October 27, 2025

finance  
Amazon $3T Projection, Nvidia GPU Deal, Microsoft AI Growth

The artificial intelligence sector continues to see significant investment and growth, with Amazon projected to reach a $3 trillion market capitalization by 2027, joining the ranks of Apple, Microsoft, and Nvidia. Amazon's AI services are experiencing triple-digit growth, supported by heavy infrastructure investment and a more profitable core retail business driven by Prime subscriptions and efficient logistics. Meanwhile, AMD is positioned as a favored AI investment over Palantir, having secured a substantial deal with OpenAI for GPU compute capacity, contributing to its 32% revenue increase in the second quarter. Celestica's stock has surged over 200% year-to-date due to its increasing role as a supplier for AI data center hardware, with analysts noting strong demand from hyperscalers. In the infrastructure space, companies like Vertiv, Eaton, and Quanta Services are benefiting from the high energy demands of AI data centers by providing essential power and cooling solutions. Monolithic Power Systems is also attracting institutional interest, with Stanley-Laman Group acquiring an approximately $8.50 million stake, following the company's reported 31% revenue growth. For investors concerned about market valuations, Vanguard ETFs such as the Vanguard High Dividend Yield ETF and the Vanguard U.S. Minimum Volatility ETF offer potential protection against an AI stock bubble by focusing on dividend-paying stocks and lower-volatility investments.

Key Takeaways

  • Amazon is predicted to achieve a $3 trillion market capitalization by 2027, driven by triple-digit growth in its AI services and a more profitable retail business.
  • AMD is considered a stronger AI investment than Palantir, partly due to a significant GPU compute deal with OpenAI.
  • Celestica's stock has seen gains exceeding 200% year-to-date as it supplies AI data center hardware.
  • Companies like Vertiv, Eaton, and Quanta Services are key infrastructure providers for AI data centers, addressing power and cooling needs.
  • Monolithic Power Systems (MPWR) received an investment of approximately $8.50 million from Stanley-Laman Group, following a 31% revenue increase.
  • Nvidia remains a notable AI stock, even at market highs, according to some analyses.
  • Investors concerned about AI stock valuations may consider Vanguard ETFs like the Vanguard High Dividend Yield ETF and the Vanguard U.S. Minimum Volatility ETF for protection.
  • HIVE Digital Technologies has seen its price target raised by B. Riley due to its AI data center strength and potential in the expanding AI market.

Amazon Predicted to Join $3 Trillion Market Cap Club by 2027

Amazon is predicted to join the $3 trillion market cap club by 2027, alongside companies like Apple, Microsoft, and Nvidia. The company's AI services are experiencing triple-digit growth, and it is investing heavily to meet increasing demand. Amazon's core retail business is also becoming more profitable due to its Prime subscriptions and efficient logistics. This combination of strong cloud growth and a profitable retail sector positions Amazon for significant financial expansion.

Amazon Poised for $3 Trillion Valuation by 2027

Amazon is expected to reach a $3 trillion market valuation by 2027, joining other tech giants like Apple, Microsoft, and Nvidia. The company's AI services are seeing rapid, triple-digit growth, and it is investing heavily to expand its capacity. Meanwhile, Amazon's retail operations are becoming more profitable through Prime memberships and improved logistics. These factors, combined with its leading cloud computing services, position Amazon for substantial financial growth.

Amazon's Path to $3 Trillion Valuation by 2027

Amazon is projected to join the $3 trillion market cap club by 2027, following in the footsteps of Apple, Microsoft, and Alphabet. The company's AI services are experiencing triple-digit growth, and it is investing heavily to meet high demand. Amazon's retail business is also growing more profitable thanks to its Prime subscriptions and efficient logistics. These combined strengths in cloud computing and retail are expected to drive Amazon's valuation significantly higher.

Amazon Set to Join $3 Trillion Market Cap Club by 2027

Amazon is predicted to achieve a $3 trillion market capitalization by 2027, joining elite companies like Apple, Microsoft, and Alphabet. The company's AI services are experiencing triple-digit growth, and it is investing heavily to expand its infrastructure. Amazon's core retail business is also becoming more profitable through Prime memberships and optimized logistics. This strong performance in both cloud computing and retail is expected to drive its market value.

Monolithic Power Systems Gains Institutional Support

Stanley-Laman Group, Ltd. has acquired a new stake of approximately $8.50 million in Monolithic Power Systems (MPWR). This investment represents 1.21% of the fund's assets and positions MPWR outside the fund's top four holdings. Monolithic Power Systems provides power electronics solutions for various markets, including computing and automotive. The company reported 31% revenue growth in its last quarter, and institutional interest suggests growing confidence in its future performance.

Monolithic Power Systems Sees New Investment from Stanley-Laman Group

Stanley-Laman Group, Ltd. recently disclosed a new investment of about $8.50 million in Monolithic Power Systems (MPWR). This purchase makes up 1.21% of the fund's total assets, placing it outside their top holdings. Monolithic Power Systems designs and sells power electronics solutions for sectors like computing and automotive. The company recently announced a 31% revenue increase, and this new institutional backing highlights growing confidence in its market position.

Stanley-Laman Group Invests in Monolithic Power Systems

Stanley-Laman Group, Ltd. has established a new position in Monolithic Power Systems (MPWR) valued at approximately $8.50 million. This investment represents 1.21% of the fund's assets under management. Monolithic Power Systems is a provider of power electronics solutions used in computing, automotive, and industrial markets. The company recently reported a 31% revenue increase, and this new institutional investment signals growing confidence in its prospects.

Celestica's AI Hardware Gains Drive Analyst Upgrades

Celestica (TSX:CLS) is gaining attention as analysts upgrade their outlooks due to its growing role as a supplier for AI data center hardware. The company's share price has surged over 200% year-to-date, reflecting its successful transformation from a low-margin assembler. Analysts note strong demand from hyperscaler customers for advanced networking and AI infrastructure. Despite the rally, the key question is whether Celestica's valuation still offers room for further growth.

Celestica Stock Soars on AI Hardware Success

Celestica's stock has experienced significant gains, rising 6.8% in the past week and 209.5% year-to-date, driven by its success in supplying AI data center hardware. Over the past year, the stock has returned 330.9%. This strong performance indicates investor confidence in Celestica's transformation and its new wins in the AI sector. The company's momentum suggests that its growth in AI hardware is just the beginning.

AMD Favored Over Palantir for AI Investment

Advanced Micro Devices (AMD) is presented as a stronger AI investment choice compared to Palantir Technologies. While Palantir's Artificial Intelligence Platform (AIP) has boosted its trajectory, AMD secured a significant deal with OpenAI for GPU compute capacity. AMD's revenue increased 32% in the second quarter, and its partnership with OpenAI is expected to further drive growth. Despite Palantir's strong performance, AMD's valuation and strategic partnerships make it the preferred pick.

Two Undervalued AI Stocks to Consider Now

Finding undervalued stocks is challenging in the current market rally. Many investors are concerned about high valuations, especially in the artificial intelligence (AI) sector. This article highlights two AI stocks that are considered undervalued and could be good investment opportunities for those seeking to navigate the current market conditions.

Vanguard ETFs Offer Protection Against AI Bubble Concerns

To mitigate risks associated with a potential AI stock bubble, investors can consider two Vanguard Exchange Traded Funds (ETFs). The Vanguard High Dividend Yield ETF focuses on dividend-paying stocks, providing steady income. The Vanguard U.S. Minimum Volatility ETF invests in stocks less prone to market downturns. Both funds offer diversification and have historically performed better than the S&P 500 during market crashes.

B. Riley Boosts HIVE Digital Price Target on AI Data Center Strength

B. Riley analyst Nick Giles has raised the price target for HIVE Digital Technologies (HIVE) to $8 from $7, maintaining a Buy rating. The firm also increased its earnings and revenue estimates for fiscal years 2024 and 2025. Giles cited HIVE Digital's strong performance in the AI sector and its well-positioned data center infrastructure to meet growing demand for AI computing power. The analyst believes the company's current valuation does not fully reflect its potential in the expanding AI market.

3 AI Infrastructure Stocks Powering Data Centers

The high energy demands of AI data centers are creating opportunities for infrastructure companies. Vertiv, Eaton, and Quanta Services are highlighted as key players addressing the power and cooling challenges. Vertiv provides thermal management systems, Eaton offers electrical power distribution equipment, and Quanta Services builds essential grid infrastructure. These companies capture spending related to AI deployment, regardless of the specific chip architecture used.

Smart Reads: AI Stocks, REITs, and Banking Choices

This week's Smart Reads covers top AI stocks like Nvidia that remain valuable even at market highs. It also explores blue-chip Real Estate Investment Trusts (REITs) to watch and compares banking options like UOB and OCBC. Additionally, the selection includes dividend stocks suitable for retirement planning.

Sources

Amazon Market Capitalization AI Services Cloud Computing Retail Business Monolithic Power Systems Institutional Investment Power Electronics Revenue Growth Celestica AI Hardware Data Center Analyst Upgrades AMD Palantir Technologies GPU OpenAI Undervalued Stocks AI Sector Vanguard ETFs AI Bubble Dividend Yield Minimum Volatility HIVE Digital Technologies AI Infrastructure Vertiv Eaton Quanta Services Nvidia REITs Dividend Stocks