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CRWV: CoreWeave's 18% Post-Earnings Plunge Exposes the

CoreWeave Inc. (NASDAQ: CRWV) dropped 18% on February 27, 2026, after reporting fourth-quarter results that missed investor expectations on both the bottom line and forward guidance. The AI infrastructure and GPU cloud provider posted Q4 revenue of $1.57 billion — slightly above consensus — but a net loss of $452 million and plans to double capital expenditure sent shares tumbling from $97.63 to below $80. The selloff is the latest chapter in a volatile first year as a public company. CoreWeave, which went public in March 2025 at $40 per share, surged to $187 by mid-2025 on the wave of AI infrastructure enthusiasm before giving back more than half those gains. At $79.88, the company commands a $40.6 billion market cap — a figure that prices in extraordinary growth but leaves little room for execution missteps. For investors trying to separate the AI hype cycle from genuine infrastructure buildout, CoreWeave presents one of the market's most consequential questions: can a company burning $7 billion in free cash flow per year build the GPU cloud that powers the next generation of artificial intelligence — and do it profitably?

CRWVCoreWeaveAI infrastructure

CRM Analysis: Salesforce Hits 52-Week Low Ahead of Earnings

Salesforce (NYSE: CRM) shares plunged to a fresh 52-week low of $174.57 on February 23, 2026, closing at $178.16 — down 3.8% on the day and a staggering 43% below the stock's 52-week high of $313.70. The decline hasn't been driven by deteriorating fundamentals. Instead, a broad-based SaaS sell-off, fueled by fears that AI will disrupt traditional enterprise software business models, has dragged Salesforce down alongside the entire cloud software sector. The timing makes this an especially consequential moment for investors. Salesforce reports fiscal Q4 2026 earnings on February 25 — just two days away — with analysts expecting approximately $11.2 billion in revenue. The company has delivered three consecutive quarters of revenue above $9.8 billion, expanded operating margins past 21%, and generated over $13 billion in annual free cash flow. Yet the market is pricing CRM at just 23.8x trailing earnings, its lowest valuation multiple in years. The central question facing investors is straightforward: Is Salesforce a casualty of indiscriminate sector rotation, or is the market correctly pricing in a genuine structural threat from AI-native competitors? The answer likely depends on whether Salesforce's own AI strategy — centered on its Agentforce platform — can drive the next leg of growth rather than becoming a victim of the technology it helped pioneer.

Salesforce stock analysisCRM stockSalesforce earnings