Nvidia is making headlines as its stock approaches a \$4 trillion market value, driven by the increasing demand for AI trading and its microchips. It briefly surpassed Microsoft and Apple as the world's most valuable public company. While Nvidia's stock has surged, AMD has seen even greater gains recently, with its stock rising about 21.5% compared to Nvidia's 14.4%, fueled by strong earnings and demand for its AI products, particularly in its data center business with EPYC processors and Instinct chips. Despite AMD's gains, analysts still favor Nvidia with a "Strong Buy" rating. Some analysts predict that Nvidia and Microsoft stocks could reach \$5 trillion in market value soon, noting their significant growth this year compared to the S&P 500. However, some billionaires are favoring Amazon as an AI investment, citing its AWS cloud services and AI applications in e-commerce. Beyond these tech giants, AI is also impacting smaller companies and startups. Indian AI firm AirBrick Infra, which uses AI for interior design, aims for \$12 million in sales in 2025. VortexBlueBot is launching AI trading bots for retail crypto investors, while Alliance VC has launched a \$40 million fund to invest in Nordic AI startups. As corporations increase their AI investments, some are selling older startup investments to free up capital. While Nvidia is a popular choice, other companies like Super Micro Computer, SoundHound AI, Quantum Computing, and Symbotic Inc are also benefiting from the AI boom. Wall Street analysts suggest Accenture is a better AI investment than IBM, noting Accenture's faster AI business growth. Five AI companies are expected to spend over \$1 trillion on AI by 2027.
Key Takeaways
- Nvidia's stock is nearing a \$4 trillion market value due to high demand for its AI microchips.
- AMD stock has recently outperformed Nvidia's, driven by strong earnings and AI product demand.
- Analysts predict Nvidia and Microsoft stocks could soon reach \$5 trillion in market value.
- Some billionaires prefer Amazon as an AI investment due to its AWS cloud services.
- AirBrick Infra, an Indian AI startup for interior design, aims for \$12 million in sales in 2025.
- VortexBlueBot is launching AI trading bots for retail crypto investors.
- Alliance VC launched a \$40 million fund to invest in Nordic AI startups.
- Corporations are selling older startup investments to fund new AI ventures.
- Super Micro Computer, SoundHound AI, Quantum Computing and Symbotic Inc are also benefiting from the AI boom.
- Wall Street analysts suggest Accenture is a better AI investment than IBM.
Analysts say buy these AI stocks Nvidia and Microsoft before they hit \$5T
According to Wall Street analysts, Nvidia and Microsoft stocks could reach \$5 trillion in market value soon. As of June 30, Nvidia and Microsoft shares are up 18% this year. The S&P 500 has only gained 6% during the same period. Analysts believe the companies will continue to grow significantly in the coming months.
Nvidia stock nears \$4 trillion as AI trading speeds up
Nvidia's stock is close to a \$4 trillion market value as AI trading increases. Nvidia is now the world’s most valuable public company, ahead of Microsoft and Apple. It took only 96 days for NVDA stock to jump from \$2 trillion to \$3 trillion. Analysts say the stock could reach \$4 trillion soon, with investors betting on the company's microchips to power the future.
AMD outperforms Nvidia in gains but which AI stock is best
AMD stock has increased more than Nvidia's stock in the past month. AMD's rise is due to strong earnings and demand for its AI products. AMD's data center business is growing, driven by its EPYC processors and Instinct chips. Nvidia remains a leader in AI, with strong demand for its AI hardware. Analysts favor Nvidia, giving it a "Strong Buy" rating.
AMD outperforms Nvidia in gains but which AI stock is best
AMD stock has increased more than Nvidia's stock in the past month. AMD's stock rose about 21.5%, while Nvidia's gained 14.4%. This boost is due to easing recession worries and better US-China trade relations. Both Advanced Micro Devices (AMD) and Nvidia (NVDA) are leading artificial intelligence (AI) stocks.
Billionaires favor this AI stock over Nvidia
While Nvidia is a leading AI chip designer, some billionaires prefer Amazon as an AI investment. Billionaires like Chase Coleman, Philippe Laffont, and Stephen Mandel Jr. hold significant Amazon shares. Amazon uses AI to improve its e-commerce and cloud computing services. Amazon Web Services (AWS) offers a variety of AI products and services. AWS is the world's top cloud services provider, making it a strong choice for AI growth.
Indian AI firm AirBrick Infra aims for \$12M in sales
AirBrick Infra, an Indian startup, uses AI for interior design and plans to reach \$12 million in sales in 2025. Founded in 2023, it has completed over 70 projects. The company uses AI to create designs based on what clients want. AirBrick Infra also lets users see and change designs in 3D.
VortexBlueBot brings Wall Street AI crypto trading to everyone
VortexBlueBot is launching AI trading bots for regular crypto investors. These bots use machine learning to analyze market data and manage risk. The bots are cloud-based and connect to major exchanges. VortexBlueBot offers different bots for various trading styles, with prices ranging from \$30 to \$10,000. Users in over 30 countries have seen success using these bots.
Nordic AI startups boosted by Alliance VC's \$40M fund
Alliance VC launched its Alliance Nordic III fund with €40 million to invest in Nordic AI startups. The fund aims to reach €100 million. Alliance VC invests in early-stage Nordic startups with global potential. The firm focuses on companies that combine AI with real-world applications. They have previously invested in companies like 1X, Sanity, and Superside.
This stock is up 70% and I'm retiring on it
Five AI companies are expected to spend over \$1 trillion on AI by 2027. Instead of investing in Nvidia, consider companies in networking and software. Super Micro Computer (SMCI) builds servers for AI, offering custom systems for speed and efficiency. SoundHound AI (SOUN) is making voice AI useful in cars and payment systems. Quantum Computing (QUBT) is developing software for quantum computers. Symbotic Inc (SYM) automates warehouse logistics and has deals with Walmart and Target.
Accenture is better AI buy than IBM says Wall Street
IBM stock has increased because of its AI success. However, Wall Street thinks Accenture has more potential. Accenture's AI business grew 50% faster last quarter.
Corporations sell older startups to fund new AI investments
Corporations are selling older startup investments to fund new AI investments. With fewer IPOs, companies are using the secondary market to get cash. Corporate venture capital (CVC) units are selling parts of their portfolios. TempoCap buys startup investments in the secondary market. They've seen more activity from CVCs in AI.
Sources
- 2 Artificial Intelligence (AI) Stocks to Buy Before They Soar to $5 Trillion, According to Select Wall Street Analysts
- Nvidia Stock (NVDA) Nears $4 Trillion Market Cap as AI Trade Accelerates
- AMD Beats Nvidia in 1-Month Gains, But Which AI Stock Do Analysts Like Best?
- AMD Beats Nvidia in 1-Month Gains, But Which AI Stock Do Analysts Like Best?
- This AI Stock Is One of the Most Popular Among Billionaires Right Now (Hint: It's Not Nvidia)
- Indian AI interior design firm AirBrick Infra targets $12m sales
- VortexBlueBot Redefines Crypto Automation: Wall Street-Grade AI Trading Bots Now Accessible to Retail Investors Worldwide
- Nordic AI startups gain momentum with Alliance VC's €40M Fund
- This is the Stock I’m Retiring On – It’s Already Up 70%
- Forget IBM: Accenture’s AI Momentum Is Your Next Buy
- Corporates sell older startups on secondary market to make way for new AI investments -