AI Stocks Face 'Show Me' Moment: Meta, Nvidia, CoreWeave Flex Muscles

The AI stock market is undergoing a sharp shift as investor focus moves beyond semiconductor giants to emerging software and cloud providers. CoreWeave (CRWV), which recently went public, has quickly risen as a standout, while software players like Snowflake (SNOW) have gained 34% this year.

Nvidia (NVDA), a longtime AI leader, reported strong Q1 results despite U.S.-China trade challenges. Its stock is up 5% in 2025, driven by sovereign AI deals and next-gen chip deployments. Meanwhile, Meta Platforms (META) jumped 16%, betting big on AI by investing $14.9 billion in Scale AI and unveiling its new Meta AI app built on the open-source Llama 4 model.

Cloud computing remains a major AI growth driver. Microsoft (MSFT) delivered robust cloud revenue growth, while Google (GOOGL) introduced the Gemini 2.5 AI model, now powering 400 million monthly active users. However, Amazon (AMZN) reported slower cloud gains.

AI chipmakers also remain in focus. Advanced Micro Devices (AMD), Broadcom (AVGO), and others have expanded partnerships as AI infrastructure demand surges. Nvidia's supply deal with Saudi Arabia’s Humain data center signals growing global opportunities.

In the AI model space, OpenAI reached a $300 billion valuation with fresh funding, as competition intensifies with Anthropic and China-based DeepSeek. As the AI market shifts from training to application ‘inferencing,’ investors are urged to watch companies proving tangible AI-driven value and market advantage.

Source: Investors

Voice of Osiz

We believe the AI stock surge in 2025 signals a critical turning point — it's no longer about hype, but about delivering real, scalable value. While giants like Nvidia and Meta flex their muscle, the rise of CoreWeave and AI-native cloud providers proves that infrastructure innovation is driving the next AI wave.