Motley Fool Money Exploring CoreWeave: An NVIDIA-Backed AI Play
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Jun 11, 2025 Could you imagine a stock that has skyrocketed by 400% in under three months? The hosts dive into Chewy's impressive earnings while tackling the hurdles of a slowing economy. CoreWeave's IPO surge amidst the booming generative AI market raises eyebrows, but it faces its own challenges. Meanwhile, a lawsuit affects the buy now, pay later sector, shedding light on significant antitrust issues. Join the discussion on these hot topics and gain insights into the evolving market landscape.
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Chewy's Growth Story Intact
- Chewy has a solid growth story with increased active customers and spending despite short-term macro uncertainty.
- The stock trades at a high multiple reflecting investor belief in its long-term potential.
Chewy's Customer Rebound
- Chewy's active customer base briefly declined from 2021 but has bounced back to prior levels last year.
- This recovery signals renewed momentum and a better outlook for the company.
CoreWeave's Rapid Growth Forecast
- CoreWeave's revenue is projected to grow tenfold from $1.9 billion to over $21 billion in four years.
- Despite losses, it aims for profitability soon, riding the AI and GPU infrastructure boom.