The investor reports as “ big test ” for Nvidia’s shares, because the company led by Jensen Huang lost more than 21% in 2025 – Coreweave (Nasdaq: CRWV), NVIDIA (Nasdaq: NVDA)

NVIDIA Corporation NvdaA major actor in the AI ​​industry is faced with a major market challenge after the public debut of the Cloud Computing Company Core CRWV.

What happened: An investor known as the name Bluesea search expressed his concerns about the impact of the IPO of Corewave on Nvidia. The investor estimates that the result of the IPO will be a “big test for Nvidia and the entire AI industry”. Bluesea research has also warned that a substantial correction of the ipo price of $ 40 in Corewave could negatively affect the feeling of Nvidia’s actions, reported Business Insider.

Coreweave, an important customer and investor for Nvidia, is recently made public. At the end of 2024, Nvidia had provided Coreweave more than 250,000 GPUs and held a 6% stake in the company.

Despite the robust fundamentals of Nvidia and its role in the propulsion of the AI ​​trend, its actions experienced a decrease of around 19% this year. This drop is linked to concerns about a potential slowdown in larger expenses and geopolitical problems.

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Coreweave has already reduced its IPO price objective by more than 25% and has reduced the size of its offer by 23.5%. Bluesea research considers these movements as signs of a potential decrease in IA CAPEX investments in the near future.

Why it matters: The IPO has been one of the most anticipated in recent years, supported by Nvidia. However, the IPO at lower than the beach expected from $ 47 to $ 55 and closed his first day at $ 40, equal to its price of IPO. The company, despite the generation of $ 1.9 billion in revenues last year, remains unprofitable and has $ 7 billion in debt. This led to a difficult IPO, with the company Being satisfied with $ 1.5 billion Instead of the $ 2.7 billion initially targeted.

Despite the IPO crisis, Wood Cathie-dirigated Invested ark makes notable transactions Core. THE Next generation Ark Etf Internet Bought 98,159 Coreweave shares.

In the meantime, analyst Kevin Green Since Charles Schwab explains that The low IPO of Corewave highlights a broader trend of “Diffing”, where investors reduce exposure to high assessment shares like Nvidia after high gains. Green also suggests that despite a set in recent months and a short -term decline, the long -term long -term trend of Nvidia remains intact.

The performance of the IPO of Coreweave and subsequent market reactions provide a crucial context to the current NVIDIA market test and the wider AI investment climate. Jensen HuangNVDA action has dropped by 21% in 2025 so far, according to data from Benzinga Pro.

Benzinga edges classification Highlight the strong classification of momentum and growth for Nvidia in the 77th and 95th centiles, respectively. Curious to know how other stocks hide? Click here To discover growth and momentum scores for the main actions.