CoreWeave, Inc.

• CRWV Stock Price 24h change: -6.37%. From 99.53 USD to 93.19 USD. The drop was largely fueled by a wave of securities-fraud class actions and legal alerts targeting the company's financial reporting and scaling claims.
• From a technical perspective, the market presents a "bearish divergence within a long-term growth base": while long-term moving averages remain supportive (50-day MA at 83.52), short-term momentum has soured as price broke below the 100 USD psychological level. Support is now expected near the 84.83 level, with the RSI currently at 57.01, suggesting the stock is exiting overbought territory and entering a consolidation phase.
• NVIDIA significantly expanded its strategic stake in CoreWeave, investing $2 billion at $87.20 per share to accelerate the buildout of 5 gigawatts of "AI factories" by 2030.
• Multiple law firms, including Kessler Topaz and Hagens Berman, have filed securities fraud class actions alleging CoreWeave made misleading statements regarding its revenue scaling and operational backlog.
• Deutsche Bank upgraded CRWV to "Buy" ahead of its Q4 2025 earnings report, citing strong demand for specialized GPU cloud infrastructure despite recent legal headwinds.
• Big Tech's AI infrastructure spending is projected to surge to $530 billion in 2026, shifting investor focus from experimental AI projects to tangible infrastructure returns.
• Global hyperscalers including Meta and Microsoft reported massive capital expenditure increases (up to 50% YoY) specifically for data center hardware and AI compute power.

• CRWV Stock Price 24h change: -1.88%. From 99.53 USD to 97.66 USD.
• From a technical perspective, the stock is showing a "neutral to slightly bullish" outlook. While it is currently trading approximately 48% below its 52-week high, it remains 191% above its low. Technical indicators such as the 14-day RSI (45.56) and MACD suggest short-term selling pressure, yet moving averages (MA5, MA50, MA200) maintain a "buy" signal, indicating long-term trend resilience amid high volatility.
• NVIDIA strengthened its partnership with CoreWeave on January 26, 2026, with a $2 billion investment to accelerate the build-out of "AI factories," though some analysts warn this highlights CoreWeave's funding constraints and high interest expenses.
• HSBC lowered its price target for CRWV to $41 on January 28, 2026, citing a projected $9.8 billion liquidity shortfall for the year and concerns over the company's rapid cash burn rate.
• Insider Brannin Mcbee sold over 130,000 shares of CRWV on January 26, 2026, at an average price of approximately $101.45, contributing to recent downward price pressure.
• NVIDIA CEO Jensen Huang stated on January 23, 2026, that the AI boom is fueling the "largest infrastructure buildout in human history," as global investments in data centers are projected to approach $7 trillion by 2030.
• Apple and Google announced a major collaboration on January 23, 2026, to power "Apple Intelligence" using Google’s Gemini models and cloud technology, further validating the massive demand for AI-optimized cloud infrastructure.