But they aren’t as surefire of picks as the first wave of AI investing. Let’s take a closer look at each. <\/p>\n
Nebius and CoreWeave are both major players in the neocloud space<\/a>, but each has slightly different offerings. However, their core concept is simple: Give clients everything they need to build, train, and run AI applications. This has led to huge growth for both companies, and it doesn’t appear to be slowing down anytime soon. <\/p>\n Nebius has landed major contracts with Microsoft\u00a0and Meta Platforms, and is also backed by Nvidia. This legitimizes Nebius’s platform and shows that it’s among the top available. <\/p>\n Nebius has delivered jaw-dropping growth, with Q1’s revenue rising 684% year over year. That strength is expected to continue over 2026 and into 2027, with revenue estimated to rise by 547% in 2026 and 233% in 2027. There are very few companies in the market that are growing that quickly, making Nebius a great stock to consider buying. <\/p>\n CoreWeave is a bit larger and more mature than Nebius, but that doesn’t mean it isn’t growing quickly. Similar to Nebius, CoreWeave has major deals with Meta and Microsoft, and is also backed by Nvidia. The giant chipmaker\u00a0has many places it could invest its money, and choosing Nebius and CoreWeave is a great stamp of approval. <\/p>\n In Q1, CoreWeave’s revenue rose 112% year over year to $2.1 billion, and its revenue backlog reached nearly $100 billion. It will work to convert a large part of that backlog into actual revenue over the next few years, and Wall Street is confident in CoreWeave’s growth rates. Analysts expect 147% growth in 2026 and 98% growth in 2027. Those are solid figures, and showcase that CoreWeave has a long way to go<\/a> before slowing down. <\/p>\n Story Continues <\/p>\n At face value, both of these companies look like great investment options with huge potential, and they are. But there is one item investors must watch out for as well. <\/p>\n Building data centers isn’t cheap <\/p>\n Both CoreWeave and Nebius are heavily investing in building and acquiring data center space to host their servers. This isn’t cheap, and CoreWeave and Nebius have no base business to fund these aspirations. So, they must raise money through issuing shares or taking on debt. Both companies are trying to raise as much money as possible, and shareholder dilution and rising debt levels are occurring. Furthermore, neither company is profitable, so there is significant execution risk for both. <\/p>\n This makes CoreWeave and Nebius stocks a bit riskier than the first wave of AI stocks, which were generally guaranteed winners. If these two can build an AI computing empire, manage debt, and deliver solid profits, then they could be excellent investments. However, there is no guarantee, which also increases the chance of the investment flopping. <\/p>\n I believe in both businesses, but it won’t be easy for them to succeed. <\/p>\n Should you buy stock in CoreWeave right now? <\/p>\n Before you buy stock in\u00a0CoreWeave, consider this: <\/p>\n The Motley Fool\u00a0Stock Advisor\u00a0analyst team just identified what they believe are the\u00a010 best stocks<\/a>\u00a0for investors to buy now\u2026 and\u00a0CoreWeave\u00a0wasn’t one of them.\u00a0The 10 stocks that made the cut are built for long-term growth and could produce monster returns in the coming years. <\/p>\n Consider when\u00a0Netflix\u00a0made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation,\u00a0you’d have $418,761!*\u00a0Or\u00a0when\u00a0Nvidia\u00a0made this list on April 15, 2005… if you invested $1,000 at the time of our recommendation,\u00a0you’d have $1,195,804!* <\/p>\n That performance is why people listen. With a track record of\u00a0beating the S&P 500 by 4x,\u00a0Stock Advisor\u00a0offers a distinct advantage. Don’t miss the latest top 10 list, available with\u00a0Stock Advisor, and join an investing community built for the long haul. <\/p>\n See the 10 stocks \u00bb<\/a> <\/p>\n *Stock Advisor returns as of July 4, 2026. <\/p>\n Keithen Drury<\/a> has positions in Broadcom, Meta Platforms, Microsoft, Nebius Group, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool has positions in and recommends Broadcom, Meta Platforms, Microsoft, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy<\/a>. <\/p>\n<\/a> Image source: Getty Images. Nebius and CoreWeave are growing rapidly <\/p>\n