CoreWeave’s cloud platforms see unprecedented demand growth, but concerns over an AI bubble persist. Despite this, Nvidia’s stock has soared nearly 1,500% from its 2022 low. CoreWeave, with a volatile stock history, offers AI-specific cloud infrastructure, key for future growth in the booming AI market. Revenue in Q3 2025 surged 134% year-over-year, but net losses also decreased significantly.

AMD is catching up to Nvidia in AI accelerators, with significant demand for its MI350 accelerators. At AMD’s financial analyst day, a 35% revenue CAGR projection over the next 3-5 years, including over 60% annual increases in data center business, excited investors. With an upcoming MI450 accelerator, AMD aims to compete effectively with Nvidia, potentially becoming a major player in the industry.

Investors are hopeful for AMD’s growth after a 36% revenue increase in Q3 2025, totaling over $9.2 billion. The data center segment contributed significantly, and analysts believe the MI450 accelerator could lead to AMD’s own “Nvidia moment.” Profits are also growing faster than revenue, with Q3 net income up 61% from the previous year.

Despite CoreWeave and AMD’s potential, the Motley Fool’s Stock Advisor team doesn’t rank them in the top 10 stocks to buy now. However, their previous picks, like Netflix and Nvidia, have yielded significant returns. Stock Advisor boasts a 991% average return, far outperforming the S&P 500. Investors may want to consider their latest recommendations for long-term gains.

Read more at Yahoo Finance: 2 Artificial Intelligence Stocks That Can Have Their Nvidia Moment in 2026