Technological investors were accustomed to good thing, a positive momentum that seemed unprocessed. Industry giants have led to NASDAQ two years of double-digit profits, and individual shares have offered the return of Mind-Boggling. For example, Nvidia (NASDAQ: NVDA)The world’s leading artificial intelligence (AI) Chip Designer has seen its stock growth over the past five years, and Palantir Technologies:AI-based software player, advanced more than 800%, 2020 market market debut. And it just marks two of the standard players. Many also caused great interests for investors.
Why such a prominent performance? Investors have collected these shares on Future AI’s future, technology technology that can join others, such as electricity or internet in the “Model Changes” list. This is because AI offers a time for companies to save energy and expenses and even lead to new discoveries.
In recent weeks, however, many headscroes are being weighed in this dynamic field. Investors are worried about US chips exports to China, US tariffs on overall uncertainty about three major trading partners and economies. All this has led to NASDAQ over 7% in the last two weeks, as some of his largest members have fallen. But before turning your back into the technology field, keep. Here are three reasons, technical investors should not worry too much in the recent decline in AI shares.
Image source: Getty Images.
As noted, one main topic weighing in the market is 25% tariffs for President Donald Trump 20% tariff for imports from Mexico and Canada and China. Technical companies produce many of their parts and products outside the US, that is, they can soon resist higher prices.
The White House says tariffs are in response to our fatal drug flow and note that the step is “up to the crisis.” We still don’t know how long Current trading war It will take, but this is a preliminary sign that the tariffs are temporary.
Thus, yes, the tariffs today are challenging, but some of the world’s largest and high-profitable technology players, such as NVIDIA or Apple Must be able to manage these times and succeed in the long run.
As for export controls on China Chips, they can be temporary, but they can be manageable. It was implemented in 2022, they have already reduced sales in that country in that country compared to preliminary control days, but NVIDIA has so far increasing $ 130 billion.
Of course, before investing in the chip player, it is important to see how much the company depends on China. But if NVIDIA, it grows significantly in other parts of the world through sales, the player can still make big investments.
Although Ai Boom has already handed billions of dollars to companies such as companies ContricolativeTo be in style AlphabetAnd, of course, Nvidia, we are in reality in the first days of this hot technology history. Today’s $ 200 billion AI market must reach $ 1 trillion, which Ai Giants offers a lot of growth.
It is also important to remember that we are still under the construction of infrastructure, and cloud service devices are expanding data centers to meet the demand and new AI programs. But at the same time, we progress another main increase in the use of AI with the real world’s problems.
Here AI agents or software designed to solve a difficult problem and resolve, are ready to work in certain companies and promote revenue. For example, in the Call Center AI Agent can handle preliminary queries and questions. Providers of these agents and companies using companies and companies that need to benefit from growth, as this stage is developing.
All this means that the possibility of AI is far away, and many companies must continue to increase significant income.
In recent weeks, positive signs are collected, which mark investments and growth. Meta Platforms: This year it plans to invest in the same year as much as $ 65 billion to support its AI initiatives. The company aims to build a data center, which is so large, which will present the main part of Manhattan, and the meta will finish more than 1.3 million graphics processing points (GPUS) or chips.
Earlier this year Openai announced a STARGATE project that aims to invest $ 500 billion in the next four years to build AI infrastructure in the United States
And recently, Nvidian said that her new Blackwell’s requirement was “extraordinary” and the platform generated $ 11 billion in the first quarter of sale.
These are just a few examples, but reflect the total AI scene where investments and development continue at a rapid pace and high level. According to the Blackwell’s income index, the alphabet and Amazon-dollar-dollar income, the investments of AI bear fruit.
These and the above two points mean now may not be time to deviate from AI investment, but instead jump and dip.
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John Makay, the former General Director of the All Food Market, is a member of the Board of Directors of Motley Fool. RANDI UCK UCKBERG, Former Market Development Director and CEO of Facebook and Sister Mark Zukeberg is a member of Motley Fool’s board. The Executive Susan Frait, Executive Susan Frait, is a member of the Motley Fool Board. Adria Cimino has positions on Amazon. Motley Fool has positions and offers the alphabet, Amazon, Apple, Meta Platforms, NVIDIA and Palantir Technologies. Motley Fool has Discovery Policy:A number
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