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The world is preparing for artificial intelligence (AI), which, according to researchers, could trigger between $ 15 billions and 23 billions of dollars in annual economic value by 2040. AI could change the situation for countless industries and will probably create new market opportunities in the process.
Currently, most of Wall Street has focused on businesses such as Nvidiawhich sell billions of dollars of chips and equipment for AI data centers.
Finally, however, IA Go beyond its hyperfocus on data centers in the real world, which has a huge market opportunity for which investors are barely starting to position their wallets.
Three Motley Fool analysts gathered their heads. They arrived at Apple(Nasdaq: aappl),, Trade(Nasdaq: TTD)And RobinMarkets(Nasdaq: Hood) As technology leaders in excellent position to capitalize on AI tail winds that could stimulate growth for the years to come. Here’s what you need to know.
Image source: Getty Images.
Justin Pope (Apple): Smartphones have become laptops, the central technological center for people living their daily lives. This makes Apple a clear favorite because IA software becomes more and more integrated into society.
The company’s mobile operating system of the company extends over phones, accessories, watches, tablets and computers that all work transparent together, creating a great competitive rest.
In other words, the more iOS devices, the more pain there is to abandon the system for something else. Today, this iOS user base covers 2.35 billion devices. It is the perfect distribution network for AI software. But it has become obvious that the first attempt of the company at AI, Apple Intelligence, did not leave with a blow.
Fortunately for Apple, the grip of its system gives the iPhone the error room that most brands do not have. There is a good chance that the company finally develops these folds and deploys its AI technology oriented towards consumers on billions of devices, whether smartphones or another device using its large-scale iOS platform. Most companies will create AI and then try to find customers – Apple already has customers, it just needs to develop and send good software.
The company is a giant today and will probably not develop quickly enough to reproduce its past investment returns. However, there may not be a better placed activity on consumers ready to capitalize on the potential of AI than Apple, and it is an advantage that the company should keep as long as people remain in its iOS system.
The stock has become a slower and more stable producer with an increasing dividend, which makes it an ideal investment to hide a long -term portfolio and take advantage of the reinvestment of dividends, allowing the apple to compose as long as people continue to upgrade their devices.
VA Healy(Trade): Trade is in an ideal place when it comes to capitalizing on AI. It operates a purchase platform that companies and advertising agencies use to buy a perfectly suited advertising space to target demography, thus maximizing advertising expenses.
It currently migrates customers of its old platform, Solimar, to its Kokai platform focused on AI, which offers users an Improved to improve the auctions, targeting and budgeting of AD for purchase of ads. In addition, its measurement and forecast functions provide improved information and predictive capacities.
Investors may not be aware of the impact of these improvements for the global digital advertising market and, by extension, its investors. Research and markets predicts an annual growth rate composed (TCAC) of 14% between 2022 and 2030 for the digital advertising industry. Consequently, this market will reach around 1.5 billion of dollars by 2030 if the research and market forecasts take place.
In the first quarter of 2025, the Trade Desk declared $ 616 million in income, an increase of 25% compared to the levels of the previous year. However, as is equivalent to a turnover of just under 2.6 billion dollars in the 12 months of the end, the company claims much less than 1% of the addressed market.
It’s always profitable. In the first quarter, he won nearly $ 51 million in net profit, an annual increase of 60%.
And investors can remember the massive sale after the company has failed to respect its own income projection in the fourth quarter. The silver lining is that recent declins have brought its price / profit (P / E) ratio to 40 years.
This multiple does not make this stock cheap, although it is down a P / e before more than 80 in December. This means that investors can capitalize on this potentially lucrative opportunity without paying an uncomfortably high prime, which makes the commercial office particularly attractive for AI investors.
Jake LERCH (Robinhood Markets): While the AI software is starting to really take off, an area to watch is the financial services. More specifically, investment and brokerage consulting services. The company I have a look at Robbration markets.
Robinhood is one of the quickest growth houses, with income increases of 50% from its last quarter (ending on March 31). And with shares of more than 200% in the last 12 months, it is clear that investors are enthusiastic about the performance of the company.
However, Robinhood AI initiatives are an asset under the radar that could grow in the years to come. For examplelast JulyHe acquired Pluto, a research company on AI investments.
Pluto data analysis capacities and data analysis can provide Robinhood customers with an overview of market and financial data as well as key trends. It can also provide Real time notice of the customer’s investment portfolio, highlighting the risks and suggesting strategies based on risk tolerance, age, investment style and person’s objectives.
Some of these tools will probably be incorporated into the Robinhood Cortex, an AI investment tool that the The company plans to deploy later this year. The cortex will be be an integral part of Robinhood’s strategy to provide private wealth management experience to everyday investor.
By providing personalized investment analysis and portfolio management to each customer, the company hopes to develop its assets under management (AUM), which already stay more than $ 200 billion. And like Its alms increases, as well as business income, net income and available cash flows.
In summary, AI will continue to become more central to all aspects of the economy. In retail investment, customers will expect personalized analyzes and advice, and Robinhood is positioned a leader in this space.
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Jake LERCH To positions in Nvidia and the Trade Desk and the following options: Long January 2026 30 Calls the Robinhood markets. Justin Pope Has no position in the actions mentioned. VA Healy has trade positions. The Motley Fool has positions and recommends Apple, Nvidia and The Trade Desk. The Word’s madman has a Disclosure policy.
