CoreWeave Stock Is Exploding Today -- Should You Buy Immediately?

CoreWeave rockets upward as investors scramble for position in the red-hot AI infrastructure play.

What's driving the surge?

Massive cloud computing demand from artificial intelligence companies keeps pushing revenue numbers into stratospheric territory. The stock's trajectory mirrors the crypto bull run patterns—sharp climbs followed by breathless speculation.

Is this sustainable growth or just another hype cycle?

Traditional analysts scratch their heads while crypto natives recognize the pattern instantly. When infrastructure meets exponential demand, you get these parabolic moves that leave Wall Street dinosaurs calculating P/E ratios as opportunities vanish.

Remember: the market can stay irrational longer than you can stay solvent—especially when AI meets decentralized infrastructure. Maybe time to buy before the suits finally 'get it' and drive prices beyond retail reach.

Image source: Getty Images.

Oracle expects sales for its cloud infrastructure business will expand 77% to reach $18 billion in the current fiscal year. From there, the company is forecasting jumps to $32 billion, $73 billion, $114 billion, and $144 billion in the following four fiscal years. A recent report from The Wall Street Journal also stated that OpenAI has signed a five-year contract with Oracle worth as much as $300 billion for data center services.

Is CoreWeave stock a buy right now?

Trading at roughly 10.8 times this year's expected sales, CoreWeave has some strong growth already priced into its stock. On the other hand, recent news surrounding Oracle seems to confirm that the smaller AI specialist is operating at the intersection of markets that are poised to see tremendous growth over the next five years.

Despite today's big rally, CoreWeave stock still trades down roughly 37% from its high -- with the valuation pullback stemming in part from investor disappointment surrounding some of the company's recent acquisition moves. While the stock remains a high-risk investment play, the big news about Oracle's AI cloud infrastructure outlook could be a worthwhile buying catalyst for risk-tolerant investors.