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]

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CoreWeave (NASDAQ:CRWV), cloud platform for AI infrastructure management, closed Friday at $89.25, down 8.12%. Shares fell after Blue Owl Capital’s (NYSE:OWL) failed $4 billion data-center debt placement raised new concerns about project financing, and investors are watching the February 26 earnings report and ongoing securities litigation risks.Trading volume reached 46 million shares, coming in about 65% above its three-month average of 27.9 million shares. CoreWeave IPO'd in 2025 and has grown 123% since ...

Shares of AI neocloud CoreWeave (NASDAQ: CRWV) were falling on Friday, down as much as 13% at one point, before finishing the day down 8.1%. CoreWeave has been highly volatile since going public about a year ago. This is because its tantalizing growth prospects as the largest neocloud serving the AI build-out are running into the complications of securing sufficient funding and permits to build its data centers. Will AI create the world's first trillionaire? Our team just released a report on the one lit ...

NEW YORK, Feb. 20, 2026 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of CoreWeave, Inc. (NASDAQ: CRWV) between March 28, 2025 and December 15, 2025, both dates inclusive (the “Class Period”), of the important March 13, 2026 lead plaintiff deadline. SO WHAT: If you purchased CoreWeave securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. W ...

New York, New York--(Newsfile Corp. - February 20, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of CoreWeave, Inc. (NASDAQ: CRWV) between March 28, 2025 and December 15, 2025, both dates inclusive (the "Class Period"), of the important March 13, 2026 lead plaintiff deadline.SO WHAT: If you purchased CoreWeave securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee ...