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Coreweave Rises, USA Rare Earth Gains, AppLovin Up After Needham Upgrade | Stock Movers

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January 26, 2026

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On this episode of Stock Movers:

- Coreweave (CRWV) shares rise after Nvidia, the dominant maker of artificial intelligence chips, invested an additional $2 billion in the cloud computing firm, marking the latest example of the circular financing deals that have lifted valuations of AI companies and fueled concerns about a bubble.

- USA Rare Earth (USAR) shares gain after it entered into a non-binding letter of intent with the US Department of Commerce for $1.6 billion in funding in exchange for 16.1 million shares issued to the department as well as warrants. USA Rare Earth also raised $1.5 billion in private investment to accelerate domestic heavy rare-earth production.

- AppLovin (APP) shares up after Needham upgraded the mobile-app marketing company to buy from hold. Analyst Bernie McTernan has “more confidence in the trajectory of e-commerce revenue growth in ‘26E coming at the same time the stock has pulled back off the highs a month ago”

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Coreweave Rises, USA Rare Earth Gains, AppLovin Up After Needham Upgrade

Guests & Subjects Covered

Stock MoversCoreweave CRWVUSA Rare Earth USARUS DepartmentUSA Rare EarthAppLovin APPAnalyst Bernie McTernanWall Street Check

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Coreweave Rises, USA Rare Earth Gains, AppLovin Up After Needham Upgrade | Stock Movers · Bloomberg Podcasts · Sentinel