CoreWeave's Q2 Beat Shows AI Demand Is Now Boosting Margins, Not Just Revenue
CRWV rallied after Q2 results: JPMorgan lifted PT to $120; Cantor raised PT to $176; Rosenblatt has PT of $250.
CoreWeave made more money than expected in Q2, which means their AI business is getting better at making profit, not just selling more stuff. When a company gets better at keeping the money it earns, that's often a sign it's working well.
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