CoreWeave, Inc. - Class A Common Stock (CRWV)

Today, Jan. 26, 2026, investors weigh a deepening AI infrastructure pact against bubble talk for this fast-growing cloud player.

Jefferies said that Nvidia's support on land and powered shells should ease execution risk and help scaling, according to TheFly.

In a move that signals the next aggressive phase of the artificial intelligence arms race, NVIDIA Corporation (NASDAQ: NVDA) announced on January 26, 2026, a massive $2 billion equity investment in CoreWeave (NASDAQ: CRWV). This strategic maneuver effectively doubles Nvidia’s stake in the specialized cloud provider, positioning both companies

SANTA CLARA, CA — In a move that underscores its determination to dominate the entire artificial intelligence value chain, Nvidia (NASDAQ:NVDA) announced on Monday, January 26, 2026, an additional $2 billion equity investment in specialized cloud provider CoreWeave (NASDAQ:CRWV). This massive cash infusion effectively doubles Nvidia’s ownership stake

As of January 26, 2026, NVIDIA Corp (NASDAQ: NVDA) stands not merely as a semiconductor company, but as the foundational architect of the global artificial intelligence economy. Over the past three years, the company has undergone a transformation unparalleled in corporate history, evolving from a graphics card manufacturer into a vertically integrated "AI Factory" provider. [...]

As of January 26, 2026, the global computing landscape is no longer defined by the general-purpose cloud services of the past decade. Instead, a new tier of "AI Hyperscalers" has emerged, led by the meteoric rise of CoreWeave (Nasdaq: CRWV). Today, the company finds itself at the center of the financial world following a landmark [...]

CoreWeave, Inc. (NASDAQ:CRWV) shares are trading higher Monday after the company announced an expanded collaboration with Nvidia

The partnership aims to accelerate the development of more than 5 gigawatts of AI factories by 2030.

The stock has climbed in the triple digits in a year.

CoreWeave is growing at an incredible pace.

Taiwan Semiconductor Manufacturing, also known as TSMC, is a reason to believe there is no AI bubble.

Tech stocks are likely to deliver impressive upside this year due to strong spending on AI infrastructure.

CoreWeave looks like it's poised for even greater gains.

CoreWeave is set up to rebound in 2026, but the upside is limited by insider selling, tepid analyst coverage, and negative free cash flow.

The high price target for Coreweave implies the stock can rally by 109% from current levels.

CoreWeave launched its IPO last March.

Why would AMD need to secure land for data center development?

There are numerous other winners from TSMC's strong report and increased capital expenditures.

Global tensions will add volatility to the stock market this week.

SoundHound AI, Lemonade, and CoreWeave will all profit from that secular trend.

Meta is the cheapest Magnificent Seven stock at the moment, and it's expected to grow faster than Microsoft, Apple, and Alphabet.

AI stocks may continue to advance in the new year.

Oracle and CoreWeave are among the riskiest bets in the AI sector.

The growth potential of these companies in the AI market could be significantly undervalued.

This crucial factor could determine whether CoreWeave stock soars or crashes over the next five years.