Zacks Investment Ideas feature highlights: CoreWeave, Circle Internet and NVIDIA

16.06.25 13:17 Uhr

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For Immediate ReleaseChicago, IL – June 16, 2025– Today, Zacks Investment Ideas feature highlights CoreWeave CRWV, Circle Internet Group CRCL and NVIDIA NVDA.IPO Mania: A Closer Look at Circle & CoreWeaveIPO activity post-pandemic has fluctuated significantly, primarily driven by economic uncertainty, rising interest rates, and inflation, all of which have impacted investor sentiment.But the tide has shifted positively over the past year, with several notable IPOs hitting the market, including CoreWeave and Circle Internet Group. Both stocks have seen big runs in June.In short, CRWV provides exposure to the AI frenzy, whereas CRCL is a play on the mainstreaming of digital dollars and the evolving stablecoin regulatory landscape.Let's take a closer glance at each.CoreWeave & NVIDIAGiven its backing by AI-favorite NVIDIA, the IPO reflected one of the most exciting we've seen in years. An SEC filing in late May 2025 revealed NVIDIA has a $900 million stake, reflecting one of its largest investors.It's also important to know that NVIDIA supplies CoreWeave with most of its high-performance GPUs that power CRWV's AI infrastructure. Some time back, investors raised flags concerning the massive amount of sales NVIDIA generated from CRWV, but that concern has since evaporated.The company's latest set of quarterly results were driven by accelerating demand for its AI offerings, with sales up a staggering 420% year-over-year. Revenue backlog totaled a strong $25.9 billion, with CRWV also securing more lucrative deals with enterprises.Up 270% since its IPO, the stock remains a great play on the AI frenzy, which appears to still be in the early innings.Circle Shares SoarCircle is a global financial technology firm that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce, and financial applications worldwide. It's the issuer of USDC, the world's second-largest dollar-pegged stablecoin, widely used across exchanges, DeFi platforms, and institutional trading venues.But what does that even mean? CEO Jeremy Allaire explains simply –'If you could take what we think of as money, make it digital and available on the internet, then that would dramatically change the way we use money and open up opportunities around the world. That's the idea behind Circle.'Since their debut on June 5th, shares have gone on a massive run. It's worth noting that Cathie Wood's ARK had a big win on the stock, purchasing roughly 4.5 million shares on its first day of trading.The stock overall reflects a great play on the evolving stablecoin regulatory landscape, which is also just seemingly beginning as we increasingly wade into the digital age.Bottom LineIPO news has dominated headlines this week, a nice breather from tariffs news that have consistently impacted sentiment.Circle shares have been blistering hot since their debut this month, with CoreWeave shares also seeing similar price action since its debut. The price action here post-IPO actually bodes well for the broader market overall, which reflects 'hungry' investor sentiment.Why Haven't You Looked at Zacks' Top Stocks?Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.Today you can access their live picks without cost or obligation.See Stocks Free >>Media ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.comhttps://www.zacks.comPast performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performancefor information about the performance numbers displayed in this press release.Zacks' Research Chief Names "Stock Most Likely to Double"Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.Free: See Our Top Stock And 4 Runners UpWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report NVIDIA Corporation (NVDA): Free Stock Analysis Report CoreWeave Inc. (CRWV): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks

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Analysen zu NVIDIA Corp.

DatumRatingAnalyst
16:46NVIDIA OutperformBernstein Research
13.06.2025NVIDIA OutperformBernstein Research
12.06.2025NVIDIA BuyUBS AG
11.06.2025NVIDIA OutperformBernstein Research
03.06.2025NVIDIA BuyUBS AG
DatumRatingAnalyst
16:46NVIDIA OutperformBernstein Research
13.06.2025NVIDIA OutperformBernstein Research
12.06.2025NVIDIA BuyUBS AG
11.06.2025NVIDIA OutperformBernstein Research
03.06.2025NVIDIA BuyUBS AG
DatumRatingAnalyst
10.01.2025NVIDIA HoldDeutsche Bank AG
21.11.2024NVIDIA HaltenDZ BANK
21.11.2024NVIDIA HoldDeutsche Bank AG
29.08.2024NVIDIA HoldDeutsche Bank AG
11.06.2024NVIDIA HaltenDZ BANK
DatumRatingAnalyst
04.04.2017NVIDIA UnderweightPacific Crest Securities Inc.
24.02.2017NVIDIA UnderperformBMO Capital Markets
23.02.2017NVIDIA ReduceInstinet
14.01.2016NVIDIA UnderweightBarclays Capital
26.07.2011NVIDIA underperformNeedham & Company, LLC

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