CORZ Core Scientific, Inc.

CORZ Core Scientific, Inc.

Technology · Software - Infrastructure

Desk view

Passedreopen on a recapitalization that restores positive equity with the CoreWeave tenancy intact (2026-07-08)
Basis Open desk call ·Logged decision
Updated

Market read

POC $17.23 · VWAP $19.40 · -30.5% vs 12m avg buyer

collapse vol: expandinggaps: stablechurn: quiet as of

Insiders quiet 0 buy / 0 sell · Form 4, 90d

Cluster Director + 1 other bought $244.4K, Aug 20–24

Coverage

7 related campaigns

Watchlists @ai-power@neoclouds

CORZ Price Structure

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Peers

Every watchlist CORZ belongs to, members best 30-day change first — CORZ highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@neoclouds
View watchlist →
CORZ-20.1% -6.8%1d -12.5%7d NBIS-21.0% -12.2%1d -25.1%7d WULF-24.1% -7.5%1d -15.2%7d HUT-24.6% -11.0%1d -19.6%7d APLD-26.0% -11.5%1d -23.8%7d CRWV-26.4% -11.9%1d -25.2%7d GLXY-27.5% -11.6%1d -20.6%7d CBRS-33.2% -10.5%1d -22.5%7d IREN-36.7% -11.2%1d -23.3%7d CIFR-46.3% -10.6%1d -33.6%7d
@ai-power
View watchlist →
PSIX+14.9% -9.0%1d -8.0%7d EQT+7.7% +3.5%1d +2.8%7d BIPC+5.7% +0.3%1d +1.0%7d MPWR+5.5% -3.1%1d -12.7%7d BIP+5.4% +0.5%1d +0.9%7d HUBB+5.0% -0.8%1d -2.7%7d VECO+4.2% -5.3%1d -18.2%7d VICRE+4.1% -12.9%1d -28.0%7d KRC+1.2% +0.6%1d +1.7%7d CMI+0.7% -0.3%1d +1.5%7d CLFE-0.3% -0.3%1d -6.6%7d GEV-0.4% -0.6%1d -8.3%7d ETN-1.6% -2.8%1d -8.9%7d BEPC-2.0% -0.9%1d -3.2%7d ATI-2.1% -2.0%1d -3.3%7d BEP-2.4% -0.9%1d -3.8%7d SEI-2.9% -3.7%1d -17.9%7d HWM-3.0% +0.6%1d -1.9%7d NVT-3.8% -2.5%1d -15.2%7d STM-5.6% -2.6%1d -12.8%7d POWI-6.6% -1.1%1d -9.4%7d CAT-6.6% -0.7%1d -8.7%7d IFNNY-6.7% -2.3%1d -11.7%7d POWL-7.1% -3.3%1d -14.0%7d CRS-8.4% -0.9%1d -2.3%7d FPS-9.1% -2.1%1d -20.9%7d ITRI-9.9% -2.0%1d -3.0%7d VSH-11.5% -3.6%1d -18.6%7d AOSL-11.9% -6.8%1d -22.0%7d FTAI-13.4% -2.4%1d -3.2%7d LBRT-13.8% -0.6%1d -12.6%7d LEU-17.3% -9.5%1d -19.3%7d BE-18.0% -6.3%1d -21.1%7d KGS-19.2% -1.3%1d -11.7%7d CORZ-20.1% -6.8%1d -12.5%7d NVTS-20.4% -9.6%1d -22.6%7d WULF-24.1% -7.5%1d -15.2%7d PUMP-24.3% -2.6%1d -15.0%7d HUT-24.6% -11.0%1d -19.6%7d APLD-26.0% -11.5%1d -23.8%7d CRWV-26.4% -11.9%1d -25.2%7d GLXY-27.5% -11.6%1d -20.6%7d DGXX-28.4% -6.1%1d -17.4%7d WGMI-29.8% -9.8%1d -22.2%7d HIVE-30.0% -8.6%1d -18.8%7d BTDR-30.0% -8.1%1d -19.8%7d WYFI-31.9% -9.6%1d -25.1%7d BW-32.0% -6.8%1d -15.4%7d KEEL-32.1% -10.1%1d -24.3%7d RIOT-32.6% -11.5%1d -18.8%7d CLSK-34.3% -10.2%1d -20.0%7d FLNC-35.9% -9.8%1d -21.9%7d IREN-36.7% -11.2%1d -23.3%7d CIFR-46.3% -10.6%1d -33.6%7d CEPL-49.2% -8.3%1d -31.4%7d

Next earnings CORZ reports in 19 days Nov 5

Last report Jul 28

Reported EPS $-0.04 versus analyst consensus of $-0.06 (+27.2%).

full note →

Against street estimates

How CORZ's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 9 quarters · newest report Jul 28 · projection Oct 16

Result
Jul 28 -0.06-0.04 GAAP ≠ +27.2%Beat
May 6 -0.05-0.11 GAAP ≠ -119.6%Miss
Mar 2 -0.12-0.18-53.4%Miss
Oct 24 '25 0.07-0.20 GAAP ≠ -382.9%Miss
Aug 8 '25 0.010.07 GAAP ≠ +608.0%Beat
May 7 '25 0.02-0.13 GAAP ≠ -731.0%Miss
Feb 26 '25 0.05-0.13 GAAP ≠ -351.4%Miss
Nov 6 '24 -0.04-0.16 GAAP ≠ -329.5%Miss

Recent news

Headlines about CORZ from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 1 day ago · Oct 16

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

CORZ research tape

34 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

brief Hot CPI, Distressed CoreWeave Debt, and a 0-for-10 Neocloud Day scan Washout-Turn Scan — 2026-09-24 scan Washout-Turn Scan — 2026-09-23 scan Washout-Turn Scan — 2026-09-22 scan Washout-Turn Scan — 2026-09-21
Types
Oct 14 Market Brief Hot CPI, Distressed CoreWeave Debt, and a 0-for-10 Neocloud Day
AALABTACGLADEAAGIOCRVLLQDAEOSE +4 more
Sep 24 Scan Washout Turn Scan
AAONAEISAIPAMKRAOSLBELFBBKKTBTDR +4 more
Sep 23 Scan Washout Turn Scan
AAONAEISAIAIPAMKRAOSLAPLDBKKT +4 more
Sep 22 Scan Washout Turn Scan
AIAIPALKEALNYALTAMKRAOSLAPLD +4 more
Sep 21 Scan Washout Turn Scan
AIPAMKRAPLDBKKTCAMTCIFRCLSCORZ +4 more
Aug 22 Article AI Compute and Power: Two Kinds of Down
NBISCRWVHUTCIFRCORZWULFIRENAPLD#ai-power-bottleneck +2 more
Jul 28 Catalyst CORZ earnings
CORZ
Jul 18 Market Brief One Tape, Two Markets
AAUCAFRMAMBAAPOAROCBOCTMETAARM +4 more
Jul 17 Market Brief Software Leads, Memory Bleeds
ARGXARKQAVTAVTRBOTZCSCOLASRMETA +4 more
Jul 16 Market Brief Chips Out, Banks In
ARGXARKQAVTAVTRBOTZCSCOLASRMETA +4 more
Jul 15 Market Brief The Index Held, the Chips Didn't
ARGXARKQAVTAVTRBOTZCSCOMETAABCL +4 more
Jul 13 Market Brief Biotech's Two Tiers, and Korea's Trap
ARGXARKQAVTAVTRBOTZCSCOCGNXLASR +4 more
Jul 8 Article The AI-Compute Landlords Are All On Sale — Only Two Balance Sheets Deserve the Dip
IRENNBISWULFAPLDCRWVCIFRHUTCORZ#ai-power-bottleneck
Jul 6 Investigation the AI buildout has two physical layers, and the market prices them very differently
GEVETNNEEENSIRENHUTBITFAPLD +3 more
Jul 1 Investigation Neocloud demand absorption vs AI capex digestion
NBISIRENCRWVCORZAPLDMETA#ai-capex-digestion#ai-power-bottleneck
Jun 26 Scan Monster Scan
005930.KS6779.TAEHRAEISAIXA.DEALABALKSAMRX +4 more
Jun 25 Scan Monster Scan
005930.KS5991.T6779.TAAAALAAONAAUCABCL +4 more
Jun 20 Article SpaceX IPO — Post-Event Liquidity Assessment (T+6 sessions / Day 8)
SPCXENBISCRWVCORZIRENAPLDNVDAMSFT#spacex-ipo-liquidity-event +4 more
Jun 20 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAONABSI +4 more
Jun 16 Scan Monster Scan
005930.KS6779.TAAOIAEHRAIXA.DEALABALRIB.PAAMKR +4 more
Jun 5 Investigation Aschenbrenner research dossier — essay-mined lanes, the pair-trade put book, 13F track-record calibration, and cross-manager convergence
BESNDKCRWVIRENCORZAPLDRIOTCLSK#ai-power-bottleneck#memory-supercycle#optical-supercycle +4 more
Jun 5 Investigation Aschenbrenner essay vs 13F scorecard — what the Situational Awareness predictions have actually done, and the new megacap put overlay
BESNDKCRWVIRENCORZAPLDRIOTCLSK#ai-power-bottleneck#optical-supercycle#memory-supercycle +4 more
Jun 2 Investigation AI mega-IPO issuance-surge base rate — does an IPO wave at all-time highs predict a market top
SPCXEQQQSPYNVDANBISCRWVCORZIREN#spacex-ipo-liquidity-event +1 more
Jun 2 Analysis Thread: AI mega-IPO / Fast Entry liquidity regime
SPCXENVDAMSFTGOOGLAMZNMETANBISCRWV#spacex-ipo-liquidity-event#ai-power-bottleneck +4 more
Jun 2 Reference AI-Lab S-1 → Thesis Crosswalk Playbook
NVDAMSFTGOOGLAMZNNBISCRWVCORZIREN#ai-power-bottleneck#ai-power-delivery#optical-supercycle#memory-supercycle +1 more
May 29 Scan Monster Scan
005930.KS6779.TAAAAOIACLSACLXAEHRAGX +4 more
May 28 Catalyst NVDA Q1 FY27 Earnings (superseded cadence date — 2026-05-28)
NVDAAMZNGOOGLMSFTTSMEWYEWTMPWR#ai-power-bottleneck#ai-power-delivery#war-ends-playbook +4 more
May 27 Investigation Anthropic-SpaceX $15B/yr Cloud Services Contract
SPCXEGOOGLAMZNMSFTORCLNVDAAVGONBIS#spacex-ipo-liquidity-event#ai-power-bottleneck#ai-power-delivery +4 more
May 26 Investigation SpaceX IPO Deep Dive: Separate Trades + the Oxygen Question
SPCXEECHOSTMLINAPDNOCERKLBASTS#spacex-ipo-liquidity-event#ai-power-bottleneck#ai-power-delivery#optical-supercycle +4 more
May 6 Catalyst CORZ earnings
CORZ
May 2 Podcast Crusoe Chase Lochmiller — AI stack economics — podcast
CRWVCORZIRENAPLDCIFREQTVSTPCG#ai-power-bottleneck#ai-power-delivery +2 more
May 2 Podcast Chase Lochmiller (Crusoe CEO) on AI data-center economics
CRWVCORZIRENAPLDCIFREQTVSTPCG#ai-power-bottleneck#ai-power-delivery +4 more
Apr 15 Archive AI Power Bottleneck — Watts Per Rack as the Binding Constraint on AGI
APLDAVGOBEBITFBTDRBWCIFRCLSK#ai-power-bottleneck +4 more
Apr 14 Source Leopold Aschenbrenner Q4 2025 13F — Pure Energy Play
BECRWVLITECORZIRENAPLDSNDKNVDA#ai-power-bottleneck#optical-supercycle +1 more