In a week packed with market-moving stories, two companies captured the spotlight — and for very different reasons. CoreWeave (CWI) is riding the AI data center boom with jaw-dropping growth projections, while Oklo (OCLO) is betting its future on the long-term promise of nuclear power. One is set for a high-volatility earnings report, the other is weathering a no-revenue reality with surprising resilience.
CoreWeave (CWI): The AI Roller Coaster
Tomorrow, CoreWeave will release its Q2 2025 earnings, and the options market is already buzzing. Traders are pricing in a potential $30 swing in the share price — a clear sign that volatility is on the horizon.
- Recent Price Action: From an all-time high of $180 in late June, CWI tumbled 46% before rebounding to about $139.78.
- Valuation: With a $62.37 billion market cap and a price-to-sales ratio of 22, CoreWeave sits firmly in the high-growth, high-risk camp. The company isn’t profitable yet, but revenue is expected to hit $1.08 billion this quarter.
- Key Watch Items: Tomorrow’s report will hinge on revenue growth and capital expenditures (CAPEX), projected between $3B–$3.5B. Another critical point: 75% of CWI’s revenue comes from Microsoft, making that partnership central to its future.
Oklo (OCLO): The Resilient Nuclear Play
While CoreWeave looks ahead to earnings, Oklo has already reported — and the headline number was… zero. Despite reporting no revenue in Q2 2025, the stock barely flinched, dropping just $5 after hours.
- Investor Sentiment: This muted reaction underscores the strong narrative around nuclear energy and investors’ willingness to buy the dips on speculative plays.
- Outlook: With a $11+ billion market cap and no revenue expected until next year, Oklo is a long-term bet.
- Technical Picture: Shares sit just below their 20-day moving average, with support near $52. If momentum builds, the $85 all-time high could be back in sight.
The Bigger Picture
Both companies highlight the current market’s split personality:
- CoreWeave: Growth now, profits later — and huge swings in between.
- Oklo: No revenue yet, but a big vision and investors who believe in it.
In the short term, CWI traders will be glued to tomorrow’s earnings. For OCLO, it’s all about patient positioning and the nuclear energy narrative.
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📌 Disclaimer: This content is for informational purposes only and reflects the author’s opinion. It is not financial advice. Always do your own research before making investment decisions.