Dan Ives Is Betting Big on CoreWeave Stock as an AI Winner. Should You Buy CRWV Too?

CoreWeave (CRWV) is once again in focus, as Wedbush’s Dan Ives reinstated this AI cloud service provider as a member of the IVES AI 30 list, citing that this player will begin the new year as one of the top picks going into 2026. Indeed, this is well-timed, as the CRWV stocks do appear to be taking off once again, even though the AI investment landscape seems increasingly discerning.

However, industry-level catalysts remain on the uptick as well. Wall Street is anticipating a robust year for AI investment, with Ives predicting a technology-led bounce as the adoption of AI solutions in the enterprise gathers pace. CoreWeave is right at the heart of this phenomenon, providing high-density GPU infrastructure solutions for AI labs, cloud, and enterprises worldwide. Meanwhile, investor sentiment remains mixed on whether the AI phenomenon has reached a fever pitch, with CoreWeave’s recent earnings further proving that interest in compute resources remains strong.