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As Gold Pushes Toward Record Levels, Roth Capital Raises Its Target on U.S. Gold Corp. (NASDAQ: USAU)!

Gold’s powerful rally—recently holding above $4,300 an ounce—has reignited interest in quality mining developers, particularly those operating in stable jurisdictions. U.S. Gold Corp. (NASDAQ: USAU) is emerging as one of the most compelling U.S.-based stories, anchored by its fully permitted CK Gold Project in southeast Wyoming. 

This advanced-stage gold-copper asset boasts strong economics, low projected operating costs, and a streamlined path to construction in 2026.Recent strategic land acquisitions and infrastructure planning further strengthen USAU’s operational readiness while reinforcing its commitment to responsible, community-focused development.

That momentum is now being echoed on Wall Street. Roth Capital recently increased its price target on USAU to $26 per share, maintaining a Buy rating and underscoring confidence in the company’s execution and leverage to higher gold prices. 

With copper supply tightening amid the global electrification push and U.S. policymakers prioritizing domestic critical mineral production, USAU is uniquely positioned at the intersection of national strategy and market demand. 

Backed by a growing base of analyst support, a shovel-ready flagship project, and exposure to two essential metals, U.S. Gold Corp. is gaining traction as a potential leader in America’s next mining cycle.

See why rising gold prices and bullish analyst upgrades are putting USAU firmly on investors’ radar

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This Month’s Bonus Content

CoreWeave’s NVIDIA Boost Fueled a Rally—Now Comes the Hard Part

Author: Sam Quirke. Article Published: 1/28/2026. 

Article Highlights

• NVIDIA’s $2 billion investment has sharply divided opinion, with bears flagging new strategic risks while bulls see it as a powerful validation of CoreWeave’s long-term potential. 
• The stock’s strong rally since the announcement suggests investors are already leaning toward the bullish interpretation. 
• With earnings due in February, CoreWeave will be a closely watched stock for the next couple of weeks.

Shares of tech giant CoreWeave Inc. (NASDAQ: CRWV) are trading just under $110 after a strong start to the year. The stock is up nearly 70% since before Christmas and rose another 17% this week alone following this week’s announcement of NVIDIA Corp.’s (NASDAQ: NVDA) $2 billion investmentto support the build-out of more than five gigawatts of AI infrastructure.

At first glance, that headline reads like an obvious win. But dig a little deeper and it’s easy to see why opinion is split. Some analysts view the deal as overdue validation of CoreWeave’s strategic importance in the AI stack, while others see it as a sign of financial fragility and overreliance on a single partner. With the stock already running hot, how investors interpret this split could determine where CoreWeave trades through the rest of the quarter.

The Bear Case: NVIDIA’s Investment Doesn’t Remove CoreWeave’s Risks

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The cautious camp responded quickly to the NVIDIA news. Analysts at firms such as Macquarie, Mizuho, and Needham reiterated Neutral or equivalent ratings, arguing the investment doesn’t fundamentally change CoreWeave’s risk profile. Their core concern is that the move looks less like a growth investment and more like a short-term lifeline.

From that perspective, NVIDIA stepping in highlights how constrained CoreWeave’s funding options may have become. The company was already paying more than $300 million per quarter in interest—which represents over 20% of revenue—so an equity-based financing deal suggests returning to the debt markets may not be feasible right now.

There are also worries about vendor concentration. By tying itself closely to NVIDIA at a time when NVIDIA’s own prospects are being closely watched, CoreWeave increases its exposure to shifts in a single partner’s competitive position. If NVIDIA stumbles, CoreWeave could feel the impact.

The Bull Case: Strategic Validation and Upside Potential

On the other side, bulls view the investment as a clear vote of confidence. Deutsche Bank, for example, upgraded the stock from Hold to Buy after the announcement and raised its price target to $140, implying roughly 30% upside from current levels.

Supporters argue NVIDIA would not commit capital at this scale without visibility into future demand. Rather than signaling weakness, the deal can be seen as strategic alignment—securing supply, accelerating deployment, and helping ensure CoreWeave remains a key infrastructure partner as AI workloads scale.

Momentum also matters. CoreWeave’s shares had been rallying before the announcement, suggesting Wall Street interest to get positioned ahead of further gains. The 17% pop this week reinforces the view among many that this is a bullish catalyst rather than a bailout.

What to Expect Heading Into February

Looking ahead, near-term execution will be critical. CoreWeave needs to translate this backing into disciplined growth, manage cash flow effectively, and reduce the drag from financing costs.

While bulls will welcome the stock’s jump as evidence of strong investor appetite, momentum indicators are starting to look stretched. For the rally to be sustainable, shares would ideally consolidate ahead of their next earnings report in mid-February. An unchecked move higher could raise the risk of sharp volatility around the release and put pressure on the company to deliver a near-perfect report.

It helps that broader market conditions are in risk-on mode, with the S&P 500 hitting a fresh record high this week. In that environment, investors are more willing to lean into growth stories like CoreWeave. While the bears raise valid concerns, the current backdrop favors upside—provided the business can execute.

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This message is a paid advertisement for US Gold Corp. (NASDAQ: USAU) from Huge Alerts and Sideways Frequency. MarketBeat Media, LLC receives a fixed fee for each subscriber that clicks on a link in this email, totaling up to $12,500. Other than the compensation received for this advertisement sent to subscribers, MarketBeat and its principals are not affiliated with either Huge Alerts or Sideways Frequency. MarketBeat and its principals do not own any of the stocks mentioned in this email or in the article that this email links to. Neither MarketBeat nor its principals are FINRA-registered broker-dealers or investment advisers. The content of this email should not be taken as advice, an endorsement, or a recommendation from MarketBeat to buy or sell any security. MarketBeat has not evaluated the accuracy of any claims made in this advertisement. MarketBeat recommends that investors do their own independent research and consult with a qualified investment professional before buying or selling any security. Investing is inherently risky. Past-performance is not indicative of future results. Please see the disclaimer regarding US Gold Corp. (NASDAQ: USAU) on Sideways Frequency’ website for additional information about the relationship between Sideways Frequency and US Gold Corp. (NASDAQ: USAU).


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Today’s Bonus Content: The IRS Strategy Trump Quietly Backed for Retirement Wealth (From American Alternative)