5 Must-Buy AI Giants for Double-Digit Returns in the Short Term

Zacks11-16 03:00

The post-election rally of Wall Street after Donald Trump became President for the second term, has evaporated. As the initial euphoria of market participants is over, investors are assessing the pros...

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As the initial euphoria of market participants is over, investors are assessing the pros...</p>\n\n<a href=\"https://finance.yahoo.com/news/5-must-buy-ai-giants-190000103.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4549","symbol_name":"软银资本持仓","start_time":0,"source_url":"https://finance.yahoo.com/news/5-must-buy-ai-giants-190000103.html","article_id":"2483994580","we_media_id":null,"thumbnails":["https://s.yimg.com/uu/api/res/1.2/as5m4_sYhwbum22y4k2zVQ--~B/aD00MDA7dz02MzU7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/zacks.com/d43cb7b76527c97c59494165d3dffeae"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2483994580","pubTimestamp":1731697200,"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"The post-election rally of Wall Street after Donald Trump became President for the second term, has evaporated. As the initial euphoria of market participants is over, investors are assessing the pros and cons of Trump’s economic policies, such as the imposition of tariffs, reduction of corporate taxes, deregulation of corporate America and their impact on inflation.The technology sector is also concerned about Trump’s tariffs on high-end chipsets, the future of the $52.5 billion Chips and Science Act and the imposition of antitrust regulations on big techs. Nevertheless, I believe that the AI frenzy will continue as this technology has become the need of the hour.At this stage, we recommend five generative artificial intelligence  behemoths with a favorable Zacks Rank that have double-digit upside potential in the short term. These are Alphabet Inc. GOOGL, Meta Platforms Inc. META, Taiwan Semiconductor Manufacturing Co. Ltd. TSM, Adobe Inc. ADBE and Broadcom Inc. AVGO.5 AI Bigwigs to ","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4549":"软银资本持仓","03145":"华夏亚洲高息股","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","BK4514":"搜索引擎","SNVD.UK":"LS -1X NVIDIA","2NVD.UK":"2X NVIDIA ETP","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","NVDS":"Tradr 1.5X Short NVDA Daily ETF","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","NVD2.UK":"2X NVIDIA ETP","NVDU":"Direxion Daily NVDA Bull 2X Shares","NVD3.UK":"LS 3X NVIDIA","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","NVDS.UK":"LS -1X NVIDIA","META":"Meta Platforms, Inc.","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","BK4534":"瑞士信贷持仓","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","GOOGL":"谷歌A","LU0557290698.USD":"施罗德环球可持续增长基金","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","GOOG":"谷歌","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","TSM":"台积电","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","ADBE":"Adobe","BK4550":"红杉资本持仓","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","AVGO":"博通","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU0061474960.USD":"天利环球焦点基金AU Acc","NVDD":"Direxion Daily NVDA Bear 1X Shares","NVD":"GraniteShares 2x Short NVDA Daily ETF","3NVD.UK":"LS 3X NVIDIA","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","NVDA":"英伟达"},"translate_title":"短期内获得两位数回报的5家必买AI巨头","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ADBE":1,"AVGO":1,"NVDA":1,"META":1,"GOOGL":1,"TSM":0.9,"GOOG":0.9,"NVD2.UK":0.6,"NVD":0.6,"NVD3.UK":0.6,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"SNVD.UK":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"03145":0.6},"content_text":"The post-election rally of Wall Street after Donald Trump became President for the second term, has evaporated. As the initial euphoria of market participants is over, investors are assessing the pros and cons of Trump’s economic policies, such as the imposition of tariffs, reduction of corporate taxes, deregulation of corporate America and their impact on inflation.\nThe technology sector is also concerned about Trump’s tariffs on high-end chipsets, the future of the $52.5 billion Chips and Science Act and the imposition of antitrust regulations on big techs. Nevertheless, I believe that the AI frenzy will continue as this technology has become the need of the hour.\nAt this stage, we recommend five generative artificial intelligence (AI) behemoths with a favorable Zacks Rank that have double-digit upside potential in the short term. These are Alphabet Inc. GOOGL, Meta Platforms Inc. META, Taiwan Semiconductor Manufacturing Co. Ltd. TSM, Adobe Inc. ADBE and Broadcom Inc. AVGO.\nAI Frenzy Remains Intact\nThe astonishing rally of U.S. stocks that started at the beginning of 2023 was predominantly driven by the technology sector. An unprecedented adoption of generative AI technology across the world was the prime factor. \nBloomberg Intelligence estimates that generative AI spending will increase from $67 billion in 2023 to $1.3 trillion by 2032. UBS estimated that four U.S. technology giants that are member of the so-called “magnificent 7” will spend around $267 billion as capital expenditure on AI applications in 2025, a jump of 33.5% year over year. \n5 AI Bigwigs to Buy With Double-Digit Short-Term Appreciation\nEach of our picks carries either a Zacks Rank #1 (Strong Buy) or 2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.\nThe chart below shows the price performance of our five picks in the past three months.\nImage Source: Zacks Investment Research\nAlphabet Inc.\nZacks Rank #2 Alphabet is riding on strong cloud and search growth. Google Cloud is benefiting from accelerated growth across AI infrastructure, enterprise AI platform Vertex, generative AI (Gen AI) solutions and core Google Cloud Platform products. GOOGL’s strong AI portfolio is helping it attract new customers, win larger deals, and deepen product adoption among existing customers. \nAlphabet’s expanding GenAI capabilities present a potential catalyst for future growth. GOOGL’s dominant position in the search engine market is a strong growth driver. Major search updates and the removal of bad ads to enhance search results continue to boost traffic on GOOGL’s search engine.\nGOOGL is cashing in on the increasing demand for Large Language Models with its most powerful AI model called Gemini. Google Bard and Search Generative Experience are powered by Gemini Pro to deliver an enhanced user experience. Google Cloud offers Duet AI, which provides pre-packaged AI agents that assist developers in writing, testing, documenting and operating software. \nImpressive Price Upside Potential for GOOGL Stock\nThe average short-term price target of brokerage firms represents an increase of 17.6% from the last closing price of $175.58. The brokerage target price is currently in the range of $185-$240. This indicates a maximum upside of 36.7% and no downside.\nMeta Platforms Inc.\nZacks Rank #2 Meta Platforms is set to receive initial shipments of NVIDIA Corp.’s (NVDA) new flagship AI chip later this year. NVIDIA’s next-generation AI chip, called Blackwell, is the upcoming driver. META is set to get B200 Blackwell chips.\nMETA’s AI-driven platform is enhancing ad delivery efficiency and increasing return on ad spend for advertisers. Solid performance in spaces like e-commerce, gaming, entertainment, and media is benefiting Meta Platforms. Management said that the company will invest $38-$40 billion as capital expenditure in AI initiatives in 2024. Moreover, capital spending is likely to reach more than $50 billion in 2025. \nOn July 24, META unveiled its Llama 3 AI model. Using NVIDIA’s latest HDX H200 chip that supports Meta Platforms’ Llama 3 AI model, an investment of $1 by an API provider can generate $7 in revenues over the next four years. This mostly free Llama 3 model and its advanced version to be released next year aim to compete with incumbents like Open AI. \nStrong Price Upside Potential for META Shares\nThe average short-term price target of brokerage firms represents an increase of 12.2% from the last closing price of $577.16. The brokerage target price is currently in the range of $475-$811. This indicates a maximum upside of 40.5% and a maximum downside of 17.7%.\nTaiwan Semiconductor Manufacturing Co. Ltd.\nZacks Rank #1 Taiwan Semiconductor is the largest manufacturer of AI-based chipsets for the world’s best AI chipset developers. It has a strong clientele. The company is the largest manufacturer of NVIDIA’s chipsets. NVIDIA is globally the largest developer of generative AI-based chips. \nTSM provides a range of wafer fabrication processes, including processes to manufacture complementary metal-oxide-semiconductor logic, mixed-signal, radio frequency, embedded memory, bipolar CMOS mixed-signal, and others.\nTaiwan Semiconductor is experiencing solid demand for its advanced technologies, such as 3-nanometer (nm) and 5nm. The growing adoption of its multi-project wafer processing service, which allows customers to reduce mask costs, is driving its customer momentum.\nTSM’s growing efforts to ramp up the production of 3nm and development of 2nm is a plus. Also, strength across its 7nm, 16nm and 28nm technologies are contributing well to its top-line growth. \nExcellent Price Upside Potential for TSM Stock\nThe average short-term price target of brokerage firms represents an increase of 19.2% from the last closing price of $188.50. The brokerage target price is currently in the range of $200-$250. This indicates a maximum upside of 32.6% and no downside.\nAdobe Inc.\nZacks Rank #2 Adobe has extensively implemented AI applications across its flagship products, such as Photoshop, Illustrator, Lightroom and Premiere. Earlier this year, ADBE introduced generative AI-driven Adobe Firefly. Moreover, Adobe Acrobat and Reader AI Assistant help users summarize documents and answer questions, saving time and helping users accomplish tasks faster.\nUsing its new AI-driven cloud-based platform, ADBE is also diversifying into digital marketing services, offering data mining services, which help businesses measure page views, purchases and social media sites. Adobe Marketing Cloud enables marketers to deliver personalized web experiences across multiple devices, manage multichannel campaigns and optimize media monetization. \nADBE has launched Adobe Express, an application for quick editing effects. Leveraging generative AI, this tool is useful for short-form video content like Instagram Reels. Adobe also launched an AI-based Express app for iOS and Android.\nAttractive Price Upside Potential for ADBE Shares\nThe average short-term price target of brokerage firms represents an increase of 14.4% from the last closing price of $529.87. The brokerage target price is currently in the range of $440-$703. This indicates a maximum upside of 32.7% and a maximum downside of 17%. \nBroadcom Inc.\nBroadcom is benefiting from strong demand for its networking products. In second-quarter 2024, it witnessed strong demand for custom AI accelerators, AI networking solutions, Ethernet switching, optical lasers, thin dies, PCI Express switches and Network Interface Cards from hyperscale customers. AVGO’s solutions are suitable for addressing the needs of an increasing AI workload and the growing need for fast networking in data centers. \nThe acquisition of VMware has benefited the infrastructure software solutions of Broadcom. VMware’s expanding clientele, which includes the likes of Alphabet and Meta Platforms, is noteworthy. AVGO’s strong partner base, including Arista Networks, Dell Technologies, Juniper and Supermicro, has been a key catalyst. AI revenues are now expected to be $12 billion for fiscal 2024.\nSolid Price Upside Potential for AVGO Stock\nThe average short-term price target of brokerage firms represents an increase of 12.5% from the last closing price of $170.38. The brokerage target price is currently in the range of $150-$240. This indicates a maximum upside of 40.9% and a maximum downside of 12%.\nWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report\nAdobe Inc. (ADBE) : Free Stock Analysis Report\nBroadcom Inc. (AVGO) : Free Stock Analysis Report\nTaiwan Semiconductor Manufacturing Company Ltd. (TSM) : Free Stock Analysis Report\nAlphabet Inc. (GOOGL) : Free Stock Analysis Report\nMeta Platforms, Inc. (META) : Free Stock Analysis Report\nTo read this article on Zacks.com click here.\nZacks Investment Research","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2483994580"}