CoreWeave, Inc. - Class A Common Stock (CRWV)

The data center company's stock has rocketed by nearly 800% since last April.

Investors are trying to decide if AI spending will make or break companies.

There are three main issues I see.

Although CoreWeave's stock is hot of late, it's still down more than 50% from its highs.

AI stocks continue to drop, but are any offering opportunities for long-term investors?

Amazon is playing a key role in the AI boom.

Execution will define CoreWeave's 2026 performance. Customer mix will define its next decade.

These stocks could supercharge your portfolio.

In this episode of Motley Fool Money, Emily Flippen, Jason Hall, and Asit Sharma to dive into three recent stories where the operating system underneath a business has started to matter more than the company above it.

Revenue is soaring at this AI company.

2025 didn't just grow CoreWeave; it clarified the investment case. From here, execution will determine whether the story compounds or stalls.

The semiconductor giant plays a central role in the expansion of the AI market.

This will be the year when the neocloud company shows whether its execution can keep pace with its ambitions.

Both companies are seeing spectacular sales growth due to AI-driven demand for computing capacity.

Recent markdowns provide buying opportunities for the iconic growth investor.

This stock may have plenty of room to run.

Enigmatic CEO Jensen Huang called the potential investment "huge."

Insiders sold stock in high-flying names like CoreWeave and Urban Outfitters in January, limiting upside potential in H1 2026.

Nvidia's infusion supports a major customer, but CoreWeave still has debt.

Nvidia and CoreWeave have a close relationship.

CoreWeave could quadruple its revenue in the next two years.

The stocks for both companies skyrocketed in the past year.

Anthropic's revenue is expected to grow faster than initially anticipated.

Meta's spending plans sound like great news for this neocloud stock.