Stock Movers Coreweave Rises, USA Rare Earth Gains, AppLovin Up After Needham Upgrade
Jan 26, 2026
Big AI money flows as a major chipmaker pours $2B into a cloud AI firm and readies new hardware deployment. A rare-earth company lines up over $3B in public and private funding to boost domestic production. A mobile-app ad firm gets an upgrade based on improving e-commerce revenue prospects.
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NVIDIA Doubles Down On CoreWeave
- NVIDIA's $2 billion purchase in CoreWeave signals strategic backing for rapid AI capacity expansion.
- Isabelle Lee notes CoreWeave will deploy upcoming NVIDIA storage and Vera CPU products early.
Federal Backing Could Accelerate Rare Earths
- USA Rare Earth signed a non-binding LOI with the Commerce Department for $1.6 billion to boost domestic rare-earth production.
- Isabelle Lee says the funding would support mining, processing, metal making, and magnet manufacturing if due diligence passes.
Reassess AppLovin After Analyst Upgrade
- Needham upgraded AppLovin to buy, increasing confidence in e-commerce revenue growth next year.
- Isabelle Lee highlights the $700 price target and notes the stock pulled back from a December peak, implying upside potential.