By Keithen Drury, The Motley Fool
Publication Date: 2026-05-03 10:50:00
Nvidia (NASDAQ: NVDA) is the world’s largest company by market value and is also one of the most popular artificial intelligence (AI) stocks. While it has kept pace with the overall market with about a 7% gain, several other AI stocks have done far better. Although this trio isn’t as surefire a bet as Nvidia is, they can still make for an intriguing investment in their own right.
Nebius (NASDAQ: NBIS), CoreWeave (NASDAQ: CRWV), and Applied Digital (NASDAQ: APLD) have all outperformed Nvidia so far this year, and if their growth rates continue, I wouldn’t be surprised if that trend persists.
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CoreWeave
CoreWeave has made investors a lot of money so far in 2026. The stock is up more than 65%, but nearly all of its rise has come since the start of April. Nvidia actually owns a fair bit of CoreWeave stock, which shows that Nvidia believes this stock can outperform itself. That’s a major vote of confidence and gives credence to the idea that CoreWeave is a top investment pick.
CoreWeave offers its clients access to a vast GPU computing infrastructure. This allows them to accelerate AI training and is mostly being used as boosted training capacity with some major AI hyperscalers. This has led to huge…