CoreWeave’s AI-enabled cloud platforms have benefited from unprecedented demand growth.
AMD’s improving ability to compete with Nvidia could spark a massive stock rally.
10 stocks we like better than CoreWeave ›
Despite concerns about an artificial intelligence (AI) bubble, investors continue to bid up AI stocks. Of those actions, NVIDIA remains one of the most notable gainers, having risen nearly 1,500% from its 2022 low.
Still, being successful in investing means looking ahead and, ideally, finding the stocks that will have the next Nvidia moment. While none of us can reliably predict such events in advance, these AI stocks have a strong chance of reaching such a milestone in 2026.
Image source: Getty Images.
Core tissue (NASDAQ:CRWV) The stock has only been trading since March and has already seen a massive rise before falling nearly 60% from that peak.
However, CoreWeave stands out in the cloud computing market by offering cloud infrastructure products designed specifically to handle AI workloads. This helps you stand out over legacy cloud platforms such as Amazon Web Services (AWS) or microsoftThe Azure cloud.
Additionally, the aforementioned stock volatility may remind investors of Nvidia. Despite Nvidia’s gains, it has also become notable for its massive declines.
This may be the path CoreWeave stock is taking. However, Grand View Research forecasts that the AI market will grow at a compound annual growth rate (CAGR) of 32% through 2033. If this forecast proves nearly accurate, it bodes well for CoreWeave’s future as an AI cloud provider.
Recent growth reflects that interest. In the third quarter of 2025, revenue of almost $1.4 billion increased 134% compared to the same period in 2024.
It’s true that the cost of meeting this rapidly growing demand takes a toll on your finances. Net losses for the third quarter were $110 million, much smaller than the quarterly loss of $389 million a year earlier.
However, the drawdown has brought its price-to-sales (P/S) ratio to just over 7, a level comparable to just before the recent rise in the stock price.
Furthermore, the 136% revenue growth forecast for 2026 is very close to the growth rate of the third quarter of 2025. That, along with its $1.9 billion in liquidity, may mean it can maintain its current financial pace long enough to become profitable, securing its place in the AI cloud and a bright future for shareholders.
Since the tech industry realized the power of Nvidia’s AI accelerators, Advanced microdevices (NASDAQ:AMD) has worked to catch up in this industry. Due to its advancements and Nvidia’s inability to fully meet demand, AMD has found customers for its MI350 accelerators.
Investors looking for an Nvidia moment saw signs of hope at AMD’s financial analyst day, when the company projected a 35% revenue CAGR for the next three to five years, including annual increases of more than 60% for its data center business.
Additionally, AMD hopes to launch its MI450 accelerator in the second half of next year. Many analysts believe this chip can compete effectively with Nvidia’s upcoming Vera Rubin accelerator, which would likely make AMD a bigger player in this fast-growing business.
Investors will also like that overall growth has already reached that milestone. In the third quarter of 2025, revenue grew 36% to more than $9.2 billion. About 47% came from the data center segment, and if the MI450 lives up to the hype, Nvidia’s moment could be near. It could also accelerate in the coming years if the data center segment becomes the dominant revenue source, as has happened with Nvidia.
Plus, profits continue to grow faster than revenue. The more than $1.2 billion in third-quarter net income represents a 61% increase over prior-year levels.
Amid that news, AMD stock has been volatile since its financial analyst day, although it is still up nearly 60% over the past year.
Additionally, its P/E ratio is 106. While that may seem high, rapidly growing earnings should lower the earnings multiple, as indicated by its forward P/E ratio of 54.
Ultimately, AMD should maintain or increase the pace of revenue growth for the foreseeable future if its projections hold up. That factor alone should make AMD stock worth buying now and owning for a long time.
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Will Healy holds positions at Advanced Micro Devices and CoreWeave. The Motley Fool has posts and recommends Advanced Micro Devices, Amazon, Microsoft, and Nvidia. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.
2 AI Stocks That May Have Their Nvidia Moment in 2026 originally posted by The Motley Fool
