CoreWeave dropped 37% and Nvidia fell 6% after earnings -- but the fundamentals scream buy, not sell.

The market just handed bargain hunters a gift wrapped in panic. CoreWeave ( CRWV -2.48% ) plunged 37% from its 30-day high as of Sept. 2 (time of writing), closing at $93.34 after another 9.59% slide on Tuesday. Nvidia ( NVDA 0.57% ) has dropped 6% since releasing stellar second-quarter FY2026 earnings last week.

The artificial intelligence (AI) infrastructure boom hasn't slowed -- only Wall Street's ability to value it has. These aren't broken businesses. They're the plumbing of the AI revolution, and right now, they're trading at a discount.

Here's why I'm buying both of these top AI stocks when they're on the dip .

CoreWeave's brutal math creates opportunity

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