue soared 168% from about $1.36 billion a year earlier, according to a statement. The company recorded a net loss of $709 million, or $1.27 per share, compared to a net loss of $110 million a year...