🔴 CoreWeave is trading 5% down today as investors weigh rising capex and funding needs

CoreWeave is trading 5.13% down now at $90.07 as investors weigh the substantial funding required to expand capacity.

• Management highlighted exceptionally strong Nvidia GPU demand and raised 2026 capital-expenditure guidance to $35 billion-$39 billion.
• Investors worry spending arrives before revenue; shares had already fallen 4.9% to $94.94 on September 9. Broader technology weakness and elevated inflation concerns add pressure, though capital intensity—not weakening demand—is the clearest catalyst.