Nvidia's upcoming earnings on Feb. 25 are expected to dominate AI market attention, but two lesser-known companies—CoreWeave and SoundHound AI—are positioned for significant moves when they report quarterly results on Feb. 26. Both companies operate in high-growth AI segments that could benefit from accelerating enterprise adoption.

CoreWeave has built a $56 billion revenue backlog through its neocloud infrastructure business, serving major clients like Meta Platforms , Microsoft, and OpenAI. The company recently secured a $2 billion investment from Nvidia to accelerate development of 5 gigawatts of AI factories by 2030. With analysts projecting revenue growth from $5 billion in 2025 to potentially $12 billion in 2026, CoreWeave's upcoming earnings could reveal stronger-than-expected guidance, particularly as it prepares to deploy Nvidia's new Vera Rubin AI chips.

Meanwhile, SoundHound AI trades at less than 20 times sales after a 65% decline from its 52-week high, despite operating in the rapidly expanding voice AI market. The company's $1.2 billion backlog and growing adoption of its Amelia agentic platform across automotive, healthcare, and retail sectors position it for a potential turnaround. With the voice AI market projected to grow nearly 20-fold to $47.5 billion by 2034, SoundHound's Feb. 26 report could signal renewed investor confidence in the beaten-down stock.