SoundHound AI, Lemonade, and CoreWeave will all revenue from that secular pattern.
Over the previous few years, many growth-oriented buyers with a excessive tolerance for threat have pivoted towards the cryptocurrency market. A number of of the highest tokens — like Bitcoin (BTC +0.07%) and Ether (ETH 0.85%) — generated spectacular positive aspects inside a short while. Nevertheless, most of the smaller altcoins and meme coins fizzled out over the last crypto winter.
As an alternative of chasing these unstable tokens, that are often pushed by provide and demand, it is perhaps smarter to take a position available in the market’s extra speculative synthetic intelligence (AI) performs. Let’s check out three of these promising tech shares — SoundHound AI (SOUN +1.65%), Lemonade (LMND 0.97%), and CoreWeave (CRWV +6.67%) — and see why they might have extra progress potential than the market’s hottest cryptocurrencies.
Picture supply: Getty Photos.
SoundHound AI
SoundHound AI develops AI-powered voice and audio recognition instruments. Its namesake app can establish songs by listening to just some seconds of recorded audio or just a few hummed bars. Nevertheless, it generates most of its income and progress from Houndify, its developer-oriented platform for creating custom-made voice recognition apps for a variety of industries.
In the present day’s Change
(1.65%) $0.18
Present Value
$11.10
Key Knowledge Factors
Market Cap
$4.7B
Day’s Vary
$10.93 – $11.48
52wk Vary
$6.52 – $22.17
Quantity
25M
Avg Vol
29M
Gross Margin
30.02%
SoundHound has been buying smaller firms to broaden its presence within the restaurant and customer support chatbot markets. It already serves automakers like Stellantis, eating places like Chipotle, and bank card giants like Mastercard, and it ought to appeal to extra prospects who wish to develop their very own voice recognition providers with out sharing their information with bigger tech firms.
From 2025 to 2027, analysts anticipate SoundHound’s income to develop at a 30% CAGR, with adjusted earnings earlier than curiosity, taxes, depreciation, and amortization (EBITDA) turning optimistic within the remaining yr. With an enterprise value of $4.5 billion, it might sound dear at 20 occasions this yr’s gross sales. Nevertheless, its early mover’s benefit within the rising voice recognition providers market ought to justify that greater valuation. Over the following decade, it ought to proceed to broaden and evolve because it acquires extra firms and rolls out extra agentic AI instruments.
Lemonade
Lemonade sells householders, renters, time period life, pet, and auto insurance coverage insurance policies. It is fashionable with youthful and first-time insurance coverage prospects as a result of it simplifies the byzantine shopping for course of with a streamlined AI-powered app.
Utilizing AI chatbots as an alternative of human representatives can shortly onboard new prospects and course of claims in just a few seconds. From the tip of 2020 to the third quarter of 2025, its buyer base practically tripled from 1.00 million to 2.87 million.
In the present day’s Change
(-0.97%) $-0.78
Present Value
$79.41
Key Knowledge Factors
Market Cap
$5.9B
Day’s Vary
$78.58 – $82.06
52wk Vary
$24.31 – $88.88
Quantity
42K
Avg Vol
2.6M
From 2025 to 2027, analysts anticipate Lemonade’s income and adjusted EBITDA to develop at a CAGR of 44%, with adjusted EBITDA turning optimistic within the remaining yr. The growth of its newer pet and auto insurance coverage companies, its abroad progress (particularly in Europe), and its rollout of extra AI options ought to drive these positive aspects.
With an enterprise worth of $6.2 billion, Lemonade nonetheless seems moderately valued at 5 occasions this yr’s gross sales. Nevertheless, it may command a a lot greater valuation if it scales up its enterprise and pulls hundreds of thousands of consumers away from conventional insurance coverage firms.
CoreWeave
CoreWeave was as soon as an Ethereum miner, nevertheless it deserted that enterprise mannequin after the 2018 cryptocurrency crash. It subsequently repurposed its mining GPUs to remotely course of machine studying and AI duties, acquired greater than 250,000 high-end information middle GPUs from Nvidia, and expanded its enterprise from three information facilities on the finish of 2022 to 33 information facilities at the moment.
In the present day’s Change
(6.67%) $6.34
Present Value
$101.35
Key Knowledge Factors
Market Cap
$50B
Day’s Vary
$95.75 – $102.96
52wk Vary
$33.52 – $187.00
Quantity
1.1M
Avg Vol
29M
Gross Margin
49.23%
CoreWeave claims its devoted cloud-based GPUs can course of AI duties 35 occasions quicker and 80% extra cost-effectively than different cloud infrastructure platforms. These strengths make it a preferred alternative for firms which do not wish to broaden their very own infrastructure to assist their newest AI purposes. Because it locks in additional AI prospects — together with Microsoft and OpenAI — analysts anticipate its income and adjusted EBITDA to develop at a CAGR of 95% and 109%, respectively, from 2025 to 2027.
CoreWeave is rising like a weed, but it has an enterprise worth of solely $87.9 billion — which equates to 7x this yr’s gross sales and 11x adjusted EBITDA. The excessive prices of opening new information facilities are probably compressing its near-term valuations, nevertheless it may have loads of room to develop over the long run because the cloud and AI markets broaden.
Leo Sun has no place in any of the shares talked about. The Motley Idiot has positions in and recommends Bitcoin, Chipotle Mexican Grill, Ethereum, Lemonade, Mastercard, Microsoft, Nvidia, and SoundHound AI. The Motley Idiot recommends Stellantis and recommends the next choices: lengthy January 2026 $395 calls on Microsoft, brief January 2026 $405 calls on Microsoft, and brief March 2026 $42.50 calls on Chipotle Mexican Grill. The Motley Idiot has a disclosure policy.
