New York, Feb 23, 2026, 11:38 EST — Regular session
- CoreWeave climbed roughly 2.4% on Monday, trimming some of last week’s losses.
- Questions over how the Pennsylvania data-center project linked to Blue Owl will get financed kept traders’ attention.
- Quarterly results are scheduled for release on Feb. 26, the company said.
CoreWeave clawed back 2.4% to $91.40 late this morning, rebounding after a sharp selloff late last week that had stirred up fresh concerns about how the AI cloud company is financing its expansion.
This is a big deal for CoreWeave. The company burns a lot of cash on things like servers, chips, power deals, and new locations. The stock price has basically been a proxy for Wall Street’s bet on whether AI infrastructure will keep getting financed.
Worries ramped up after a report surfaced about Blue Owl Capital having trouble securing debt financing for a $4 billion data center in Pennsylvania—CoreWeave is slated as the tenant. Lenders, according to the report, were wary of upping their exposure to AI companies carrying sub-investment-grade ratings. S&P Global Ratings has CoreWeave’s debt at B+. Business Insider
CoreWeave ended Friday at $89.25 a share, dropping from its previous close of $97.14, then found some footing on Monday. Bloomberg.com
Focus shifts to the company’s fourth-quarter numbers, with investors zeroing in on demand, but especially how fast spending is happening—and what it’s costing to bankroll that growth. CEO Michael Intrator, in the previous quarterly update, insisted that CoreWeave’s role as “the essential cloud for AI” had “never been stronger.” Benzinga
CoreWeave will post its results Thursday, Feb. 26, and plans a conference call at 5:00 p.m. Eastern, according to a statement from the company earlier this month. investors.coreweave.com
CoreWeave made its Nasdaq debut in March 2025, launching its IPO at $40 a share and trading under the ticker CRWV, the company said in a statement. CoreWeave
In late January, Nvidia said it would pump $2 billion into CoreWeave, buying in at $87.20 a share. Both firms pointed to data-center growth and infrastructure as the focus for the funds. Reuters
Bulls face a clear risk here. Should lenders push for better yields, or if major projects get delayed, CoreWeave might end up with pricier debt, stricter loan conditions, or a drag on capacity growth. Any of these can dent a stock that’s been valued for speed.
Traders this week have their eyes on the Feb. 26 results, looking for new details on funding, data-center schedules, and any signs of shifting customer demand. Management’s comments around capital needs through 2026 are also on the radar.
