---
title: "CoreWeave stock climbs as Nvidia ties fuel AI growth hopes"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286326531.md"
description: "CoreWeave's stock has surged over 60% in 2026, outperforming the Nasdaq, fueled by AI infrastructure demand and Nvidia's $2 billion investment. Analysts from Wells Fargo and Jefferies remain optimistic despite cautious Q2 guidance, highlighting a $99.4 billion backlog. While revenue doubled in Q1, concerns about heavy debt and expansion costs pose risks to long-term profitability."
datetime: "2026-05-13T22:43:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286326531.md)
  - [en](https://longbridge.com/en/news/286326531.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286326531.md)
---

# CoreWeave stock climbs as Nvidia ties fuel AI growth hopes

Stock momentum: CoreWeave's shares are up over 60% in 2026, outperforming the Nasdaq, driven by AI infrastructure demand and Nvidia’s $2 billion equity investment. Analyst optimism: Despite cautious Q2 guidance and higher capex, analysts from Wells Fargo and Jefferies maintain bullish ratings, citing a $99.4 billion backlog and sold-out capacity. Growth vs. risk: Revenue doubled in Q1, but heavy debt and spending to expand data centers remain key concerns for long-term profitability.

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