Alex Kantrowitz: Silicon Valley is moving on the way of AI hardware
CNBC's Steve Kovach and Big Technology's Alex Kantrowitz join 'Closing Bell' to discuss the news of Jony Ive's addition to OpenAI, how Apple's thinking about the inroads OpenAI is making and much more.
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No ‘Gray' Area in New York Times' AI Deal with Amazon
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3 Best Growth Stocks to Buy in June
These three growth stocks have major catalysts that could drive significant gains in the months ahead. The selections range from AI infrastructure plays to biotechnology. 10 stocks we like better than CoreWeave › Growth investors have had to work harder than usual to find winners in 2025. With the S&P 500 essentially flat year to date amid President Trump's global trade reset and persistent inflation concerns, the easy gains of prior years have evaporated. Yet beneath the surface, a select group of companies continues to deliver explosive growth driven by transformative trends in artificial intelligence (AI), healthcare innovation, and next-generation technologies. The divergence between market leaders and laggards has rarely been more pronounced. While the average stock treads water, companies with genuine competitive advantages and exposure to secular growth themes are posting triple-digit gains. From AI infrastructure providers handling the computational demands of large language models to biotech firms developing breakthrough obesity treatments, the opportunities for outsized returns remain -- if you know where to look. Here are three growth stocks with the catalysts, financials, and market positioning to potentially deliver significant gains in the months ahead. CoreWeave (NASDAQ: CRWV) has emerged as the picks-and-shovels play of the AI revolution. The company operates specialized data centers built from the ground up for GPU-intensive computing, providing the infrastructure that powers large language models and generative AI applications. Shares have rocketed 185% year to date, driven by explosive growth and massive customer wins. The company's Q1 2025 revenue surged 420% year over year to $981.6 million, while its $11.9 billion contract with OpenAI validates its position as the go-to infrastructure provider for AI leaders. With a $25.9 billion revenue backlog and management guiding for $4.9 billion to $5.1 billion in 2025 revenue, the growth runway remains substantial. The main risk is the company's hefty losses. CoreWeave posted a $314.6 million net loss in Q1, driven by $264 million in interest expenses. Furthermore, capital expenditures are expected to reach $20 billion to $23 billion in 2025 alone. Another key risk is that customer concentration remains high, with Microsoft representing 62% of 2024 revenue. However, for investors who believe AI adoption is still in the early innings, CoreWeave offers one of the purest plays on the trend. Viking Therapeutics (NASDAQ: VKTX) stands out as a contrarian opportunity. Despite shares falling 33% this year, the clinical-stage biotech has multiple shots on goal with its pipeline of metabolic and endocrine therapies. The key catalyst ahead is data from the Phase 2 VENTURE trial for VK2735, the company's oral obesity drug candidate. Top-line results are expected in the second half of this year. Meanwhile, the company is preparing to launch Phase 3 trials for its subcutaneous VK2735 formulation later this quarter, positioning the drug for potential regulatory approval within a few years. This dual-track approach, consisting of oral and injectable formulations, maximizes the commercial opportunity in the competitive obesity market. Viking reported cash and investments of approximately $852 million at the end of Q1 2025, providing runway through multiple clinical readouts without dilution. Wall Street remains bullish with a median price target of $90, representing over 230% upside from current levels. For biotech investors comfortable with clinical risk, the recent pullback creates an attractive entry point ahead of potentially game-changing data. Navitas Semiconductor (NASDAQ: NVTS) is pioneering next-generation power semiconductors using gallium nitride (GaN) and silicon carbide (SiC) technologies. These materials enable faster, more efficient, and smaller power systems -- critical for everything from EV chargers to data center power supplies. Shares have gained 42.8% this year despite Q1 2025 revenue of just $14 million, down from $23.2 million a year ago. The catalyst? Nvidia recently selected Navitas to collaborate on its next-generation 800V HVDC architecture for "Kyber" rack-scale systems that will power future GPUs. This collaboration positions Navitas at the heart of AI infrastructure buildout, with its GaN and SiC technologies enabling power delivery from grid to GPU for megawatt-scale AI data centers. The company has $450 million in design wins from 2024 that should convert to revenue starting late 2025, with the majority hitting in 2026. Additional wins include a 12 kW AI data center power platform and the industry's first GaN EV on-board charger with Changan. 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Is D-Wave Quantum a Millionaire-Maker Stock?
Shares in computer upstart D-Wave Quantum have surged in recent weeks. Investors have become increasingly optimistic about quantum computing. The company may still be small, but it's currently growing at an epic clip. 10 stocks we like better than D-Wave Quantum › If you want to become a millionaire in the stock market, look no further than the technology sector. With shares up by a whopping 1,154% over the past 12 months, D-Wave Quantum (NYSE: QBTS) is an excellent example of this sector's wealth-creating potential. That said, volatility is a double-edged sword, as these massive gains often come with significant risks and volatility. Let's explore what the future may bring for this booming stock. Three years ago, the launch of OpenAI's ChatGPT marked the beginning of a new industry called generative AI, which promises to transform the way people interact with information. Now, there are rumblings that a new breakthrough, known as quantum computing, could be on the horizon. Both technologies rely on computer hardware, but that is where most of the similarities end. While generative AI focuses on creating new content based on trained data, quantum computing aims to solve incomprehensibly complex calculations at a rapid rate by using units of information called qubits, which can be in many states at once. If quantum computing proves successful, it could unlock significant efficiencies in drug discovery, materials science, and logistics. According to analysts at McKinsey & Company, the opportunity could be worth between $45 billion and $131 billion by 2040. This long-term potential is driving the excitement around early movers like D-Wave Quantum. Despite launching its initial public offering (IPO) in 2022, D-Wave is actually a relatively old company, founded in 1999 in Vancouver, Canada. It has been backed by notable figures, including Amazon founder Jeff Bezos and In-Q-Tel, the CIA's venture capital firm, which has also supported other strategic tech companies, such as Palantir Technologies. D-Wave is unique because it claims to sell the only commercially available quantum computers on the market. These devices, roughly the size of a walk-in freezer, utilize a process called quantum annealing to find solutions to problems by identifying the lowest energy choice among many possible options -- useful in specialized scenarios. While there is debate about whether D-Wave's system represents "true" generalized quantum computing (like what rivals like Alphabet's Google and IBM are working on), it has earned some recent scientific wins. In May, the company, alongside a team of scientists, announced that D-Wave's Advantage2 computer had managed to solve a problem faster than the Department of Energy's Frontier (the world's fastest supercomputer). This achievement sparked massive interest in D-Wave's stock and could translate to meaningful operational gains for the company. On the surface, D-Wave's growth is astounding. First-quarter revenue jumped 500% year over year to a record of $15 million, driven by the sale of its first Advantage quantum annealing computer system to a major research institution (likely Germany's Forschungszentrum Jülich). Perhaps more importantly, operating losses fell from $17.5 million to $11.3 million, which suggests D-Wave can easily scale into sustainable profitability if it maintains its triple-digit growth rate. Furthermore, with a whopping $304.3 million in cash and equivalents on its balance sheet, the company looks capable of sustaining current losses well into the future. D-Wave looks like it has all the ingredients of a potential millionaire-making stock as it enjoys tremendous growth in a brand-new industry. That said, investors who buy shares should remember that they are betting on a speculative company in an industry that very few people understand. There is no guarantee that research institutions will continue buying D-Wave's quantum annealing systems, and that means the potential for massive gains comes with the potential for significant losses if the technology doesn't live up to expectations. Before you buy stock in D-Wave Quantum, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and D-Wave Quantum wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $651,049!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $828,224!* Now, it's worth noting Stock Advisor's total average return is 979% — a market-crushing outperformance compared to 171% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of May 19, 2025 Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Will Ebiefung has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Amazon, International Business Machines, and Palantir Technologies. The Motley Fool has a disclosure policy. Is D-Wave Quantum a Millionaire-Maker Stock? was originally published by The Motley Fool
