The AI sector is experiencing significant growth, presenting various investment opportunities. Nvidia continues to lead in AI chips, reporting a 69% revenue increase, while CoreWeave, in which Nvidia has a stake, shows even more rapid growth in AI cloud computing. Other companies like Amazon and Qualcomm are also poised to benefit from AI advancements. For investors seeking broader AI exposure, the Roundhill Generative AI ETF (CHAT) offers a diversified option. Celebrus Technologies, focusing on AI, data analysis, and cybersecurity, is considered undervalued, while BigBear.ai faces challenges with sales and leadership. AI's potential extends beyond tech, with investors like Elad Gil using AI to transform traditional businesses. AI tools, such as the MIND of Pepe, are emerging to aid traders in making informed decisions. AMD is also highlighted as a key player in the AI market, particularly with its data center and client segments. Despite market volatility, Nvidia and Amazon remain strong AI stock choices.
Key Takeaways
- Nvidia's revenue increased by 69%, maintaining its lead in AI chips.
- CoreWeave, an AI cloud computing company with Nvidia stake, experienced a 420% revenue growth.
- The Roundhill Generative AI ETF (CHAT) offers diversified AI exposure, increasing by 68% since May 2023.
- Amazon, Qualcomm, and Nvidia are well-positioned to capitalize on AI growth.
- Celebrus Technologies, specializing in AI and cybersecurity, is potentially undervalued.
- BigBear.ai faces challenges with sales growth and leadership stability.
- AI tools like MIND of Pepe are being developed to assist traders in making informed decisions.
- Elad Gil is investing in AI-powered roll-ups to transform traditional businesses.
- AMD is a key AI stock, showing strong growth in its data center and client segments.
- Nvidia and Amazon are considered strong AI stock choices amid market uncertainty.
Nvidia's good news Is CoreWeave stock the better AI investment?
Nvidia's first-quarter earnings beat expectations with a 69% revenue jump to $44.1 billion. However, CoreWeave, a smaller AI cloud computing company, outperformed Nvidia in after-hours trading. Nvidia owns a stake in CoreWeave, which helps companies rent AI computing power using Nvidia chips. CoreWeave's revenue grew 420% to $981.6 million in its first public quarter, and analysts believe CoreWeave's potential is less understood and could grow rapidly.
Nvidia's good news Is CoreWeave stock the better AI investment?
Nvidia's first-quarter earnings beat expectations with a 69% revenue jump to $44.1 billion. However, CoreWeave, a smaller AI cloud computing company, outperformed Nvidia in after-hours trading. Nvidia owns a stake in CoreWeave, which helps companies rent AI computing power using Nvidia chips. CoreWeave's revenue grew 420% to $981.6 million in its first public quarter, and analysts believe CoreWeave's potential is less understood and could grow rapidly.
Roundhill Generative AI ETF a smart buy for AI exposure
The Roundhill Generative AI and Technology ETF (CHAT) offers investors a way to invest in AI for under $50 a share. This ETF holds 38 AI stocks, including Nvidia, Alphabet, Microsoft, Oracle and Palantir. The ETF is actively managed by experts who adjust the holdings regularly. Since May 2023, the Roundhill ETF has increased by 68%, which is better than the S&P 500 index. The ETF could grow as data centers spend more on AI infrastructure.
Roundhill Generative AI ETF a smart buy for AI exposure
The Roundhill Generative AI and Technology ETF (CHAT) offers investors a way to invest in AI for under $50 a share. This ETF holds 38 AI stocks, including Nvidia, Alphabet, Microsoft, Oracle and Palantir. The ETF is actively managed by experts who adjust the holdings regularly. Since May 2023, the Roundhill ETF has increased by 68%, which is better than the S&P 500 index. The ETF could grow as data centers spend more on AI infrastructure.
Amazon, Qualcomm, and Nvidia poised to ride the AI wave
Amazon, Qualcomm, and Nvidia are three stocks that could benefit from the growth of AI. Amazon's cloud platform, Amazon Web Services (AWS), is expected to grow as AI applications increase. Qualcomm may benefit from lower AI development costs and its expansion into the automotive and Internet of Things (IoT) markets. Nvidia remains a leader in AI chips, with revenue up 69% and net income up 26% in the most recent quarter.
Amazon, Qualcomm, and Nvidia poised to ride the AI wave
Amazon, Qualcomm, and Nvidia are three stocks that could benefit from the growth of AI. Amazon's cloud platform, Amazon Web Services (AWS), is expected to grow as AI applications increase. Qualcomm may benefit from lower AI development costs and its expansion into the automotive and Internet of Things (IoT) markets. Nvidia remains a leader in AI chips, with revenue up 69% and net income up 26% in the most recent quarter.
Celebrus Technologies AI stock undervalued with strong cash position
Celebrus Technologies (LSE CLBS), an AIM-listed stock in AI, data analysis, and cybersecurity, has a low enterprise value-to-EBITDA ratio of just four times. The company's full-year 2025 revenues are expected to be $38.6 million, but pre-tax profits are set to rise to $8.7 million. Celebrus has $31 million in cash and no debt, and analysts believe the stock could be undervalued by as much as 170%. The company is pivoting toward higher-margin software revenues.
BigBear.ai stock struggles with unimpressive sales and leadership changes
BigBear.ai (BBAI), an AI data analytics company, has seen its share price increase 142% over the past 12 months, but it has also declined 24% in the last three months. The company's revenue increased just 5% year over year in the most recent quarter, and it reported an adjusted EBITDA loss of $7.0 million. BigBear.ai has had three CEOs since going public in 2021, and analysts suggest investors avoid this speculative AI stock.
AI agent could have saved trader James Wynn from $100M loss
James Wynn, a crypto trader, lost $100 million in a week due to emotion-based trading and high leverage. Wynn frequently opened long positions on Bitcoin without waiting for confirmed breakouts. The MIND of Pepe, a new AI agent on Ethereum, could provide market analysis to prevent future losses. The AI agent highlights key technical patterns and collects market alpha online to help traders make informed decisions.
AI investor Elad Gil bets on AI-powered rollups for businesses
Elad Gil, an early AI investor, is now focused on using AI to reinvent traditional businesses through roll-ups. He identifies mature, people-intensive businesses like law firms, helps them scale with AI, and then acquires other similar businesses. Gil has invested in two companies pursuing this strategy, including Enam Co., which focuses on worker productivity. He believes AI can radically change the cost structure of these businesses and increase margins.
CoreWeave and AMD are top AI stocks to buy in June
CoreWeave and Advanced Micro Devices (AMD) are two AI stocks that could profit from the growing AI market. CoreWeave, a leading operator of data centers for AI, saw revenue increase from $189 million to $982 million in the first quarter of 2025. AMD is experiencing strong growth in its data center and client segments, and its acquisition of ZT Systems will allow it to provide AI computing systems. These companies are well-positioned to benefit from the increasing demand for AI infrastructure and chips.
Amazon, Qualcomm, and Nvidia poised to ride the AI wave
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Nvidia and Amazon are AI stocks to buy amid market uncertainty
Nvidia and Amazon are two AI stocks that look like good buys despite market volatility. Nvidia dominates the market for graphics processing units (GPUs) and benefits from ongoing investment in AI infrastructure. Amazon's cloud infrastructure unit, Amazon Web Services (AWS), is accelerating sales and widening operating margins due to AI investments. Both companies are well-positioned for long-term growth in the AI market.
Sources
- Nvidia's Q1 Results Were Great, but This AI Stock Could Be a Bigger Winner
- Nvidia's Q1 Results Were Great, but This AI Stock Could Be a Bigger Winner
- 1 No-Brainer Artificial Intelligence (AI) ETF to Buy With $50 During the S&P 500 Bull Market
- 1 No-Brainer Artificial Intelligence (AI) ETF to Buy With $50 During the S&P 500 Bull Market
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- 3 Stocks Set to Ride the Artificial Intelligence (AI) Wave to New Heights
- This artificial intelligence AIM stock trades with an EV-to-EBITDA of just 4x!
- Down 24%, Should You Buy the Dip on BigBear.ai?
- James Wynn Liquidated Trading Bitcoin, Pepe: Here’s Why He Needed AI Agent MIND of Pepe
- Early AI investor Elad Gil finds his next big bet: AI-powered rollups
- 2 AI Stocks to Buy in June
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- 2 No-Brainer Artificial Intelligence (AI) Stocks to Buy Hand Over Fist During the TACO Trade @themotleyfool #stocks $NVDA $AMZN