Zacks Investment Ideas feature highlights: CoreWeave, Nvidia and Meta Platforms

For Immediate ReleaseChicago, IL – October 1, 2025 – Today, Zacks Investment Ideas feature highlights CoreWeave CRWV, Nvidia NVDA and Meta Platforms META.How CoreWeave Turned a Crypto Crash into an AI Empire“You adapt, evolve, compete, or die.”~ Paul Tudor JonesCoreWeave: Right Place at the Right TimeFounded by three former commodities traders in New Jersey in 2017, ‘Atlantic Crypto’ first opened up shop as a crypto mining company, leveraging its graphic processing units (GPUs) to earn crypto rewards. At the time, crypto was becoming mainstream, Bitcoin was on its way to ~20x gains in two years, and business was good. However, in 2018, fate intervened when the crypto markets crashed and Bitcoin fell 80% from its peak.“It’s not about the cards you’re dealt, but how you play the hand.” ~ Randy PauschCoreWeave Pivots from Crypto Mining to AIWhile it didn’t seem like it at the time, the crypto crash would ultimately prove to be the best possible outcome for the company. Instead of fighting a brutal crypto bear market, the Atlantic Crypto team pivoted, sensing the incoming AI revolution. In 2019, the company renamed itself CoreWeave.What happened next was an incredible stroke of luck, coupled with foresight.CoreWeave had exactly the necessary ingredients to pivot into an AI juggernaut, including multiple data centers and the hard-to-attain and highly coveted Nvidia H100 chips. Between a unique arrangement with Nvidia and its existing data center infrastructure, CoreWeave began providing cloud computing infrastructure necessary to train large language models (LLMs) to big tech companies just as the AI race heated up and billions in CAPEX would be spent. Meanwhile, as an early mover, CoreWeave has optimized its platform to meet specialized AI needs, offering industry-best performance at a fraction of the price.CoreWeave: Deals, Deals, DealsCoreWeave’s business is accelerating at a lightning-fast rate. Over the past few weeks, CoreWeave has landed three multi-billion-dollar deals, including:· A $6.5 billion deal expansion with OpenAI to provide cloud infrastructure.· A $6.5 billion “backstop” deal with Nvidia. In the deal, Nvidia will purchase any of CoreWeave’s unsold cloud capacity through 2032.· A $14.2 billion deal to provide Meta Platforms access to its Nvidia GB300 server racks and “Blackwell” GPUs.When put into context, the approximately $27 billion in long-term deals is staggering, considering that CRWV’s market cap is only $67 billion.CoreWeave Soars After Meta DealTuesday, CoreWeave shares soared more than 10%, while intraday volume was on pace for the highest in the recent IPO’s young history. The heavy demand is a sign of heavy institutional accumulation as shares emerge from a double-bottom base structure.Bottom LineWith billions in new, long-term deals from tech giants like OpenAI and Meta, CoreWeave has validated its strategy of being an optimized, dedicated player in a market hungry for compute power.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/performance for information about the performance numbers displayed in this press release.Beyond Nvidia: AI's Second Wave Is HereThe AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. Little-known AI firms tackling the world's biggest problems may be more lucrative in the coming months and years.See "2nd Wave" AI stocks now >>Want 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 Meta Platforms, Inc. (META): 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 Weiter zum vollständigen Artikel bei Zacks