Stock Market Today, Jan. 26: CoreWeave Jumps After Nvidia Invests $2 Billion in AI Infrastructure Partnership

Core Company Insights - CoreWeave, an AI-focused cloud GPU provider, saw its stock rise by 5.73% to close at $98.31 following Nvidia's announcement of a $2 billion equity stake and an expanded partnership [2][4] - Since its IPO in 2025, CoreWeave has experienced significant growth, with a 146% increase in stock value [2] Market Performance - The S&P 500 index increased by 0.50% to finish at 6,950, while the Nasdaq Composite rose by 0.43% to close at 23,601, indicating a positive market trend [3] - Trading volume for CoreWeave reached 48.5 million shares, which is approximately 67% higher than its three-month average of 29 million shares [2] Industry Dynamics - Nvidia's increased investment in CoreWeave, now owning over 10% of the company, signals a strong demand for AI infrastructure, suggesting a long-term growth trajectory for the sector [4] - Nvidia's commitment to support the construction of an additional 5 megawatts of AI infrastructure by 2030 further strengthens the investment case for CoreWeave [5]