capital-intensive business

2 articles
The Motley FoolThe Motley Fool··Chris Neiger

Applied Digital Stock Plunges 19% as Nvidia Exits, Valuation Concerns Mount

Applied Digital stock fell 19.5% in February as Nvidia exited its 7.7M share stake, amid investor skepticism over the unprofitable AI firm's expensive 26x P/S valuation and $2.6B debt.
NVDACRWVAPLDstock valuationAI stocks
The Motley FoolThe Motley Fool··Chris Neiger

CoreWeave Navigates Growth Against Profitability and Concentration Risks

CoreWeave's stock surged 140% with strong 133% sales growth, but the company faces profitability concerns, $19B debt, and dangerous customer concentration with two clients representing 77% of revenue.
NVDACRWVdata centersprofitability concerns