Analysts revisit Nvidia-backed AI stock ahead of earnings

Nvidia is not just a leader in artificial intelligence chipmaking. It is also a key investor, whose backing is often a major reason a stock attracts market interest. That is now playing out with CoreWeave. The company has become Nvidia’s largest disclosed holding, accounting for 86.4% of its portfolio as of the end of the third quarter of 2025. CoreWeave (CRWV) is a cloud infrastructure company focused on GPU-powered computing for AI and machine learning workloads. Its data centers run on Nvidia chips, a ...