CoreWeave (NASDAQ: CRWV) closed Friday at $71.88, down 11.4% for the session. Two days earlier, one of the biggest spenders in AI infrastructure said it wanted more of what CoreWeave sells. Alphabet lifted its 2026 capital spending outlook by $15 billion on Wednesday, to as much as $205 billion. Continue »CoreWeave shares rose in after-hours trading on that comment. Zoom out, and the step-up is steep: CoreWeave reported $14.9 billion in capital expenditures in all of 2025.