I’m closely watching $CoreWeave, Inc.(CRWV)$ , $Salesforce.com(CRM)$ and $Snowflake(SNOW)$ . CoreWeave’s leverage and funding plans test infrastructure sustainability. Salesforce’s AI ARR shows whether customers are truly paying for AI. Snowflake’s consumption and RPO trends reveal if enterprise AI demand is real or just experimentation.
In my view, AI stocks can still support the rally — but only selectively. This is no longer about universal hype; it’s about execution. The winners will be those turning AI into durable revenue and cash flow, not just headlines.
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