New York, Feb 6, 2026, 15:00 EST — Regular session
CoreWeave (CRWV.O) stock jumped 18.3% to $88.31 by Friday afternoon, moving in a range from $73.55 to $90.53 earlier in the session. Trading volume hit roughly 27.7 million shares as of 3 p.m. EST.
AI stocks snapped back, sending the Dow soaring past 50,000 during the session. Nvidia, Advanced Micro Devices, and Broadcom all jumped over 7%. “This trade has been volatile … but I think there’s enough evidence that there’s real demand,” Baird’s Ross Mayfield said. 1
Infrastructure is back in focus after Amazon detailed a massive $200 billion capital plan for 2026—pushing the total projected spend by U.S. tech giants on data centers and AI chips above $630 billion. “The magnitude of the spend is materially greater than consensus expected,” analysts at MoffettNathanson said. 2
CoreWeave, the firm that leases out computing muscle for AI, made a push to highlight performance. On Friday, it rolled out its first brand campaign, “Ready for Anything, Ready for AI,” and chose the Winter Olympics to kick things off, with Chance the Rapper in the spotlight. “We believe innovators need an AI cloud designed to perform at scale,” said Jean English, CoreWeave’s chief marketing officer. 3
CoreWeave announced just a day ago that its fourth-quarter and full-year 2025 numbers will land on Feb. 26 after the bell, teeing up a conference call for 5 p.m. ET. The company, which launched in 2017, joined the Nasdaq in March 2025. 4
CoreWeave rolled out “CoreWeave ARENA,” a lab designed for customers to test actual workloads on infrastructure that matches production scale, allowing them to weigh both performance and cost before rolling out more broadly. “CoreWeave ARENA closes that gap,” said Chen Goldberg, senior vice president of engineering. IDC research VP Dave McCarthy described pre-deployment testing as “key,” highlighting its importance before the “inference” phase—when models start making predictions using live data. 5
The stock’s been tossed around—down 8.4% one day, then another 9.5% plunge on Thursday. So Friday’s rebound? It’s mostly a reaction after that double-digit slide. 6
CoreWeave has drawn attention ever since Nvidia revealed a $2 billion equity stake at $87.20 per share back in late January. That cash, Nvidia said, is earmarked for boosting U.S. data-center capacity. 7
Investors are now weighing if bigger AI budgets will actually mean more stable demand for rented graphics processing units, or GPUs — those chips that power AI training and inference. Another thing: can CoreWeave keep building out capacity without blindsiding the market with fresh spending jumps?
The sector’s on edge; valuations can snap lower the moment demand looks shaky. “The stock market is having a really hard knowing where to price the stocks and what the future looks like,” said Jed Ellerbroek, portfolio manager at Argent Capital. 8
CoreWeave is set for its next big moment on Feb. 26, when it releases results and faces investor questions. Traders are keyed in on what the company has to say about demand, margins, and how fast it’s planning to invest heading into 2026.
