CoreWeave, Inc. Stock Price, News & Analysis

Two Seas Capital (NASDAQ:CORZ) commented on the outcome of Core Scientific's special meeting held on October 30, 2025, where shareholders rejected the company's proposed sale to CoreWeave (NASDAQ:CRWV).

Two Seas, identified as one of Core Scientific's largest shareholders, thanked fellow shareholders for rejecting the transaction and reiterated confidence in Core Scientific's management and strategy. The statement urged focus on growing the power pipeline, securing additional contracts, and building next-generation data centers, and said Two Seas will work constructively with the company to pursue long-term value creation.

CoreWeave (Nasdaq: CRWV) commented on Core Scientific’s special stockholder meeting held to consider an all-stock merger under an Agreement and Plan of Merger.

Based on preliminary results, Core Scientific stockholders did not approve the proposal, and the Agreement has been terminated. CoreWeave said it respects stockholders' views, will continue its commercial partnership with Core Scientific, and remains focused on its growth roadmap and opportunistic strategic M&A to create long-term shareholder value. Final voting results will appear in Core Scientific's Form 8-K.

CoreWeave (Nasdaq: CRWV) announced a definitive agreement to acquire Marimo, creator of the open-source marimo notebook, an AI-native, reactive Python development environment designed for AI and data workloads.

The deal will integrate Marimo into the CoreWeave Cloud and complement CoreWeave’s Weights & Biases platform to provide a unified developer experience across training, inference, data movement, and iteration. Marimo will join CoreWeave’s ecosystem while its notebook remains freely available under a permissive open-source license. Terms of the acquisition were not disclosed; Morgan Stanley served as exclusive financial advisor to Marimo.

Core Scientific (Nasdaq: CORZ) announced on October 30, 2025 that at a special meeting of stockholders the company did not receive the requisite votes to approve its previously announced merger agreement with CoreWeave (Nasdaq: CRWV).

The company said the final voting results will be reported in a Form 8-K to be filed with the U.S. Securities and Exchange Commission.

CoreWeave (Nasdaq: CRWV) announced plans to expand into the U.S. federal market on October 28, 2025, pursuing FedRAMP and other authorizations to deliver secure, compliant AI cloud services to federal agencies and the Defense Industrial Base.

The company cited its commercial AI platform, recent acquisitions (Weights & Biases, OpenPipe, intent to acquire Monolith AI), MLPerf performance leadership, NVIDIA collaborations, new U.S. capacity investments, and expanded Washington, DC presence as foundations for federal entry.

Two Seas Capital (NASDAQ: CORZ) issued a letter on Oct 28, 2025 urging Core Scientific shareholders to vote AGAINST the proposed sale to CoreWeave (announced July 7, 2025). Two Seas says the deal values Core Scientific at $16.40 per share and argues that Core Scientific has materially higher standalone upside—claiming the stock would trade at more than twice the deal value if aligned with AI-infrastructure peers.

The letter highlights Core Scientific's access to low-cost power, operational expertise, and a 700-megawatt pipeline, and warns that approving the transaction would transfer value to CoreWeave. Shareholders face a vote at a special meeting on Oct 30, 2025.

CoreWeave (Nasdaq: CRWV) will release its third quarter 2025 financial results after market close on Monday, November 10, 2025.

The company will host a conference call to discuss results at 5:00 PM Eastern Time the same day. A live webcast and a replay will be available on the CoreWeave Investor Relations website at investors.coreweave.com.

CoreWeave (NASDAQ: CRWV) commented on proxy-advisor recommendations opposing its proposed all-stock acquisition of Core Scientific (NASDAQ: CORZ), urging CORZ stockholders to vote FOR on the WHITE proxy card on October 30, 2025. CoreWeave says the agreed transaction represents fair value, notes there will be no increase to the offer price, and asserts no other buyer has emerged since its June 2024 approach. Under the definitive agreement signed July 7, 2025, Core Scientific shareholders will receive 0.1235 newly issued CoreWeave Class A shares per CORZ share. The boards of both companies unanimously approved the merger, which is expected to close in Q4 2025, subject to customary closing conditions including regulatory and stockholder approval.

Two Seas Capital urged Core Scientific shareholders (NASDAQ: CORZ) to vote AGAINST the proposed sale to CoreWeave (NASDAQ: CRWV) announced July 7, 2025. Two Seas argues the deal substantially undervalues Core Scientific, citing market moves since the announcement: several peer data-center/HPC stocks have roughly tripled, while CoreWeave's stock has fallen ~15%, leaving the implied deal value near $17.50 per share.

Two Seas highlights Core Scientific trading ~12% above the deal value as of Oct 16, 2025, and that the stock traded above the implied value for 44 straight days, urging shareholders to reject the transaction on the GOLD proxy card.