SAN DIEGO , Jan. 30, 2026 (GLOBE NEWSWIRE) -- The law firm of Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of CoreWeave, Inc. (NASDAQ: CRWV) securities between March 28, 2025 and December 15, 2025, inclusive (the “Class Period”), have until Friday, March 13, 2026 to seek appointment as lead plaintiff of the CoreWeave class action lawsuit. Captioned Masaitis v. CoreWeave, Inc., No. 26-cv-00355 (D.N.J.), the CoreWeave class action lawsuit charges CoreWeave and certain of CoreWeave’s ...

PHILADELPHIA, Jan. 26, 2026 (GLOBE NEWSWIRE) -- National plaintiffs’ law firm Berger Montague PC announces that a class action lawsuit has been filed against CoreWeave, Inc. (NASDAQ: CRWV) (“CoreWeave” or the “Company”) on behalf of investors who purchased or otherwise acquired CoreWeave securities during the period from March 28, 2025 through December 15, 2025 (the “Class Period”), inclusive. Investor Deadline: Investors who purchased CoreWeave securities during the Class Period may, no later than March 13 ...

Core Points - The CoreWeave class action lawsuit has been initiated against CoreWeave, Inc. and its executives for alleged violations of the Securities Exchange Act of 1934 during the Class Period from March 28, 2025, to December 15, 2025 [1] - Investors who suffered losses during this period can seek to be appointed as lead plaintiff by March 13, 2026 [1][2] Allegations - CoreWeave is accused of overstating its ability to meet customer demand and failing to disclose risks associated with reliance on a single third-party data center supplier, which could negatively impact revenue [3] - On October 30, 2025, Core Scientific announced it did not receive enough shareholder votes to approve its merger with CoreWeave, leading to a more than 6% drop in CoreWeave's share price [4] - On November 10, 2025, CoreWeave lowered its revenue guidance due to delays from a third-party data center developer, resulting in a subsequent 16% drop in share price [5] - A December 15, 2025 article revealed that delays in data center delivery were more severe than previously acknowledged, causing an additional 3.4% decline in share price [6] Legal Process - The Private Securities Litigation Reform Act of 1995 allows any investor who purchased CoreWeave securities during the Class Period to seek lead plaintiff status, representing the interests of the class [7] - The lead plaintiff can choose a law firm to litigate the case, and participation as lead plaintiff is not required to share in any potential recovery [8] About the Law Firm - Robbins Geller Rudman & Dowd LLP is a leading law firm specializing in securities fraud and shareholder litigation, having secured over $2.5 billion for investors in 2024 alone [9]

Core Points - The CoreWeave class action lawsuit has been initiated against CoreWeave, Inc. and its executives for alleged violations of the Securities Exchange Act of 1934 during the class period from March 28, 2025, to December 15, 2025 [1] - Investors who suffered losses during this period can seek to be appointed as lead plaintiff by March 13, 2026 [1][2] Allegations - CoreWeave is accused of overstating its ability to meet customer demand and failing to disclose risks associated with reliance on a single third-party data center supplier, which could negatively impact revenue [3] - The lawsuit claims that on October 30, 2025, Core Scientific announced it did not receive enough shareholder votes to approve its merger with CoreWeave, leading to a more than 6% drop in CoreWeave's share price [4] - On November 10, 2025, CoreWeave lowered its revenue guidance due to delays from a third-party data center developer, resulting in a subsequent 16% drop in share price [5] - A December 15, 2025 article revealed that delays in data center delivery were more severe than previously acknowledged, causing an additional 3.4% decline in share price [6] Legal Process - The Private Securities Litigation Reform Act of 1995 allows any investor who purchased CoreWeave securities during the class period to seek lead plaintiff status, representing the interests of the class [7] - The lead plaintiff can choose a law firm to litigate the case, and participation as lead plaintiff does not affect the ability to share in any potential recovery [8] About the Law Firm - Robbins Geller Rudman & Dowd LLP is a leading law firm in securities fraud and shareholder litigation, having recovered over $2.5 billion for investors in 2024 alone [9]

Core Points - The CoreWeave class action lawsuit involves allegations against CoreWeave, Inc. and its executives for 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 overstated its ability to meet customer demand and failed to disclose significant risks associated with its reliance on a single third-party data center supplier [3] - CoreWeave's stock price experienced significant declines following announcements related to merger agreements and lowered revenue guidance, with a drop of over 6% after the termination of the merger with Core Scientific and a further decline of more than 16% after revenue guidance was lowered due to delays [4][5] Allegations and Events - CoreWeave announced a deal worth up to $11.9 billion with OpenAI for AI infrastructure shortly before its IPO [2] - The lawsuit alleges that on October 30, 2025, Core Scientific did not receive enough shareholder votes to approve its merger with CoreWeave, leading to the termination of the agreement [4] - On November 10, 2025, CoreWeave lowered its revenue guidance due to delays from a third-party data center developer, which was later revealed to involve multiple data centers owned by the same provider [5] - A December 15, 2025 article from The Wall Street Journal reported that delays in data center delivery were more severe than previously acknowledged, causing an additional drop of 3.4% in CoreWeave's stock price [6] Legal Process - Investors who purchased CoreWeave securities during the class period can seek appointment as lead plaintiff in the class action lawsuit, representing the interests of all class members [7] - The lead plaintiff has the authority to select a law firm to litigate the case and does not need to be the lead plaintiff to share in any potential recovery [8]

Financial Performance & Investment - Oracle's capital expenditures increased to $12 billion, up from $8 billion in the previous quarter [1] - Remaining performance obligations (RPO), representing the backlog of new cloud computing deals, reached $523 billion, an increase from $455 billion in the previous quarter [4] AI & Cloud Strategy - Oracle's number one expense in AI cloud computing is graphic processing units (GPUs), with a significant dependence on Nvidia [2] - Oracle is emphasizing chip neutrality as a key policy, exploring options beyond Nvidia, including AMD, Google, and Amazon [2][3] - Oracle is considering financing options where customers can bring their own chips or suppliers can lease chips for installation in their data centers [1] Customer Base & Market Perception - Oracle is highlighting customers beyond OpenAI, including Meta and Nvidia, to demonstrate a broader customer base [7] - The market is currently focused on Oracle's financing options for its data center buildout, seeking more clarity in the next 3 to 6 months [5] - A previous 36% stock price increase was attributed to the RPO number, but the market seems to be overlooking this metric currently [5]

Core Insights - Oracle is increasing its capital expenditures to $12 billion from $8 billion in the previous quarter, indicating a strong commitment to financing its mega data center buildout [1] - The company is heavily reliant on Nvidia for graphic processing units (GPUs) and is exploring chip neutrality as a key policy moving forward [2] - Oracle's remaining performance obligations (RPO), which represent the backlog of new cloud computing deals, rose to $523 billion from $455 billion in the last quarter, contributing to a significant stock price increase [4][5] Financial Strategy - The company has various financing options available through both public and private debt markets, and is considering customer financing where customers can bring their own chips [1] - There is a focus on transparency regarding financing options, with expectations for more definitive answers in the next 3 to 6 months [5] Customer Base and Market Position - Oracle is not solely dependent on OpenAI for its cloud computing deals, as it is also engaging with other significant customers like Meta and Nvidia [7] - The company has purchased thousands of chips from AMD and is looking at other suppliers, indicating a diversification strategy in its chip sourcing [3]

Core Insights - IREN Ltd's stock has increased over 50% since late September due to a significant GPU acquisition that aligns with the AI cloud computing trend [1] Group 1: GPU Acquisition - On September 22, IREN announced the purchase of 12,400 GPUs, including NVIDIA's Blackwell and Hopper chips, in a deal worth $674 million [2] - This acquisition has doubled IREN's AI cloud capacity, attracting considerable investor interest [3] Group 2: Revenue Projections - By early October, IREN secured contracts for 11,000 of its new GPUs, translating to approximately $225 million in annualized recurring revenue (ARR), with many expected to be operational by the end of 2025 [4] - The company aims to achieve $500 million in ARR from its AI cloud segment by the end of Q1 2026 [4] Group 3: Stock Performance - Following the GPU purchase, IREN's stock price surged from around $42 to a peak of $70.05 before experiencing a pullback, indicating strong momentum and investor confidence in IREN's role as an AI infrastructure leader [5]