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Zacks Investment Ideas feature highlights: CoreWeave, Circle Internet and NVIDIA
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For Immediate Release
Chicago, IL – June 16, 2025– Today, Zacks Investment Ideas feature highlights CoreWeave (CRWV - Free Report) , Circle Internet Group (CRCL - Free Report) and NVIDIA (NVDA - Free Report) .
IPO Mania: A Closer Look at Circle & CoreWeave
IPO activity post-pandemic has fluctuated significantly, primarily driven by economic uncertainty, rising interest rates, and inflation, all of which have impacted investor sentiment.
But the tide has shifted positively over the past year, with several notable IPOs hitting the market, including CoreWeave and Circle Internet Group. Both stocks have seen big runs in June.
In short, CRWV provides exposure to the AI frenzy, whereas CRCL is a play on the mainstreaming of digital dollars and the evolving stablecoin regulatory landscape.
Let's take a closer glance at each.
CoreWeave & NVIDIA
Given its backing by AI-favorite NVIDIA, the IPO reflected one of the most exciting we've seen in years. An SEC filing in late May 2025 revealed NVIDIA has a $900 million stake, reflecting one of its largest investors.
It's also important to know that NVIDIA supplies CoreWeave with most of its high-performance GPUs that power CRWV's AI infrastructure. Some time back, investors raised flags concerning the massive amount of sales NVIDIA generated from CRWV, but that concern has since evaporated.
The company's latest set of quarterly results were driven by accelerating demand for its AI offerings, with sales up a staggering 420% year-over-year. Revenue backlog totaled a strong $25.9 billion, with CRWV also securing more lucrative deals with enterprises.
Up 270% since its IPO, the stock remains a great play on the AI frenzy, which appears to still be in the early innings.
Circle Shares Soar
Circle is a global financial technology firm that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce, and financial applications worldwide. It's the issuer of USDC, the world's second-largest dollar-pegged stablecoin, widely used across exchanges, DeFi platforms, and institutional trading venues.
But what does that even mean? CEO Jeremy Allaire explains simply –
'If you could take what we think of as money, make it digital and available on the internet, then that would dramatically change the way we use money and open up opportunities around the world. That's the idea behind Circle.'
Since their debut on June 5th, shares have gone on a massive run. It's worth noting that Cathie Wood's ARK had a big win on the stock, purchasing roughly 4.5 million shares on its first day of trading.
The stock overall reflects a great play on the evolving stablecoin regulatory landscape, which is also just seemingly beginning as we increasingly wade into the digital age.
Bottom Line
IPO news has dominated headlines this week, a nice breather from tariffs news that have consistently impacted sentiment.
Circle shares have been blistering hot since their debut this month, with CoreWeave shares also seeing similar price action since its debut. The price action here post-IPO actually bodes well for the broader market overall, which reflects 'hungry' investor sentiment.
Why Haven't You Looked at Zacks' Top Stocks?
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can access their live picks without cost or obligation.
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performancefor information about the performance numbers displayed in this press release.
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Zacks Investment Ideas feature highlights: CoreWeave, Circle Internet and NVIDIA
For Immediate Release
Chicago, IL – June 16, 2025– Today, Zacks Investment Ideas feature highlights CoreWeave (CRWV - Free Report) , Circle Internet Group (CRCL - Free Report) and NVIDIA (NVDA - Free Report) .
IPO Mania: A Closer Look at Circle & CoreWeave
IPO activity post-pandemic has fluctuated significantly, primarily driven by economic uncertainty, rising interest rates, and inflation, all of which have impacted investor sentiment.
But the tide has shifted positively over the past year, with several notable IPOs hitting the market, including CoreWeave and Circle Internet Group. Both stocks have seen big runs in June.
In short, CRWV provides exposure to the AI frenzy, whereas CRCL is a play on the mainstreaming of digital dollars and the evolving stablecoin regulatory landscape.
Let's take a closer glance at each.
CoreWeave & NVIDIA
Given its backing by AI-favorite NVIDIA, the IPO reflected one of the most exciting we've seen in years. An SEC filing in late May 2025 revealed NVIDIA has a $900 million stake, reflecting one of its largest investors.
It's also important to know that NVIDIA supplies CoreWeave with most of its high-performance GPUs that power CRWV's AI infrastructure. Some time back, investors raised flags concerning the massive amount of sales NVIDIA generated from CRWV, but that concern has since evaporated.
The company's latest set of quarterly results were driven by accelerating demand for its AI offerings, with sales up a staggering 420% year-over-year. Revenue backlog totaled a strong $25.9 billion, with CRWV also securing more lucrative deals with enterprises.
Up 270% since its IPO, the stock remains a great play on the AI frenzy, which appears to still be in the early innings.
Circle Shares Soar
Circle is a global financial technology firm that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce, and financial applications worldwide. It's the issuer of USDC, the world's second-largest dollar-pegged stablecoin, widely used across exchanges, DeFi platforms, and institutional trading venues.
But what does that even mean? CEO Jeremy Allaire explains simply –
'If you could take what we think of as money, make it digital and available on the internet, then that would dramatically change the way we use money and open up opportunities around the world. That's the idea behind Circle.'
Since their debut on June 5th, shares have gone on a massive run. It's worth noting that Cathie Wood's ARK had a big win on the stock, purchasing roughly 4.5 million shares on its first day of trading.
The stock overall reflects a great play on the evolving stablecoin regulatory landscape, which is also just seemingly beginning as we increasingly wade into the digital age.
Bottom Line
IPO news has dominated headlines this week, a nice breather from tariffs news that have consistently impacted sentiment.
Circle shares have been blistering hot since their debut this month, with CoreWeave shares also seeing similar price action since its debut. The price action here post-IPO actually bodes well for the broader market overall, which reflects 'hungry' investor sentiment.
Why Haven't You Looked at Zacks' Top Stocks?
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can access their live picks without cost or obligation.
See Stocks Free >>
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Zacks Investment Research
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performancefor information about the performance numbers displayed in this press release.