

Why it movedNebius, CoreWeave and Cloudflare Shares Slide: What Happened
Nebius fell 12.6%, CoreWeave 11.2% and Cloudflare 10.8% on Friday as worries about AI spending, sharpened by Amazon's and Intel's results, hit cloud and internet stocks.


How CoreWeave compares with other information technology stocks. A description, not a recommendation.
SHOP
NET
VRSN
GDDY
AKAM
CRWVCoreWeave and 5 internet services & infrastructure peers. Across: valuation (P/E) against the sector. Up: business quality against the sector. Hover or tap a logo for its numbers.
CoreWeave has no positive earnings to put a price-to-earnings multiple on. The quality score blends where it ranks on revenue growth, gross margin, operating margin and free-cash-flow margin (net margin for banks and insurers) over the last 12 months, from SEC filings.
From CoreWeave's SEC filings, through the quarter ending 30 Jun 2026. Hover or tap a bar for its value.
| Last 12 months | CRWV | Sector median |
|---|---|---|
| Revenue growth | +115.3% | +20.6% |
| Gross margin | 67.4% | 61.5% |
| Operating margin | −3.0% | 17.0% |
| Free cash flow margin | −179.9% | 21.7% |


Why it movedNebius fell 12.6%, CoreWeave 11.2% and Cloudflare 10.8% on Friday as worries about AI spending, sharpened by Amazon's and Intel's results, hit cloud and internet stocks.



Our picksMicron, Nvidia and Vertiv grow fast and bring in more cash than they spend. CoreWeave more than doubled its revenue but burned $13.66 billion in a year building data centers.

Internet Services & Infrastructure, by market value.
| Company | Price | Today |
|---|---|---|
SHOPShopify | $157.49 | −5.63% |
NETCloudflare | $280.70 | −9.54% |
NBISNebius Group | $154.14 | −10.38% |
VRSNVerisign | $307.21 | +0.41% |
GDDYGoDaddy | $117.24 | +10.72% |
AKAMAkamai Technologies | $92.72 | −6.70% |