Nebius and CoreWeave expect monster growth during 2026.Finding stocks that can double in under a year isn't easy. These stocks are often among the hottest on the market and can rapidly rise at any given time. That's the case for both CoreWeave (CRWV 8.22%) and Nebius Group (NBIS 9.12%), as the stocks are up 25% and 17%, respectively, so far in 2026. While some investors may throw in the towel and say they missed these two, I don't think that's necessary. I think both stocks have far more room to run, and co ...

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 entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2] - A class action lawsuit has been filed against CoreWeave, alleging that the company made false and misleading statements regarding its ability to meet customer demand and the risks associated with its reliance on a single third-party data center supplier [5] Legal Action Details - The lawsuit claims that CoreWeave overstated its ability to meet customer demand and materially understated the risks related to its data center supplier, which could negatively impact its revenue [5] - Investors are encouraged to join the class action by contacting Rosen Law Firm through their website or phone [3][6] - No class has been certified yet, meaning investors are not represented by counsel unless they retain one [7] Firm Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved significant settlements, including over $438 million for investors in 2019 [4] - The firm has been recognized for its success in securities class action settlements, ranking No. 1 in 2017 and consistently in the top 4 since 2013 [4]

Core Viewpoint - CoreWeave, Inc. (NASDAQ:CRWV) is facing challenges ahead of its earnings report on February 26, as Morgan Stanley has reiterated its Equal Weight rating with a price target of $99, expressing caution regarding the stock [1][4]. Group 1: Company Performance and Risks - Analyst Keith Weiss has raised concerns about CoreWeave's ability to meet ambitious growth targets due to operational delays and recent legal complaints regarding service shortfalls, which have increased investor skepticism [2][4]. - Future rating improvements for CoreWeave will depend on scaling power capacity significantly, addressing data center delays, converting projects under construction into spending, and expanding the backlog and customer base [4][5]. Group 2: Contracts and Capacity Goals - CoreWeave has secured and expanded large contracts from demanding GenAI users, but to alleviate investor concerns, the company needs to exit the year with over 850 MW of active power, resolve prior data center delays, and outline a credible path to secure an additional 5 GW of capacity [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. The company relies on partnerships, including a merger agreement with Core Scientific announced on July 7, 2025 [4]. Allegations of Securities Fraud - The lawsuit claims that CoreWeave misrepresented its ability to meet customer demand and concealed significant construction delays at its data centers, despite assurances of being able to capitalize on unprecedented 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 the merger, leading to the termination of the 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]. - Additional delays reported on December 15, 2025, regarding a major data center in Texas led to a further stock decline of $2.85 (over 3%) [8].

Group 1: AI and Private Credit Market Insights - AI spending and resilient private credit are supporting market stability despite volatility and misleading headlines [1][2] - Private credit performance remains solid, with AI infrastructure investments tracking ahead of expectations [2] - Tech megacaps are increasing capital expenditures, with combined spending from four hyperscalers expected to reach nearly $700 billion, a 60% increase from 2025 [2] Group 2: Company-Specific Insights - Amazon is projected to have the most aggressive capital expenditure plan, reaching up to $185 billion this year, with Alphabet also increasing spending [3] - Despite cash flow pressure concerns, analysts maintain buy recommendations on Amazon and Alphabet stocks [3] - CoreWeave has secured large contracts from demanding GenAI users, but must address operational delays and scale power capacity to alleviate investor concerns [11] Group 3: Analyst Ratings and Market Performance - CoreWeave's stock faced a decline after Morgan Stanley reiterated an Equal Weight rating with a price target of $99, citing concerns over growth targets and operational delays [8][9] - Fortinet's Q4 2025 results exceeded expectations, but the company was downgraded from Buy to Hold due to valuation constraints and margin risks [12][14] - Fortinet's growth is supported by a large-scale network equipment refresh cycle and expanding Unified SASE cloud solutions, despite customer caution regarding contract durations [13][14]

Core Points - The Rosen Law Firm is reminding investors who purchased CoreWeave, Inc. securities between March 28, 2025, and December 15, 2025, of a lead plaintiff deadline on March 13, 2026 [1] - Investors may be entitled to compensation through a contingency fee arrangement without any out-of-pocket costs [1] - A class action lawsuit has been filed against CoreWeave, alleging that the company made false and misleading statements regarding its ability to meet customer demand and the risks associated with reliance on a single third-party data center supplier [1] Legal Context - The lawsuit claims that CoreWeave overstated its capacity to meet customer demand and understated the risks related to its data center supplier, which could negatively impact revenue [1] - Investors are encouraged to select qualified legal counsel with a successful track record in securities class actions [1] - The Rosen Law Firm has a history of significant settlements in securities class actions, including a record settlement against a Chinese company [1]

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 entitled to 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 misstatements were likely to have a material negative impact on CoreWeave's revenue, leading to investor damages when the truth was revealed [5] Legal Representation - Investors are encouraged to select qualified legal counsel with a successful track record in securities class actions, as many firms may not have the necessary experience [4] - Rosen Law Firm has a history of significant recoveries for investors, including over $438 million in 2019 alone, and has been recognized for its performance in securities class action settlements [4]

Core Points - CoreWeave, Inc. is facing a class action lawsuit due to alleged 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 and its executives made 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 [1] - Significant events leading to the lawsuit include a failed merger with Core Scientific, which caused a share price drop of over 6%, and a subsequent revenue guidance reduction that led to a further decline of more than 16% in share price [1] Company Overview - CoreWeave is positioned as an AI cloud computing company and had announced a deal worth up to $11.9 billion with OpenAI shortly before its IPO [1] - The company also attempted to acquire Core Scientific, a major player in digital infrastructure for high-performance computing, in an all-stock transaction [1] Allegations and Impact - The lawsuit alleges that CoreWeave overstated its service capabilities and downplayed the risks associated with its data center supplier, which were likely to negatively impact revenue [1] - On October 30, 2025, Core Scientific announced it did not have enough shareholder votes to approve the merger with CoreWeave, leading to a significant drop in CoreWeave's stock price [1] - Following a revenue guidance cut on November 10, 2025, due to delays from a third-party data center developer, CoreWeave's CEO acknowledged that multiple data centers were affected, resulting in a further stock price decline [1] - A December 15, 2025, article from The Wall Street Journal revealed more severe data center delivery issues than previously disclosed, causing an additional 3.4% drop in share price [1]

Core Points - A securities fraud class action lawsuit has been filed against CoreWeave, Inc. for alleged misstatements and omissions regarding its operational capabilities and financial risks [2][6] - The class period for the lawsuit is from March 28, 2025, to December 15, 2025, with a lead plaintiff deadline set for March 13, 2026 [2][6] Allegations - The lawsuit claims that CoreWeave overstated its ability to meet customer demand for its services [4][6] - It is alleged that the company understated its reliance on a single third-party data center supplier, which poses significant operational risks [4][6] - The complaint also states that CoreWeave misrepresented the financial risks associated with this dependency, including revenue exposure [4][6] - Public statements made by the company were claimed to be materially false and misleading, leading to inaccurate revenue expectations [4][6] Investor Actions - Investors are encouraged to contact Kessler Topaz Meltzer & Check, LLP for recovery options and to discuss their legal rights [4][5] - Investors can file to be a lead plaintiff by the deadline of March 13, 2026, or choose to remain an absent class member [7][8] - The lead plaintiff will represent the interests of all class members in the litigation process [8]

I publish my best ideas and top coverage on the Growth Stock Forum . If you're interested in finding great growth stocks, with a focus on biotech, consider signing up. We focus on attractive risk/reward situations and track each of our portfolio and watchlist stocks closely. To receive e-mail notifications for my public articles and blogs, please click the follow button . And to go deeper, sign up to Growth Stock Forum.ONeil Trader is a former stockbroker turned full-time independent investor. He focuses on ...