2 Nvidia-Owned Stocks Investors Should Buy Now

Key Points:

• Nvidia's partnerships have significantly boosted the stocks of companies like Intel, Nebius, CoreWeave, and Nokia, with Intel and Nebius stocks rising approximately 480% and 410% respectively over the past year.
• CoreWeave, a neocloud competitor, benefits from a strong Nvidia partnership, securing over $99 billion in contracts and achieving 112% revenue growth in Q1 2026, though it faces challenges with high debt nearing $25 billion and substantial quarterly losses.
• Despite CoreWeave's financial risks and a 40% stock decline over the past year, its stock has risen over 40% since the start of the year, trading at a price-to-sales ratio of 8, suggesting potential for significant AI-driven growth.
• Nokia, once a cellphone leader, has pivoted to telecom equipment and is now embedding Nvidia's ARC-Pro processors in its 5G gear, enhancing AI capabilities and collaborating on future 6G technology with major telecom operators.
• While Nokia's recent revenue growth has been modest, its stock surged about 170% in the last year, driven by optimism around its Nvidia partnership, though its high price-to-earnings ratio near 86 indicates valuation caution.