分组1 - CoreWeave's share price has dropped by more than 20% following the company's Q3 earnings report, which significantly influenced market reactions [1] - The company is positioned within the technology sector, with a focus on navigating complexities associated with technology stocks [1] - The analyst emphasizes a commitment to providing clear and accessible insights for investors of all experience levels, aiming to foster a collaborative exploration of market opportunities [1] 分组2 - The article reflects a beneficial long position in CoreWeave shares, indicating a personal investment interest by the analyst [2] - The analysis is presented as an independent opinion, with no external compensation influencing the content [2]

Last year marked a turning point for CoreWeave (NASDAQ: CRWV). The company entered 2025 as a fast-growing private artificial intelligence (AI) infrastructure provider and exited it as a publicly traded, systemically important player in the AI compute ecosystem. Revenue surged, customer commitments expanded rapidly, and CoreWeave cemented its role as a key supplier to some of the world's most demanding AI builders. But beyond the headline growth, 2025 delivered something more valuable for investors: clari ...

Core Points - A class action lawsuit has been filed against CoreWeave, Inc. and its senior executives for securities fraud following significant stock drops due to potential violations of federal securities laws [1][3] - Investors are encouraged to seek additional information regarding the lawsuit and their legal options [2][9] Company Overview - CoreWeave is an AI-focused cloud computing company that operates data centers providing high-performance GPU infrastructure, relying on partners like Core Scientific for development [4] - The company had previously assured investors of its capability to meet high demand for its services, citing competitive strengths and the ability to scale operations rapidly [5] Stock Performance and Issues - CoreWeave's stock dropped significantly after the merger agreement with Core Scientific was terminated due to insufficient shareholder votes, resulting in a decline of $8.87 per share (over 6%) from $139.93 to $131.06 on October 30, 2025 [6] - On November 10, 2025, the company lowered its guidance for revenue and other financial metrics due to construction delays, causing a further drop of $17.22 per share (over 16%) from $105.61 to $88.39 [7] - Additional delays reported by The Wall Street Journal regarding a major data center cluster in Texas led to another decline of $2.85 per share (over 3%) from $72.35 to $69.50 on December 16, 2025 [8]

2025 was the year CoreWeave (NASDAQ: CRWV) locked in demand for its data centers. Revenue surged, multiyear contracts piled up, and the company emerged as a critical supplier of artificial intelligence (AI) computing power to customers such as OpenAI and Meta Platforms. But 2026 will be a different test. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » At this point, investors no long ...

Core Points - Rosen Law Firm is reminding purchasers of CoreWeave, Inc. securities from March 28, 2025, to December 15, 2025, about the lead plaintiff deadline on March 13, 2026 [1] - Investors who purchased CoreWeave securities during the specified period may be eligible for compensation without any out-of-pocket fees through a contingency fee arrangement [2] - A class action lawsuit has been filed against CoreWeave, and interested parties can join by contacting Rosen Law Firm [3][6] Case Details - The lawsuit alleges that CoreWeave's defendants made false and misleading statements regarding the company's ability to meet customer demand and the risks associated with reliance on a single third-party data center supplier [5] - It is claimed that these misrepresentations were likely to have a material negative impact on CoreWeave's revenue, leading to investor damages when the truth was revealed [5] Rosen Law Firm's Credentials - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a successful track record in securities class actions, highlighting its own achievements, including the largest securities class action settlement against a Chinese company [4] - The firm has consistently ranked highly in securities class action settlements, recovering hundreds of millions of dollars for investors, including over $438 million in 2019 alone [4]

Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In CoreWeave (CRWV) To Contact Him Directly To Discuss Their Options If you purchased or acquired CoreWeave securities between March 28, 2025 and December 15, 2025 and would like to discuss your legal rights, call Bragar Eagel & Squire partner Brandon Walker or Melissa Forunato directly at (212) 355-4648. Click here to participate in the action. NEW YORK, Feb. 03, 2026 (GLOBE NEWSWIRE) -- What’s Happening ...

Core Points - The CoreWeave class action lawsuit involves allegations against CoreWeave, Inc. and its executives for violations of the Securities Exchange Act of 1934 during the Class Period from March 28, 2025, to December 15, 2025 [1] - The lawsuit claims that CoreWeave overstated its ability to meet customer demand and failed to disclose significant risks associated with its reliance on a single third-party data center supplier [3] - CoreWeave's stock price experienced significant declines following announcements related to merger agreements and lowered revenue guidance, indicating potential investor losses [4][5][6] Company Overview - CoreWeave is positioned as an AI cloud computing company and announced a deal worth up to $11.9 billion with OpenAI shortly before its IPO [2] - The company also aimed to acquire Core Scientific, a major player in digital infrastructure for high-performance computing, in an all-stock transaction [2] Allegations and Impact - The lawsuit alleges that CoreWeave's executives made misleading statements regarding the company's operational capabilities and the risks associated with its data center supplier [3] - Following the announcement of insufficient shareholder votes for the merger with Core Scientific, CoreWeave's stock fell by over 6% [4] - A subsequent announcement of lowered revenue guidance due to delays from a third-party data center provider led to a further decline of more than 16% in stock price [5] - Reports revealing greater-than-acknowledged delays in data center delivery resulted in an additional drop of 3.4% in CoreWeave's stock price [6]

Industry Overview - Artificial intelligence (AI) is driving a significant demand for high-performance data centers, leading to rapid expansion in the cloud sector [1] - The AI infrastructure market is projected to grow from $59 billion in 2025 to $356 billion by 2032, indicating a substantial investment opportunity [3] Company Analysis: Applied Digital - Applied Digital's stock surged nearly 500% over the past 12 months, reaching a 52-week high of $42.27, primarily due to AI-related demand [4] - The company reported a 250% year-over-year revenue increase to $126.6 million in its fiscal 2026 second quarter, with new leases valued at $16 billion signed during the quarter [5] - Despite revenue growth, Applied Digital faces challenges, including the need for costly data center construction, resulting in over $2.6 billion in debt, although it maintains a solid cash position of $1.9 billion [6] - The company is currently not profitable, with operating expenses of $157.5 million in fiscal Q2, leading to an operating loss of $31 million [7] Company Analysis: CoreWeave - CoreWeave, a neocloud provider, has signed an $11 billion lease for data center space with Applied Digital and is experiencing rapid sales growth due to increased demand for AI cloud computing services [8] - In Q3, CoreWeave achieved record revenue of $1.4 billion, a significant increase from $583.9 million in the prior-year period [8]

Core Viewpoint - Hagens Berman is alerting investors about a pending class action against CoreWeave, Inc. (NASDAQ: CRWV) for allegedly misleading the market regarding its AI infrastructure scalability and revenue guidance [1][3] Allegations of Misrepresentation - The lawsuit claims that CoreWeave overstated its capacity to meet customer demand and downplayed operational risks associated with reliance on a single third-party data center supplier [2][6] - Significant delays at the Denton, Texas data center were concealed, with completion pushed back by several months due to construction hurdles, contradicting management's claims of "rapid scaling" [6] Market Impact - Following the revelation of these delays, CoreWeave's market capitalization fell by approximately $14 billion, including a 16% drop on November 11 after the company lowered its guidance [2][6] - The stock's decline continued after a Wall Street Journal report highlighted the construction delays, resulting in substantial losses for shareholders [6] Legal Proceedings - The lead plaintiff deadline for the class action is set for March 13, 2026, and investors who purchased shares during the class period (March 28, 2025 – December 15, 2025) are encouraged to report their losses [4][5]

Core Viewpoint - A class action lawsuit has been filed against CoreWeave, Inc. and its senior executives for securities fraud following significant stock drops attributed to potential violations of federal securities laws [1][3]. Company Overview - CoreWeave is an AI-focused cloud computing company that operates data centers providing high-performance GPU infrastructure, relying on partners like Core Scientific for development [4]. Allegations of Securities Fraud - The lawsuit claims that CoreWeave misrepresented its ability to meet customer demand and concealed construction delays at its data centers, despite assurances of being able to capitalize on strong demand [5]. Stock Performance and Impact - On October 30, 2025, CoreWeave's stock dropped by $8.87 (over 6%) after Core Scientific failed to secure enough shareholder votes for a merger, leading to the termination of the merger agreement [6]. - Following a revenue guidance cut on November 10, 2025, due to delays from a third-party developer, CoreWeave's stock fell by $17.22 (over 16%) [7]. - A report on December 15, 2025, regarding delays in a major data center project led to an additional stock drop of $2.85 (over 3%) [8].