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CoreWeave Stocks Fall 10.19% as Nvidia Turmoil Deepens AI Cloud Selloff

Via GuruFocus.com

CoreWeave Stocks Fall 10.19% as Nvidia Turmoil Deepens AI Cloud Selloff Khac Phu Nguyen Fri, November 13, 2026 at 12:37 PM EST 1 min read NVDA -3.07% CRWV -7.81% Explore stocks on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.

CoreWeave (NASDAQ:CRWV) shares fell 10.19% to $50.83 as of 10:05 a.m. ET in Friday's regular session on November 13, extending Thursday's 6.86% drop as the Nvidia leadership shock hit Nvidia-linked names. Nvidia invested $2 billion in CoreWeave in January 2026.

Warning! GuruFocus has detected 6 Warning Signs with CRWV.

Is CRWV fairly valued? Test your thesis with our free DCF calculator.

The slide came days after strong results. Third-quarter revenue rose 168% to $3.7 billion, above the top of guidance, and CoreWeave raised 2026 revenue guidance to $13.0 billion to $13.3 billion. Backlog stood at about $133 billion. The shares jumped 24.7% on November 11, then gave it all back. ARK Invest bought 283,022 shares, worth about $16 million, on Thursday. The pressure point is the balance sheet: corporate debt is about $41.6 billion, and 2026 capex guidance is $37 billion to $39 billion.

CoreWeave's model works only while lenders and customers keep funding the build-out, so sentiment shocks hit it harder than cash-rich hyperscalers. Friday's price is close to the 52-week closing low of $43.66 set on November 5. The GuruFocus chart shows a GF Score of just 14/100, reflecting a heavily leveraged balance sheet and thin profitability. Growth is real, but the score says the financial cushion is not. The next test is Nvidia's November 17 report and any sign of change in Nvidia's support for its cloud partners.

Read original at Yahoo Finance News

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