"CoreWeave plans to spend up to $35 billion in 2026 on building out infrastructure, which is an extreme amount of spending by any measure, requiring even more debt."
"MasTec reported Q4 2025 revenue of $3.94 billion, up 16% year-over-year, and a record 18-month backlog of $19 billion, up 33% year-over-year."
"The CFO, Nitin Agrawal, confirmed in the Q4 2025 earnings call that Q1 2026 interest expense is expected to hit $510 million to $590 million."
CoreWeave's business model relies on continuous investment from hyperscalers, but it is not equipped to handle financial shocks. The company plans to spend $35 billion in 2026, increasing its debt burden significantly. With $29 billion in liabilities and rising interest expenses, holding CRWV stock is unwise. In contrast, MasTec is thriving in the current market, reporting a 16% revenue increase and a strong backlog. The company is well-positioned for future growth, with expectations of continued revenue and earnings growth across all segments.
Read at 24/7 Wall St.
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