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Wolfe Research Maintains Outperform rating on CoreWeave (CRWV)

CoreWeave Inc. (NASDAQ:CRWV) is one of the 10 Best Data Center Stocks to Buy in July. On July 6, Investing.com reported that Wolfe Research maintained an Outperform rating on CoreWeave while keeping a $150.00 price target on the stock.

A new data center facility in Plano, Texas. Photo from CoreWeave

The analyst noted that CoreWeave expects the second quarter to be the largest quarter for active power added in fiscal 2026. It estimates the second-quarter backlog at approximately $110 billion to $115 billion, lower than some investors’ expectations of $125 billion to $130 billion.

Moreover, Wolfe Research believes that CoreWeave will exit fiscal 2026 with a backlog exceeding $135 billion. It highlighted that planned capacity supports potential upside to fiscal 2027 annual recurring revenue targets.

In other news, CoreWeave launched an AI Research and Iteration Agent, called CoreWeave ARIA (AI Research & Iteration Agent), with autonomous research and collaborative intelligence on June 29. The AI research agent built directly into Weights & Biases (W&B) by CoreWeave accelerates the AI research loop by closing the gap between analysis and action, turning the data teams already generate into a compounding engine for better models and more reliable agents. The AI research agent analyzes thousands of runs and tens of thousands of metrics in minutes.

CoreWeave Inc. (NASDAQ:CRWV) is an AI cloud computing company that specializes in providing cloud-based graphics processing unit (GPU) infrastructure to AI developers and enterprises.

While we acknowledge the risk and potential of CRWV as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than CRWV and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 10 Best SaaS Stocks to Buy According to Reddit and 10 Best Cybersecurity Stocks to Buy According to Short Sellers.

Disclosure: None. Follow Insider Monkey on Google News.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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We alerted our subscribers, and BTI returned 90% in just 16 months.

Now if you had invested just $10,000 in BTI in June 2024, you’d be sitting on $19,000 in October 2025.

Today, we have identified a nearly identical pattern in a digital-first giant trading at $3.

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