AI Stocks Are Crashing--But Wall Street's Top Picks Seem to Be a Once-in-a-Decade Buying Opportunity
Micron Technology (NASDAQ:MU) and Broadcom (NASDAQ:AVGO) are still Citi's top AI-linked semiconductor picks, even as chip sales stumbled in January. The sector pulled in $50.8 billion, down 14% month-over-monthworse than the typical 9.1% seasonal dip. The drag came from weaker memory and microcontroller sales, but Citi isn't backing down. AI now makes up around 20% of semiconductor demand, and Citi expects inventory replenishment in the analog space to fuel a 13% rebound in 2025. Texas Instruments, Microchip, Analog Devices, and NXP Semiconductors are also in the spotlight as potential winners.
Warning! GuruFocus has detected 3 Warning Sign with MU.
Broadcom, a quiet giant handling 99% of all internet traffic, is cashing in on AI's explosion. In its latest quarter, AI-driven revenue soared 77% to over $4 billion, while infrastructure software jumped 47%pushing total sales to a record $15 billion. Cloud providers are loading up on Broadcom's connectivity tech and XPUs to accelerate AI workloads, and the company is already shipping samples of its next-gen Tomahawk switch. Looking ahead, Broadcom's three largest cloud customers alone represent a $6090 billion opportunity by 2027. And that doesn't even count the four additional cloud players knocking on its door for custom AI accelerators. Despite a 26% dip since late January, Broadcom's stock trades at 28 times forward earningsfar below its 37-times multiple earlier this year.
For investors, this setup is hard to ignore. AI demand isn't slowing down, and the semiconductor sector is primed for a major rebound next year. Micron, Broadcom, and leading analog chipmakers are sitting in the driver's seat as AI weaves deeper into cloud computing, enterprise applications, and next-gen data centers. The short-term volatility? Just noise. The real story is unfolding over the next decadeand these names are at the center of it.
This article first appeared on GuruFocus.
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Business Insider
an hour ago
- Business Insider
Nvidia or Palantir: Morgan Stanley Selects the Superior AI Stock to Buy
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AI's growth will bring with it gains for companies across a wide spectrum of fields, including development, applications, hardware, infrastructure, and power generation. Such rapid growth is creating new opportunities for investors. The challenge won't be finding one – it'll be choosing the right one. That's where Morgan Stanley's analysts come in. They've zeroed in on two tech titans that have become synonymous with AI innovation: Nvidia (NASDAQ:NVDA) and Palantir (NASDAQ:PLTR). Both are riding the AI wave, but Morgan Stanley is making a clear call on which one stands out as the better buy right now. Let's take a closer look. Nvidi a Nvidia stands at the forefront of Wall Street's tech revolution. As a dominant force among the 'Magnificent 7' and boasting a $3.45 trillion market cap, it's not only the largest of the tech mega-cap – it's the biggest publicly traded company in the U.S. The AI boom, which took off in late 2022 with the debut of ChatGPT, put Nvidia in the spotlight. 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Gross margins have bottomed and are improving to the mid 70s, sustainably. And every customer commentary confirms that customers waiting for these new technologies have left demand on the table. So our confidence in durable demand drives is quite high. We think that our numbers are conservative given the variables at play, and we see a high probability of continued upward revisions.' Moore's comments support his Overweight (i.e., Buy) rating on NVDA stock, while his $170 price target points toward a one-year upside potential of 20%. (To watch Moore's track record, click here) Overall, Nvidia has earned a Strong Buy consensus rating from the Street's analysts, based on 40 reviews that include 35 Buys, 4 Holds, and 1Sell. The stock is priced at $141.72 and its $172.36 average price target implies a ~22% upside in the next 12 months. (See NVDA stock forecast) Palantir Technologies Palantir is another standout in the AI space. Founded in 2003 by venture capitalist Peter Thiel, the company has built a strong reputation as a leader in data analytics and software solutions. Like Nvidia, Palantir has leveraged its unique capabilities to ride the wave of the AI boom, and the results have been striking. Over the past three years, its stock has skyrocketed 1,291%, including a 69% gain year-to-date. These gains haven't come by chance. Palantir stock's growth is rooted in the strength of its data management and analysis tools, which are used by businesses, non-profits, and government agencies alike. At the center of its offerings is the AI Platform (AIP), a solution that blends advanced AI capabilities with human-driven decision-making. One of its key strengths lies in its accessibility – users can interact with the platform using natural language, without needing coding expertise. AIP also supports multilingual inputs and translation frameworks, making it easier for users around the world to engage with its tools. Palantir can currently boast more than 760 customers, from both the public and private sectors. The company's AI-powered data platforms are popular with big businesses, and Palantir can count such names as Stellantis and BP among its users, as well as the US Department of Defense. In May, Palantir received a $795 million contract modification to its Maven Smart System agreement with the Army, extending support through 2029. The company is also among the short‑listed firms – alongside SpaceX, Lockheed Martin – and others, being considered for President Trump's $175 billion Golden Dome missile defense program. On the financial side, Palantir has been singularly successful at generating strong revenues and earnings. In 1Q25, the last period reported, the company had a top line of $883.9 million, representing 39% year-over-year growth and beating the forecast by $21.72 million. At the bottom line, Palantir's EPS came to 13 cents in non-GAAP terms, matching analyst expectations. The company proved successful at closing large deals during the quarter, including 31 deals worth at least $10 million. Despite this strength, some caution is warranted. Morgan Stanley's Sanjit Singh remains confident in Palantir's fundamentals but cautions that the valuation may be stretched after such a strong run. 'Palantir continues to prove out that it is one of the clear AI winners in software which has translated to accelerating top-line growth of 30%+ and a rule of 40 score (revenue growth + operating margin) of 83%. While this represents elite level performance in software, the current valuation of ~95x CY27 FCF makes underwriting a return on Palantir shares extremely challenging. As a result, we remain EW and await a better entry point before getting more bullish,' Singh noted. Singh's Equal Weight (i.e., Hold) rating comes with a $98 price target, implying a potential 25% drop from current levels. It's safe to say that his ideal entry point lies somewhere south of that. (To view Singh's track record, click here) Morgan Stanley's view aligns with the broader Street consensus. Palantir holds a Hold rating overall, based on 18 recent analyst recommendations: 3 Buys, 11 Holds, and 4 Sells. The stock is currently trading at $127.72, while the average price target stands at $100.13, implying a potential ~22% downside over the coming year. (See PLTR stock forecast) With the facts laid out, the Morgan Stanley analysts come to a clear conclusion: Both of these AI stocks are solid performers, but Nvidia is the superior choice to buy right now. To find good ideas for stocks trading at attractive valuations, visit TipRanks' Best Stocks to Buy, a tool that unites all of TipRanks' equity insights.
News24
an hour ago
- News24
From AI-powered public health breakthroughs to smarter social media feeds and reimagined fast food – the cutting-edge tech reshaping our world
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Bloomberg
2 hours ago
- Bloomberg
Meta in Talks for Scale AI Multi-Billion Investment
Live on Bloomberg TV CC-Transcript 00:00Not exactly a household name. What do scale AI do. And how significant is the investment? Yeah, absolutely. Few people have heard outside of the world of technology and of course of this company, but it has grown in prominence. And now, of course, it's making headlines with this potential investment, 0 billion from META, as you say, one of the biggest private sector investments that we would have seen for years. So Scale AI it focuses on one of the three key components that you need to build out large language models, which is data. So you have energy chips and data, though those are the three main components that come together. And scale AI is squarely focused on data. So they train up, or at least they build out quality data that these models then feed in to train on and they hire PhDs and others to help work through that data and quantify it and tag it. So that's essentially the business model. They've also providing their own solutions into enterprise and have been pushing into defence as well. And I think what this deal tells us is a few things. One Meta of course, that Mark Zuckerberg is not going anywhere in terms of its investments around A.I.. They've pledged to invest at least $60 billion this year and 10 billion now for scale A.I.. If this, of course, comes to pass, so Meta is full bore on the focus on AI, particularly as well around data, it's a reminder that data is becoming a key battleground because along with energy and chips getting hold of the data, quality data is becoming increasingly difficult for these large language models. And so there is a fight on that spectrum as well. And then the third part of this, I think, in terms of what it tells us is defence technology Meta is increasingly working with the Pentagon, particularly further around things like virtual helmets and AI infused helmets for the military. And scale AI already has relationships with the Pentagon. So I think it's also a reminder that matter is getting closer in terms of defence technology as well. So on all three levels, I think those are the significance In terms of the deals that came through this company. Scale AI was valued at 14 billion USD back in 2024. You can imagine that that valuation is much higher now. Yeah. And also we've got London Tech Week kicking off today. What's the top of the agenda? Well, I was talking about data and energy and chips while chips will be front and center because Jensen Huang of nvidia will be giving the keynote speech at London Tech week later this morning alongside the Prime Minister Keir Starmer. Nvidia also expected to announce Jensen Huang some investments here in the UK around training the workforce to be able to use these A.I. applications. They've pledged to train about 100,000 people up until about 2030, investing in the R & D space as well in Bristol, Bristol here in the UK. So the focus is going to be on Jensen Huang has to say at that keynote speech and those investments and how the UK is trying to position itself in this AI race versus the US versus China and also as well versus their counterparts across the channel in Paris because France is also hosting Viva Tech, which is a big tech event and Jensen Huang will be going there as well. And France has been able to build out an AI ecosystem with tax cuts. That is something that arguably the UK government be looking for, which is desperate for growth. And there is one solution for this UK government. They hope to drive growth levels higher in the UK.
