Latest news with #cloudInfrastructure
Globe and Mail
22-05-2025
- Business
- Globe and Mail
Will $10,000 Invested in CoreWeave Stock (an Nvidia-Backed AI Company) Be Worth $1 Million in a Decade?
CoreWeave (NASDAQ: CRWV) is the hottest new artificial intelligence stock on the market. The company held its initial public offering (IPO) in March 2025. The stock started trading at $39 per share but has since risen 130% to $90 per share. Those gains are partially due to strong first-quarter financial results, but the company also benefited when Nvidia disclosed its ownership of 24 million shares last week. Its stake is currently worth more than $2 billion and represents about 5% of outstanding shares. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Artificial intelligence promises to created substantial wealth in the coming years. But can CoreWeave stock turn $10,000 into $1 million by 2035? Here's what investors should know. CoreWeave is a leading provider of artificial intelligence infrastructure CoreWeave provides cloud infrastructure and software services. Whereas hyperscalers like Amazon and Microsoft offer similar solutions, CoreWeave is differentiated because its data centers are purpose-built for artificial intelligence (AI) and other accelerated computing workloads. The company has been very successful with that strategy. Despite competing against much larger cloud providers, CoreWeave was recently ranked as the best GPU cloud by research company SemiAnalysis. CoreWeave also reported impressive financial results in its first quarter post-IPO. Revenue increased 420% to $981 million and adjusted operating income increased 550% to $162 million. CoreWeave also announced its acquisition of AI developer platform Weights & Biases. That move extends the utility of its platform. To elaborate, CoreWeave provides the underlying infrastructure needed for AI workloads, while Weights & Biases has the tools developers need to train, evaluate, and monitor AI models. Importantly, CoreWeave currently trades at 16 times sales, which is neither outrageously expensive nor cheap. For context, cloud services provider Cloudflare trades at 31 times sales, while AI server manufacturer Super Micro Computer trades at 1.2 times sales. The sales multiple a stock commands is usually a function of its earnings capacity. But it is difficult to know how profitable CoreWeave will be in the future because the company is still losing money on a GAAP basis. Investors should be aware of that risk. Statistically, CoreWeave stock is unlikely to turn $10,000 into $1 million by 2035 Turning $10,000 into $1 million requires a 100-fold return, which is the same as a 9,900% gain. Not many stocks ever generate that much upside, and even fewer do so in a decade. In fact, only one stock in the S&P 500 would have made the cut the past decade. Nvidia shares have advanced 25,400% since May 2015. That 255-fold return would have turned $10,000 into $2.5 million. However, the odds improve as the holding period lengthens. Three other stocks currently in the S&P 500 generated 100-fold returns in the past 15 years: Texas Pacific Land gained 15,200%. Axon Enterprise gained 15,100%. Broadcom gained 11,400%. Similarly, if we lengthen the time horizon to two decades, another seven stocks join the list: Netflix gained 51,700%. Booking Holdings gained 21,900%. Apple gained 15,400%. Amazon gained 11,400%. Intuitive Surgical gained 10,600%. Monolithic Power Systems gained 10,500%. Deckers Outdoor gained 10,000%. Here's the bottom line: CoreWeave is currently a $42 billion company, which means its market value would need to reach $4.2 trillion for the stock to generate 100-fold returns. History says that outcome is unlikely over any period, especially the next decade. But it's certainly possible, and the odds improve as the time horizon expands. I think CoreWeave could generate substantial upside in the next decade. And who knows: 100-fold returns may be possible during the next two decades. Regardless, investors should watch this up-and-coming AI company closely. The stock is not cheap, but I think it makes sense to buy a small position today. Should you invest $1,000 in CoreWeave right now? Before you buy stock in CoreWeave, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and CoreWeave 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 $642,582!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $829,879!* Now, it's worth noting Stock Advisor 's total average return is975% — a market-crushing outperformance compared to172%for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of May 19, 2025 John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Trevor Jennewine has positions in Amazon and Axon Enterprise. The Motley Fool has positions in and recommends Amazon, Apple, Axon Enterprise, Booking Holdings, Cloudflare, Deckers Outdoor, Intuitive Surgical, Microsoft, and Netflix. The Motley Fool recommends Broadcom and Monolithic Power Systems and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.
Tahawul Tech
16-05-2025
- Business
- Tahawul Tech
ManageEngine unveils AI-powered unified cybersecurity solutions at GISEC Global 2025
The evolving cybersecurity landscape in the Middle East highlights trends such as state-sponsored cyberattacks, ransomware-as-a-service, and supply chain vulnerabilities. In an exclusive interview with tahawultech, Sujoy Banerjee, Associate Director at ManageEngine, discussed key challenges, including the shortage of skilled professionals and fragmented security tools, emphasising ManageEngine's commitment to unified, AI-powered platforms that enhance threat detection, response, and compliance at GISEC Global 2025. ManageEngine showcased its integrated solutions, including SIEM, PAM, and endpoint protection, designed to simplify security operations and empower organisations to secure their AI-driven future. What are the key cybersecurity trends you're observing in the region, and how do these trends impact organisations as they strengthen their security posture? While this is a part of a global trend, in this region, we're particularly observing a sharp rise in state-sponsored cyberattacks, as well as ransomware-as-a-service (RaaS). The sophisticated threats are evolving rapidly, making them harder to detect and defend against. At the same time, there's a growing awareness around supply chain vulnerabilities, which are now seen as critical risk vectors that organisations can no longer afford to overlook. Additionally, the broader adoption of cloud infrastructure, especially local cloud solutions, is a positive development, but at the same time it introduces new complexities from a security perspective. All these factors combined are driving demand for more unified and proactive security solutions. Organisations are now looking beyond traditional defenses and seeking integrated platforms that can help them detect, respond to, and mitigate threats across their entire ecosystem in real time. These trends are pushing businesses to rethink their strategies and adopt a more holistic approach to security. What are some of the biggest challenges organisations in the Middle East are facing when it comes to cybersecurity, and how is ManageEngine helping them address these issues? There are multiple challenges in today's cybersecurity landscape. One major issue is the shortage of skilled cybersecurity professionals, which continues to impact organisations across the region. Another key challenge lies in managing and maintaining hybrid infrastructure environments, which add layers of complexity to security operations. However, the most critical gap right now is the fragmented nature of existing security solutions. Many organisations still operate in silos, with disconnected tools and systems that don't communicate effectively. This fragmentation makes it extremely difficult to gain a unified view of threats and respond efficiently. This is exactly where ManageEngine is focusing its efforts by building a unified security platform. We're working across our entire product portfolio to address these gaps. Whether it's Privileged Access Management (PAM), Security Information And Event Management (SIEM), or unified endpoint security, our goal is to bring everything together onto one comprehensive secure platform. This will help organisations simplify their security operations, improve visibility, and strengthen their overall cybersecurity posture. Could you elaborate on ManageEngine's theme at GISEC Global 2025 and what specific innovations or solutions you showcased during the event? Today, AI is no longer just a buzzword or a 'good to have,' it's become an essential part of any organisation's cybersecurity strategy. We've been integrating AI into our solutions for quite some time, not just in the cybersecurity domain but across our entire product portfolio. From a GISEC 2025 perspective, our focus is on encouraging organisations to adopt a unified security portfolio. We want to help them consolidate their tools and gain clearer visibility into their threat landscape. Our aim is to show how AI-powered insights from our solutions can enhance threat detection, provide a deeper understanding of potential vulnerabilities, and offer a more proactive approach to cybersecurity. We're also emphasising how our integrated solutions, including SIEM, PAM, and endpoint protection, work together to create a cohesive security framework. Ultimately, we are looking to empower organisations to detect, analyse, and respond to threats faster and more effectively through a unified, AI-driven platform. How do your AI-powered phishing simulation, AI-driven threat prediction, and automated response mechanisms work together to create a robust security framework for organisations, and how is ManageEngine helping businesses secure their AI-powered future? At ManageEngine, we focus on three key aspects: simulation, prediction, and automation. Simulation involves gathering data from various sources to proactively analyse potential threats. By simulating different attack scenarios, we can assess and predict what types of threats might emerge. This proactive approach enables us to stay ahead of potential risks. Next, prediction comes into play. We use the collected data and advanced AI-driven insights to predict upcoming threats. This system-driven approach helps us identify potential vulnerabilities and threats more accurately and in real-time, providing organisations with a clearer understanding of what they might face. Finally, the third element is automation, with the insights gathered through simulation and prediction, we leverage automation to enhance the response mechanism. This allows us to streamline threat detection and response, making the entire process faster and more efficient. Our product portfolio is designed to help organisations not only address their cybersecurity needs but also ensure compliance with local regulations, offering tailored solutions that meet regional requirements and provide organisations with a more secure and compliant framework. Image Credit: ManageEngine
