CoreWeave is Joining the Nasdaq-100. Is the Stock a Buy?

CoreWeave, an AI infrastructure company providing GPU compute access, is joining the Nasdaq-100 index on June 22, 2026. The stock has surged 194% since its IPO over a year ago, driven by triple-digit revenue growth and a $100 billion contracted order backlog. While the Nasdaq-100 inclusion may provide short-term momentum, the article suggests buying CoreWeave for its long-term growth potential, strong Nvidia partnership, and increasing customer diversification—though it carries risks due to high leverage and debt reliance.

06/21/2026, 6:10 PM • The Motley Fool

Beyond the Trillion-Dollar Club: 3 High-Growth Tech Stocks to Buy Right Now

The article highlights three high-growth tech stocks outside the trillion-dollar club with significant upside potential: Sandisk (NAND memory for data centers), Nebius (AI data center infrastructure), and CoreWeave (AI computing resources). All three companies are experiencing rapid revenue growth driven by massive demand for AI and data center infrastructure, with projected growth rates significantly exceeding market averages.

06/19/2026, 5:21 PM • The Motley Fool

The Nasdaq-100 Is Getting 5 New Members. Here's the List.

The Nasdaq-100 index is adding five new members on June 22, 2026: Astera Labs, CoreWeave, Nebius Group, Teradyne, and Rocket Lab. Four of these companies operate in AI infrastructure, networking, and computing capacity, while Rocket Lab is a space platform company. All five are significantly outperforming the market with year-to-date gains ranging from 53% to 242%, reflecting broader market trends favoring AI and infrastructure companies.

06/19/2026, 11:26 AM • The Motley Fool

An Ex-OpenAI Researcher With $20 Billion Just Built a Neocloud Trifecta: Here Are the 3 Stocks He's Buying.

Leopold Aschenbrenner's Situational Awareness hedge fund, which has returned over 1,000% since September 2024 and manages $20 billion, is investing heavily in three neocloud companies: Nebius, CoreWeave, and IREN. These specialized AI infrastructure providers are positioned to benefit from the neocloud market's projected 58% CAGR growth through 2031, as they offer faster and cheaper AI processing than traditional hyperscalers. Despite explosive growth potential, all three trade at surprisingly low valuations relative to next year's sales.

06/18/2026, 3:12 PM • The Motley Fool

CoreWeave Insider Sales Look Big, But Should Investors Worry?

CoreWeave founders have sold $2.3 billion in stock since the IPO lockup expired, but analysts argue this shouldn't alarm investors. The sales were pre-planned under 10b5-1 trading plans, and founders still retain approximately 18% ownership. BNP Paribas initiated coverage with an Outperform rating and $192 price target, citing CoreWeave's strategic importance in AI infrastructure and its partnership with NVIDIA.

06/18/2026, 2:35 AM • Investing

CoreWeave Insider Sales Look Big, But Should Investors Worry?

CoreWeave founders have sold $2.3 billion in stock since the IPO lockup expired, but these sales were pre-planned under 10b5-1 trading plans designed to prevent insider trading on non-public information. Despite the large sales, the three co-founders still own approximately 18% of the company, indicating strong confidence in the business. BNP Paribas initiated coverage with an Outperform rating and $192 price target, citing CoreWeave as a strategically important AI infrastructure company with strong structural alignment through NVIDIA's 11% ownership stake.

06/17/2026, 4:09 PM • Investing

Stock Market Today, June 16: Nvidia, Broadcom, and Micron Technology Lead Drop in Nasdaq

The Nasdaq fell 1.15% on tech and chip weakness, with major semiconductor stocks like Nvidia, Broadcom, and Micron Technology declining due to profit-taking. The S&P 500 dropped 0.57%, while the Dow Jones rose 0.64% as investors rotated toward industrial, transportation, and financial sectors. CoreWeave surged nearly 10% on bullish analyst sentiment, while Robinhood Markets slid following layoff announcements. The Federal Reserve began its first meeting under new Chair Kevin Warsh.

06/16/2026, 5:24 PM • The Motley Fool

Why Did CoreWeave Stock Just Pop?

CoreWeave stock surged 8% after Cantor Fitzgerald analyst Brett Knoblauch issued a $167 price target, citing $40 billion in long-term contracts signed in Q1 2026 and progress toward $30 billion annual recurring revenue goals. However, the analyst's bullish outlook contrasts with CoreWeave's continued losses—the company is expected to double revenue to $2.6 billion while losing $1.25 per share, raising concerns about profitability.

06/16/2026, 11:34 AM • The Motley Fool

CoreWeave Stock Is Up Around 50% This Year, and Here's Why It Can Still Soar Higher

CoreWeave (CRWV) has gained approximately 50% in 2026 and will be added to the Nasdaq-100 index on June 22, which is expected to drive further gains through increased fund exposure and investor interest. The company rents compute space and provides access to Nvidia's chips, benefiting from surging AI demand. However, despite revenue growth from $1.9B to $5.1B year-over-year, CoreWeave remains unprofitable with a $1.6B net loss in the trailing 12 months, making it a higher-risk investment.

06/16/2026, 11:30 AM • The Motley Fool

Should You Buy the Dip in These 2 Beaten-Down Artificial Intelligence (AI) Stocks?

CoreWeave and Broadcom both reported strong revenue growth but fell short on guidance, causing post-earnings stock declines. CoreWeave shows impressive growth potential with a $100B backlog but faces valuation concerns and heavy Microsoft dependency (67% of revenue). Broadcom, a more mature company with strong cash flow, is well-positioned in custom AI chips despite high forward P/E ratio. Both stocks present mixed risk-reward profiles in the growing AI infrastructure market.

06/16/2026, 8:30 AM • The Motley Fool

Consumer Tech News (Jun 8-12): SpaceX Debuts On Nasdaq, Big Tech Faces Political Scrutiny & More

SpaceX debuted on Nasdaq with a 29% premium to its IPO price, making Elon Musk close to becoming a trillionaire. Big Tech faced political scrutiny with Senator Elizabeth Warren criticizing Meta's CEO and Nvidia's CEO declining to testify. Major tech companies reported earnings, announced layoffs, and made strategic pivots in AI investments and pricing strategies.

06/14/2026, 7:30 AM • Benzinga

How GPUs Are Becoming the Hottest Asset Class

GPUs have evolved from gaming chips into a distinct financial asset class, with standardized pricing, financing structures, and risk-transfer tools emerging. The GPU financing market reached $20-34 billion by early 2026, driven by massive AI infrastructure spending. However, the asset class faces challenges including uncertain depreciation rates, volatile rental prices, ecosystem concentration, and risks from custom silicon and export controls.

06/13/2026, 4:03 AM • Investing

Meet the 2 Newcomers Challenging the Cloud Computing Titans in Artificial Intelligence (AI)

CoreWeave and Nebius, specialized AI cloud computing companies, are experiencing explosive growth rates (112% and 684% respectively) compared to legacy cloud giants AWS, Azure, and Google Cloud. While the established players are highly profitable, the newcomers are reinvesting all revenue into expansion. Wall Street expects CoreWeave and Nebius to maintain triple-digit growth through 2027, though profitability remains uncertain, presenting higher-risk but potentially higher-reward investment opportunities.

06/12/2026, 9:14 PM • The Motley Fool

Why CoreWeave Stock Surged Today

CoreWeave stock rose 5% on Friday amid broader market gains driven by hopes for an Iran conflict resolution and strong performance from SpaceX's IPO debut. The stock received an additional boost from news that it will be added to the Nasdaq-100 index, which will increase demand from index-tracking ETFs.

06/12/2026, 8:14 PM • The Motley Fool

Stock Market Today: S&P 500, Nasdaq, Dow Jones Futures Gain Ahead Of SpaceX's Debut—Adobe, Lennar, CoreWeave In Focus (UPDATED)

U.S. stock futures rose on Friday with the S&P 500, Dow Jones, and Nasdaq 100 advancing. Key movers included Adobe declining 4.91% despite strong earnings due to CFO departure, Lennar falling 2.74% on mixed Q2 results, CoreWeave rising 3.61% after Nasdaq-100 inclusion announcement, and Friedman Industries jumping 10.08% on strong Q4 earnings. SpaceX is set to debut at $135 per share with options trading beginning Monday.

06/12/2026, 8:39 AM • Benzinga