Key points
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CoreWeave provides computing power for the AI revolution.
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TTM Technologies produces key technical components such as printed circuit boards that are used in a wide range of applications, including data centers.
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Rapidly manages a large content delivery network and provides cybersecurity services.
Artificial intelligence (AI) has been a game changer for many companies. For example, Alphabet saw record high Google search usage in the fourth quarter of 2025, and much of that growth was due to the company adding AI Mode and AI Overviews to its search engine.
AI’s tailwinds could last for years across the technology sector. Consider that, according to a Statista forecast, the artificial intelligence market will grow from nearly $350 billion in 2026 to a whopping $1.7 trillion by 2031. It’s no wonder retail investors are bullish on AI stocks, according to a Motley Fool survey.
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That’s why I’ve already invested in several AI companies, including megacaps Alphabet and Nvidia. But there are others I’ll be watching in March that are less well known, including: KernWeef (NASDAQ: CRWV), TTM technologies (NASDAQ:TTMI)And Quick (NASDAQ: FSLY).
An AI-powered robot holds a digital bar chart showing an upward trend line.
Image source: Getty Images.
CoreWeave’s AI computing power
CoreWeave is a player in the AI infrastructure market. It offers companies computing power for AI systems through the equipment in its data centers.
The demand for CoreWeave’s services ensures that turnover increases enormously. In 2025, revenue was $5.1 billion, up from $1.9 billion in 2024. And this year, the company expects to more than double its revenue again, with management targeting revenue of $12 billion to $13 billion.
In March, CoreWeave signed a multi-year deal with AI giant Perplexity. It also forged a partnership with Nvidia worth at least $6.3 billion, under which the AI chip leader – which sells large quantities of GPUs to CoreWeave – will buy all unsold data center capacity CoreWeave has through April 2032.
This deal not only protects the data center company against a possible drop in demand, but is also a starting point for broader opportunities. CoreWeave is attracting Nvidia customers to its services, which it expects to add to revenue starting this year.
However, it is unclear whether CoreWeave’s business model will be economically viable. The operations incur significant costs, including electricity, more AI chips and the need to build additional data centers to meet current contracts and acquire more customers.
As a result, its 2025 operating expenses were $5.2 billion, it posted a net loss of about $1.2 billion and ended the year with more than $20 billion in debt. Financing growth is a tightrope walk, so only those with a high risk tolerance should invest in CoreWeave.
The well-managed company of TTM Technologies
I came across TTM Technologies in my own work with artificial intelligence. The company produces printed circuit boards and radio frequency components.
It differentiates its offering by focusing on time-critical design and manufacturing services that can accelerate its customers’ delivery of new products to the market. That’s why the company’s initials stand for ‘Time To Market’.
The company’s business is booming in part due to AI-driven demand for its solutions. TTM’s revenue rose 19% to $2.9 billion in fiscal 2025, which ended December 29.
The company expects another 15 to 20% revenue growth in fiscal 2026. And for the first quarter, it predicts an impressive 66% increase in data center sales year-over-year.
In addition, TTM’s net income more than doubled to $177.4 million by 2025. Operating income has steadily improved annually over the past three fiscal years, thanks to a combination of revenue growth and disciplined cost management.
Fastly’s AI digital traffic surveillance
Fastly specializes in accelerating digital experiences, combining a digital content delivery network with cybersecurity services. For example, the edge services speed up website performance for users and minimize latency, while the firewalls block cyber attacks that can make sites inaccessible.
Moreover, it is constantly developing its platform, including adapting to the rise of AI agents: autonomous software bots that can be tasked to independently perform online tasks. Fastly envisions a time when such AI agents will “account for the majority of internet traffic.”
This growth boosts the company’s revenue. Part of its revenue is based on the amount of data it processes. So when an AI agent visits one of the websites in Fastly’s network, the company gets paid.
This situation has helped Fastly achieve record revenue of $624 million in 2025, up from $543.7 million in 2024. For 2026, management forecasts revenue between $700 million and $720 million.
Despite the revenue growth, the company is not profitable, but its net loss of $121.7 million in 2025 was a reduction from its loss of $158.1 million in 2024. Another factor to consider is that while it had more than 3,000 customers in 2025, about a third of its revenue came from the 10 largest.
Thanks to strong performance in 2025, Fastly’s price-to-sales ratio has increased this year.
CRWV PS ratio chart
Data per YCharts.
The chart shows that TTM’s sales are also up, and while CoreWeave’s is down this year from six months ago, it’s still higher than both Fastly and TTM. That’s why I’m keeping these stocks on my watchlist while I wait for a dip in their stock prices.
Should You Buy CoreWeave Stock Now?
Consider the following before purchasing shares in CoreWeave:
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Robert Izquierdo has positions at Alphabet and Nvidia. The Motley Fool holds positions in and recommends Alphabet, Fastly, and Nvidia. The Motley Fool has a disclosure policy.
