S&P 500 Gains Continue, NVIDIA Earnings Spark Volatility
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy CRWV?
Source: Benzinga
- S&P 500 Performance: The S&P 500 closed at 6,946.13 on Wednesday, marking a 0.81% gain and the second consecutive green day, indicating a gradual recovery in market confidence after recent volatility.
- NVIDIA Earnings Reaction: Following its fourth-quarter earnings report, NVIDIA Corp (NASDAQ:NVDA) saw a 3.5% after-hours stock price increase, but it faded below $200, reflecting short-term market reactions and selling pressure post-announcement.
- Market Sentiment Fluctuation: The announcement of new global tariffs by Trump has rattled market sentiment, leading S&P 500 futures to currently decline by 10.25 points to 6,949.50, showcasing investor uncertainty regarding future market directions.
- NVIDIA Outlook: NVIDIA guided for fiscal Q1 revenue around $78 billion, exceeding analyst expectations, with the CFO noting strengthening demand and anticipated sequential growth throughout the year, indicating robust performance in the market.
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Analyst Views on CRWV
Wall Street analysts forecast CRWV stock price to rise
25 Analyst Rating
12 Buy
13 Hold
0 Sell
Moderate Buy
Current: 99.300
Low
68.00
Averages
123.23
High
180.00
Current: 99.300
Low
68.00
Averages
123.23
High
180.00
About CRWV
CoreWeave, Inc. is a cloud infrastructure technology company. The Company offers the CoreWeave Cloud Platform, which consists of software and cloud services that deliver the automation and efficiency needed to manage complex artificial intelligence (AI) infrastructure. Its CoreWeave Cloud Platform is an integrated solution that is purpose-built for running AI workloads such as model training and inference. Its solutions include infrastructure services, managed software services, and application software services. Its Infrastructure Services provide its customers with access to advanced graphics processing unit (GPU) and central processing unit (CPU) compute, highly performant networking, and storage. Its Managed Software Services include CKS, a flexible virtual private cloud and a bare metal service that runs kubernetes directly on high-performance servers. Its Application Software Services build on top of its infrastructure and managed software services, integrating additional tools.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
CoreWeave Earnings Preview: Surge in AI Cloud Demand
- Earnings Expectations: CoreWeave is projected to report an EPS of -$0.49 on revenues of $1.53 billion, and despite facing rising infrastructure costs and increased competition, analysts remain optimistic about its future performance.
- Investments and Partnerships: Nvidia invested $2 billion in CoreWeave earlier this year, while Meta signed a $14.2 billion deal in September, indicating strong support for AI infrastructure demand and further enhancing the company's market position.
- Stock Performance: Since the release of its third-quarter results, CoreWeave's stock has risen by 12%, with an overall increase of nearly 39%, significantly outperforming the marginal gains of the S&P 500 Index, reflecting market confidence in its growth potential.
- Growth Outlook: Analysts highlight that the upcoming launch of the ARENA platform in 2026 will enhance customer stickiness, and recent management feedback indicates strong capacity ramps and bookings in Q4, suggesting accelerated growth in the coming years.
See More
S&P 500 Gains Continue, NVIDIA Earnings Spark Volatility
- S&P 500 Performance: The S&P 500 closed at 6,946.13 on Wednesday, marking a 0.81% gain and the second consecutive green day, indicating a gradual recovery in market confidence after recent volatility.
- NVIDIA Earnings Reaction: Following its fourth-quarter earnings report, NVIDIA Corp (NASDAQ:NVDA) saw a 3.5% after-hours stock price increase, but it faded below $200, reflecting short-term market reactions and selling pressure post-announcement.
- Market Sentiment Fluctuation: The announcement of new global tariffs by Trump has rattled market sentiment, leading S&P 500 futures to currently decline by 10.25 points to 6,949.50, showcasing investor uncertainty regarding future market directions.
- NVIDIA Outlook: NVIDIA guided for fiscal Q1 revenue around $78 billion, exceeding analyst expectations, with the CFO noting strengthening demand and anticipated sequential growth throughout the year, indicating robust performance in the market.
See More
HSBC Remains Bullish on Software Sector Amid AI Concerns
- Market Panic Eases: Despite recent fears surrounding the SaaS model, HSBC analysts assert that the software sector will benefit from AI advancements rather than being displaced, reflecting confidence in the industry's resilience.
- Enterprise Software Advantage: HSBC highlights that consumer AI platform developers, such as Alphabet and OpenAI, lack the experience to create effective enterprise-class software in complex areas, thereby maintaining the competitive edge of existing software vendors.
- Investment Timing: Given that software sector valuations are at historical lows, HSBC recommends investors build or expand positions in the software space prior to a re-rating, anticipating strong demand growth for the sector.
- Future Outlook: HSBC predicts that while AI has been profitable for hardware and semiconductor sectors, the software industry will dominate value creation over the next two years, particularly post-2026, as software vendors leverage AI to generate superior products.
See More
CoreWeave Earnings Outlook: Revenue Growth, Debt Levels, and Stock Fluctuations for AI Company
CoreWeave's Earnings Report: CoreWeave, an AI-cloud provider, reports its fourth-quarter earnings amidst a tumultuous period for the AI industry.
Market Sentiment: Despite the chaos in the AI sector, investor sentiment remains positive towards AI data center owners, which is CoreWeave's primary focus.
Stock Performance: CoreWeave's stock has seen a significant increase, rising approximately 40% this year.
Business Focus: The company's sole business revolves around AI data centers, positioning it favorably in the current market landscape.
See More
CoreWeave Securities Class Action Reminder for Investors
- Filing Deadline: ClaimsFiler reminds CoreWeave investors that they must file lead plaintiff applications by March 13, 2026, to participate in the securities class action lawsuit concerning trades made between March 28, 2025, and December 15, 2025.
- Legal Allegations: CoreWeave and certain executives are accused of failing to disclose material information during the class period, violating federal securities laws by overstating their ability to meet customer demand and underestimating risks associated with reliance on a single third-party data center supplier.
- Impact Assessment: These false and misleading statements are likely to have a materially negative impact on the company's revenue, misleading investors in their decision-making processes and potentially affecting their financial interests.
- Legal Support Channels: Investors can contact Kahn Swick & Foti, LLC through the ClaimsFiler website or by calling a toll-free number for legal consultations and support to understand their legal options.
See More
Analysis and Outlook: Recovery Phase
- Market Recovery: A significant rebound in risk assets has helped Wall Street recover from earlier losses this week.
- Investor Sentiment: The surge in risk assets indicates a shift in investor sentiment, contributing to the positive momentum in the market.
See More
CoreWeave Earnings Preview: Surge in AI Cloud Demand
- Earnings Expectations: CoreWeave is projected to report an EPS of -$0.49 on revenues of $1.53 billion, and despite facing rising infrastructure costs and increased competition, analysts remain optimistic about its future performance.
- Investments and Partnerships: Nvidia invested $2 billion in CoreWeave earlier this year, while Meta signed a $14.2 billion deal in September, indicating strong support for AI infrastructure demand and further enhancing the company's market position.
- Stock Performance: Since the release of its third-quarter results, CoreWeave's stock has risen by 12%, with an overall increase of nearly 39%, significantly outperforming the marginal gains of the S&P 500 Index, reflecting market confidence in its growth potential.
- Growth Outlook: Analysts highlight that the upcoming launch of the ARENA platform in 2026 will enhance customer stickiness, and recent management feedback indicates strong capacity ramps and bookings in Q4, suggesting accelerated growth in the coming years.
See More
S&P 500 Gains Continue, NVIDIA Earnings Spark Volatility
- S&P 500 Performance: The S&P 500 closed at 6,946.13 on Wednesday, marking a 0.81% gain and the second consecutive green day, indicating a gradual recovery in market confidence after recent volatility.
- NVIDIA Earnings Reaction: Following its fourth-quarter earnings report, NVIDIA Corp (NASDAQ:NVDA) saw a 3.5% after-hours stock price increase, but it faded below $200, reflecting short-term market reactions and selling pressure post-announcement.
- Market Sentiment Fluctuation: The announcement of new global tariffs by Trump has rattled market sentiment, leading S&P 500 futures to currently decline by 10.25 points to 6,949.50, showcasing investor uncertainty regarding future market directions.
- NVIDIA Outlook: NVIDIA guided for fiscal Q1 revenue around $78 billion, exceeding analyst expectations, with the CFO noting strengthening demand and anticipated sequential growth throughout the year, indicating robust performance in the market.
See More
HSBC Remains Bullish on Software Sector Amid AI Concerns
- Market Panic Eases: Despite recent fears surrounding the SaaS model, HSBC analysts assert that the software sector will benefit from AI advancements rather than being displaced, reflecting confidence in the industry's resilience.
- Enterprise Software Advantage: HSBC highlights that consumer AI platform developers, such as Alphabet and OpenAI, lack the experience to create effective enterprise-class software in complex areas, thereby maintaining the competitive edge of existing software vendors.
- Investment Timing: Given that software sector valuations are at historical lows, HSBC recommends investors build or expand positions in the software space prior to a re-rating, anticipating strong demand growth for the sector.
- Future Outlook: HSBC predicts that while AI has been profitable for hardware and semiconductor sectors, the software industry will dominate value creation over the next two years, particularly post-2026, as software vendors leverage AI to generate superior products.
See More
CoreWeave Earnings Outlook: Revenue Growth, Debt Levels, and Stock Fluctuations for AI Company
CoreWeave's Earnings Report: CoreWeave, an AI-cloud provider, reports its fourth-quarter earnings amidst a tumultuous period for the AI industry.
Market Sentiment: Despite the chaos in the AI sector, investor sentiment remains positive towards AI data center owners, which is CoreWeave's primary focus.
Stock Performance: CoreWeave's stock has seen a significant increase, rising approximately 40% this year.
Business Focus: The company's sole business revolves around AI data centers, positioning it favorably in the current market landscape.
See More
CoreWeave Securities Class Action Reminder for Investors
- Filing Deadline: ClaimsFiler reminds CoreWeave investors that they must file lead plaintiff applications by March 13, 2026, to participate in the securities class action lawsuit concerning trades made between March 28, 2025, and December 15, 2025.
- Legal Allegations: CoreWeave and certain executives are accused of failing to disclose material information during the class period, violating federal securities laws by overstating their ability to meet customer demand and underestimating risks associated with reliance on a single third-party data center supplier.
- Impact Assessment: These false and misleading statements are likely to have a materially negative impact on the company's revenue, misleading investors in their decision-making processes and potentially affecting their financial interests.
- Legal Support Channels: Investors can contact Kahn Swick & Foti, LLC through the ClaimsFiler website or by calling a toll-free number for legal consultations and support to understand their legal options.
See More
Analysis and Outlook: Recovery Phase
- Market Recovery: A significant rebound in risk assets has helped Wall Street recover from earlier losses this week.
- Investor Sentiment: The surge in risk assets indicates a shift in investor sentiment, contributing to the positive momentum in the market.
See More
