By Will Healy
Publication Date: 2026-04-05 07:15:00
Nvidia (NVDA +0.87%) and CoreWeave (CRWV +4.84%) often draw comparisons due to their influence over the artificial intelligence (AI) industry. Nvidia remains the dominant design company for AI accelerators, while CoreWeave has attracted business with its cloud infrastructure tailored toward AI.
Investors should note that Nvidia and CoreWeave are not competitors. In fact, Nvidia is a major CoreWeave investor. Nonetheless, the two AI stocks compete for investor attention, making an evaluation of which one is a better AI supercycle stock a relevant question to ask.
Image source: The Motley Fool.
The case for Nvidia
At first glance, Nvidia might be the stock of choice, as companies built the AI supercycle around its AI accelerators. Since just before OpenAI released GPT-4, Nvidia’s revenue and stock price have shot into the stratosphere.
In fiscal 2026 (ended Jan. 26), its revenue rose by 65%, and this occurred after rising 78% in the previous fiscal year. Despite a slight pullback, Nvidia stock is up by around 1,360% over the last 3.5 years.
Today’s Change
(0.87%) $1.53
Current Price
$177.28
Key Data Points
Market Cap
$4.3T
Day’s Range
$171.38 – $177.48
52wk Range
$86.62 – $212.19
Volume
4.9M
Avg Vol
181M
Gross Margin
71.07%
Dividend Yield
0.02%
Additionally, its price-to-earnings (P/E) ratio is 35. In comparison, the S&P 500‘s average earnings multiple is 27, and considering Nvidia’s revenue growth, it is arguably a cheap stock.
Unfortunately, Nvidia may be a victim of its success. Its…
