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CoreWeave, Inc. (NASDAQ:<\/a>CRWV<\/a>) reports second-quarter earnings after the close today, with the call at 5 p.m. ET. <\/p>\n Analysts expect revenue of roughly $2.56 billion, more than double the year-ago figure, alongside a loss of about $1.40 per share. The stock sits roughly 35% below its pre-earnings May peak. <\/p>\n Beyond the headline numbers, Kalshi<\/a> traders are betting on what management will talk about, from Nvidia and Anthropic to storage and government contracts. <\/p>\n What Kalshi Predicts CoreWeave Will Say <\/p>\n “Storage” leads the board at 97%, with supplier “Solidigm” at 79%. CoreWeave signed a multi-year deal last week for priority access to the SSD maker’s drives, calling storage a critical constraint as industry supply tightens. <\/p>\n “Nvidia” requires three separate mentions to pay out and trades at 91%. CoreWeave’s AI cloud is built around Nvidia (NASDAQ:<\/a>NVDA<\/a>) GPUs, and its expanded agreement with Meta (NASDAQ:<\/a>META<\/a>) includes some of the initial deployments of Nvidia’s next-generation Vera Rubin platform. <\/p>\n “Anthropic” sits at 73%. CoreWeave signed a multi-year deal in April to support the Claude family of models, a contract CEO Michael Intrator described to Bloomberg as multibillion-dollar. <\/p>\n “Meta” trades at 69%. A day before the Anthropic announcement, CoreWeave expanded its Meta agreement to roughly $21 billion of AI cloud capacity through December 2032. <\/p>\n “Government” sits at 67%. CoreWeave launched a dedicated federal unit last fall and partnered with government technology contractor Leidos (NYSE:<\/a>LDOS<\/a>) last month to bring secure AI cloud infrastructure to U.S. defense and intelligence agencies. <\/p>\n What Kalshi Predicts CoreWeave Will Skip <\/p>\n “Autonomous” is at 43%, even though CoreWeave launched what it calls unified agentic AI capabilities in May, pitching a closed loop where agents improve autonomously in production. <\/p>\n “China \/ Chinese” trades at 38%. CoreWeave has spent recent months touting its No. 1 ranking for inference speed and price-performance on Chinese lab Moonshot AI’s Kimi K2.6 in independent benchmarking, but traders lean toward China itself going unmentioned. <\/p>\n “Tariff” sits at just 17%, even though rising component prices led the company to lift the low end of its capex guidance last quarter. Management cited higher component pricing rather than tariffs. <\/p>\n “CrowdStrike” sits at 25%, even though CrowdStrike Holdings Inc. (NASDAQ:<\/a>CRWD<\/a>) and CoreWeave announced a global partnership in November to secure AI workloads with the Falcon platform. <\/p>\n","protected":false},"excerpt":{"rendered":"Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. CoreWeave,…\n","protected":false},"author":2,"featured_media":136370,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[53,945,58],"class_list":["post-136369","post","type-post","status-publish","format-standard","has-post-thumbnail","category-anthropic","tag-anthropic","tag-coreweave","tag-nvidia"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/136369","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=136369"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/136369\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/136370"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=136369"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=136369"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=136369"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}