CoreWeave's 50% Decline: Is It the Most Misunderstood AI Stock of 2026?

CoreWeave's stock has declined 50% from its highs, but the company's business model offering capacity for AI workloads via Nvidia's GPUs is still strong. CoreWeave's deal with Meta Platforms demonstrates significant demand for its services, generating $5 billion in revenue last year. While some investors are cautious about AI spending, CoreWeave's leverage and potential slowdown in AI spending remain risks.