2 Artificial Intelligence Stocks That Can Have Their Nvidia Moment in 2026 | The Motley Fool

2 Artificial Intelligence Stocks That Can Have Their Nvidia Moment in 2026 | The Motley Fool

By Will Healy, The Motley Fool
Publication Date: 2025-12-06 16:35:00

These stocks are positioned to have a massive rally thanks to AI advancements.

Despite concerns over an artificial intelligence (AI) bubble, investors continue to bid AI stocks higher. Of those stocks, Nvidia remains one of the more notable winners, having risen nearly 1,500% from its 2022 low.

Still, succeeding in investing means looking forward, and ideally finding the stocks that will have the next Nvidia moment. While none of us can reliably predict such events beforehand, these AI stocks stand a strong chance of achieving such a milestone in 2026.

Image source: Getty Images.

CoreWeave

CoreWeave (CRWV +2.97%) stock has only traded since March and has already experienced a massive run-up before dropping nearly 60% from that high.

Nonetheless, CoreWeave stands out in the cloud computing market by offering cloud infrastructure products specifically designed to handle AI workloads. This helps it stand out over legacy cloud platforms such as Amazon Web Services (AWS) or Microsoft‘s Azure cloud.

Moreover, the aforementioned stock volatility may remind investors of Nvidia. Despite Nvidia’s gains, it has also become notable for massive drawdowns.

This may be the path CoreWeave stock is following. However, Grand View Research forecasts the AI market will grow at a compound annual growth rate (CAGR) of 32% through 2033. If this forecast proves close to accurate, it bodes well for CoreWeave’s future as an AI cloud provider.

Recent growth reflects that interest. In the third…