By Howard Smith
Publication Date: 2025-11-17 20:06:00
If big tech capital spending on AI infrastructure continues, this is one name to own.
The first thing investors need to know about CoreWeave (CRWV 3.88%) is that it’s a very volatile stock. Assess your risk appetite before making a decision. That said, an upcoming catalyst might pay off for investors in the artificial intelligence (AI) cloud services hyperscaler.
Shares have been almost halved over the past month. That came as investors began talking about a bubble in AI stocks while the company also warned that it is being affected by supply chain pressures.
However, deals continue to be announced in the sector, and the upcoming earnings report from AI leader Nvidia (NVDA 2.83%) could spark a sharp recovery in CoreWeave stock.
Image source: Getty Images.
AI investment jitters
To be clear, even if Nvidia allays fears of a slowdown in AI infrastructure spending, investors shouldn’t expect CoreWeave stock just to reverse course and soar higher. However, continued follow-on announcements of data center construction projects could prompt CoreWeave stock to repeat its parabolic move experienced earlier this year.
Today’s Change
(-3.88%) $-3.00
Current Price
$74.36
Key Data Points
Market Cap
$39B
Day’s Range
$72.56 – $78.48
52wk Range
$33.52 – $187.00
Volume
851K
Avg Vol
30M
Gross Margin
49.23%
Dividend Yield
N/A
Such deals continue to be announced, even as investors fear an AI spending bubble is forming. CoreWeave peer Iren Limited recently announced that it has signed a five-year agreement…
