Key Points CoreWeave's OpenAI contracts and fast growth highlight its leverage to AI demand. Oracle's cloud backlog and infrastructure growth show rising AI workloads on OCI. Both stocks look interesting for small positions, but valuations and concentration risks argue for caution. 10 stocks we like better than CoreWeave › Investors do not have to look far for signs that artificial intelligence (AI) capital spending is still ramping. This week, OpenAI, Oracle (NYSE: ORCL), and SoftBank announced ...