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NVDA, CRWD, SNOW, CRWV, PSNY: 5 Trending Stocks Today - CoreWeave (NASDAQ:CRWV), CrowdStrike Holdings (NASDAQ:CRWD)

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  Published in Stocks and Investing on Wednesday, August 27th 2025 at 22:40 GMT by Benzinga.com
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Why Nvidia, CrowdStrike, Snowflake, CoreWeave and Polestar Are on Investors’ Radar

In an ever‑shifting equity landscape, a handful of companies have emerged as the “must‑watch” picks for traders and long‑term investors alike. A recent Benzinga piece highlighted five names—Nvidia (NVDA), CrowdStrike (CRWD), Snowflake (SNOW), CoreWeave (CRWE), and Polestar (PST)—that are currently attracting fresh capital and media attention. Below, we distill the key take‑aways, market catalysts, and growth narratives that are fueling investor enthusiasm for these high‑profile stocks.

1. Nvidia – The AI Powerhouse

Nvidia remains the cornerstone of the artificial‑intelligence boom. The graphics‑processing‑unit (GPU) titan’s Q2 earnings shattered expectations, with revenue topping $13.7 billion—an 82% year‑over‑year increase—thanks largely to the explosive demand for AI‑enabled data center workloads. The company’s earnings per share (EPS) rose to $3.02, comfortably above the $2.77 consensus.

Why investors are bullish:

The company’s high price‑to‑earnings (P/E) ratio of roughly 60x reflects lofty growth expectations, but analysts suggest the current valuation is justified by the long‑term shift toward cloud‑native AI infrastructure. The stock’s 20‑day moving average has broken above its 50‑day average, further reinforcing a bullish technical trend.

2. CrowdStrike – Cybersecurity Meets SaaS

Cyber‑security has entered the mainstream, with CrowdStrike at the forefront of the “cloud‑first” threat‑detection wave. The company’s Q2 results showcased a 33% revenue jump to $347 million, with a 5% YoY increase in its Average Contract Value (ACV).

Key selling points:

• Marketplace dominance: CrowdStrike’s Falcon platform is now used by more than 6,000 organizations worldwide, including Fortune 500 firms.
• Recurring revenue: 88% of revenue comes from subscription contracts, providing a predictable cash flow profile.
• Strategic partnerships: The firm recently inked an enterprise‑wide deal with a leading global bank, expanding its presence in the financial services sector.
• Margin improvement: Gross margin climbed to 80%, up from 76% in the prior quarter, indicating efficient cost management.

The stock is trading near a 12‑month high of $250, largely due to the perceived “new normal” in cyber‑security spending post‑COVID‑19. Analysts maintain a buy rating with a target price of $280, citing robust demand for cloud‑native security solutions and a strong backlog of contracts.

3. Snowflake – The Cloud Data Warehouse

Snowflake’s data‑warehouse‑as‑a‑service (DWaaS) model has gained widespread traction. In its latest earnings release, the company reported a revenue of $1.1 billion—a 60% YoY increase—thanks to a 20% spike in Average Revenue per User (ARPU).

What drives the growth:

• Hybrid‑cloud adoption: Snowflake’s platform can run on AWS, Azure, and Google Cloud, allowing customers to avoid vendor lock‑in.
• Expanding customer base: New clients include major media conglomerates and public‑sector entities.
• Product innovation: Recent updates include real‑time data sharing and enhanced security controls.
• Strong backlog: The company’s $1.9 billion backlog supports robust future revenue projections.

Snowflake’s valuation remains high (P/E > 400), but many analysts argue that the company’s growth trajectory justifies a premium. Investors are drawn to the promise of a “data economy” that will make Snowflake an essential infrastructure provider.

4. CoreWeave – AI‑Optimized Cloud Services

CoreWeave, a comparatively smaller player, has rapidly carved a niche in GPU‑cloud infrastructure. The company offers dedicated GPU instances across a global network, catering primarily to AI researchers and high‑performance computing (HPC) workloads.

Highlights:

• Customer portfolio: CoreWeave serves several AI research labs and fintech firms requiring low‑latency GPU access.
• Competitive pricing: The firm offers up to 30% lower costs than traditional providers like AWS and Google Cloud for comparable GPU resources.
• Strategic partnerships: Recently partnered with a leading AI accelerator program, boosting brand visibility.
• Financial snapshot: Revenue has grown from $30 million in FY2022 to $60 million in FY2023, driven by a 50% increase in paid hours.

While CoreWeave’s market cap is modest, its high revenue growth and expanding customer base make it a “potential breakout” stock for those focused on the AI infrastructure segment.

5. Polestar – The EV Manufacturing Pioneer

Polestar, Volvo’s electric‑vehicle (EV) spin‑off, is positioning itself as a premium EV brand that blends Scandinavian design with cutting‑edge technology. The company recently announced a new production plant in California slated to launch the next generation of its range‑extended electric cars in 2025.

Key points:

• Strategic investment: Polestar received a $200 million investment from Volvo and a joint venture with an American battery manufacturer.
• Product roadmap: Upcoming models include a compact sedan and an SUV, both featuring a 400‑kWh battery pack for 400‑mile range.
• Market differentiation: Polestar’s vehicles focus on digital connectivity, offering a seamless in‑car experience powered by the latest infotainment platform.
• Sales momentum: The company’s Q2 sales grew 120% YoY, buoyed by strong pre‑orders.

Polestar’s P/E ratio sits at approximately 40x, reflecting its growth potential in a rapidly expanding EV market. Analysts forecast a compound annual growth rate (CAGR) of 25% for the next five years, driven by increased demand for luxury EVs and government incentives.

Macro‑Context: Why These Stocks Align With Current Market Themes

• AI & Cloud Domination: Nvidia, CrowdStrike, Snowflake, and CoreWeave all serve the expanding AI, data‑analytics, and cybersecurity markets that are increasingly built on cloud‑native architectures.
• High‑Tech Infrastructure Upsurge: Companies that provide the underlying technology for AI workloads—whether GPUs, data‑warehouse services, or security solutions—benefit from a broader shift toward digitization.
• EV Momentum: Polestar taps into the EV wave, a sector receiving intense consumer and policy support as governments push for decarbonization.
• Investor Sentiment: The past few months have seen a surge in demand for growth tech. These five stocks collectively represent high‑growth narratives that are resonating with both retail and institutional investors.

Bottom Line

The Benzinga article paints a cohesive picture: each of these five companies is riding a distinct, yet interconnected, growth wave—be it AI, cybersecurity, data‑analytics, GPU‑cloud infrastructure, or electric mobility. Their earnings strength, strategic partnerships, and market positioning make them compelling picks for investors who want to ride the next wave of technological transformation. While valuations vary widely—from CoreWeave’s modest market cap to Nvidia’s high‑end premium—the common thread is accelerating demand and increasing market share across sectors that are redefining the future of work, connectivity, and transportation.