Skip to main content

​
Overview

The Company Brief prompt helps Research Analysts and Portfolio Managers stay informed about companies in their portfolios or those they are considering for investment. This prompt systematically gathers and categorizes recent company developments, providing a structured overview that enables quick decision-making and comprehensive monitoring. By leveraging multiple Bigdata.com MCP tools, the prompt creates a categorized synthesis of company-specific developments from press releases, news articles, and other sources. This approach saves time by automating the collection and organization of information that would otherwise require manual research across multiple sources.

​
Prompt

Summarize recent developments for CoreWeave (last 30 days).

**Steps:**
1. Call find_companies and get the company id
2. Call bigdata_tearsheet and get business context
3. Use bigdata_search and find news in the last 30 days
4. Categorize findings

**Categories:**
- Financial results
- Product/tech launches
- M&A and partnerships
- Regulatory/legal updates
- Management changes
- Other material events

For each: Date, facts, investment implications (bullish/bearish/neutral).

Please add inline source attribution.

​
Example Output

You can copy and paste the prompt above in Claude.ai or Claude DesktopClaude Company Brief promptThe output will be similar to the following example:Claude Company Brief outputComplete output:

​
CoreWeave Recent Developments Summary (Last 30 Days)

​
FINANCIAL RESULTS

Q3 2025 Earnings (Released Nov 10, 2025, discussed in Jan period)
  • Date: November 10, 2025 (Reported; impact continued into January 2026)
  • Facts:
    • Revenue: $1.36B (beat estimates of $1.29B, +6.13% surprise) per MT Newswires - Jan 5, 2026
    • EPS: -$0.08 (beat estimates of -$0.40, +79.75% surprise)
    • Lowered 2025 guidance: Cut full-year revenue to $5.05-$5.15B from $5.15-$5.35B due to data center capacity constraints per Benzinga - Jan 13, 2026
    • Reduced capital expenditure forecasts
  • Investment Implications: Bearish - Revenue guidance cut and capacity issues raised execution concerns, triggering 16.3% stock decline on Nov 11

​
PRODUCT/TECH LAUNCHES

1. Nvidia Rubin Platform Partnership
  • Date: January 5, 2026
  • Facts:
    • CoreWeave will integrate Nvidia Rubin technology into its AI cloud platform beginning H2 2026
    • Will be among first cloud providers to deploy Rubin platform per MT Newswires - Jan 6, 2026
    • Expands offerings for agentic AI, reasoning models, and large-scale inference workloads
  • Investment Implications: Bullish - Strengthens competitive positioning in next-gen AI infrastructure; stock rose 1.5% in premarket
2. Department of Energy Genesis Mission
  • Date: December 18-19, 2025
  • Facts:
    • CoreWeave joined DOE’s Genesis Mission, a national initiative connecting advanced compute resources for scientific research
    • Will provide AI cloud platform for advanced scientific workloads per Business Wire - Dec 18, 2025
    • Aligns with expansion of CoreWeave Federal business unit focused on government/defense contracts
  • Investment Implications: Bullish - Opens major public sector revenue opportunity; stock surged 19.7% on Dec 19 per The Fly - Dec 19, 2025

​
M&A AND PARTNERSHIPS

Core Scientific Merger Termination (Continued Impact)
  • Date: October 30, 2025 (Impact continued through January)
  • Facts:
    • Core Scientific shareholders rejected merger with CoreWeave, terminating the $11B all-stock deal
    • Core Scientific was identified as the single third-party data center supplier causing delays
    • BTIG upgraded Core Scientific in January, stating “dust settled” on merger rejection per Benzinga - Jan 12, 2026
  • Investment Implications: Bearish/Neutral - Merger failure eliminated vertical integration opportunity but removed shareholder concerns; stock fell 6% on Oct 30

​
REGULATORY/LEGAL UPDATES

Securities Class Action Lawsuits Filed
  • Date: January 2026 (multiple filings Jan 7-13)
  • Facts:
    • Multiple law firms filed securities fraud class action lawsuits per Benzinga - Jan 13, 2026
    • Allegations: CoreWeave overstated ability to meet customer demand and understated risks of reliance on single data center supplier
    • Class period: March 28, 2025 - December 15, 2025
    • Wall Street Journal exposé (Dec 15) revealed delays at Denton, TX data center for OpenAI pushed back several months
    • Stock fell additional 3.4% on WSJ article per lawsuit filings
  • Investment Implications: Bearish - Legal overhang creates uncertainty; potential financial liability and reputational damage

​
MANAGEMENT CHANGES

No management changes reported in the last 30 days.

​
OTHER MATERIAL EVENTS

1. Analyst Rating Activity
  • Dates: January 5-12, 2026
  • Facts:
    • DA Davidson upgraded to Neutral from Underperform, price target $68 (from $36) on Jan 5 per The Fly - Jan 5, 2026 - cited OpenAI $100B fundraise as potential catalyst
    • Truist initiated coverage with Hold rating, $84 price target on Jan 6 per The Fly - Jan 6, 2026
    • Wells Fargo lowered price target to $125 from $150, maintained Overweight on Jan 8 per The Fly - Jan 8, 2026
    • Goldman Sachs assumed coverage with Neutral rating, $86 price target on Jan 12 per The Fly - Jan 12, 2026 - wants to see revenue diversification
    • Barclays lowered price target to $90 from $120, maintained Equal-Weight on Jan 12 per Benzinga - Jan 12, 2026
    • Jefferies lowered price target to $120 from $155, maintained Buy on Jan 5 per The Fly - Jan 5, 2026
  • Investment Implications: Neutral to Bearish - Downgrades reflect concerns over execution risks and customer concentration; consensus target ~$115.79
2. CEO Defense Against Critics
  • Date: January 12, 2026
  • Facts:
    • CEO Michael Intrator called “circular financing” claims with Nvidia “ridiculous”
    • Noted Nvidia invested ~$300M vs CoreWeave’s $25B total capital raised and $42B valuation
    • Maintains $55B revenue backlog and $11.9B OpenAI contract
  • Investment Implications: Neutral - Addresses investor skepticism but doesn’t resolve underlying operational challenges
3. Stock Volatility
  • Performance: Stock currently trading at $87.39 (-2.82% today), up 118% YoY but down 38% over 3 months and 53% from 52-week high of $187
  • Recent swings: +19.7% on Dec 19 (Genesis announcement), +11.18% on Jan 12 (analyst upgrades)

​
Sources

All information sourced from: