New York, Feb 18, 2026, 2:53 PM ET — Regular session
- CoreWeave bounced roughly 4% higher in afternoon action, clawing back some ground after Tuesday’s drop.
- Nvidia held on to its CoreWeave stake, a regulatory filing showed, bucking the trend of exiting some of its other AI investments.
- CoreWeave’s results on Feb. 26 are in focus as investors hunt for any signals on the company’s spending habits and liquidity demands.
CoreWeave, Inc. bounced back Wednesday, shares up roughly 4% to $94.64 after sliding hard the day before. Traders moved back into AI-infrastructure names, giving the stock a lift.
The rebound is notable: CoreWeave has taken on the role of a high-beta stand-in for the “who really wins from AI?” trade — a question that’s been fueling sharp, sometimes brutal swings across tech stocks this month.
CoreWeave is on deck to report results next week. Investors are watching for new specifics on demand—and how much the company is shelling out to expand its data center footprint.
Nvidia’s latest quarterly Form 13F filing drew renewed focus this day, as investors noted the chipmaker left its CoreWeave holding untouched and fully exited positions in a handful of other AI-related firms. 1
CoreWeave shares bounced alongside a rally in megacaps and AI stocks on Wednesday. Nvidia climbed, having announced a multi-year agreement to supply Meta Platforms with millions of both current and next-gen AI chips. “Figuring out the winners and losers in AI is likely to be a center theme in 2026,” Granite Bay Wealth Management’s chief investment officer Paul Stanley said. 2
Rates remained a talking point. The Federal Reserve’s late-January meeting minutes revealed policymakers divided over what comes next, with some signaling possible rate hikes if inflation persists — a scenario that tends to pressure long-duration growth stocks as traders reassess borrowing cost outlooks. 3
CoreWeave, public since March 2025, leases out computing resources—most of them powered by Nvidia chips—to clients developing and deploying AI models. 4
Nvidia dropped $2 billion into CoreWeave back in late January, picking up shares at $87.20 each. The company said the funding would go straight toward snapping up land and securing power for new data centers. CoreWeave is chasing more than 5 gigawatts of AI capacity by 2030, according to Nvidia. 5
But the stock’s sharp moves highlight what skeptics keep pointing out: CoreWeave needs a lot of cash to fuel its expansion. Investors have long wondered if rising losses and heavy outlays could spiral, even with demand climbing. 6
CoreWeave shares swung from $87.61 to $97.26 on Wednesday, as about 13 million shares traded by mid-afternoon. The stock had closed Tuesday at $91.00.
Other players followed the tide. Nebius Group climbed in step with CoreWeave. But stocks connected to Nvidia’s recent stake exits faced early selling, highlighting how mood around the chipmaker’s orbit remains volatile. 1
CoreWeave’s next big moment lands Feb. 26 after the bell, when the company posts its fourth-quarter and full-year 2025 results. Investors will be watching for any signals on revenue trends, shifts in customer appetite, or changes to spending plans. 7
