Nebius rents GPU clusters to AI hyperscalers, a high-growth business, but both CoreWeave and Nebius are unprofitable. Stocks may surge in 2026 if market belief in growth continues. CoreWeave, a cloud infrastructure company, competes with Nebius in offering GPUs for AI workloads. Nebius, which spun out of Yandex, grew revenue by 355% YoY and aims for $7-9 billion by 2026, increasing contract power to 2.5 gigawatts for growth. Market appetite for growth-at-all-costs companies like CoreWeave and Nebius could lead to soaring stock prices in 2026. Both companies are in the market-capturing phase, focusing on expansion over profitability, with potential for profitability in the future. Consideration of the market’s appetite for growth and risk will determine the success of CoreWeave and Nebius in 2026. Market demand for computing capacity could drive massive growth and profitability demands for these companies. The Motley Fool Stock Advisor team identified 10 other stocks with potential for monster returns in the coming years. Stock Advisor has a 968% average return, outperforming the S&P 500, offering opportunities for investors seeking high-growth stocks.

Read more at Yahoo Finance: This CoreWeave Rival Could Double in 2026