CoreWeave's stock has been red hot, but this rival may be a better investment

Core Viewpoint - CoreWeave is gaining attention due to its partnership with Meta, but rival neocloud Nebius may present a more favorable growth trajectory according to analysis from a Wall Street firm [1] Company Analysis - CoreWeave's deal with Meta is highlighted as a significant achievement, positioning the company prominently in the market [1] - Nebius is suggested to have a potentially better growth path, indicating that it may be undervalued or overlooked compared to CoreWeave [1] Industry Implications - The competitive landscape in the cloud computing sector is intensifying, with companies like CoreWeave and Nebius vying for market share [1] - The analysis reflects a broader trend of investment firms reassessing growth potential among cloud service providers, which could influence future investment strategies [1]