AI infrastructure provider CoreWeave is experiencing rapid revenue growth, driven by high demand for its AI data center capacity and its fleet of Nvidia AI chips. The company recently secured a $2 billion investment from Nvidia, signaling strong confidence in its potential. CoreWeave, alongside voice AI specialist SoundHound AI, is expected to see stock price increases following their quarterly reports on February 26, with analysts predicting both companies could exceed expectations.
Wedbush analyst Dan Ives suggests that positive developments from OpenAI, such as new funding, and strong earnings from Nvidia could help reverse the recent sell-off in AI stocks. Ives identifies several other catalysts, including robust performance from Oracle, increased software mergers and acquisitions, and potential new AI product launches from Apple, Microsoft, Meta, and Google. He emphasizes that the AI revolution is still in its early stages, dismissing concerns about an overhyped market.
Investors are advised to differentiate between long-term AI leaders and speculative stocks, focusing on business quality and recurring AI-related revenue streams, particularly in infrastructure and hardware. The rapid expansion of data centers is driving significant gains for hardware stocks, making them key beneficiaries of the AI boom. Meanwhile, Google is intensifying its competition with Nvidia by offering increased financial support to data-center partners to boost the adoption of its Tensor Processing Units (TPUs), including a potential $100 million investment in Fluidstack.
Beyond the leading tech giants, major banks like Wells Fargo, Citigroup, and Goldman Sachs are substantially increasing their venture investments in AI, with a 21% compound annual growth rate from 2023 to 2025. These investments target platforms, fintech, SaaS, and cybersecurity to enhance operational efficiency and build foundational infrastructure. Companies such as Micron, Amazon, and Microsoft are also well-positioned to benefit from the AI buildout, with Palantir Technologies focusing on an AI-first future and developing an operating system for AI infrastructure called Chain Reaction.
Key Takeaways
- CoreWeave, an AI infrastructure provider, received a $2 billion investment from Nvidia and is experiencing rapid revenue growth by renting Nvidia AI chips.
- CoreWeave and SoundHound AI are expected to see stock price increases after their February 26 quarterly reports, with analysts predicting they could exceed expectations.
- Wedbush analyst Dan Ives identifies positive news from OpenAI (new funding) and strong Nvidia earnings as key catalysts to reverse the AI stock sell-off.
- Other catalysts for AI stock rebound include strong performance from Oracle, increased software M&A, and potential new AI products from Apple, Microsoft, Meta, and Google.
- Investors are advised to focus on AI leaders with strong business quality, competitive advantages, and recurring AI-related revenue, particularly in infrastructure and hardware.
- The rapid expansion of data centers is driving significant gains for hardware stocks, positioning them as major beneficiaries of the AI boom.
- Google is increasing financial support to data-center partners, including a potential $100 million investment in Fluidstack, to boost adoption of its Tensor Processing Units (TPUs) and compete with Nvidia.
- Major banks like Wells Fargo, Citigroup, and Goldman Sachs are significantly boosting venture investments in AI, growing at a 21% compound annual rate from 2023 to 2025.
- Micron Technology, Amazon, and Microsoft are identified as strong AI stocks, with Micron providing memory, Amazon growing cloud/ads via AI, and Microsoft accelerating cloud revenue.
- Palantir Technologies is focused on an AI-first future, developing Chain Reaction, an operating system for AI infrastructure, and partnering with Nvidia.
CoreWeave: AI infrastructure stock with explosive growth potential
CoreWeave is an AI company experiencing rapid revenue growth by providing essential capacity for AI workloads. The company rents out a large fleet of Nvidia's AI chips to customers, offering speed and flexibility. This business model has led to significant revenue increases over the past three quarters. While CoreWeave faces the challenge of expanding its infrastructure to meet high demand, it presents an opportunity for aggressive investors. Nvidia itself is an investor in CoreWeave, signaling confidence in its potential.
CoreWeave and SoundHound AI stocks may soar after Feb 26
Two artificial intelligence companies, CoreWeave and SoundHound AI, are expected to see their stock prices rise following their upcoming quarterly reports on February 26. CoreWeave, a neocloud infrastructure provider, is benefiting from high demand for AI data center capacity and recently received a $2 billion investment from Nvidia. SoundHound AI, a voice AI specialist, could see a turnaround after a significant stock drop, with its large backlog of contracts providing a strong foundation. Both companies are positioned to potentially exceed expectations.
Two AI stocks poised for growth after Feb 26 reports
CoreWeave and SoundHound AI are two artificial intelligence stocks expected to perform well after releasing their quarterly results on February 26. CoreWeave, which provides AI data center capacity using Nvidia GPUs, is experiencing accelerating revenue growth due to high demand and a recent $2 billion investment from Nvidia. SoundHound AI, a voice AI company, may see a turnaround as its stock is trading at a lower valuation, and it has a significant backlog of contracts. Analysts predict these companies could exceed expectations following their reports.
Two AI stocks poised for growth after Feb 26 reports
CoreWeave and SoundHound AI are two artificial intelligence stocks expected to perform well after releasing their quarterly results on February 26. CoreWeave, which provides AI data center capacity using Nvidia GPUs, is experiencing accelerating revenue growth due to high demand and a recent $2 billion investment from Nvidia. SoundHound AI, a voice AI company, may see a turnaround as its stock is trading at a lower valuation, and it has a significant backlog of contracts. Analysts predict these companies could exceed expectations following their reports.
Wedbush: OpenAI, Nvidia earnings could boost AI stocks
Wedbush analyst Dan Ives suggests that positive news from OpenAI and Nvidia could help reverse the recent sell-off in AI stocks. He believes securing new funding for OpenAI and strong earnings from Nvidia could dispel fears about AI disruption. Other potential catalysts include Oracle's capital raise, strong tech earnings demonstrating AI monetization, increased software mergers and acquisitions, and Apple's potential AI product launch. Conversely, enterprise issues with Claude could also shift sentiment.
Dan Ives lists 10 catalysts to reverse AI stock selloff
Wedbush analyst Daniel Ives identifies 10 potential catalysts to reverse the current tech selloff, which he calls the 'AI Ghost Trade.' He believes AI is driving real growth, citing Microsoft's recent earnings as evidence. Key catalysts include strong performance from Nvidia and Oracle, increased M&A in the software sector, potential new products from Apple, and positive results from CrowdStrike, Microsoft, ServiceNow, Meta, and Google. Ives dismisses fears of overhyped trends, emphasizing that the AI revolution is still in its early stages.
Harvest ETFs: Distinguishing AI leaders from hype in 2026
James Learmonth of Harvest ETFs advises investors to differentiate between strong, long-term AI leaders and speculative stocks amid market volatility. A recent tech sell-off in early February was triggered by aggressive AI spending guidance and concerns about AI disrupting software models. Learmonth emphasizes focusing on business quality, competitive advantages, growing margins, and return on equity to identify companies creating real value. He notes that companies with clear, recurring AI-related revenue streams, like infrastructure and hardware providers, are key.
Data center stocks are AI winners in 2026
The rapid expansion of data centers is driving significant gains for hardware stocks in 2026, positioning them as key beneficiaries of the artificial intelligence boom. While the software industry faces some jitters related to AI disruption, the hardware sector is experiencing a surge. This trend highlights the critical role of data center infrastructure in supporting the growing demands of AI technologies.
eToro CEO: AI stocks and crypto poised for rebound
Yoni Assia, CEO of the trading platform eToro, believes that recent volatility in AI stocks and cryptocurrency is overblown and that both are poised for a rebound. He notes that traders are using the current market correction as an opportunity to buy discounted tech stocks. Assia is optimistic about a crypto comeback later this year, following a pattern of correction after a bull run. He also anticipates increased trading volumes and leverage in the market as interest rates potentially decrease.
3 AI stocks to buy now: Micron, Amazon, Microsoft
Micron Technology, Amazon, and Microsoft are identified as three strong AI stocks to consider buying. Micron provides essential memory storage for AI chipmakers, experiencing significant growth. Amazon, despite recent stock sluggishness, shows impressive growth in cloud computing and online ads, with AI investments boosting revenue. Microsoft is undergoing a correction despite accelerating cloud revenue and strong financials, offering a potential buying opportunity at a lower valuation. These companies are well-positioned to benefit from the AI buildout.
AI disruption is reshaping markets
Artificial intelligence is causing significant disruption across various market sectors, impacting industries previously thought to be immune. While major AI players are driving the stock market to new heights, many workers and other market participants are questioning their future roles and the broader implications. This disruption is forcing a reevaluation of market dynamics and the impact of AI beyond the leading technology companies.
Google offers financing to boost AI chip sales vs Nvidia
Google is reportedly increasing financial support to its data-center partners to promote the adoption of its AI chips and compete with Nvidia. The company is considering a $100 million investment in cloud computing firm Fluidstack as part of a deal valuing the startup at $7.5 billion. Google is also in discussions with other partners to expand its financial commitments and drive demand for its Tensor Processing Units (TPUs).
Banks increase venture deals to scale AI technology
Major banks, including Wells Fargo, Citigroup, and Goldman Sachs, are significantly boosting their venture investments in artificial intelligence (AI) to scale the technology. These investments, which grew at a 21% compound annual rate from 2023 to 2025, focus on platforms, fintech, SaaS, and cybersecurity. Banks are using AI to improve operational efficiency, build foundational infrastructure, and defend against AI threats. This trend aligns with the broader industry's adoption of AI, with many firms planning substantial increases in AI integration.
Palantir's AI vision could drive investor riches
Palantir Technologies is heavily focused on an AI-first future, believing that effective AI adoption is crucial for long-term success. CEO Alex Karp emphasizes that while large language models are important, they need real-world grounding, which Palantir provides through its data analytics expertise. The company is developing Chain Reaction, an operating system for AI infrastructure, and is partnering with companies like Nvidia and CenterPoint Energy. Palantir's growth is tied to continued massive investments in AI, and its success could lead to significant investor returns.
Sources
- This AI Stock Could Offer Life-Changing Gains
- This AI Stock Could Offer Life-Changing Gains
- Prediction: These 2 Artificial Intelligence (AI) Stocks Will Soar After Feb. 26 (Hint: Not Nvidia)
- Prediction: These 2 Artificial Intelligence (AI) Stocks Will Soar After Feb. 26 (Hint: Not Nvidia)
- OpenAI news or Nvidia earnings could reignite AI bullishness: Wedbush
- ‘Fighting the AI Ghost Trade’ – Dan Ives Lists 10 Catalysts to Reverse the Tech Selloff
- AI's Market Test: Distinguishing Durable Leaders from Overhyped Stocks in 2026
- These Data-Center Stocks Are AI Winners in 2026.
- AI stocks and crypto are poised to bounce back, eToro CEO says
- 3 No-Brainer AI Stocks to Buy Right Now
- The A.I. Disruption Is Here
- Google Expands Financing Efforts To Boost AI Chip Sales In Bid To Rival Nvidia: Report
- Banks boost venture deals to scale AI
- Palantir Has a Vision of an AI-First World. Will It Make Investors Rich?
Comments
Please log in to post a comment.