As Revenue Surges 400%, Is Applied Digital Stock a Buy?

Applied Digital, an AI data center landlord, reported 407% revenue growth to $258.7 million in Q4, driven primarily by tenant fit-out services for major customer CoreWeave. While the company projects a $1 billion NOI run rate within a year and has $36 billion in contracted lease value, it faces challenges including negative free cash flow of $2.8 billion, $5 billion in debt, and heavy dependence on a single customer. Analysts view it as a high-risk, high-reward opportunity positioned to benefit from AI infrastructure demand.

07/30/2026, 8:30 PM • The Motley Fool

Astera Labs vs. CoreWeave: Which Technology Stock Is a Better Buy in 2026?

The article compares two AI infrastructure companies: Astera Labs, a profitable semiconductor connectivity provider with strong margins and a debt-free balance sheet but facing customer concentration risks, versus CoreWeave, a rapidly scaling cloud infrastructure platform with explosive revenue growth but significant losses and high debt. The author recommends Astera Labs despite its higher valuation due to its profitability and cash generation, while CoreWeave's aggressive expansion is consuming capital and generating substantial free cash flow losses.

07/30/2026, 5:30 PM • The Motley Fool

Prediction: These AI Stocks Bounce Back After the Bloodbath

AI stocks experienced a significant sell-off, but the article argues that the market's reaction doesn't align with underlying fundamentals. The author suggests these stocks are positioned to bounce back from the recent decline.

07/30/2026, 2:08 PM • The Motley Fool

Why CoreWeave Stock Fell 30% in Just 1 Month

CoreWeave's stock plummeted 30% in one month despite strong revenue growth ($2.1B in Q1 2026) and a massive $100B backlog. The decline stems from investor concerns about long-term profitability in a capital-intensive business, Meta's plans to lease AI infrastructure to external customers (threatening CoreWeave's competitive position), and unrealistic valuation expectations. While the core business remains sound, investors now demand proof of sustainable profitability rather than growth at any cost.

07/26/2026, 4:18 PM • The Motley Fool

Neocloud Stocks vs. the Hyperscalers -- Who Actually Wins AI Capex Boom?

The AI infrastructure boom has created two competing groups: neocloud companies like CoreWeave and Nebius that build specialized GPU data centers, and tech hyperscalers like Microsoft, Amazon, Meta, and Alphabet. While neoclouds show explosive revenue growth, they're heavily leveraged with billions in debt and unclear profitability paths. Hyperscalers have complementary profitable businesses, stronger cash flows, and are developing custom chips to reduce GPU dependency, positioning them as the safer long-term investment.

07/26/2026, 12:15 PM • The Motley Fool

CoreWeave Stock Fell 11.4% on Friday. The Sell-Off Is About What It's Spending, Not What It's Selling.

CoreWeave's stock dropped 11.4% on Friday despite strong revenue growth of 112% YoY and a $99.4 billion backlog. The sell-off reflects investor concerns about the company's massive capital expenditure plans ($31-35 billion in 2026 vs. $6.2 billion in trailing revenue), rapidly rising debt ($24.9 billion), and surging interest expenses ($650-730 million expected in Q2 2026). Additionally, major customer Meta is building competing cloud capacity, adding competitive pressure.

07/25/2026, 5:07 PM • The Motley Fool

2 Millionaire-Maker AI Stocks to Hold for the Next Decade

The article identifies CoreWeave and Iren as potential multibagger AI stocks in the emerging neocloud sector. CoreWeave leads with a $99 billion backlog and Nvidia partnership but faces high capex spending and $25 billion debt. Iren, a Bitcoin miner transitioning to neocloud, owns its facilities near clean energy sources with lower debt but lacks Nvidia partnership. Both stocks are positioned for significant growth with forecasted revenue increases of 147% and 302% respectively, though they carry execution risks.

07/25/2026, 5:05 AM • The Motley Fool

CoreWeave's CFO Sold Company Shares for $5.5 Million. What Does That Mean for Investors?

CoreWeave's CFO Nitin Agrawal sold 65,055 shares worth $5.5 million on July 13, 2026, reducing his direct holdings by 34% through a prearranged Rule 10b5-1 plan. While the sale was non-discretionary, the significant reduction in insider ownership raises concerns for investors, particularly given the stock's 50% decline from its 52-week high and the company's mounting debt burden exceeding $25 billion.

07/22/2026, 8:24 AM • The Motley Fool

2 Discounted Stocks Cathie Wood Is Buying Aggressively Right Now

Cathie Wood is aggressively buying discounted AI and technology stocks that have fallen over 30% in the past month. She recently added shares of SpaceX and CoreWeave to multiple Ark funds on July 17, viewing the declines as buying opportunities. Both companies are unprofitable but positioned in high-growth sectors like space technology and AI compute infrastructure.

07/21/2026, 4:03 AM • The Motley Fool

CoreWeave vs. Applied Digital: Evaluating Disparities in Revenue Scale for These Artificial Intelligence Companies

CoreWeave demonstrates significantly stronger revenue growth than Applied Digital, with Q1 2026 revenue exceeding $2 billion compared to Applied Digital's $126.6 million. While CoreWeave shows consistent quarter-over-quarter expansion driven by AI computing demand and a $100 billion backlog, both companies face challenges from high debt loads ($25 billion and $2.6 billion respectively) that have pressured share prices. CoreWeave trades at a lower price-to-sales ratio of 6, while Applied Digital's valuation multiple of 21 appears expensive relative to its more modest growth trajectory.

07/19/2026, 7:31 PM • The Motley Fool

Down 50% From Its High, Is CoreWeave a Bargain or a Value Trap?

CoreWeave, a neocloud company providing AI-focused cloud computing, has fallen 50% from its peak since its April 2025 IPO. The stock has been pressured by reports that major client Meta is building its own cloud infrastructure. While CoreWeave shows strong revenue growth projections (147% this year, 98% next year), the company continues to post significant losses as it invests heavily in capacity expansion. The stock trades at a cheap valuation (7.1x sales), but profitability remains years away, creating execution risk for investors.

07/16/2026, 1:27 PM • The Motley Fool

Stocks Rise as Inflation Cools the Fed, but Chip Rout Keeps the Rally Honest

Stock markets gained on softer inflation data (CPI and PPI), allowing the Fed to pause rate hikes. However, the semiconductor sector fell 2.1% as investors rotated out of crowded AI trades into mega-cap tech with stronger fundamentals. The rally was selective, with concerns about geopolitical tensions in the Persian Gulf and whether AI spending will generate adequate returns.

07/15/2026, 4:27 PM • Investing

Should Nebius and CoreWeave Investors Be Scared by Meta's Latest Plans?

Meta Platforms is reportedly planning to launch its own cloud computing service, causing stocks of computing capacity providers Nebius and CoreWeave to decline significantly. Both companies have major deals with Meta ($12B and $14B respectively), but the news of Meta's cloud ambitions has sparked investor concerns about reduced reliance on these partners. However, the article argues that AI computing capacity remains supply-constrained and Meta will likely maintain these partnerships given future AI demands.

07/14/2026, 10:20 AM • The Motley Fool

CoreWeave Stock Sank 11% After Mark Zuckerberg's Meta Unveiled a Cloud Business Plan

Meta announced plans to sell excess AI cloud computing capacity from its own data centers, causing CoreWeave stock to drop 11%. However, analysts argue this doesn't fundamentally threaten CoreWeave's business, as independent neocloud providers should remain attractive alternatives to customers who prefer not to rely on Meta's infrastructure. CoreWeave's revenue is projected to grow significantly through 2028, and the stock may represent a buying opportunity despite near-term headwinds.

07/11/2026, 7:30 AM • The Motley Fool

Meta's Cloud News Just Made This the Most Obvious Buy in the Market

Meta's recent cloud infrastructure news is creating ripple effects across AI infrastructure stocks. The announcement positions Meta to enter a potential $2 trillion cloud market, which has implications for related companies like CoreWeave and Nebius Group in the broader AI infrastructure trade.

07/09/2026, 11:15 AM • The Motley Fool