Core观点 - A securities class-action lawsuit has been filed against CoreWeave, Inc. and several executives, alleging misleading statements regarding delays in its Denton, Texas data center cluster [1] 分组1 - The lawsuit is on behalf of investors who purchased CoreWeave securities between March 28 and December 15, 2025 [1] - The allegations focus on misrepresentation related to the data center intended to support OpenAI operations [1] - Hagens Berman is currently reviewing CoreWeave's statements regarding its operations [1]

Core Insights - CoreWeave (NASDAQ: CRWV) has seen its stock price more than double since its IPO in March 2025, becoming a prominent player in the tech sector focused on AI data centers [1] - The company specializes in building data centers for artificial intelligence and sells computing power to AI firms, with projections indicating that total spending on AI data centers could reach trillions by 2030 [1] Financial Performance - CoreWeave's trailing-12-month revenue stands at $4.3 billion, with analysts predicting it will surge to $12 billion this year and $19.2 billion next year [4] - Despite impressive growth, the company has incurred significant financial losses, burning $8 billion in free cash flow over the past year [5] Debt and Investment Challenges - Since July 2024, CoreWeave has accumulated over $18 billion in debt, and its share count has increased by more than 7.3% since the IPO [6] - The company's ongoing need to purchase GPU chips and build data centers to support growth is leading to increased financial strain, making it less likely to perform well for investors in the near term [6] Competitive Landscape - While CoreWeave's growth is notable, its financial losses may hinder its long-term success, prompting investors to consider more stable AI stocks with established profit-generating businesses [7] - Alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL) is highlighted as a strong competitor, with a robust financial foundation and significant returns for shareholders, generating $385 billion in annual revenue and $73 billion in free cash flow [8]

Key Takeaways AI stocks like NVDA have experienced a dramatic multiple compression.Positive guidance from TSM alleviates AI bubble concerns. A new era of deregulation is clearing the path to AI innovation. Although many AI stocks finished 2025 on a sour note, 2026 is starting the opposite way. Several bullish signals are appearing for AI stocks, including:AI Valuations Are ReasonableNumerous leading AI stocks, such as Nvidia ((NVDA) have been consolidating for several months. Nvidia shares peaked in October ...

Core Points - A class action lawsuit has been filed against CoreWeave, Inc. and certain 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 [4] - The company relies on partnerships, including a merger agreement with Core Scientific announced on July 7, 2025 [4] Allegations and Stock Performance - CoreWeave allegedly overstated its ability to meet customer demand and concealed significant construction delays at its data centers [5] - The stock price dropped significantly due to various announcements: - On October 30, 2025, the stock fell by $8.87 (over 6%) after Core Scientific failed to secure enough shareholder votes for the merger [6] - On November 10, 2025, the stock dropped by $17.22 (over 16%) following a lowered guidance for revenue and operational metrics due to construction delays [7] - On December 15, 2025, the stock decreased by $2.85 (over 3%) after reports of further delays in a major data center project [8]

Group 1 - TSMC reported a 35% increase in net profit for Q4, indicating strong and growing demand for AI, particularly due to its exclusive manufacturing of NVIDIA GPUs [1] - The results validate the business models of neocloud providers like CoreWeave and Nebius, as they secure significant allocations of NVIDIA's upcoming architectures [2] - TSMC's gross margin of 62.3% demonstrates that the AI industry is not only growing but also achieving substantial profitability, alleviating fears of an "AI bubble" [3] Group 2 - TSMC's High-Performance Computing segment constitutes 55% of its total revenue, indicating that supply constraints, rather than demand, are the primary growth limitation for neocloud providers [4] - Record manufacturing yields and capacity expansion enable CoreWeave and Nebius to meet their multibillion-dollar backlogs [5] - TSMC's increased capital expenditure forecast for 2026, projected between $52 billion and $56 billion, signals ongoing strong demand for AI chips from tech companies [5]

CoreWeave securities between March 28, 2025, and December 15, 2025, inclusive (the "Class Period†). The lead plaintiff deadline is March 13, 2026. The complaint alleges that, throughout the Class Period, Defendants made false and/or misleading statements and/or failed to disclose that: (1) CoreWeave had overstated the company's ability to meet customer demand for its service; (2) CoreWeave materially understated the scope and severity of the risk that CoreWeave's reliance on a single third-party data cent ...

Core Viewpoint - A class action lawsuit has been filed against CoreWeave, Inc. for allegedly misleading investors regarding its business operations and financial prospects during the class period from March 28, 2025, to December 15, 2025 [1] Company Developments - On July 7, 2025, CoreWeave announced an agreement to acquire Core Scientific to enhance operational efficiency and support future expansion [3] - The merger was terminated on October 30, 2025, after Core Scientific failed to secure enough shareholder votes for approval [3] - Following the merger news, CoreWeave's stock price dropped by $8.87, or 6.3%, closing at $131.06 per share [4] - On November 10, 2025, CoreWeave lowered its revenue guidance for 2025 due to delays from a third-party data center developer [4] - The CEO later revealed that multiple data centers were affected by the delays, not just a single one [4] - On November 11, 2025, the stock price fell by $17.22, or 16.3%, closing at $88.39 per share [5] - On December 15, 2025, it was reported that Core Scientific was the partner behind the delayed data centers, which had been flagged for delays nine months prior [5] - Following this news, CoreWeave's stock price fell by $2.85, or 3.9%, closing at $69.50 per share [6] Allegations in the Lawsuit - The lawsuit alleges that CoreWeave made materially false and misleading statements and failed to disclose adverse facts about its business and operations [7] - Specific allegations include overstating the company's ability to meet customer demand and understating the risks associated with reliance on a single third-party data center supplier [7] - The lawsuit claims that these misrepresentations were likely to have a material negative impact on the company's revenue and that positive statements made by the company lacked a reasonable basis [7]

Core Points - A class action lawsuit has been filed on behalf of shareholders who purchased CoreWeave, Inc. securities between March 28, 2025, and December 15, 2025, with a deadline for lead plaintiff motion by March 13, 2026 [1] - The lawsuit alleges that CoreWeave made materially false and misleading statements regarding its business operations and prospects, particularly concerning its reliance on a single third-party data center supplier [7] Company Events - On July 7, 2025, CoreWeave announced an agreement to acquire Core Scientific to enhance operational efficiency, but the merger was terminated on October 30, 2025, due to insufficient shareholder votes [3] - Following the termination of the merger, CoreWeave's stock price fell by $8.87, or 6.3%, closing at $131.06 per share on October 30, 2025 [4] - On November 10, 2025, CoreWeave lowered its revenue guidance for 2025 due to delays from a third-party data center developer, which was revealed to affect multiple data centers [4] - The stock price dropped further by $17.22, or 16.3%, closing at $88.39 per share on November 11, 2025 [5] - On December 15, 2025, it was reported that Core Scientific was the partner behind the delayed data centers, leading to another stock price decline of $2.85, or 3.9%, closing at $69.50 per share on December 16, 2025 [6]

NEW YORK, Jan. 15, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against CoreWeave, Inc. (NASDAQ: CRWV) and certain of its officers. This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired CoreWeave securities between March 28, 2025 and December 15, 2025, both dat ...

Key Points CoreWeave went public last year, and it quickly became one of the hottest tech stocks to own. Its sales skyrocketed as it works closely with many top tech companies. But CoreWeave has struggled with profitability as its interest expenses are incredibly high. 10 stocks we like better than CoreWeave › Demand for cutting-edge chips has been through the roof, which helped propel the valuation of many companies involved in artificial intelligence (AI) to sky-high levels. Rather than chase Nv ...