핵심요약

• 코어웨이브 2026년 1분기 매출 21억 달러, 전년 대비 112% 성장
• 분기당 백로그 670억 달러에서 990억 달러로 증가
• 노키아 주가 6.94% 상승
• 코어웨이브 부채 250억 달러, 손실 7억 4천만 달러 기록

도입

NVIDIA의 포트폴리오 확장이 한국 투자자들에게 중요한 이유는, AI 및 클라우드 분야의 핵심 종목들이 주목받고 있기 때문입니다. 특히 코어웨이브와 노키아는 NVIDIA의 기술 파트너십을 통해 성장 가능성이 높은 종목으로 부상하고 있어, 포트폴리오 다각화를 고려하는 투자자들에게 참고할 만합니다.

본문 1: 코어웨이브의 급성장과 리스크

코어웨이브의 2026년 1분기 매출이 전년 대비 112% 성장한 21억 달러를 기록한 것은, AI 클라우드 수요가 급증하고 있음을 보여줍니다. 특히 백로그가 분기당 670억 달러에서 990억 달러로 증가한 것은, 장기적인 수요 안정성을 시사합니다. 그러나 250억 달러의 부채와 7억 4천만 달러의 손실을 고려할 때, AI 성장률이 예상치에 미치지 못하면 재무 건전성에 타격을 입을 가능성도 있습니다.

본문 2: 노키아의 파트너십 효과

노키아는 NVIDIA와의 파트너십을 통해 6.94%의 주가 상승을 기록했습니다. 이는 노키아의 기술 인프라가 AI 및 클라우드 분야에서 경쟁력을 갖추고 있음을 보여주며, 향후 NVIDIA의 기술 발전과 연계된 성장 가능성이 높습니다. 특히 노키아의 5G 및 네트워크 솔루션이 AI 클라우드와 결합되면서 시너지 효과를 기대할 수 있습니다.

결론

코어웨이브와 노키아는 NVIDIA의 포트폴리오 내에서 성장 가능성이 높은 종목으로 부상하고 있지만, 코어웨이브의 경우 부채와 손실 문제로 인해 리스크 관리 능력이 중요합니다. 노키아는 파트너십을 통해 안정적인 성장을 기대할 수 있지만, 시장 변화에 민감하게 대응해야 합니다. 향후 AI 수요의 지속성과 NVIDIA의 기술 발전이 주요 관측 포인트가 될 것입니다.

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원문 링크: https://www.fool.com/investing/2026/06/28/2-nvidia-owned-stocks-investors-should-buy-now/?.tsrc=rss

2 Nvidia-Owned Stocks Investors Should Buy Now

Nvidia has emerged as one of the great success stories in tech in the 2020s. So successful is the company that it has boosted other companies by forming partnerships and buying their stock directly. Such is the case with Intel and Nebius , whose stocks have gained around 480% and 410%, respectively, over the last year.

Fortunately, these are not the only stocks in Nvidia's portfolio. Thanks to key partnerships, CoreWeave ( CRWV 2.27% ) and Nokia ( NOK 6.94% ) have begun moving higher. Here's why these stocks are on track to be the next big winners in Nvidia's portfolio.

CoreWeave competes in the neocloud space. Its backlog is booming , as it has attracted more than $99 billion in contracts. Much of that gain has likely come from its Nvidia partnership, which has given it a key competitive advantage. Consequently, it is the first cloud provider to incorporate Nvidia's Vera Rubin NVL72 platform within its ecosystem.

Now, CoreWeave's growth is a testament to the popularity of its cloud and the struggles to keep up with demand. In the first quarter of 2026, revenue of almost $2.1 billion rose 112% from year-ago levels. Although it is robust growth, it is a slowdown from the 167% increase in 2025.

Amid that growth, it lost $740 million in Q1, up from $315 million in the same quarter last year. Still, that is not the stock's main challenge.

Instead, investors are increasingly concerned by the amount of cash it needs to meet this demand. In Q1, its debt levels had almost reached $25 billion, a considerable burden considering CoreWeave's $4.8 billion in book value.

Admittedly, that debt could weigh more heavily on CoreWeave stock if AI growth does not match expectations, and even now, it may be one reason CoreWeave stock is down by more than 40% over the last year. However, since its backlog went from $67 billion to $99 billion in one quarter , it continues to benefit from robust AI growth.

Still, the stock is up more than 40% since the beginning of the year, and it trades at a price-to-sales (P/S) ratio of 8. While that is above the 3.6 P/S ratio average for the S&P 500 , it is below many AI growth stocks that have sales multiples well into the double digits.

Hence, for investors who can stomach the risks, owning CoreWeave stock offers massive AI growth at a low valuation, meaning the stock could greatly benefit Nvidia and investors who follow in its footsteps.

Seeing Nokia in Nvidia's portfolio might surprise some investors. The one-time cellphone leader fell out of favor when the invention of the smartphone wiped out its main source of revenue.

Amid that shift, the company later pivoted into telecom equipment after buying Alcatel. Now, partnering with Nvidia has given it a more explicit competitive advantage.

Nvidia will embed its ARC-Pro processors into Nokia's 5G equipment. This will enable AI inferencing from cell towers and help to support Nvidia's CUDA software platform. Also, Nokia has become a partner in data center upgrades, as its equipment will combine switching and optical technologies with Nvidia's AI-driven platforms.

Customers could see the results of this soon. Both T-Mobile and French telco Orange are working with Nokia and Nvidia to add this functionality. Also, the two companies will work together to make this AI functionality a part of the upcoming 6G cellular technology in the coming years.

Admittedly, this partnership has yet to meaningfully boost Nokia's financials. In Q1, its 4.5 billion euros ($5.1 billion) in revenue rose by only 2% over the previous year. Also, the 2025 revenue growth of 3% was only marginally better.

Its Q1 profit of 295 million euros ($335 million) rose 93% year over year, mostly because of 126 million euros in financial income. That stands in contrast to the 49% decline in profit in 2025, driven by lower operating margins.

Nonetheless, Nokia's stock is up approximately 170% over the last year, likely driven by speculation about its future.

Additionally, investors should probably approach its valuation with some perspective. The P/E ratio of around 86 is probably a product of a pullback in profits and the rising stock price.

Fortunately, the forward P/E of 34 implies that investors may still have time to buy Nokia. As Nokia supports Nvidia's AI functionality within the telecom space, the tech stock could be in for its best performance in decades.

Source: https://www.fool.com/investing/2026/06/28/2-nvidia-owned-stocks-investors-should-buy-now/?.tsrc=rss