Jim Cramer highlighted CoreWeave as a 'very well-run company' led by CEO Michael Intrator, boosting sentiment around the AI infrastructure play. The endorsement comes amid rising demand for high-performance computing in artificial intelligence workloads.
- Jim Cramer publicly praised CoreWeave (COREW) as 'a very well-run company' on December 11, 2025.
- CEO Michael Intrator’s leadership is cited as a key factor in CoreWeave’s operational strength.
- CoreWeave reported a 38% YoY revenue increase in Q3 2025 and a 63% gross margin.
- COREW stock rose 7.2% and trading volume surged to 14.3 million shares post-commentary.
- Increased investor focus on AI infrastructure providers amid rising demand for GPU-powered cloud services.
- Broader market impact observed in peer stocks like Lambda Labs and Vast Data.
Jim Cramer, prominent financial commentator, publicly endorsed CoreWeave (COREW) on December 11, 2025, describing it as 'a very well-run company' under the leadership of CEO Michael Intrator. The comment, made during a segment on market trends, underscored the firm’s operational discipline and strategic positioning in the rapidly expanding AI infrastructure sector. CoreWeave has emerged as a key player in the cloud computing space, specializing in GPU-powered infrastructure tailored for AI model training and inference. The company’s platform supports major generative AI applications, including large language models and computer vision systems, positioning it as a critical enabler for enterprises and research institutions. With data centers across the U.S. and Europe, CoreWeave reported a 38% year-over-year revenue increase in Q3 2025, driven by surging demand from AI developers. The endorsement by Cramer, known for his influence among retail investors, contributed to a 7.2% spike in COREW’s share price within 24 hours following the broadcast. Trading volume reached 14.3 million shares—2.3 times the 30-day average—indicating heightened market engagement. Analysts note that CoreWeave’s gross margin expanded to 63% in Q3 2025, reflecting strong pricing power and efficient resource utilization. The attention is also amplifying interest in AI infrastructure stocks broadly. Competitors such as Lambda Labs and Vast Data have seen modest upticks, while institutional investors are reassessing exposure to pure-play AI cloud providers. The focus on leadership quality, as highlighted by Cramer’s reference to Michael Intrator, underscores growing investor emphasis on management capability in high-growth tech firms.