CoreWeave’s AI-ready cloud platforms have seen unprecedented growth in demand.
AMD’s improved ability to compete with Nvidia could cause the stock to rally massively.
10 Stocks We Like More Than CoreWeave ›
Despite concerns about an artificial intelligence (AI) bubble, investors continue to bid AI stocks higher. Of those stocks, Nvidia remains one of the notable gainers, having rallied nearly 1,500% from its 2022 low.
However, investing successfully means looking forward and ideally finding the stocks that will Next Nvidia moment. Although none of us can reliably predict such events in advance, these AI actions have a high chance of reaching such a milestone in 2026.
Image source: Getty Images.
CoreWeave (NASDAQ: CRWV) the stock has only been trading since March and has already seen a massive rally before falling nearly 60% from that level.
However, CoreWeave stands out in the cloud computing market by offering cloud infrastructure products specifically designed to handle AI workloads. This helps it stand out from legacy cloud platforms such as Amazon Web Services (AWS) or MicrosoftIts Azure Cloud.
Moreover, the aforementioned stock volatility may remind investors of Nvidia. Despite Nvidia’s gains, it has also become notable for massive discounts.
This may be the way CoreWeave stock is headed. However, Grand View Research predicts that the AI market will grow at a compound annual growth rate (CAGR) of 32% through 2033. If this forecast proves close to accurate, it bodes well for CoreWeave’s future as an AI cloud provider.
Recent growth reflects this interest. In the third quarter of 2025, revenue of nearly $1.4 billion was up 134% compared to the same period in 2024.
Of course, the cost of meeting this rapidly growing demand affects the financial situation. Net loss for Q3 was $110 million, much less than the year-ago quarterly loss of $389 million.
However, the reduction brought the price-to-sales (P/S) ratio to just above 7, a level comparable to just before the recent share price surge.
Additionally, the 136% revenue growth forecast for 2026 closely approximates the growth rate from Q3 2025. This, 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 became aware of the power of Nvidia’s AI accelerators, Advanced microdevices (NASDAQ: AMD) worked to catch up in this industry. Due to its advances 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 revenue CAGR of 35% over the next three to five years, including annual growth of more than 60% for its data center business.
Moreover, AMD expects to launch the MI450 accelerator in the second half of next year. Many analysts believe that this chip can effectively compete 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 this stage. In Q3 2025, revenue grew 36% to over $9.2 billion. About 47% came from the data center segment, and if the MI450 lives up to expectations, Nvidia’s moment could be at hand. It could also accelerate over the next few years if the data center segment becomes the dominant source of revenue, as it did with Nvidia.
In addition, profits continue to grow faster than revenues. Net income of more than $1.2 billion for Q3 is up 61% from last year’s level.
AMD shares have been volatile since the financial analyst’s day on the news, although they are still up nearly 60% over the past year.
It also has a P/E ratio of 106. While that may seem high, fast-growing profits should drive down the earnings multiple, as indicated by the forward P/E ratio of 54.
Ultimately, AMD should sustain or increase its revenue growth rate for the foreseeable future if its forecasts hold. This factor alone should make AMD stock worth buying now and holding for a long time to come.
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Will Healy has positions in Advanced Micro Devices and CoreWeave. The Motley Fool has positions in and recommends Advanced Micro Devices, Amazon, Microsoft and Nvidia. The Motley Fool recommends the following options: long $395 January 2026 Microsoft calls and short $405 January 2026 Microsoft calls. The Motley Fool has a disclosure policy.
2 AI Stocks That May Have Their Nvidia Moment in 2026 was originally published by The Motley Fool
