AMD is expected to become a growing competitive threat to Nvidia.
CoreWeave’s artificial intelligence (AI)-specific cloud ecosystem is benefiting from rapidly growing demand.
The upstart could disrupt the loan appraisal market with its AI-powered tools.
10 stocks we like better than Advanced Micro Devices ›
Artificial intelligence (AI) stocks are driving the market higher, as some stocks in the technology sector have delivered huge gains for many investors. PalantirOne notable example is that its stock price is up more than 32 times from its 2022 lows.
The best part of the AI story is that it may just be getting started. Grand View Research predicts a compound annual growth rate (CAGR) of 31% through 2033.
This could mean that other stocks could rise 10x by 2036. While a lot can happen in 10 years, these stocks are poised to achieve such gains because they help drive advances in artificial intelligence.
Image source: Getty Images.
AMD (NASDAQ:AMD) Might seem like an odd choice. On the one hand, it lags behind the market leaders NVIDIA In the artificial intelligence chip industry, it is up more than 13,000% from its low point in 2015.
Still, AMD is expected to be the first company in the AI accelerator market with the potential to rival or possibly catch up with Nvidia. The company claims that its upcoming MI450 accelerator will achieve this goal, and if it can meet this expectation, it may move forward.
In addition, AMD’s CPUs still make it a force in the PC market, and its gaming and embedded segments will also benefit from the technology it develops.
In addition, AMD expects long-term revenue compound annual growth rate of 30%, with the revenue compound annual growth rate of the data center segment designing AI accelerators rising to 60%.
Investors may have started to notice that AMD’s stock price is up more than 70% over the last year. Additionally, while its P/E ratio of 105 may scare off some investors, others will likely buy the stock at its current forward P/E ratio of 53. Such levels make it easier for people to take risks on this increasingly influential AI giant.
core weaving (NASDAQ: CRWV) It has begun to become a leading artificial intelligence cloud platform.
In fact, tech giants like AmazonAWS and MicrosoftAzure leads the overall cloud market. Still, CoreWeave has established a competitive advantage with a cloud specifically tailored for AI workloads, especially when its ecosystem is paired with Nvidia’s GPUs.
Additionally, CoreWeave takes on the task that most companies don’t want to do themselves, which is building and maintaining data centers. This means more organizations may turn to CoreWeave rather than take on this task in-house.
The demand is so strong that revenue in the first nine months of 2025 will grow 204% annually to nearly $3.6 billion. Still, costs and expenses jumped 263% in the same period due to the cost of meeting rapidly growing demand.
As a result, interest expense nearly quadrupled to $841 million during the period. Despite the increase, net losses for the first three quarters of 2025 were $771 million, down from a loss of $857 million in the same period last year.
Granted, these losses and the sell-off in AI stocks in recent months may partly explain why CoreWeave stock sells for about a 60% discount to its 52-week high. Still, with a price-to-sales (P/S) ratio of just over 7, this cheap valuation and its rapid growth could lead to significant upside for the stock.
upstart (NASDAQ: UPST) Gaining attention for its artificial intelligence-powered loan evaluation tool. fair isaacSince 1989, FICO scores have dominated this market. However, this pattern has not changed significantly over the years. This creates a potential opportunity for Upstart to disrupt the market and capitalize on the “$1 trillion opportunity” in its industry.
Upstart’s model utilizes more than 2,500 variables and applies artificial intelligence to its evaluation. Additionally, its model can now complete 91% of evaluations without human intervention. Additionally, it is expected to approve 101% more applicants by 2024 than traditional tools due to the risk separation capabilities of its model.
Like many tech stocks, Upstart plummeted in the early part of the decade as interest rates rose. Now, with interest rates falling again, revenue for the first nine months of 2025 is $685 million, up 57% from the same period last year. At this point, the company has returned to profitability, with a profit of US$35 million during the same period.
Despite these improvements, macroeconomic concerns have weighed on Upstart this year, and the stock is still down 88% from its post-pandemic high.
Still, with a P/E ratio of about 5, investors can buy Upstart stock at a relatively low price. Given the company’s disruptive potential in the loan appraisal market, an eventual recovery is entirely possible.
Before buying shares of Advanced Micro Devices, consider the following factors:
this Motley Fool Stock Advisor The analytics team has just identified what they believe is 10 Best Stocks Investors can buy now… and Advanced Micro Devices isn’t one of them. The 10 stocks selected could generate huge returns in the coming years.
consider when Netflix This list was created on December 17, 2004… If you invested $1,000 when we recommended, You will have $505,749!* or when NVIDIA This list was created on April 15, 2005… If you invested $1,000 when we recommended, You will have $1,149,658!*
Now, it’s worth noting stock advisor Total average return is 979% — Outperformed the market compared to the S&P 500’s 195%. Don’t miss the latest top 10 list, available via stock advisorand join an investment community built by individual investors for individual investors.
See 10 stocks »
*As of December 29, 2025 Stock Advisor Returns
Will Healy has worked at Advanced Micro Devices, CoreWeave, and Upstart. The Motley Fool owns and recommends Advanced Micro Devices, Amazon, Microsoft, Nvidia, Palantir Technologies and Upstart. The Motley Fool recommends Fair Isaac and recommends the following options: long January 2026 $395 Microsoft calls and short January 2026 $405 Microsoft calls. The Motley Fool has a disclosure policy.
3 High-Conviction AI Stocks with 10X Potential by 2036 originally published by The Motley Fool
