The AI market is projected to reach over $15 trillion by 2030, driving growth and innovation across various sectors. Taiwan Semiconductor, a key player in AI chip manufacturing, saw a 41% revenue increase in Q1 2025. Microsoft is heavily investing in AI for its cloud services, allocating $80 billion to maintain its competitive edge. Despite recent market fluctuations impacting semiconductor and AI stocks, companies like Twilio and Snowflake have demonstrated strong performance, with their stocks rising 115% and 64% respectively, thanks to AI-powered customer service tools and AI data cloud platforms. Other companies are also making significant strides in AI. Wedbush analysts have increased IBM's stock target to $325, acknowledging the company's $6 billion generative AI business driven by the WatsonX platform. Amphenol is experiencing rapid growth in its IT datacom business, with Q1 2025 sales reaching a record $4.8 billion, up 48% year-over-year, fueled by demand for AI connections. An AI stock-picking system, Qraft AI-Enhanced U.S. Large Cap Momentum ETF (QRFT), has adjusted its portfolio, increasing its investment in Meta by 9.1% while reducing its stake in Eli Lilly by 25.8%. For investors seeking undervalued opportunities, AMD and Adobe are among the AI stocks identified as potential bargains based on their price-to-earnings growth (PEG) ratios. Springpad, an EdTech platform, is also contributing to AI education by offering workshops on using AI for stock trading, teaching participants how to analyze markets and build AI strategies. UBS has raised its price target for Vistra Corp. to $207, recognizing its position as one of the AI stocks attracting Wall Street's attention.
Key Takeaways
- The AI market is projected to exceed $15 trillion by 2030, benefiting companies like Taiwan Semiconductor and Microsoft.
- Taiwan Semiconductor's revenue jumped 41% in Q1 2025 due to its role in AI chip manufacturing.
- Microsoft is investing $80 billion in AI to enhance its cloud services and maintain market leadership.
- Twilio's stock has increased by 115% and Snowflake's by 64% due to their AI-powered offerings.
- Wedbush raised IBM's stock target to $325, recognizing its $6 billion generative AI business with WatsonX.
- Amphenol's Q1 2025 sales hit a record $4.8 billion, up 48% year-over-year, driven by AI data center growth.
- Qraft AI-Enhanced U.S. Large Cap Momentum ETF (QRFT) increased its investment in Meta by 9.1%.
- AMD and Adobe are identified as potential bargain AI stocks based on their PEG ratios.
- Springpad offers AI trading workshops to teach individuals how to use AI for stock market analysis.
- UBS increased its price target for Vistra Corp. to $207, acknowledging its significance in the AI sector.
Top AI Stocks Taiwan Semiconductor and Microsoft for Long-Term Growth
Taiwan Semiconductor and Microsoft are two companies set to gain from the growing AI market. Taiwan Semiconductor makes most of the world's AI chips and saw revenue jump 41% in the first quarter of 2025. Microsoft is using AI in its cloud services and investing $80 billion to stay ahead. Experts think the AI market could be worth over $15 trillion by 2030.
5 AI Stocks to Buy After Recent Dip Arista, HubSpot, and More
Despite recent market worries, some AI stocks are set for a comeback. Arista Networks, HubSpot, Twilio, Adobe, and Okta are expected to rise soon. Arista Networks uses AI to improve its cloud networking solutions. Twilio is adding AI to its customer service platform. Analysts predict these stocks will increase in value.
Springpad's AI Trading Workshop Teaches Market Mastery
Springpad, an EdTech platform in Kolkata, India, offers an AI trading workshop. Founders Rahul Chandra and Pratik Chakraborty teach how to use AI to trade stocks. The workshop covers identifying growth sectors, making faster trading decisions, and building AI strategies. Attendees learn to analyze the market and create portfolios, even without prior experience, and past attendees praise the workshop's clarity and AI tools.
Twilio and Snowflake Quietly Beat the Market with AI
Twilio and Snowflake are two AI stocks that have outperformed the market. Twilio's stock is up 115% in the past year, thanks to its AI-powered customer service tools. Snowflake's stock is up 64%, driven by its AI data cloud platform. Both companies are expected to continue growing as they attract more customers and expand their AI offerings.
Amphenol Stock Soars with AI Data Center Growth
Amphenol (APH), founded in 1932, is benefiting from the AI data center boom. The company makes connectors for cables, circuit boards, and sensors. Amphenol's IT datacom business is growing fast due to demand for AI connections. In Q1 2025, sales hit a record $4.8 billion, up 48% year-over-year, driven by AI-related applications.
Semiconductor and AI Stock Pullback Impacts Nasdaq
Geopolitical issues have led investors to reduce risk, causing semiconductor and AI stocks to fall. This decline has negatively affected the Nasdaq. Many other stocks have experienced significant price changes.
AI Stock Picker Buys Meta, Sells Eli Lilly Shares
An AI stock-picking system called Qraft AI-Enhanced U.S. Large Cap Momentum ETF (QRFT) has outperformed the S&P 500. In July, the AI system increased its investment in Meta Platforms Inc (META) by 9.1%. At the same time, it reduced its investment in Eli Lilly & Co (LLY) by 25.8%. TipRanks tracks the AI system's performance.
Wedbush Boosts IBM Stock Target on AI Progress
Wedbush analysts increased their price target for IBM stock to $325, citing the company's AI progress. They see IBM as a top software pick, driven by its $6 billion generative AI business. IBM's WatsonX platform is used in many enterprise workflows. The company is also investing in quantum computing, with plans for a large-scale quantum computer by 2030.
Top 5 Bargain AI Stocks AMD, Broadcom, Salesforce, Nvidia, Adobe
Finding cheap stocks in the growing AI market can be tough. Looking at the price-to-earnings growth (PEG) ratio can help. Stocks with PEGs under 1 may be undervalued. Based on this, Advanced Micro Devices (AMD), Broadcom, Salesforce, Nvidia, and Adobe are good AI stock bargains.
Vistra Stock Target Raised on Strong Energy Market
UBS increased its price target for Vistra Corp. (VST) to $207, keeping a "Buy" rating. This reflects a strong energy market. Vistra is also recognized as one of the 10 AI Stocks Getting Wall Street’s Attention.
Sources
- 2 No-Brainer Artificial Intelligence Stocks to Buy Right Now
- Buy 5 AI Laggards of Past Month to Tap Solid Upside in the Short Term
- Master the Markets with AI: Springpad's Transformative Trading Workshop
- These Artificial Intelligence (AI) Stocks Are Quietly Outperforming the Market
- Best Stocks: An under-the-radar play on the AI buildout that was founded more than 90 years ago
- Rare Pullback in Semiconductor and AI Stocks Drags Down the Nasdaq
- This AI Trader Bought Meta Stock and Dumped Eli Lilly
- IBM stock gets a price target hike from Wedbush on AI comeback
- What Are the 5 Best Bargain Artificial Intelligence (AI) Stocks to Buy Right Now?
- Vistra (VST) Gets Price Target Boost Amid Strong Energy Market Fundamentals