CoreWeave shares surge 10.15% intraday on NVIDIA partnership and analyst upgrades.

CoreWeave, Inc. (CRWV) surged 10.15% intraday, driven by a $6.3 billion cloud computing capacity order with NVIDIA and a wave of analyst upgrades. The partnership creates a durable revenue backstop, de-risking CoreWeave’s expansion and reinforcing its AI infrastructure positioning. Analysts from Seaport, Cantor Fitzgerald, and JMP Securities upgraded the stock to “Buy” or “Overweight,” citing strong demand visibility and strategic advantages. While insider selling and a debt-heavy business model were noted risks, the NVIDIA deal and positive ratings overshadowed these concerns, fueling immediate bullish sentiment. The move aligns with broader AI infrastructure demand and investor optimism about CoreWeave’s secured growth trajectory.