Core View - CoreWeave, Inc. is facing a class action lawsuit for allegedly violating the Securities Exchange Act of 1934, with claims of false and misleading statements regarding its operations and reliance on a single vendor for data centers [1][5] Legal Issues - The lawsuit targets investors who purchased CoreWeave's securities between March 28, 2025, and December 15, 2025, highlighting undisclosed issues such as the failed acquisition of Core Scientific and delays in data center operations [2][5] - The Schall Law Firm is encouraging affected shareholders to reach out before March 13, 2026, to discuss their rights and potentially join the lawsuit [2] Executive Actions - Michael N. Intrator, CoreWeave's CEO and significant shareholder, sold 1,614 shares at approximately $89.29 each and 1,259 shares at approximately $90.14 each on February 11, 2026, while still retaining 5,793,450 shares [3] Stock Performance - CoreWeave's stock is currently priced at $96.04, showing a slight increase of $0.34 or 0.36%, with fluctuations between a low of $91 and a high of $100.69 on the trading day [4] - Over the past year, the stock has experienced a high of $187 and a low of $33.52, with a market capitalization of approximately $47.86 billion and a trading volume of 23.12 million shares today [4]

New York, New York--(Newsfile Corp. - February 12, 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 ...

NEW YORK, Feb. 04, 2026 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of CoreWeave, Inc. (NASDAQ: CRWV). Shareholders who purchased shares of CRWV during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. CONTACT US HERE: https://securitiesclasslaw.com/securities/coreweave-inc-loss-submission-form/?id=183340&from=3 CLASS PERIOD: March 28, 2025 ...

Core Viewpoint - VNET Group, Inc. has experienced significant stock price appreciation and is well-regarded among analysts, indicating strong investor interest in the company and its role in the digital infrastructure sector [1][2][3]. Company Performance - VNET shares have increased by over 67% in the past year as of January 28, with a year-to-date return of over 33% [1][3]. - The stock has surged by more than 12% in the last five days, reflecting ongoing strong interest in data center and cloud infrastructure [3]. Analyst Ratings and Price Targets - Out of 12 analysts covering VNET, 11 have rated the stock as a Buy, with a median price target of $15.21, suggesting a potential upside of 34.50% [1]. - BofA has reaffirmed its Buy rating with a price target of $15.10, indicating an upside of almost 34% [2]. Upcoming Earnings Expectations - For the next quarter earnings expected in March, Wall Street anticipates an average earnings per share of ¥0.18, up from ¥0.04 a year ago [4]. - The average revenue estimate is around ¥2.63 billion, indicating growth of over 17% [4]. Company Overview - VNET Group, Inc. is an investment holding company engaged in hosting and related services in China, offering managed retail services including colocation for data center space [5].

Group 1 - Cipher Mining Inc. (NASDAQ:CIFR) experienced a share price increase of 13.71% to $18.75, driven by investor interest in high-performance computing (HPC) operators, particularly following Nvidia's increased investments in the sector [1][4] - Nvidia announced a $2 billion acquisition of a stake in CoreWeave Inc., a prominent data center and HPC services provider, to support the growing AI industry, indicating strong confidence in the sector despite concerns about an AI bubble [2] - Cipher Mining received a price target upgrade of 69% to $22 from Keefe, Bruyette and Woods, maintaining an "outperform" rating, reflecting the company's effective execution of its AI colocation strategy [3][4] Group 2 - The positive sentiment around Cipher Mining is shared with other companies in the sector, such as Applied Digital Corp., IREN Ltd., and TeraWulf Inc., indicating a broader trend in the HPC and AI investment landscape [3]

Core Investment and Capacity Expansion - Nvidia has invested $2 billion in CoreWeave to enhance the data center company's AI computing capacity, aiming to add over 5 gigawatts by 2030 [1] - Nvidia purchased CoreWeave's Class A shares at $87.20 per share as part of the investment [1] Product Integration and Technological Advancements - CoreWeave will integrate Nvidia's products, including the new Rubin chip architecture, Bluefield storage systems, and the Vera CPU line [2] - Nvidia will assist CoreWeave in acquiring land and power for data centers and will collaborate on integrating AI software and architecture into Nvidia's reference architecture for cloud businesses [7] Financial Position and Business Model - CoreWeave has raised significant debt, with $18.81 billion in obligations as of September 2025, while reporting $1.36 billion in revenue for Q3 [3] - The CEO has defended the company's debt-funded business model, emphasizing collaboration in the AI industry to address supply and demand changes [4] Strategic Acquisitions and Partnerships - Since its IPO in March last year, CoreWeave has made several acquisitions, including Weights & Biases, OpenPipe, Marimo, and Monolith, to enhance its technology stack [4] - CoreWeave has expanded its cloud partnership with OpenAI and counts major hyperscalers like OpenAI, Meta, and Microsoft as customers [5][4] Market Reaction and Industry Impact - Following the announcement of the deal, CoreWeave's shares increased by over 15% [7] - Nvidia continues to be a significant player in the AI boom, making numerous investments to support the rapid development of AI technology [8]

Core Points - The lawsuit has been filed on behalf of investors who purchased Coreweave securities between March 28, 2025, and December 15, 2025, alleging that the company overstated its ability to meet customer demand and understated risks associated with reliance on a single third-party data center supplier [4] - Coreweave's share price experienced significant declines following announcements related to a failed merger with Core Scientific, a lowered financial guidance due to delays, and reports of further delays in data center completion [5][6][7] Legal Context - Investors have until March 13, 2026, to apply to be appointed as lead plaintiff in the class action lawsuit, which allows them to oversee litigation and influence key decisions [2] - The lawsuit claims that the company's misrepresentations were likely to have a material negative impact on its revenues [4] Financial Impact - Following the announcement of the merger termination, Coreweave shares dropped by $7.39, approximately 5.5%, from $133.71 to $126.32 [5] - After the third-quarter financial results were released, shares fell by $17.22, or about 16.3%, from $105.61 to $88.39 [6] - A report on delays in data center completion led to a further decline of $6.24, or approximately 7.9%, from $78.59 to $72.35 [7]

Core Insights - Vertiv has launched Vertiv™ Next Predict, an AI-powered managed service aimed at transforming data center maintenance by utilizing advanced machine learning algorithms to anticipate issues before they occur [1][2] Group 1: Service Overview - Vertiv™ Next Predict moves beyond traditional maintenance models by industrializing operations and analyzing asset behavior to prevent risks [1] - The service integrates predictive intelligence across power, cooling, and IT systems, creating a unified foundation for AI-driven data centers [1][2] Group 2: Technology and Functionality - The service employs AI-based anomaly detection to continuously monitor equipment conditions and identify deviations early, allowing for proactive risk mitigation [4] - A predictive algorithm assesses potential operational impacts, prioritizing responses based on identified risks [4] - Root cause analysis is conducted to isolate contributing factors, enabling efficient and targeted resolutions [4] Group 3: Scalability and Future Growth - Vertiv™ Next Predict is designed for versatility and scalability, supporting a wide range of power and cooling platforms, including battery energy storage solutions and liquid cooling components [5] - The service is built to integrate seamlessly with future data center technologies, ensuring it evolves alongside customer infrastructure needs [5] Group 4: Company Background - Vertiv is a global leader in critical digital infrastructure, providing hardware, software, analytics, and ongoing services to ensure optimal performance of vital applications [8] - The company operates in over 130 countries, addressing challenges in data centers, communication networks, and commercial facilities [8]

Core Viewpoint - 2026 is anticipated to be a significant year for certain stocks, particularly Nvidia, Nebius Group, and The Trade Desk, which are expected to show strong performance as fourth-quarter results from 2025 are released [1][2]. Nvidia - Nvidia is the largest company by market cap, driven by its dominant position in graphics processing units (GPUs) for artificial intelligence (AI) computing [3]. - The company has reported being sold out of cloud GPUs, indicating sustained demand for its products [4]. - Nvidia's fiscal fourth quarter 2026 earnings are set to be reported on February 25, with expectations that its fiscal 2027 guidance will exceed current market expectations [6]. Nebius Group - Nebius Group is gaining attention for its services that connect high-end Nvidia GPUs to computing clusters, experiencing significant demand [7]. - The company reported a remarkable 355% year-over-year growth in the third quarter, with an annual run rate (ARR) of $551 million [8]. - Nebius has dramatically increased its 2026 revenue projection, expecting an ARR of $7 billion to $9 billion by the end of 2026, which could lead to rapid stock appreciation if achieved [8][10]. The Trade Desk - The Trade Desk faced challenges in 2025, being one of the worst performers in the S&P 500 due to issues with its AI-powered ad buying platform and lack of political advertising revenue [11]. - In 2026, the company is expected to resolve its platform issues and avoid difficult year-over-year comparisons, potentially leading to a significant stock increase [12]. - Currently trading at less than 18 times forward earnings, The Trade Desk presents a value opportunity compared to the S&P 500 average of 22.4 times [12][14].

Core观点 - CoreWeave's stock performance is heavily influenced by its infrastructure buildout and the lifecycle of its servers, particularly in the context of rising demand for AI data center services 分组1: 公司概况 - CoreWeave has experienced significant stock gains, rising approximately 119% since its IPO, but is down 52% from its 52-week high in June [1] - The company has a market capitalization of around $39 billion, valued at approximately 3.6 times expected forward sales [2] 分组2: 财务与支出 - CoreWeave is targeting capital expenditures between $12 billion and $14 billion for 2025, with an estimated capex of roughly $30 billion for this year [3] - The company is investing heavily in high-performance infrastructure, particularly in securing advanced processing and networking technology from Nvidia [3] 分组3: 服务器生命周期与市场动态 - The valuation debate centers on the useful lifecycle of CoreWeave's servers, as the company aims to maximize the return on its GPU investments [4] - The launch of new GPUs by Nvidia has led to high premiums for advanced hardware, impacting demand for older systems [5] - Improving energy efficiency is becoming a priority for GPU designers, which may affect the useful lifecycles of CoreWeave's server infrastructure [6] 分组4: 风险与展望 - The uncertainty regarding the useful lifecycles of GPUs contributes to CoreWeave's relatively modest price-to-sales ratios, despite tripling revenue annually [7] - The strong demand outlook for AI processing suggests potential for long-term success, but risks remain tied to hardware lifecycle forecasts [7]