Smart Investors Are Buying Alphabet, Microsoft, and Nvidia Right Now

Industry
โดย The Motley Fool·Read original
Summary · why it matters

Smart investors are buying Alphabet, Microsoft, and Nvidia amid the recent sell-off in AI stocks. Alphabet has become an AI leader with Google Cloud revenue growing 63% year over year and its stock trading at 25 times forward earnings. Microsoft trades at a discount to the market at 20 times forward earnings, with its AI business annual revenue run rate rising 123% to $37 billion. Nvidia is projected to grow revenue 82% in 2026, yet its valuation only prices in market-average growth thereafter, making it an attractive buy.

Impact on stocks 3

Artificial Intelligence▲ · 3 stocks
Alphabet Inc Class C
GOOG
▲ PositiveDemandrelevance

Google Cloud revenue growing 63% year over year indicates strong demand for Alphabet's AI services.

Microsoft Corporation
MSFT
▲ PositiveDemandrelevance

Microsoft's AI business annual revenue run rate rising 123% to $37 billion shows strong demand.

NVIDIA Corporation
NVDA
▲ PositiveDemandrelevance

Nvidia projected to grow revenue 82% in 2026, driven by AI chip demand.

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