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To the future,
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Editor, Gilder’s Technology Report
CoreWeave's NVIDIA Boost Fueled a Rally—Now Comes the Hard Part
Author: Sam Quirke. First Published: 1/28/2026.
At a Glance
- 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 firm CoreWeave Inc. (NASDAQ: CRWV) are trading just under $110 after a solid start to the year. The stock is up nearly 70% since before Christmas and has added another 17% this week alone, following 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, that headline looks like a clear win. Dig a little deeper, however, and it becomes apparent why opinion is split. Some analysts view the deal as overdue validation of CoreWeave's strategic role in the AI stack, while others see it as a warning sign about financial fragility and overreliance on a single patron. With the stock already running hot, how investors interpret this divide could determine where CoreWeave trades for the rest of the quarter.
The Bear Case: NVIDIA's Investment Doesn't Remove CoreWeave's Risks
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Get the full story on this opportunity now.The cautious camp was quick to respond to the NVIDIA news. Analysts at firms such as Macquarie, Mizuho, and Needham all reiterated Neutral or equivalent ratings, arguing the investment does little to change the company's underlying risk profile. Their central concern is that the move looks less like a strategic capital raise and more like a stopgap.
From that 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—a figure that represents over 20% of revenue. Receiving equity-based financing like this suggests access to additional debt is limited right now.
There is also unease about vendor concentration. By tying itself closely to NVIDIA at a time when NVIDIA's prospects are being closely watched, CoreWeave increases its exposure to shifts in its partner's competitive position. In other words, if NVIDIA stumbles, CoreWeave could be vulnerable.
The Bull Case: Strategic Validation and Upside Potential
The bulls, by contrast, read the deal as a strong vote of confidence. Analysts at Deutsche Bank, for example, upgraded the stock from Hold to Buy after the announcement and raised their price target to $140, implying roughly 30% upside from current levels.
They argue NVIDIA would not commit capital at this scale without good visibility into future demand. Rather than signaling weakness, the deal could represent strategic alignment—securing supply, accelerating deployment, and cementing CoreWeave's role as a key infrastructure partner as AI workloads scale.
Momentum also matters. CoreWeave's shares had been rallying in the weeks before the announcement, suggesting institutional demand was already building. The 17% jump this week reinforces the view that investors see the news as a bullish catalyst rather than a bailout.
What to Expect Heading Into February
Looking ahead, execution will be critical. Near-term performance will matter more than rhetoric: the company needs to show it can translate this backing into disciplined growth, manage cash flow effectively, and reduce the drag from financing costs.
The bulls will welcome this week's jump, but momentum indicators are beginning to look stretched. For the rally to be sustainable, shares would ideally consolidate ahead of the company's next earnings report in mid‑February. An unchecked run-up into the report would increase the risk of sharp volatility around the release and raise the bar for near‑term execution.
It helps that broader market conditions are in risk-on mode, with the S&P 500 notching 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 current backdrop favors upside—provided the business can execute.
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