We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Zacks Investment Ideas feature highlights: CoreWeave, Meta Platforms and NVIDIA
Read MoreHide Full Article
For Immediate Release
Chicago, IL – April 15, 2026 – Today, Zacks Investment Ideas feature highlights CoreWeave (CRWV - Free Report) , Meta Platforms (META - Free Report) and NVIDIA (NVDA - Free Report) .
CoreWeave Keeps Soaring: What's Going On?
Several stocks have been seeing increased interest lately, with CoreWeave nearly at the top of the list following a favorable multi-year deal with Anthropic and an extended agreement with Meta Platforms. Shares have benefited significantly as a result, with the AI frenzy continuing to shape overall sentiment around the tech favorite’s outlook.
CoreWeave, Anthropic, and Meta Platforms
CRWV shares have been scorching hot so far in April, up more than 50% after facing adverse action over the better part of the last two months. As a reminder, CRWV is a high-performance cloud provider that gives companies easy access to thousands of world-class chips, enabling them to train complex models faster and cheaper without having to buy and manage the expensive hardware themselves.
A few days back, CoreWeave announced a multi-year agreement with Anthropic to support the development and deployment of its Claude family of AI models. The agreement has bullish implications for its overall top line growth for years to come, a primary driver behind the share surge over recent days. The company’s sales backlog totaled $66.8 billion at the end of its FY25, reflecting a record.
CoreWeave’s sales growth has remained impressive.
And prior to the Anthropic positivity, CRWV also announced an expanded, long-term agreement with Meta Platforms to provide AI cloud capacity through 2032 for approximately $21 billion. With this deal, the two companies are continuing their existing relationship, increasing support for Meta Platforms' development and deployment of AI.
At the same time, the company’s near-term EPS outlook does remain highly pressured, though that’s a reflection of high capital expenditures aimed at building out the AI infrastructure to support the record backlog. It’s useful to see the current high CapEx as investments for the future, which weigh heavily on the near-term profitability picture.
Strong sales revisions for its current and next fiscal years do help underpin the growing backlog nicely.
Keep in mind that CoreWeave and fellow AI favorite NVIDIA are deeply intertwined through a strategic partnership and a significant ownership stake. The favorable relationship allows CRWV to get its hands on the magical NVIDIA chips before most, which is what CoreWeave’s AI infrastructure is built around.
To little surprise, both sales and EPS revisions for NVIDIA concerning its current and next fiscal year continue to show a high level of bullishness.
Bottom Line
Though CoreWeave shares showed some weak action over the cold months, the recent agreement with Anthropic and expanded deal with Meta Platforms has helped thrust it into an extremely strong 2026 performer quickly, with shares now up more than 60% YTD.
It’s an interesting reflection of just how quickly sentiment can change within these AI-focused stocks concerning their outlooks, and it’s reasonable to expect more of these types of moves across the market throughout the year as everything continues to play out.
The EPS outlook for CRWV remains cloudy, reflecting the significant spending on AI infrastructure to support all the heavy computing needs.
Of course, NVIDIA still remains the go-to for many seeking AI exposure for its leading role in the AI frenzy, with its growth over recent years likely something we won’t see from a company its size for a long time.
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/performance for information about the performance numbers displayed in this press release.
Zacks' 7 Best Strong Buy Stocks (New Research Report)
Valued at $99, click below to receive our just-released report
predicting the 7 stocks that will soar highest in the coming month.
View the Zacks #1 Rank List
Image: Bigstock
Zacks Investment Ideas feature highlights: CoreWeave, Meta Platforms and NVIDIA
For Immediate Release
Chicago, IL – April 15, 2026 – Today, Zacks Investment Ideas feature highlights CoreWeave (CRWV - Free Report) , Meta Platforms (META - Free Report) and NVIDIA (NVDA - Free Report) .
CoreWeave Keeps Soaring: What's Going On?
Several stocks have been seeing increased interest lately, with CoreWeave nearly at the top of the list following a favorable multi-year deal with Anthropic and an extended agreement with Meta Platforms. Shares have benefited significantly as a result, with the AI frenzy continuing to shape overall sentiment around the tech favorite’s outlook.
CoreWeave, Anthropic, and Meta Platforms
CRWV shares have been scorching hot so far in April, up more than 50% after facing adverse action over the better part of the last two months. As a reminder, CRWV is a high-performance cloud provider that gives companies easy access to thousands of world-class chips, enabling them to train complex models faster and cheaper without having to buy and manage the expensive hardware themselves.
A few days back, CoreWeave announced a multi-year agreement with Anthropic to support the development and deployment of its Claude family of AI models. The agreement has bullish implications for its overall top line growth for years to come, a primary driver behind the share surge over recent days. The company’s sales backlog totaled $66.8 billion at the end of its FY25, reflecting a record.
CoreWeave’s sales growth has remained impressive.
And prior to the Anthropic positivity, CRWV also announced an expanded, long-term agreement with Meta Platforms to provide AI cloud capacity through 2032 for approximately $21 billion. With this deal, the two companies are continuing their existing relationship, increasing support for Meta Platforms' development and deployment of AI.
At the same time, the company’s near-term EPS outlook does remain highly pressured, though that’s a reflection of high capital expenditures aimed at building out the AI infrastructure to support the record backlog. It’s useful to see the current high CapEx as investments for the future, which weigh heavily on the near-term profitability picture.
Strong sales revisions for its current and next fiscal years do help underpin the growing backlog nicely.
Keep in mind that CoreWeave and fellow AI favorite NVIDIA are deeply intertwined through a strategic partnership and a significant ownership stake. The favorable relationship allows CRWV to get its hands on the magical NVIDIA chips before most, which is what CoreWeave’s AI infrastructure is built around.
To little surprise, both sales and EPS revisions for NVIDIA concerning its current and next fiscal year continue to show a high level of bullishness.
Bottom Line
Though CoreWeave shares showed some weak action over the cold months, the recent agreement with Anthropic and expanded deal with Meta Platforms has helped thrust it into an extremely strong 2026 performer quickly, with shares now up more than 60% YTD.
It’s an interesting reflection of just how quickly sentiment can change within these AI-focused stocks concerning their outlooks, and it’s reasonable to expect more of these types of moves across the market throughout the year as everything continues to play out.
The EPS outlook for CRWV remains cloudy, reflecting the significant spending on AI infrastructure to support all the heavy computing needs.
Of course, NVIDIA still remains the go-to for many seeking AI exposure for its leading role in the AI frenzy, with its growth over recent years likely something we won’t see from a company its size for a long time.
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 >>
Media Contact
Zacks Investment Research
800-767-3771 ext. 9339
support@zacks.com
https://www.zacks.com
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/performance for information about the performance numbers displayed in this press release.