Palantir has one of the biggest opportunities in the AI software space. GitLab has been seeing strong growth, and the launch of its GitLab 18 platform positions it well for future growth. Salesforce has a big opportunity with AI agents, while ServiceNow is becoming a leading AI software company in the enterprise space.
These analysts say fears over AI-driven job losses are “overdone.” Here’s why
Data center AI demand isn’t slated to slow anytime soon. Cloud computing is a massive beneficiary of rising AI workloads. Record data center spending has been announced, and all the major tech companies are following through with their plans, with some even expanding them.
Broadcom’s solid growth in the past year has brought the company’s market cap to $1.3 trillion. Its healthy revenue growth, massive addressable market, and improving customer base could help it deliver more upside. Broadcom stock is expensive right now, but it can justify its expensive valuation and will eventually hit a $2 trillion market cap.
Amazon’s valuation overlooks major growth drivers like AI, AWS, and robotics, with margin gains and FCF upside ahead. Check out why AMZN stock is a strong buy.
Nvidia has become the go-to provider for chips to support AI, which has resulted in explosive sales and earnings growth for the tech giant. Meta is pouring billions of dollars into AI research and aims to be a leader in the field. Artificial intelligence (AI) stocks have proven to be big winners for investors lately — particularly last year, when some leading players in the space delivered double- and even triple-digit percentage gains.
Northern Drift by Monique Sliedrecht
The US administration is implementing restrictions on AI chip shipments from firms like Nvidia, aiming at Malaysia and Thailand. This crackdown will impact the semiconductor supply chain, potentially leading to reduced technological collaboration and innovation in Southeast Asia, while strengthening US-Chinese tensions over AI advancements and national security.
The oil-to-telecom-and-retail conglomerate, helmed by billionaire Mukesh Ambani, is gearing up for its next phase of value creation. Currently valued at over $240 billion, Reliance’s future growth hinges heavily on scaling its diversified verticals, particularly in new energy and AI.
WASHINGTON, July 5 — US President Donald Trump’s administration plans to restrict shipments of AI chips from companies like Nvidia Corp. to Malaysia and Thailand as part of an…
