A message from our friends at Huge Alerts *Content Disseminated on Behalf of Kootenay Silver* 
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Special Report CoreWeave's NVIDIA Boost Fueled a Rally—Now Comes the Hard PartBy Sam Quirke. Article Published: 1/28/2026. 
In Brief - NVIDIA’s $2 billion investment has sharply divided opinion, with bears flagging new strategic risks while bulls see it as a powerful validation of CoreWeave’s long-term potential.
- The stock’s strong rally since the announcement suggests investors are already leaning toward the bullish interpretation.
- With earnings due in February, CoreWeave will be a closely watched stock for the next couple of weeks.
Shares of tech giant CoreWeave Inc. (NASDAQ: CRWV) are trading just under $110 after a strong start to the year. The stock is up nearly 70% since before Christmas and has added another 17% this week alone, after this week's announcement of NVIDIA Corp.'s (NASDAQ: NVDA) $2 billion investment to support the build-out of more than five gigawatts of AI infrastructure. At first glance the headline looks like a straightforward win. A closer look, however, explains why opinion is split. Some analysts call the deal overdue validation of CoreWeave's strategic role in the AI stack, while others take it as a warning sign of financial strain and overreliance on a single patron. With the stock already running hot, how investors interpret that divide could determine where CoreWeave trades for the rest of the quarter. The Bear Case: NVIDIA's Investment Doesn't Remove CoreWeave's Risks In 2000, I told Barron's that a popular dot-com stock was headed for trouble. It dropped 90%. Now I'm making the opposite call on that same company: buy it now. This stock has become the lifeblood of AI data centers, yet almost no one has caught the story. While the media focuses on AI chip wars, they've missed this company's essential role in building out data centers. Their hardware is so critical that a single building uses enough of it to stretch around the world eight times. If you own Nvidia, you might want to pivot. If you missed Nvidia, this is your second chance at the AI data center buildout happening worldwide. See the under-the-radar play fueling AI data centers The cautious camp responded quickly. Analysts at Macquarie, Mizuho and Needham all reiterated Neutral or equivalent ratings, arguing the equity infusion doesn't materially change CoreWeave's risk profile. Their core concern is that the deal looks less like a strategic long-term partnership and more like a short-term lifeline. From this perspective, NVIDIA stepping in highlights how constrained CoreWeave's funding options may have become. The company was already paying more than $300 million per quarter in interest expense — a sum that represents over 20% of revenue. Equity-based financing of this type suggests access to debt markets could be limited right now. There is also concern about vendor concentration. By tying itself closely to NVIDIA at a time when NVIDIA's own outlook is under intense scrutiny, CoreWeave increases its exposure to shifts in its patron's competitive position. In short, if NVIDIA stumbles, CoreWeave could feel the impact. The Bull Case: Strategic Validation and Upside Potential Bulls view the investment as a clear vote of confidence and validation of CoreWeave's potential. Analysts at Deutsche Bank, for example, promptly upgraded the stock from Hold to Buy after the announcement and raised their price target to $140, implying roughly 30% upside from current levels. Supporters argue NVIDIA would not commit capital at this scale without strong visibility into future demand. Rather than signaling weakness, the deal can be seen as strategic alignment — securing supply, accelerating deployment and ensuring CoreWeave remains a key infrastructure partner as AI workloads scale. Momentum also matters. CoreWeave's shares had been rallying in the weeks before the announcement, suggesting Wall Street was already positioning for further gains. The 17% jump this week reinforces the view that the news served as a bullish catalyst rather than a bailout. What to Expect Heading Into February Looking ahead, execution will matter. CoreWeave needs to convert this backing into disciplined growth, manage cash flow and reduce the drag from financing costs. While bulls will welcome the stock's recent surge, momentum indicators are beginning to look stretched. For the rally to be sustainable, shares would ideally consolidate ahead of the next earnings report in mid-February. An unchecked run into the release would raise the risk of sharp volatility around the print and increase pressure on the company to deliver near-perfect results. That said, the broader market backdrop is currently risk-on: the S&P 500 notched a fresh record high this week. In that environment, investors are more willing to lean into growth stories like CoreWeave's. While the bears raise valid concerns, the present conditions favor upside if the company can execute.
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