Nvidia Corp.'s (NASDAQ: NVDA) strong first-quarter performance highlights a quiet, yet fast-growing segment of the company that has long been overlooked by investors.
Shares of CoreWeave fell Wednesday despite no new news, pulling back from recent all-time highs. The decline follows strong gains fueled by impressive earnings and strategic partnerships, like with OpenAI.
The analyst noted that CoreWeave's valuation has become challenging to justify, especially given the absence of close comparable peers in the AI infrastructure sector.
While institutional money managers have released their Q1 holdings, so has the heart and soul of the AI revolution, NVIDIA. See which six stocks NVIDIA owns.
