CoreWeave (NASDAQ:CRWV) has lagged behind in the AI infrastructure market over the past year as investors worry about the capital-intensive nature of AI infrastructure and reliance on debt and private credit. The stock is up over 22% year to date, compared to Nebius's 37% gain. Despite near-term pressure, Bank of America Securities analysts have reinstated coverage of CoreWeave with a Buy rating and a $100 price target, stating that the company is well-positioned to gain share in the market and expects steady GPU deliveries, new data center capacity, and additional contracts to drive rapid growth. The company is trading 6.5% above its 20-day SMA, but 0.7% below its 100-day SLO.