April 24, 2025

finance   Read News
Microsoft Azure, Nvidia, Lace AI, DataKrypto, Google, Meta, AI Stocks

The artificial intelligence (AI) industry has been a driving force behind the S&P 500's impressive performances in 2023 and 2024. Despite recent price drops, smart investors can still invest in AI with companies like Microsoft, Adobe, and Applied Materials. Microsoft's Azure platform has seen a 31% revenue increase, while Adobe's AI model, Firefly, has enabled the company to increase pricing for its services. Applied Materials plays a crucial role in producing semiconductors for AI training and inference. Other top picks include Nvidia, Super Micro Computer, and SoundHound AI, with implied upside of 117%, 122%, and 232% respectively. Additionally, companies like Lace AI and DataKrypto are making significant advancements in AI-powered solutions, with Lace AI raising $19 million in Seed funding and DataKrypto unveiling a new AI security breakthrough. Wall Street analysts expect stocks like Google and Meta to bounce back, with average target prices of $196.94 and $703.81 respectively. Furthermore, two-thirds of advice firms plan to invest more in AI, expecting it to have a significant impact on the industry in the next three to five years.

Key Takeaways

  • Artificial intelligence stocks have driven the S&P 500's impressive performances in 2023 and 2024.
  • Microsoft, Adobe, and Applied Materials are top AI investment picks, with Microsoft's Azure platform seeing a 31% revenue increase.
  • Nvidia, Super Micro Computer, and SoundHound AI have implied upside of 117%, 122%, and 232% respectively.
  • Lace AI has raised $19 million in Seed funding after achieving 1000% growth in 2024.
  • DataKrypto has unveiled a new AI security breakthrough, combining fully homomorphic encryption with Trusted Execution Environments.
  • Two-thirds of advice firms plan to invest more in AI, expecting it to have a significant impact on the industry.
  • Wall Street analysts expect Google and Meta stocks to bounce back, with average target prices of $196.94 and $703.81 respectively.
  • AQR Capital Management is raising external capital for two machine-learning strategies, betting on machine learning as a key driver of growth.
  • The AI investment boom may be due for a pullback, with capital spending on AI infrastructure expected to peak in 2025.
  • Companies like Alphabet, Amazon, and Microsoft are set to spend $350 billion on capital spending to build out AI capabilities in 2025.

Invest in AI Stocks

Artificial intelligence stocks were the driving force behind the S&P 500's impressive performances in 2023 and 2024. Despite the recent drop in price, smart investors can still invest in AI with companies like Microsoft, Adobe, and Applied Materials. Microsoft's Azure platform has become a growth engine, with a 31% revenue increase in its most recent quarter. Adobe has developed its own AI model, Firefly, which has enabled the company to increase pricing for its services. Applied Materials plays an essential role in producing semiconductors that make AI training and inference possible.

AI Stocks to Buy Now

Artificial intelligence stocks have been a driving force behind the S&P 500's impressive performances in 2023 and 2024. Despite the recent drop in price, smart investors can still invest in AI with companies like Microsoft, Adobe, and Applied Materials. Microsoft's Azure platform has become a growth engine, with a 31% revenue increase in its most recent quarter. Adobe has developed its own AI model, Firefly, which has enabled the company to increase pricing for its services. Applied Materials plays an essential role in producing semiconductors that make AI training and inference possible.

AI Stocks to Invest In

Artificial intelligence stocks have been a driving force behind the S&P 500's impressive performances in 2023 and 2024. Despite the recent drop in price, smart investors can still invest in AI with companies like Microsoft, Adobe, and Applied Materials. Microsoft's Azure platform has become a growth engine, with a 31% revenue increase in its most recent quarter. Adobe has developed its own AI model, Firefly, which has enabled the company to increase pricing for its services. Applied Materials plays an essential role in producing semiconductors that make AI training and inference possible.

AI Stocks with High Growth Potential

According to select Wall Street analysts, three AI stocks have the potential to skyrocket up to 232%. Nvidia, Super Micro Computer, and SoundHound AI are the top picks, with implied upside of 117%, 122%, and 232% respectively. Nvidia's Hopper GPU and successor Blackwell GPU architecture have become the preferred choice for businesses wanting to run generative AI solutions. Super Micro Computer's usage of Nvidia's next-gen GB200 and GB300 chips for AI server businesses is another major catalyst. SoundHound AI has built a rapidly scalable platform, with a sky-high price target of $26 per share.

AI Stocks to Watch

According to select Wall Street analysts, three AI stocks have the potential to skyrocket up to 232%. Nvidia, Super Micro Computer, and SoundHound AI are the top picks, with implied upside of 117%, 122%, and 232% respectively. Nvidia's Hopper GPU and successor Blackwell GPU architecture have become the preferred choice for businesses wanting to run generative AI solutions. Super Micro Computer's usage of Nvidia's next-gen GB200 and GB300 chips for AI server businesses is another major catalyst. SoundHound AI has built a rapidly scalable platform, with a sky-high price target of $26 per share.

Lace AI Raises $19M in Seed Funding

Lace AI, a Bulgarian revenue intelligence platform, has raised $19 million in Seed funding after achieving 1000% growth in 2024. The company's AI-powered solution analyzes 100% of inbound calls, instantly classifies outcomes, and identifies missed opportunities. Customers using Lace have seen up to 98% booking rates and 35% increases in net sales with zero additional overhead. The funding round was led by Bek Ventures, with participation from leading global firms LAUNCHub Ventures, Horizon VC, and industry representatives.

AQR Bets on Machine Learning

AQR Capital Management, a firm founded by Cliff Asness, is raising external capital for two machine-learning strategies. The firm is betting on machine learning as a key driver of growth, with about a fifth of the trading signals in its flagship multi-strategy fund powered by machine learning. Asness, who was once skeptical of machine learning, has become a believer in the technology's potential.

AI Capex May Peak in 2025

The AI investment boom may be due for a pullback, with capital spending on AI infrastructure expected to peak in 2025. The top hyperscalers, including Alibaba, Alphabet, Amazon, Meta, and Microsoft, are set to spend $350 billion on capital spending to build out AI capabilities in 2025. However, this spending is well above the historical mean as a percentage of revenue, and a pullback is likely. The AI reset may be triggered by a global trade crisis, and investors should be cautious and expect a capex pullback.

Analysts Cut Google Stock Forecast

Analysts at UBS, Scotiabank, and Jefferies have cut price targets or earnings forecasts for Alphabet, citing market volatility and increasing AI competition. Despite this, many analysts still back Google, with a Moderate Buy consensus rating and an average price target of $196.94 per share. Google's strong financials, including a 22.4% revenue increase in 2024, and its ambitious vision for 2025, fueled by breakthroughs in artificial intelligence, momentum in augmented reality hardware, and a renewed emphasis on monetization and product expansion, make it a reasonable stock to buy now.

DataKrypto Unveils AI Security Breakthrough

DataKrypto has unveiled a new solution, FHEnom for AI, which delivers unprecedented AI security for open-source and proprietary AI models and datasets. The solution combines fully homomorphic encryption with Trusted Execution Environments to safeguard against malicious activities, misuse, and adversarial manipulation. This capability establishes trust and reliability in AI-generated outputs, giving enterprises confidence in AI to make accurate, safe, and fair decisions.

Two-Thirds of Advice Firms to Invest in AI

Two-thirds of advice firms plan to invest more in AI, with 63% of firms expecting AI to have the most significant impact on the industry in the next three to five years. The biggest opportunities are seen in simplifying the advice process, enhancing compliance efforts, and improving marketing and lead generation. Smaller and mid-sized firms are embracing technology to drive efficiencies and remain competitive, while larger firms are focused on more advanced applications.

Wall Street Expects Meta Stock to Bounce Back

Wall Street analysts expect Meta stock to bounce back 82% this year, despite the recent drop in price. Meta's strong financials, including a 22.4% revenue increase in 2024, and its ambitious vision for 2025, fueled by breakthroughs in artificial intelligence, momentum in augmented reality hardware, and a renewed emphasis on monetization and product expansion, make it a reasonable stock to buy now. The average analyst target price for Meta is $703.81, representing a 41% increase from current levels.

Sources

Artificial Intelligence AI Stocks Investment Machine Learning AI Capex AI Security