{"id":240285,"date":"2026-07-04T10:20:00","date_gmt":"2026-07-04T14:20:00","guid":{"rendered":"https:\/\/testing.news-you-need.com\/index.php\/2026\/07\/04\/missed-the-first-wave-of-artificial-intelligence-ai-stocks-these-2-aggressive-plays-are-your-second-chance-buys\/"},"modified":"2026-07-04T10:45:09","modified_gmt":"2026-07-04T14:45:09","slug":"missed-the-first-wave-of-artificial-intelligence-ai-stocks-these-2-aggressive-plays-are-your-second-chance-buys","status":"publish","type":"post","link":"https:\/\/testing.news-you-need.com\/index.php\/2026\/07\/04\/missed-the-first-wave-of-artificial-intelligence-ai-stocks-these-2-aggressive-plays-are-your-second-chance-buys\/","title":{"rendered":"Missed the First Wave of Artificial Intelligence (AI) Stocks? These 2 Aggressive Plays Are Your Second-Chance Buys"},"content":{"rendered":"<p><a href=\"https:\/\/www.theglobeandmail.com\/investing\/markets\/stocks\/MSFT-Q\/pressreleases\/3127566\/missed-the-first-wave-of-artificial-intelligence-ai-stocks-these-2-aggressive-plays-are-your-second-chance-buys\/\">Missed the First Wave of Artificial Intelligence (AI) Stocks? These 2 Aggressive Plays Are Your Second-Chance Buys<\/a><\/p>\n<p><a href=\"https:\/\/www.theglobeandmail.com\/investing\/markets\/stocks\/MSFT-Q\/pressreleases\/3127566\/missed-the-first-wave-of-artificial-intelligence-ai-stocks-these-2-aggressive-plays-are-your-second-chance-buys\/\">https:\/\/www.theglobeandmail.com\/investing\/markets\/stocks\/MSFT-Q\/pressreleases\/3127566\/missed-the-first-wave-of-artificial-intelligence-ai-stocks-these-2-aggressive-plays-are-your-second-chance-buys\/<\/a><\/p>\n<p>Publish Date: <a href=\"publish_date]\">2026-07-04 10:20:00<\/a><\/p>\n<p>Source Domain: <a href=\"www.theglobeandmail.com\">www.theglobeandmail.com<\/a><\/p>\n<p>Here are five key points summarized from the article:<\/p>\n<p>* The article highlights the success of the first wave of AI investing, mentioning companies like Nvidia, Broadcom, and Taiwan Semiconductor Manufacturing that have grown into multi-trillion-dollar firms within a few years. Although the author still sees potential in these established companies, the next wave of AI investing is shifting towards the neocloud space.<br \/>\n* The neocloud space involves AI-focused cloud computing, and the article focuses on two companies in this sector: Nebius (NASDAQ: NBIS) and CoreWeave (NASDAQ: CRWV). These companies aim to provide clients with everything they need to build, train, and run AI applications, leading to significant and rapid growth.<br \/>\n* Nebius has seen impressive growth, with its Q1 revenue rising 684% year over year. The company has major contracts with Microsoft and Meta Platforms and is backed by Nvidia, indicating strong market legitimacy. Additionally, revenue is projected to rise by 547% in 2026 and 233% in 2027.<br \/>\n* CoreWeave, being more mature than Nebius, also has substantial growth rates. Its revenue increased by 112% year over year in Q1, with a revenue backlog of nearly $100 billion. Expected growth rates are 147% for 2026 and 98% for 2027.<br \/>\n* Both Nebius and CoreWeave are heavily investing in building data center infrastructure, which entails significant costs and financial risks. Both companies are lacking profitability and are relying on issuing shares or taking on debt to fund their expansion, leading to potential shareholder dilution and high debt levels. This makes investing in these companies riskier compared to the first wave of AI investments, even though they have significant growth potential.<br \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Missed the First Wave of Artificial Intelligence (AI) Stocks? These 2 Aggressive Plays Are Your&#8230;<\/p>\n","protected":false},"author":1,"featured_media":240286,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/barchart-news-media-prod.aws.barchart.com\/FC\/0d97b74a2c24caa48fcb8c7acb16456e\/%3Furl%3Dhttps%253a%252f%252fg.foolcdn.com%252feditorial%252fimages%252f875475%252ftwo-engineers-looking-at-a-computer-in-a-data-center.jpg%26amp%3Bw%3D700","fifu_image_alt":"","footnotes":""},"categories":[14],"tags":[20],"class_list":["post-240285","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-artificial-intelligence","tag-artificial-intelligence"],"_links":{"self":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/240285"}],"collection":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=240285"}],"version-history":[{"count":1,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/240285\/revisions"}],"predecessor-version":[{"id":240287,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/240285\/revisions\/240287"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/240286"}],"wp:attachment":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=240285"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=240285"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=240285"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}