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Synthetic intelligence (AI) investment underwent a shake-up at the end of January with the launch of the Deepseek R1 style. This style would have been much less expensive than their American counterparts and acting in the same way in safe regions. This caused a short-term panic in some AI stocks, but some have recovered.
However, I believe that the AI investment box has very good moves to buy, and the deep advance deserves not to be editeric. Instead, it will have to be a catalyst. Here’s a review of 3 moves in February.
NVIDIA (NVDA 0. 80%) was one of the most difficult AI actions after Depseek’s announcement, since everyone assumed that corporations did not want so many high -power graphics processing sets (GPU) of Nvidia. However, I think it is the way of looking at him.
Deepseek has been NVIDIA H800 GPU due to the export restrictions of the United States to China. As a result, he has been forced to use those GPUs more successful than his American counterparts. Incorporate). Instead of the US corporations. UU. They opt for the maximum difficult model, which requires that the practice of many NVIDIA GPU.
This direction hasn’t changed, making this dip in Nvidia’s stock a strong buying opportunity. Nvidia is still projected to have a fantastic 2026 fiscal year, with revenue growth of 52% expected. After the sell-off, the stock trades for just 27 times forward earnings, making it a reasonably priced big tech stock. This sale won’t last forever, and I’d suggest investors take advantage of it before Nvidia reports fourth-quarter FY 2025 results later this month.
Meta Platforms (goal 0. 38%) also sold out after the launch of Deepseek, but temporarily recovered thanks to incredibly strong results. Goal is the mother company of dominant social media sites such as Facebook, Instagram, WhatsApp, Threads and Messenger, and does so. almost all your advertising earnings. AD gains increased by 21% in the fourth quarter, particularly increasing finishing gains. The goal gains consistent with Centege (EPS) higher up to 50% of thanks to the profits and expenses of only 5%.
It is an incredibly strong company, and profits are also its great expense in AI. By 2025, Meta plans to spend between $ 60 billion and $ 65 billion on capital expenses, which will be mainly concentrated in AI. This is a transparent indication that target would not be directed to make the maximum effective style: it is aimed at creating the powerful maximum.
In 2025, CEO Mark Zuckerberg anticipates it will be possible to create an AI engineering agent with the equivalent coding and problem-solving skills of a good mid-level engineer. This would be a huge breakthrough, rapidly accelerating the pace of innovation at Meta and propelling it to become an AI leader.
There are a lot of great things happening at Meta, and even though the stock is near all-time highs, I’m convinced that it will continue to march higher with the various breakthroughs that will occur throughout 2025.
ASML (ASML -0. 73%) is much less known than goal or nvidia, however, its role in AI would possibly be even more vital than both. End Chips. it is the only company globally with this technology. None of the complex chips that make those models of the imagine would be viable without their machines.
After its positioning, ASML has strict export controls in its machines, which damaged its Chinese activities. This caused the fall of the action in October when the company reduced the monetary rules by 2025 from 30 billion to 40 billion euros to 30 to 35 billion euros. However, this indicates the 15% income expansion source in the medium, which is a forged figure given the length of ASML.
The net reserves of the fourth quarter of ASML were more than 7 billion euros, exceeding 2. 63 billion euros that he reserved in the third quarter and the 3. 99 billion euros that Wall Street analysts were waiting. This indicates a strong expansion in advance for ASML and softens the fears that their activities are fighting.
Finally, in an interview with CNBC, ASML CEO Christophe Fouquet said that low-cost AI models are actually a positive thing for the flea sector, not a drawback. In fact, low-cost AI now opens up its coexistence to the masses, which will require more PC gadgets to satisfy. This is a positive sign for all flea companies, and with ASML offering major machines for every player, this makes for a non-certification acquisition in February.
Randi Zuckerberg, former director of market progression and spokesman for Facebook CEO Platforms Mark Zuckerberg, is a member of the Motley Fool’s Board . Keithen Dury has positions in ASML and NVIDIA. The Motley Fool has positions and recommends ASML, goal goal platforms and nvidia. The fool Motley has a dissemination policy.
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