Zacks Investment Ideas feature highlights: Nvidia, Microsoft, Meta Platforms, Taiwan Semiconductor, Super Micro Computer, Vaneck Semiconductor ETF, Arm Holdings and Advanced Micro Devices

Zacks12-03 18:00

For Immediate Release Chicago, IL – December 3, 2024 – Today, Zacks Investment Ideas feature highlights Nvidia NVDA, Microsoft MSFT, Meta Platforms META, Taiwan Semiconductor TSM, Super Micro Computer...

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The tech sector, which was hit the hardest sector, has led the way back higher, driven higher specifically by hyper-scaling in the artificial intelligence industry.\nZacks Rank #2 (Buy) stock Nvidia is the most crucial stock in the most critical market area – artificial intelligence. Not only is NVDA significant due to its sheer size (its market cap is nearly $3.5 trillion), but it is also a key barometer for investors to gauge growth, and its best-in-class GPUs are an integral component for data centers that are being built by big tech companies like Microsoft.\nChatGPT Debut Set Off AI Arms Race\nOpen AI and Microsoft’s ChatGPT chatbot debut in November 2022 sparked the breakout of artificial intelligence. Though AI had been around for years before ChatGPT, the wild popularity ChatGPT sparked led to an AI arms race among cash-rich big tech companies like Meta Platforms. Since then, semiconductor stocks like NVDA have benefitted dramatically. That said, ballooning valuations in big tech stocks has Wall Street wondering whether growth can keep pace.\nNvidia Earnings Estimates Suggest More Growth\nNvidia and its iconic CEO, Jensen Huang, did a lot to quell these concerns in the November earnings conference call. Huang called demand for Nvidia’s latest chip “insane,” and Zacks Consensus Earnings Estimates echo this thinking (at least until 2027). Wall Street analysts expect Nvidia to grow earnings per share by 125.38% year-over-year in 2025.\nSemis: Supply Is the Concern, Not the Demand\nWith the red-hot continued AI demand, the main concern for investors is whether Nvidia can keep up with supply. Peeling back the onion further, two concerns existed from the supply side, including:\n1. Blackwell Delays: Nvidia’s next-generation AI chips were delayed due to design issues and overheating concerns discovered by Taiwan Semiconductor, an important supplier to Nvidia. However, these issues have reportedly been addressed, and production is expected to ramp up this month.\n2. SMCI Accounting Worries: Meanwhile, Super Micro Computer is another critical Nvidia supplier that designs high-performance computing (HPC) solutions used in AI chips. SMCI shares tanked for months after a notable short-selling firm raised accounting concerns, forcing SMCI to delay its earnings call. Nevertheless, the company announced today that a special committee forensic firm found no evidence of accounting fraud. In addition, the company announced they would replace their CFO, and shares jumped more than 20% in early trading on Monday.\nPresently, NVDA supply concerns are under the rug.\nSMH Finds Buyers at Critical Technical Level\nBeyond the bullish supply news, investors have more reason to be bullish on semiconductor stocks into year-end. The Vaneck Semiconductor ETF a proxy for semis, is retreating to support at its 200-day moving average – a level that marked significant bottoms in the previous two instances.\nSemi Valuations Remain Attractive\nFinally, semiconductor valuations are attractive. While value-oriented investors may argue valuations are overheated in the industry, it’s critical to remember that higher forward growth demands higher valuations. Stocks like Arm Holdings and Advanced Micro Devices have seen their valuations become more attractive as shares have consolidated.\nBottom Line\nSemiconductor stocks are ready to rally into year-end after Nvidia supply issues were quelled and a bullish technical and valuation environment emerges.\nWhy Haven't You Looked at Zacks' Top Stocks?\nSince 2000, our top stock-picking strategies have blown away the S&P's +7.0 average gain per year. Amazingly, they soared with average gains of +44.9%, +48.4% and +55.2% per year.\nToday you can access their live picks without cost or obligation.\nSee Stocks Free >>\nMedia Contact\nZacks Investment Research\n800-767-3771 ext. 9339\nsupport@zacks.com\nhttps://www.zacks.com\nPast performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.\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\nAdvanced Micro Devices, Inc. (AMD) : Free Stock Analysis Report\nMicrosoft Corporation (MSFT) : Free Stock Analysis Report\nNVIDIA Corporation (NVDA) : Free Stock Analysis Report\nARM Holdings PLC Sponsored ADR (ARM) : Free Stock Analysis Report\nTaiwan Semiconductor Manufacturing Company Ltd. (TSM) : Free Stock Analysis Report\nSuper Micro Computer, Inc. (SMCI) : Free Stock Analysis Report\nVanEck Semiconductor ETF (SMH): ETF Research Reports\nMeta Platforms, Inc. (META) : Free Stock Analysis Report\nTo read this article on Zacks.com click here.\nZacks Investment Research","kind":"highlight","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":0,"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":"4.29.3","shortVersion":"4.29.3","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/2488593916"}