Missed the First Wave of Artificial Intelligence (AI) Stocks? These 2 Aggressive Plays Are Your Second-Chance Buys

The next wave of artificial intelligence (AI) investing is pushing capital toward “neocloud” platforms that focus on AI-focused cloud computing, rather than only the chip and semiconductor leaders from the first cycle. The article highlights two aggressive second-chance candidates: Nebius and CoreWeave. It says Nebius has secured major contracts with Microsoft and Meta Platforms and is backed by Nvidia, posting Q1 revenue growth of 684% year over year. The projection cited is revenue rising 547% in 2026 and 233% in 2027. CoreWeave, described as larger and more mature, reported Q1 revenue up 112% year over year to $2.1 billion, with a revenue backlog near $100 billion. Analysts expect 147% growth in 2026 and 98% in 2027. Both firms must fund data centers via equity issuance or debt.