MarketWatch
Neocloud stocks like CoreWeave are having a moment — and time’s running out to cash in
Thursday, August 20, 2026
CoreWeave and similar neocloud infrastructure companies operate as asset-leasing businesses with cyclical revenue patterns, according to BCA analyst Noah Weisberger. Weisberger stated that this business model typically results in lower stock valuations compared to software or platform companies. CoreWeave went public in 2024 and provides GPU and infrastructure services to artificial intelligence companies.