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Nvidia Earnings Could Spark Recovery for Battered CoreWeave Stock
18 Nov
Summary
- CoreWeave stock has plunged nearly 50% in the past month
- Upcoming Nvidia earnings report could boost CoreWeave stock
- CoreWeave adds deals with Microsoft and CrowdStrike for AI infrastructure
As of November 18th, 2025, CoreWeave (NASDAQ: CRWV), an AI cloud services hyperscaler, has been facing significant volatility in its stock price. Over the past month, the company's shares have been almost halved as investors began expressing concerns about a potential bubble in the AI stock market. Additionally, CoreWeave had warned that it is being affected by ongoing supply chain pressures.
Despite these challenges, the AI sector continues to see a flurry of deal activity. Just two months ago, Microsoft agreed to a multibillion-dollar deal with Nebius Group to secure AI infrastructure capacity, with the new data center in New Jersey set to be operational by the end of this year. More recently, CoreWeave announced a deal with cybersecurity firm CrowdStrike to utilize its data center capacity, further solidifying its position in the AI infrastructure space.
Looking ahead, the upcoming earnings report from industry leader Nvidia (NASDAQ: NVDA) could serve as a catalyst for a sharp recovery in CoreWeave's stock price. If Nvidia is able to allay fears of a slowdown in AI infrastructure spending, it could prompt a resurgence of investor confidence in the sector, potentially driving a rebound in CoreWeave's share price. The company's partnership with Nvidia's AI infrastructure is a key component of its growth strategy, making Nvidia's performance a crucial factor in CoreWeave's future performance.
