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CRWV: CoreWeave's 18% Post-Earnings Plunge Exposes the

CoreWeave Inc. (NASDAQ: CRWV) dropped 18% on February 27, 2026, after reporting fourth-quarter results that missed investor expectations on both the bottom line and forward guidance. The AI infrastructure and GPU cloud provider posted Q4 revenue of $1.57 billion — slightly above consensus — but a net loss of $452 million and plans to double capital expenditure sent shares tumbling from $97.63 to below $80. The selloff is the latest chapter in a volatile first year as a public company. CoreWeave, which went public in March 2025 at $40 per share, surged to $187 by mid-2025 on the wave of AI infrastructure enthusiasm before giving back more than half those gains. At $79.88, the company commands a $40.6 billion market cap — a figure that prices in extraordinary growth but leaves little room for execution missteps. For investors trying to separate the AI hype cycle from genuine infrastructure buildout, CoreWeave presents one of the market's most consequential questions: can a company burning $7 billion in free cash flow per year build the GPU cloud that powers the next generation of artificial intelligence — and do it profitably?

CRWVCoreWeaveAI infrastructure

NVDA Analysis: Pre-Earnings Preview

NVIDIA Corporation (NVDA) reports fiscal Q4 2026 earnings on February 25, and the stakes have never been higher. Trading at $192.86 with a $4.70 trillion market capitalization, Nvidia is the world's most valuable semiconductor company and one of the largest public companies on the planet. The stock sits 9% below its 52-week high of $212.19 but has more than doubled from its 52-week low of $86.62, reflecting the extraordinary AI infrastructure buildout that continues to define the company's trajectory. The numbers heading into this report are staggering. In Q3 FY26 (ending October 2025), Nvidia delivered $57.0 billion in quarterly revenue — a figure that would have been unimaginable just two years ago when the company was generating roughly $6 billion per quarter. The trailing twelve-month revenue run rate has reached $187 billion, with net income exceeding $99 billion. Wall Street expects the Q4 report to show continued acceleration, with analysts projecting earnings per share growth of approximately 72% year-over-year. But the question facing investors on the eve of this report isn't just whether Nvidia can beat expectations — it almost certainly will, as it has in every recent quarter. The real question is whether the growth trajectory can sustain itself as AI infrastructure spending matures, export restrictions tighten, and new competitors emerge. This analysis examines the data heading into what could be the most consequential earnings report of 2026.

NVDANVIDIA stock analysisNVIDIA earnings