CoreWeave stock has pulled back substantially in recent months, but the good part is that the company has the ability to grow at a terrific pace.

Jabil’s data center business is booming as demand for AI servers grows, and its earnings outlook suggests that the stock could jump impressively.

10 stocks we like better than CoreWeave ›

Artificial intelligence (AI) has been the driving force behind the stock market’s solid performance over the past three years. That’s not surprising, as the massive investments in AI infrastructure and the productivity gains this technology is delivering for users have led to improvements in the revenue and earnings of several companies.

The good news for investors is that AI will remain a catalyst for the stock market in 2026, according to Wall Street analysts. The average earnings of companies in the S&P 500index are anticipated to increase by 15.5% in 2026, up from last year’s estimated growth of 13.2%. As a result, don’t be surprised to see AI stocks deliver another year of robust gains in the new year.

That’s why we are going to take a closer look at a couple of AI names that were in fine form on the stock market in 2025 but tailed off as the year progressed. These companies are not just clocking healthy growth, but they can also be bought at attractive valuations. Let’s look at the reasons why these two companies could beat the market in 2026, as well as in the long run.

Image source: Getty Images.

CoreWeave (NASDAQ: CRWV) stock made a red-hot debut on the stock market in March 2025. Shares of the company rocketed higher over the next three months, driven by an acceleration in growth and terrific deal momentum. Major cloud hyperscalers and AI companies have been lining up to purchase data center capacity from CoreWeave, and this led investors to buy the stock hand over fist following its initial public offering (IPO).

However, the stock has experienced a big pullback in the past few months, dropping 61% from the 52-week high it hit last year. CoreWeave’s expensive valuation, concerns about an AI bubble, and the company’s huge capital investments have weighed on the stock. But then, investors shouldn’t miss the bigger picture.

CoreWeave operates data centers fitted with graphics processing units (GPUs), which are witnessing healthy demand from customers looking to train and deploy AI models and applications in the cloud. Its data centers are purpose-built for AI. Customers can rent computing power and data storage, and deploy managed software services using CoreWeave’s AI data centers.