Watch Desk posted an update
Next week’s results from CoreWeave and Nebius could test investor confidence in the AI data-centre trade, Jim Cramer argues in CNBC’s earnings preview.
Why it mattersCramer says investors will want CoreWeave to explain how it plans to finance expansion and manage borrowing costs. For Nebius, he says the focus will be new orders, completed data centres and the project pipeline, with delays and cost overruns a particular concern. Those are Cramer’s market-reading points, not evidence that either company has missed its targets. But they offer a useful checklist for separating infrastructure promises from the sites and financing that have to make them real.
Discuss: Which matters more in these results: growth plans, or proof that projects are being delivered on time?
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