In case you have missed it, technological actions rally.
After reaching a summit of all time in December, the Nasdaq Composite The index fell in January as In depth University of artificial intelligence (AI) with the effectiveness of training and inference. At the end of February, many feared that some of the biggest names in technology were hardly affected by President Donald Trump’s prices. The sale accelerated in April after the global prices that Trump announced have proven to be even worse than investors had feared it.
During the following weeks, the Nasdaq recovered about half of its losses from one peak to another. When writing these lines, the technological index is just over 12% below its summit in December. But there are still many opportunities on the market. Here are three stocks of AI which are still too cheerful to ignore.
Image source: Getty Images.
Amazon(Nasdaq: Amzn) operates the main cloud computing platform in the world. Its Amazon Web Services (AWS) segment generated $ 29.3 billion in the last quarter, up 17% from one year to the next. Although this growth rate has been slower than its main competitors, it is worth emphasizing a few things. First, AWS is much greater than these competitors; Second, it remains constrained the capacity.
Management plans to provide more AWS online capacity in the second half. The company provides capital expenses of more than $ 100 billion in 2025, and most of this amount will increase the capacity of AWS. He also invests massively in his own personalized silicon solutions for AI – Automatic learning chips Trainium and Inferentia. The CEO Andy Jassy said that Amazon saw a strong adoption of his Trainium instances.
But all these expenses are not going to strengthen its data centers to support increased AI use. Amazon also continues to spend to improve its logistics network. After quickly expanding its footprint in 2020 and 2021, Amazon has spent the past few years revising its logistics system to generate higher efficiency in the network. The results were fantastic: shipping expenses increased by 3% from one year to the other last quarter, while paid units increased by 8%.
Amazon remains well positioned in the long term. His crown because the champion of electronic commerce is not going anywhere. Although prices can have an impact on its retail operations, it will not be the only touched retailer. The high expansion of the margin that she has accomplished in the past two years has set it up to absorb higher costs and reduces demand. Meanwhile, there remains an essential platform for developers and a leading resource for AWS tools and services via AWS.
Investors can currently buy the action for a relatively low assessment. Its corporate value is less than 3 times 2025 sales estimates. It is around 10% below its long -term average.
Lam Research(Nasdaq: LRCX) is one of the best manufacturers of semiconductor manufacturing equipment – and all high -end AI chips entering the data centers pass through its machines at different stages of their construction.
LAM has a particular advantage in equipment for memory fleas. In the first quarter, 43% of its revenues came from manufacturers of memory flea, and this share has increased considerably in the past two years due to the progress of IA fleas. To obtain cutting -edge performance of advanced graphic processing units (GPU), they must be deployed in systems that also include wide -band memory chips. Memory is often the bottleneck in the formation of models of large languages (LLM), and as these models have become larger, the demand for memory chips has developed considerably.
But LAM also benefits from high demand for its general production equipment for silicon fleas. While the foundries invest massively in the expansion of their ability to respond to the increase in demand from flea designers, LAM sells more equipment and access more contracts to serve this equipment. In the last quarter, its income increased by 24% and management expects growth to accelerate in T2 despite the uncertainty caused by prices. It also expects its exploitation margins to develop because it operates its fixed costs.
In the long term, LAM benefits from a virtuous cycle. As a primary equipment supplier for flea manufacturers, it generates more income that it can invest in research and development. This allows him to extend his technological advance and earn more contracts. Consequently, management plans to increase its market share in the space manufacturing equipment over time, exceeding the growth of the semiconductor industry.
LAM shares have considerably dropped summits affected in 2024. The action is now negotiated for only 19 times the estimates of long -term profits. Management expecting growth in two -digit percentage profits over the next four years, investors should be happy to pay this price for action.
Meta-platforms(Nasdaq: Meta) is the company behind Facebook and Instagram, and it means that some of the largest bets in the technological sectors on artificial intelligence. At the time of its report on the results of the first quarter, the management announced that it had increased its capital spending plans this year to between 64 and $ 72 billion, against the previous plans for CAPEX between 60 billion and $ 65 billion. While other companies spend more, they also praise part of their IT infrastructure.
Investments seem to be worth it, however. Meta is experiencing strong growth in engagement, which leads to more advertising impressions on its platforms. In addition to that, its average announcements prices continue to climb, propeling the 16% income in the last quarter. This result is distinguished from other advertising companies on social networks, which have struggled to reproduce the success of Meta recently.
But AI offers even more opportunities for Meta. Marketing tools fed by AI can help advertisers design and test new campaigns. CEO Mark Zuckerberg finally sees Meta Act Acting as an agent for companies, the objective and the budget of a client, then their creation of the whole campaign. AI agents could also play a key role in customer service and sales via META, WhatsApp and Messenger messaging applications. This could ultimately become an important source of income, given the massive user bases of these applications.
Meta has also proven to be a cash generator machine. Even leaving billions in AI and the development of Metaversse, the company produced $ 10 billion or more in cash flow available for eight consecutive quarters. This offers him a huge advantage in terms of ability to continue to invest in the development of technologies that can offer him additional growth opportunities.
Although its course in action has recovered from its 2025 slide – a rebound which continued after its release of profit from the first quarter – Meta Stock is still negotiating for only 23 times the estimates of term profits. Given its potential to reserve the growth of profits in two -digit percentage and its enormous competitive advantages in its industry, Meta’s actions are too cheerful to ignore at this price.
Have you ever had the impression of having missed the boat to buy the most successful actions? So you will want to hear this.
On rare occasions, our team of analysts experts issues a The “Double Down” stock Recommendation for the companies they think are about to burst. If you are afraid, you have already missed your chance to invest, it’s the best time to buy before it is too late. And the figures speak for themselves:
NVIDIA:If you have invested $ 1,000 when we doubled in 2009,You would have $ 302,503! *
Apple: If you have invested $ 1,000 when we doubled in 2008, You would have $ 37,640! *
Netflix: If you have invested $ 1,000 when we doubled in 2004, You would have $ 614,911! *
Right now, we are issuing “double” alerts for three incredible companiesAvailable when you joinStock advisorAnd there may not be another chance like this one soon.
John Mackey, former CEO of Whole Foods Market, a subsidiary of Amazon, is a member of the board of directors of Motley Fool’s. Randi Zuckerberg, former Director of Development of the Facebook and Sister of the CEO of Meta Platforms, Mark Zuckerberg, is a member of the board of directors of Motley Fool’s. Adam Levy has positions on Amazon and Meta Platforms. The Motley Fool has positions and recommends Amazon, Lam Research and Meta. The Word’s madman has a Disclosure policy.
