Artificial Intelligence (AI) Seems to be a technology that changes the situation that is still in its first rounds, and the withdrawal of the technological sector in recent weeks has opened up opportunities for investors to take good deals among the players of this space.
Here are three that look like AI actions without the obstruction to buy now.
Nvidia(Nasdaq: NVDA) was the poster of the AI, and its advanced equipment helped it to become one of the largest companies in the world. However, his stock was also one of those who were most punished during the recent technological sale.
However, its strong attributes have not changed, any more than the history of the construction of AI infrastructure. Nvidia is the dominant manufacturer of Graphic processing units (GPU)Who are the primary chips used to form AI models and execute AI inference because of their impressive parallel treatment power. These chips were initially designed to improve the rendering of graphics in video games, but the company has created a free software platform called CUDA which allows developers to program GPU – but only NVIDIA GPUs – to perform other tasks.
Consequently, most of the developers who learned to program GPUs made with Cuda, which made it difficult to pass to any other supplier of equipment. The company has since built a collection of microservices and libraries specifically for AI. In short, these measures have given the company a huge gap, as evidenced by its market share of 90% in the GPU area.
Meanwhile, IA infrastructure expenses continues to increase. Cloud computing infrastructure providers aggressively increase AI processing capacities to meet demand, while companies developing AI models exponentially require more calculation power (and therefore GPU). All of this suggests that Nvidia should have another major year of growth in 2025.
Meanwhile, the recent decline in the action left Nvidia’s actions to attractive assessments. It is negotiated with a price / benefit ratio (P / E) ultimately 25 times the estimates of analysts 2025 and a price / profit / growth ratio (PEG) of less than 0.5. Positive PEG reports less than 1 are generally considered indicating a undervalued stock.
Image source: Getty Images
Exchange to a ratio P / E term of 18.5, Alphabet(Nasdaq: Googl)(Nasdaq: Goog) is another stock of AI that has been thrown into the business bac. However, it has a large set of leading companies as well as attractive emerging companies.
The company’s cloud computing unit was its strongest producer thanks to the AI -related demand. Unit revenues increased by 30% in the last quarter and its profitability soaring. Meanwhile, Alphabet has developed its own personalized AI chips with the help of BroadcomAnd says that the equipment helps improve inference time and reduce costs. This contributes to giving alphabet a nice cost advantage which should allow the company to continue to take advantage of its massive cloud activities.
Alphabet also begins to incorporate its new Gemini 2.0 AI model throughout your business, including in Google Search. This should allow him to serve more useful search results and improve his IA previews.
While some investors remain worried about the impact that the use of AI chatbots such as Chatgpt could have on traditional research activity, Google has historically disseminated only announcements related to 20% of its requests. The new announcements for ads attached to the results generated by AI should allow it to better monetize the large percentage of research for which it is currently not broadcasting.
In addition, the company has the most watched video platform in the world (Youtube), a solid digital advertising network and emerging commercial opportunities in quantum IT and Robotaxis (Waymo).
Dirty(NYSE: CRM) is the leader in customer relations management software (CRM) and also entered the automation, analysis and communication markets of employees thanks to its acquisitions from Mulesoft, Tableau and Slack. However, it expects agentic AI to be its next major growth engine.
The agency AI is the next evolution of AI beyond generative AI. With generative AI programs such as Gemini or Chatgpt, users enter IA prompts and programs respond by creating content in the form of text, images or video. The agentic AI goes further in use cases by creating AI agents who will perform a range of tasks based on initial instructions with little necessary human surveillance.
Salesforce enters an agency AI with its new agentforce offer. It was only introduced in October, but the company already has 5,000 agent offers for the place, including 3,000 paid transactions. The company offers AI loans to use agents that can manage specific tasks, such as customer service interactions, while also offering tools without code and low code in its solution that can be used to customize its AI agents.
Agentforce is a consumption -based product that costs $ 2 per interaction. As such, the more useful its agents become and the more its customers use them, the more important the opportunities of Salesforce. He has also just launched agentxchange to help extend use cases more than 200 initial partners and hundreds of applications, actions, integrations and preconceived models.
The stock is attractive to 26 years old.
Before buying actions in Nvidia, consider this:
THE Motley Fool Stock Advisor The team of analysts has just identified what they believe 10 Best Actions So that investors are buying now … and Nvidia was not part of it. The 10 actions that cut could produce monster yields in the coming years.
Inquire Nvidia Make this list on April 15, 2005 … if you have invested $ 1,000 at the time of our recommendation, You would have $ 677,631! *
Now it’s worth notingStock advisorTotal average yield is822% – an outperformance that has made the market compared to166%For the S&P 500. Do not miss the last list of the best 10, available when you joinStock advisor.
Suzanne Frey, director of Alphabet, is a member of the board of directors of Motley Fool’s. Geoffrey Seiler has positions in alphabet and dirty. The Motley Fool has positions and recommends Alphabet, Nvidia and Salesforce. The Word’s madman has a Disclosure policy.
