Talking About CoreWeave: An Nvidia-Backed AI Play

From Nasdaq: 2025-06-17 10:44:00

In a recent podcast, Motley Fool discusses Chewy earnings, CoreWeave hype, and Sezzle vs. Shopify. Check out the full episodes on The Motley Fool’s podcast center. For investing advice, explore the top 10 list of stocks to buy now. Analysts reveal potential high-return stocks, excluding CoreWeave. Don’t miss out on market-beating returns. *Stock Advisor returns as of June 9, 2025.

Chewy reported solid earnings with revenue up 8% and active customers spending more. While revenue growth is forecasted to slow slightly, Chewy’s growth story remains intact. Stock prices may be high at 33 times future earnings, but investors are optimistic about Chewy’s potential.

CoreWeave, an AI hyperscalar backed by NVIDIA, has seen its stock quadruple in less than three months since its IPO. The hype meter ranks it at a three, indicating some substance behind the hype. Despite a controversial origin story, CoreWeave presents an intriguing investment opportunity. Core Weave, formerly Atlanta Crypto, capitalized on the crypto market crash by pivoting to use GPUs for special effects and generative AI. Revenue hit 1.9 billion last year and is projected to soar to 21 billion by 2028. Although unprofitable now, analysts predict profitability next year. Concerns include reliance on Microsoft and competition in the cloud-based infrastructure market.

Sezzle filed an antitrust lawsuit against Shopify, alleging anti-competitive practices. Sezzle claims Shopify limits competition in the buy now, pay later space on its platform. Shopify stock rose after the announcement, while Sezzle fell. The outcome remains uncertain, but some believe that Shopify’s preferred partnerships should be allowed.

For Motley Fool Money feedback or questions, email [email protected]. The hosts may have interests in stocks discussed. The Motley Fool may have formal recommendations for or against stocks mentioned. Personal finance content adheres to editorial standards and is not influenced by advertisers. Advertisements are sponsored content for informational purposes only. Suzanne Frey of Alphabet and John Mackey of Whole Foods are on The Motley Fool’s board. Anand Chokkavelu holds positions in various stocks. 1. Lou Whiteman and Rick Munarriz have positions in Shopify and Alphabet, respectively. The Motley Fool also holds positions in and recommends several other companies including Amazon, Microsoft, and Starbucks. They recommend options for Microsoft stock as well.

2. The Motley Fool has a disclosure policy in place to ensure transparency. The views and opinions expressed by the authors do not necessarily reflect those of Nasdaq, Inc.

3. The Motley Fool recommends investing in companies like Stitch Fix and Sezzle, as well as cryptocurrencies like Ethereum. They also recommend investing in technology companies like Nvidia and GitLab.

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