AI Insights
5 Top Artificial Intelligence (AI) Stocks Ready for a Bull Run
While there is still uncertainty surrounding the implementation of tariffs by the Trump administration, at least one sector — artificial intelligence (AI) — is starting to regain its momentum and could be set up for another bull run. The technology is being hailed as a once-in-a-generation opportunity, and the early signs are that this could indeed be the case.
With AI still in its early innings, it’s not too late to invest in the sector. Let’s look at five AI stocks to consider buying right now.
Nvidia
Nvidia‘s (NVDA -0.22%) stock has already seen massive gains the past few years, but the bull case is far from over. The company’s graphics processing units (GPUs) are the main chips used for training large language models (LLMs), and it’s also seen strong traction in inference. These AI workloads both require a lot of processing power, which its GPUs provide.
The company captured an over 90% market share in the GPU space last quarter, in large thanks to its CUDA software platform, which makes it easy for developers to program its chips for various AI workloads. In the years following its launch, a collection of tools and libraries have also been built on top of CUDA that helps optimize Nvidia’s GPUs for AI tasks.
With the AI infrastructure buildout still appearing to be in its early stages, Nvidia continues to look well-positioned for the future. Meanwhile, it has also potential big markets emerging, such as the automobile space and autonomous driving.
AMD
While Nvidia dominates AI training, Advanced Micro Devices (AMD 3.87%) is carving out a space in AI inference. Inference is the process in which an AI model applies what it has learned during training to make real-time decisions. Over time, the inference market is expected to become much larger than the training market due to increased AI usage.
AMD’s ROCm software, meanwhile, is largely considered “good enough” for inference workloads, and cost-sensitive buyers are increasingly giving its MI300 chips a closer look. That’s already showing up in the numbers, with AMD’s data center revenue surging 57% last quarter to $3.7 billion.
Even modest market share gains from a smaller base could translate into meaningful top-line growth for AMD. Importantly, one of the largest AI model companies is now using AMD’s chips to handle a significant share of its inference traffic. Cloud giants are also using AMD’s GPUs for tasks like search and generative AI. Beyond GPUs, AMD remains a strong player in data center central processing units (CPUs), which is another area benefiting from rising AI infrastructure spend.
Taken altogether, AMD has a big AI opportunity in front of it.
Image source: Getty Images.
Alphabet
If you only listened to the naysayers, you would think Alphabet (GOOGL -0.91%) (GOOG -0.86%) is an AI loser, whose main search business is about to disappear. However, that would ignore the huge distribution and ad network advantages the company took decades to build.
Meanwhile, it has quietly positioned itself as an AI leader. Its Gemini model is widely considered one of the best and getting better. It’s now helping power its search business, and it’s added innovative elements that can help monetize AI, such as “Shop with AI,” which allows users to find products simply by describing them; and a new virtual try-on feature.
Google Cloud, meanwhile, has been a strong growth driver, and is now profitable after years of heavy investment. That segment grew revenue by 28% last quarter and continues to win share in the cloud computing market. The company also has developed its own custom AI chips, which OpenAI recently began testing as an alternative to Nvidia.
Alphabet also has exposure to autonomous driving through Waymo, which now operates a paid robotaxi service in multiple cities, and quantum computing with its Willow chip.
Alphabet is one of the world’s most innovative companies and has a long runway of continued growth still in front of it.
Pinterest (PINS -1.98%) has leaned heavily into AI to go from simply an online vision board to a more engaging platform that is shoppable. A key part of its transformation is its multimodal AI model that is trained on both images and text. This helps power its visual search feature, as well as generate more personalized recommendations. Meanwhile, on the backend, its Performance+ platform combines AI and automation to help advertisers run better campaigns.
The strategy is working, as the platform is both gaining more users and monetizing them better. Last quarter, it grew its monthly active users by 10% to 570 million. Much of that user growth is coming from emerging markets. Through the help of Google’s strong global ad network, with whom it’s partnered, Pinterest is also much better at monetizing these users. In the first quarter, its “rest of world” segment’s average revenue per user (ARPU) jumped 29%, while overall segment revenue soared 49%.
With a large but still undermonetized user base, Pinterest has a lot of growth ahead.
Salesforce
Salesforce (CRM -1.62%) is no stranger to innovation, being one of the first large companies to embrace the software-as-a-service (SaaS) model. A leader in customer relationship management (CRM) software, the company is now looking to become a leader in agentic AI and digital labor.
Salesforce’s CRM platform was built to give its users a unified view of their siloed data all in one place. This helped create efficiencies and reduce costs by giving real-time insights and allowing for improved forecasting.
With the advent of AI, it is now looking to use its platform to create a digital workforce of AI agents that can complete tasks with little human supervision. It believes that the combination of apps, data, automation, and metadata into a single framework it calls ADAM will give it a leg up in this new agentic AI race.
The company has a huge installed user base, and its new Agentforce platform is off to a good start with over 4,000 paying customers since its October launch. With its consumption-based product, the company has a huge opportunity ahead with AI agents.
AI Insights
Chip Firms in Malaysia Pause Investment Plans on Tariff Angst
Chip firms in Malaysia are holding back on investment and expansion as they await clarity on tariffs from the US, according to Malaysia Semiconductor Industry Association President Wong Siew Hai.
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AI Insights
Witcher Game Maker Among Europe’s Priciest Stocks as Hype Grows
Optimism over a distant video-game launch has turned a Polish studio developing the title into one of Europe’s most richly valued companies, topping even hot sectors such as defense and electrification by one measure.
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AI Insights
Tampa General Hospital, USF developing artificial intelligence to monitor NICU baby’s pain in real-time
TAMPA, Fla. – Researchers are looking to use artificial intelligence to detect when a baby is in pain.
The backstory:
A baby’s cry is enough to alert anyone that something’s wrong. But for some of the most critical babies in hospital care, they can’t cry when they are hurting.
READ: FDA approves first AI tool to predict breast cancer risk
“As a bedside nurse, it is very hard. You are trying to read from the signals from the baby,” said Marcia Kneusel, a clinical research nurse with TGH and USF Muma NICU.
With more than 20 years working in the neonatal intensive care unit, Kneusel said nurses read vital signs and rely on their experience to care for the infants.
“However, it really, it’s not as clearly defined as if you had a machine that could do that for you,” she said.
MORE: USF doctor enters final year of research to see if AI can detect vocal diseases
Big picture view:
That’s where a study by the University of South Florida comes in. USF is working with TGH to develop artificial intelligence to detect a baby’s pain in real-time.
“We’re going to have a camera system basically facing the infant. And the camera system will be able to look at the facial expression, body motion, and hear the crying sound, and also getting the vital signal,” said Yu Sun, a robotics and AI professor at USF.
Yu heads up research on USF’s AI study, and he said it’s part of a two-year $1.2 million National Institutes of Health grant.
He said the study will capture data by recording video of the babies before a procedure for a baseline. Video will record the babies for 72 hours after the procedure, then be loaded into a computer to create the AI program. It will help tell the computer how to use the same basic signals a nurse looks at to pinpoint pain.
READ: These states are spending the most on health insurance, study shows
“Then there’s alarm will be sent to the nurse, the nurse will come and check the situation, decide how to treat the pain,” said Sun.
What they’re saying:
Kneusel said there’s been a lot of change over the years in the NICU world with how medical professionals handle infant pain.
“There was a time period we just gave lots of meds, and then we realized that that wasn’t a good thing. And so we switched to as many non-pharmacological agents as we could, but then, you know, our baby’s in pain. So, I’ve seen a lot of change,” said Kneusel.
Why you should care:
Nurses like Kneusel said the study could change their care for the better.
“I’ve been in this world for a long time, and these babies are dear to me. You really don’t want to see them in pain, and you don’t want to do anything that isn’t in their best interest,” said Kneusel.
MORE: California woman gets married after lifesaving surgery to remove 40-pound tumor
USF said there are 120 babies participating in the study, not just at TGH but also at Stanford University Hospital in California and Inova Hospital in Virginia.
What’s next:
Sun said the study is in the first phase of gathering the technological data and developing the AI model. The next phase will be clinical trials for real world testing in hospital settings, and it would be through a $4 million NIH grant, Sun said.
The Source: The information used in this story was gathered by FOX13’s Briona Arradondo from the University of South Florida and Tampa General Hospital.
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