CoreWeave Rises 1.8% as Strategic Nvidia Ties Boost Profile, But Trading Volume Dips 24.4% to 28th Rank

Generated by AI AgentVolume Alerts
Monday, Sep 29, 2025 9:43 pm ET1min read
Aime RobotAime Summary

- CoreWeave (CRWV) rose 1.81% to $122.52 on Sept. 29, 2025, with trading volume down 24.4% to 22.4M shares.

- Nvidia's $3B stake and new cloud capacity agreement highlight strategic AI infrastructure collaboration amid CoreWeave's 206.7% YoY revenue growth.

- Macquarie raised CoreWeave's price target to $140 while institutional investors increased stakes, contrasting insider sales reducing ownership by 79%.

- Market expansion into UK AI infrastructure and a $6.5B OpenAI deal coexist with mixed analyst ratings and ongoing investor caution.

On September 29, 2025,

(CRWV) rose 1.81% to $122.52, with a trading volume of 22.4 million shares, marking a 24.41% decline in daily trading value compared to the previous day. The stock ranked 28th in trading activity.

Nvidia’s strategic investment in CoreWeave, holding a $3 billion stake (24.3 million shares), highlights its significance in AI cloud infrastructure. A new agreement allows

to purchase unused CoreWeave cloud capacity, reinforcing their partnership. This aligns with CoreWeave’s recent 206.7% year-over-year revenue growth, despite missing EPS estimates.

Macquarie upgraded CoreWeave’s price target to $140 from $115, maintaining a “neutral” rating. Institutional investors, including Cisco and SeaCrest Wealth, have increased stakes in the company, while major insiders sold shares, reducing ownership by over 79% in one case.

CoreWeave’s expansion into UK AI infrastructure and a $6.5 billion OpenAI agreement underscore its market position. However, insider sales and mixed analyst ratings—ranging from “Strong Buy” to “Sell”—reflect ongoing investor caution.

To run this back-test for you, I need a few details that aren’t fully specified yet: 1. Universe: All U.S. common stocks (NYSE + NASDAQ) or another? 2. Trade-price convention: Buy at close/sell next close, or open/close? 3. Weighting: Equal-weight top 500, or volume-proportional? 4. Costs: Ignore transaction costs, or include them? Confirm or adjust these assumptions, and I’ll proceed.

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