The stock sits roughly 35% below its pre-earnings May peak. Beyond the headline numbers, Kalshi traders are betting on what management will talk about, from Nvidia and Anthropic to storage and government contracts. CoreWeave's AI cloud is built around Nvidia (NASDAQ:NVDA) GPUs, and its expanded agreement with Meta (NASDAQ:META) includes some of the initial deployments of Nvidia's next-generation Vera Rubin platform. CoreWeave signed a multi-year deal in April to support the Claude family of models, a contract CEO Michael Intrator described to Bloomberg as multibillion-dollar. A day before the Anthropic announcement, CoreWeave expanded its Meta agreement to roughly $21 billion of AI cloud capacity through December 2032.