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This AI stock could be the next Palantir — here's why
PLTRPalantir Technologies(PLTR) Finbold·2025-05-28 10:05

Core AI Technology and Market Impact - Artificial intelligence (AI) is projected to transform 40% of global jobs and increase global GDP by at least 7trillionby2033accordingtotheInternationalMonetaryFundandGoldmanSachs[1][2]CompanySpotlight:CoreWeave−CoreWeave′sstockhassurgedover2097 trillion by 2033 according to the International Monetary Fund and Goldman Sachs [1][2] Company Spotlight: CoreWeave - CoreWeave's stock has surged over 209% since its IPO on March 28, 2025, with projected revenue of 5.1 billion in 2025 [4] - The company has appointed Carl Holshouser as Vice President of Government Affairs to strengthen government relationships amid increasing AI regulation [5] - CoreWeave focuses on cloud infrastructure for generative AI, contrasting with Qualcomm's focus on Edge AI [6] Financial Performance and Challenges - CoreWeave reported an adjusted non-GAAP net loss of 150millionlastquarter,comparedtoa150 million last quarter, compared to a 24 million loss the previous year, influenced by higher interest expenses [8] - The adjusted EBITDA for Q1 2025 was 606million,markinganearlysixfoldincreasefromQ12024,highlightingthecapitalintensityofbuildingGPUdatacenters[9]−CoreWeavedoesnotpaydividends,positioningitasagrowthstockwithsignificantupsidepotentialandassociatedrisks[10]OtherNotableCompanies−BigBear.ai′sstockrecentlyincreasedby23.3606 million, marking a nearly sixfold increase from Q1 2024, highlighting the capital intensity of building GPU data centers [9] - CoreWeave does not pay dividends, positioning it as a growth stock with significant upside potential and associated risks [10] Other Notable Companies - BigBear.ai's stock recently increased by 23.3% amid rising interest in performance analytics, although it remains speculative due to leadership instability and modest revenue growth projections of 160–180million[13][14]−AnalystshavemixedopinionsonBigBear.ai,witha12−monthpricetargetaveraging180 million [13][14] - Analysts have mixed opinions on BigBear.ai, with a 12-month price target averaging 4.83, while some data suggests a potential drop of -9.91% [15]