AI stocks spotlight Oracle, Sandisk, Palantir

CoreWeave has become a prominent name in artificial intelligence infrastructure, building GPU-powered data centers and securing partnerships with Nvidia (NVDA) and major tech firms such as Meta Platforms (META). Its stock has doubled over the past year as it wins AI-related deals.

Despite this momentum, CoreWeave remains unprofitable. The company recorded a net loss of $1.16 billion in 2025, including $452 million in the fourth quarter, as it scales its capacity. For investors wary of ongoing losses, recent coverage highlights alternative AI-exposed stocks that are already profitable.

Sandisk, known for NAND flash storage and other memory devices, was spun off from Western Digital in 2023, creating a company that sells flash products from both brands along with SSDs, memory cards, and USB drives. It was the best performer in the S&P 500 (SPX) in 2025 and is up 151% year to date through March 4.

The company’s data center segment, tied to AI and high-performance computing needs, was its fastest-growing business in the second quarter of fiscal 2026. Data center revenue reached $440 million, up 76% year over year and 64% sequentially from the first quarter.

Overall quarterly revenue was $3.02 billion, 61% higher than a year earlier, while net income rose 672% to $803 million. CEO David Goeckeler said the results reflect better product mix, accelerating enterprise SSD deployments, and strengthening market demand as the role of its products in powering AI and global technology gains recognition.

Oracle’s (ORCL) cloud and AI businesses are drawing increased attention from both equity analysts and institutional investors. In its most recent quarter, Oracle (ORCL) reported revenue of $17.2 billion, above analyst expectations of $16.9 billion. Infrastructure-as-a-Service revenue rose 84% year over year to $4.9 billion, exceeding projections of $4.7 billion.

Total cloud revenue grew 41% to $8.9 billion, while AI infrastructure revenue increased 243% year over year. Deutsche Bank (DBKd) reaffirmed its Buy rating and set a $300 price target on March 11, citing continued execution and expecting acceleration in Oracle Cloud Infrastructure into fiscal 2027, supported in part by multicloud availability.

Oracle is also investing heavily in data center projects. In the second quarter of fiscal 2026, cloud revenue reached $7.97 billion, up 34% year over year and representing half of total sales. Net income for that quarter was $6.13 billion, up 95% from a year earlier. Oracle has a deal with OpenAI worth up to $300 billion for AI infrastructure and cloud services, while OpenAI recently completed a $110 billion private fundraising round to help support that agreement.

These investments have contributed to a drop of more than $24 billion in Oracle’s free cash flow over the past three years and an increase of over $100 billion in debt to finance data centers. Oracle shares have declined 18% over the past three months amid concerns about monetizing global AI data center build-outs, even as multiple brokerages maintain positive ratings and an average target price above the current level.

Institutional activity also reflects interest in Oracle. Mairs & Power Inc. increased its Oracle stake by 23.4% in the third quarter, holding 17,612 shares valued at $4.95 million at period end. Other asset managers made smaller incremental additions, contributing to institutional and hedge fund ownership of 42.44% of the stock.

Wall Street coverage compiled by MarketBeat shows three Strong Buy, twenty-seven Buy, nine Hold, and one Sell rating, for a consensus “Moderate Buy” and an average price target of $265.77. Recent earnings results on March 10 showed quarterly revenue of $17.19 billion, up 21.7% year over year, and earnings per share of $1.79, beating consensus by $0.08. Oracle guided fourth-quarter 2026 EPS to between $1.96 and $2.00 and announced a quarterly dividend of $0.50 per share, implying a 1.3% yield at recent prices.

Palantir Technologies, a data analytics company with significant government contracting work, is another AI-linked name cited alongside Sandisk and Oracle. Its valuation metrics remain elevated, with trailing and forward price-to-earnings ratios that suggest strong optimism, and a high price-to-sales ratio compared with the prior year.

Financially, Palantir has shown rapid growth. Fourth-quarter revenue reached $1.4 billion, up 70% from a year earlier, while net income rose 43% to $608 million. These results underpin continued investor interest despite debates over valuation and the company’s government-related activities.