NEW YORK, Feb 9, 2026, 17:45 EST — After-hours
- CoreWeave bounced around from $87.39 to $97.86 before closing up 7.6% at $96.79.
- U.S. equities bounced as tech names drove a “buy-the-dip” push, while investors looked ahead to key payrolls and inflation figures due this week.
- Plaintiff law firms circulated new notices for a securities class action, pointing to a March 13 lead-plaintiff deadline. CoreWeave, for its part, will report results on Feb. 26.
CoreWeave climbed $6.80, gaining roughly 7.6% to finish at $96.79 on Monday. Shares barely budged after the bell.
It’s another swing in what’s been a jagged stretch for one of the market’s main AI infrastructure players. Investors keep bouncing between “AI buildout” hopes and nagging doubts over the lag from pouring money into power, racks and GPUs to actually seeing revenue.
This back-and-forth is front and center as CoreWeave approaches its earnings update later this month. The stock? Still twitchy on any headlines about execution or financing. Today’s action: one steady tape, and the risk appetite snaps right back.
U.S. tech names caught a bid Monday, driving the Nasdaq roughly 1% higher. The S&P 500 tacked on 0.6%, according to Reuters. “On the stocks front, it seems to be the traditional buy-the-dip by retail investors,” said Oliver Pursche, senior vice president and advisor at Wealthspire Advisors. Traders look ahead to the January payrolls report out Wednesday and CPI numbers set for Friday. 1
CoreWeave specializes in cloud infrastructure powered by top-tier graphics processors, leasing out compute for firms working on AI models. Nvidia disclosed a $2 billion investment in CoreWeave last month, taking shares at $87.20 apiece. The company said the move aims to deepen their partnership and accelerate data center expansion. CEO Michael Intrator pointed to the deal as evidence of “the strength of demand” CoreWeave is experiencing. 2
The company has been looking to reach further than just traders glued to their screens. It launched a fresh brand campaign timed to the Winter Olympics. “AI is entering a moment where performance, scale, and durability shape what’s possible,” Chief Marketing Officer Jean English said in the release. 3
CoreWeave plans to go over its fourth-quarter and full-year 2025 results on Feb. 26, with the call set for 5:00 p.m. Eastern. 4
Legal rumblings haven’t faded. On Monday, a plaintiff-side firm notified investors of a pending class action, urging them to make contact before the March 13 lead-plaintiff deadline. “We are investigating the alleged gap between the company’s assurances of its growth trajectory and the alleged reality,” Hagens Berman partner Reed Kathrein said. 5
Still, the main overhang for the stock is execution—specifically, pulling off data center builds on time and not letting expenses get ahead of customer appetite. Last year, after CoreWeave trimmed its annual revenue outlook following holdups with a major data center partner, Barclays analysts wrote, “The quarter revealed something that investors have feared for a while – operational risk.” MoffettNathanson didn’t pull punches either, calling the situation “incrementally worse” if demand falters. 6
The broader tech sector’s far from stable. Software stocks took a hard hit last week, with the AI trade swinging sharply after fresh AI tools sparked worries about threats to established software business models, Reuters said. 7
CoreWeave’s next test lands Feb. 26. Traders want numbers on demand, margins, capital needs—and just as much, clarity that data center delays won’t steal the spotlight again.
