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Missed the First Wave of Artificial Intelligence (AI) Stocks? These 2 Aggressive Plays Are Your Second-Chance Buys

Nebius and CoreWeave are rapidly growing.

Missed the First Wave of Artificial Intelligence (AI) Stocks? These 2 Aggressive Plays Are Your Second-Chance Buys

Published July 4, 2026 · Category: Finance

Overview

The first wave of artificial intelligence (AI) investing produced several major winners, such as Nvidia, Broadcom, and Taiwan Semiconductor Manufacturing. These companies grew into multi-trillion-dollar companies in a few years, and even though I think they're still strong picks moving forward, other stocks offer even greater upside as the next wave of AI investing hits.

Where I'm looking for new AI investment now is in the neocloud space, which offers AI-focused cloud computing. There are several strong competitors in this sector, but I've got my eyes on two in particular: Nebius (NASDAQ: NBIS) and CoreWeave (NASDAQ: CRWV). Each of these looks like a strong pick to crush the market over the next few years and establish itself as a top AI investment pick.

Details

But they aren't as surefire of picks as the first wave of AI investing. Let's take a closer look at each.

Continue reading

Source

Originally published at www.fool.com.

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