CoreWeave Stock And 2 US AI Infrastructure Picks Investors Should Watch

US technology stocks are stepping into a busy stretch, with the country’s 250th anniversary celebrations, Alphabet’s entry into the Dow Jones Industrial Average, fresh tech IPOs, the June jobs report, and central bank focus on AI all competing for attention. Together, these events could shift how money moves across large US tech companies, from long standing giants like Alphabet to relatively recent listings. This article walks through 3 US Technology Sector Stocks from the screener that appear closely exposed to this news flow, helping you assess which opportunities might deserve a closer look and which you may prefer to avoid for now.

Overview: CoreWeave is a US cloud infrastructure company that provides highly specialized computing power and software to run complex artificial intelligence workloads at scale. It offers AI developers and enterprises access to GPUs, CPUs, storage, networking and tools like Kubernetes services and Weights & Biases on its CoreWeave Cloud platform.

Operations: CoreWeave generates its US$6.2b in revenue primarily from Data Processing, with about US$5.8b coming from US customers and roughly US$0.5b from other countries.

Market Cap: US$52.7b

CoreWeave sits right at the heart of the current AI build out, supplying GPU heavy cloud infrastructure to major customers while the US tech sector is in the spotlight. The company has secured very large multi year commitments and a sizable backlog, supported by ties to players like Nvidia and leading AI labs. This helps explain why analysts expect strong revenue growth even though CoreWeave is still unprofitable and carries meaningful debt raised to fund expansion. With a P/S below many direct peers but high share price volatility, insider selling and a capital intensive model that depends on keeping hardware current, the stock offers a mix of powerful growth exposure and balance sheet risk that investors may want to understand in more depth before deciding how it fits into a tech heavy portfolio.

CoreWeave’s surging AI demand and multi year commitments can look like a straightforward growth story, yet the capital heavy model and debt load tell a more complicated tale that shows up clearly in the 1 key reward and 3 important warning signs

Overview: ZenaTech is an enterprise software and AI drone company that builds cloud-based applications for sectors like healthcare, public safety, and contact centers, while also developing drones, Drone as a Service offerings, and quantum computing solutions for commercial, industrial, and government customers around the world.

Operations: ZenaTech currently generates about CA$17.5m of revenue from Drone as a Service and CA$2.7m from Enterprise Software.

Market Cap: US$121.0m

ZenaTech operates at the intersection of current interest in AI, automation, and defense related technology, combining an expanding Drone as a Service footprint with enterprise SaaS and new products such as its IQ Quad platform and Zoo Office AI productivity suite. The company is growing through acquisitions and new contracts, has entered index benchmarks such as the Russell 3000, and is positioning its drones for Blue UAS certification. It is also still loss making, heavily reliant on higher risk funding, and has a complex capital structure that can dilute shareholders. For investors watching US tech stocks closely, a key consideration is whether ZenaTech can develop a durable platform rather than remain primarily a collection of acquired revenues.

ZenaTech’s mix of drones, SaaS, and quantum projects can make its story look scattered, yet the key question is what the numbers indicate about that path, as detailed in the analysis report for ZenaTech

Overview: Boost Run provides cloud infrastructure tailored for AI and high performance computing, offering GPU compute, CPU nodes, managed Kubernetes, shared storage, networking fabric, and links into large public cloud providers from its US based platform.

Operations: Boost Run currently generates about US$33.7m in revenue from Computer Services, all from customers in the United States.

Market Cap: US$2.1b

Boost Run sits directly in the current AI infrastructure story, with US$940m in long term contracted revenue, an expanding data center footprint, and fresh Nasdaq exposure just as tech trading volumes are in focus around major US and AI related events. At the same time, the company is still loss making, heavily reliant on higher risk borrowing, has experienced substantial shareholder dilution, and is governed by a very new, non independent board, which raises execution and governance questions. For investors, the tension between strong revenue growth, sizeable contracts like the Thinking Machines deal, and past going concern flags is exactly what makes Boost Run worth a closer look to see whether the potential reward really compensates for the risks.

Boost Run’s accelerating contracted revenue and fresh Nasdaq exposure sit beside a history of dilution and going concern flags, so it is important to understand how that trade off stacks up in the 3 key rewards and 2 important warning signs (2 are major!)

The stocks covered here are just a starting point, and the full US technology screen has identified 11 more large cap companies with similarly compelling stories that you have not seen yet in this article, all captured inside the US Technology Sector Stocks screener.

Use Simply Wall St to identify and analyze the exact catalysts, balance sheet profiles, and growth narratives that matter to you. This can help you focus on the highest conviction ideas in this US Technology Sector Stocks theme.

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Seeking Fresh Alternatives Beyond Tech?

New stock stories can move from quiet to breakout quickly. The most attractive entry points often appear before the crowd catches on, so while timing matters, consider acting early.

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• Hunt for early AI infrastructure anchors with the focused 51 AI infrastructure stocks while many of these stocks are still flying under the radar.

This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.

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