AI Research
Is Nvidia the Top Artificial Intelligence Stock to Buy in July?
As we reach the halfway mark in 2025, it’s clear that artificial intelligence (AI) remains a dominant theme in the market. This hasn’t changed since the start of 2023, so some investors may be becoming a bit fatigued from all the AI-related hype. However, the reality is that there has never been a larger investment theme. Most AI hyperscalers are projecting record capital expenditures for 2025, primarily focused on expanding their cloud computing capacity for AI applications. That will help one company more than any other: Nvidia (NVDA 1.28%).
Nvidia has been the top AI stock pick for several years now, and it remains a strong choice for the future. But is it the best AI stock to buy in July?
Image source: Getty Images.
Data center growth isn’t over
Nvidia manufactures graphics processing units (GPUs) — chips that were originally designed to allow computers to generate high-quality graphics in video games. What allows them to do that so well is that these chips are parallel processors — specifically suited to handling the types of computations that can easily be broken down into a large number of small tasks that can be handled simultaneously. Among the types of high-performance workloads that fit that particular bill are training and running AI models.
Nvidia has competitors in the data center GPU market, but none come close to the technology and supporting products that it offers. Most estimates peg its market share in that niche at around 90%, which is incredible considering the substantial amount of money spent on data centers.
Data center spending is also projected to skyrocket over the next few years.
During his keynote at Nvidia’s 2025 GTC developer event, CEO Jensen Huang cited a third-party estimate that data center capital expenditures totaled $400 billion in 2024. Considering that Nvidia generated $115 billion in data center revenue during its fiscal 2025 (which encompassed most of 2024), it’s clear that a solid chunk of that spending flowed its way. That same estimate also forecast that data center capital expenditures would rise to $1 trillion by 2028. If Nvidia can maintain its share of those expenditures, its revenue would more than double over that period.
That presents quite the bullish case for Nvidia stock, and even if the actual spending comes in below the $1 trillion mark, the chipmaker’s growth should still be impressive.
AI computing capacity is far from being fully built out to the degree that the tech sector expects to need, which keeps the story behind Nvidia’s stock intact. But is the stock priced at a reasonable level for new investors to capitalize on future growth?
Nvidia’s stock trades in line with its peers
There’s a common notion that Nvidia’s stock has become quite expensive, but that’s something investors need to get out of their heads. While it may have been true early on in the AI arms race, that’s no longer the case. It trades today at 36 times forward earnings, which is right around where some of its big tech peers are trading — and Nvidia is growing at a faster rate than they are.
NVDA PE Ratio (Forward) data by YCharts.
Microsoft and Amazon trade for 37 and 34 times forward earnings, respectively. Yet during their most recently reported quarters, Microsoft grew its revenue at a 13% pace, while Amazon grew at a 9% pace.
I’m not trying to argue that Nvidia is cheap, but its valuation is hovering around the same levels as its big tech peers. If its data center GPU sales grow at the rates that it expects, then the price today will be inconsequential years down the road. As a result, I’m confident in labeling Nvidia as the best AI stock to buy in July.
John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool’s board of directors. Keithen Drury has positions in Amazon and Nvidia. The Motley Fool has positions in and recommends Amazon, Microsoft, and Nvidia. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.
AI Research
Radiomics-Based Artificial Intelligence and Machine Learning Approach for the Diagnosis and Prognosis of Idiopathic Pulmonary Fibrosis: A Systematic Review – Cureus
AI Research
A Real-Time Look at How AI Is Reshaping Work : Information Sciences Institute
Artificial intelligence may take over some tasks and transform others, but one thing is certain: it’s reshaping the job market. Researchers at USC’s Information Sciences Institute (ISI) analyzed LinkedIn job postings and AI-related patent filings to measure which jobs are most exposed, and where those changes are happening first.
The project was led by ISI research assistant Eun Cheol Choi, working with students in a graduate-level USC Annenberg data science course taught by USC Viterbi Research Assistant Professor Luca Luceri. The team developed an “AI exposure” score to measure how closely each role is tied to current AI technologies. A high score suggests the job may be affected by automation, new tools, or shifts in how the work is done.
Which Industries Are Most Exposed to AI?
To understand how exposure shifted with new waves of innovation, the researchers compared patent data from before and after a major turning point. “We split the patent dataset into two parts, pre- and post-ChatGPT release, to see how job exposure scores changed in relation to fresh innovations,” Choi said. Released in late 2022, ChatGPT triggered a surge in generative AI development, investment, and patent filings.
Jobs in wholesale trade, transportation and warehousing, information, and manufacturing topped the list in both periods. Retail also showed high exposure early on, while healthcare and social assistance rose sharply after ChatGPT, likely due to new AI tools aimed at diagnostics, medical records, and clinical decision-making.
In contrast, education and real estate consistently showed low exposure, suggesting they are, at least for now, less likely to be reshaped by current AI technologies.
AI’s Reach Depends on the Role
AI exposure doesn’t just vary by industry, it also depends on the specific type of work. Jobs like software engineer and data scientist scored highest, since they involve building or deploying AI systems. Roles in manufacturing and repair, such as maintenance technician, also showed elevated exposure due to increased use of AI in automation and diagnostics.
At the other end of the spectrum, jobs like tax accountant, HR coordinator, and paralegal showed low exposure. They center on work that’s harder for AI to automate: nuanced reasoning, domain expertise, or dealing with people.
AI Exposure and Salary Don’t Always Move Together
The study also examined how AI exposure relates to pay. In general, jobs with higher exposure to current AI technologies were associated with higher salaries, likely reflecting the demand for new AI skills. That trend was strongest in the information sector, where software and data-related roles were both highly exposed and well compensated.
But in sectors like wholesale trade and transportation and warehousing, the opposite was true. Jobs with higher exposure in these industries tended to offer lower salaries, especially at the highest exposure levels. The researchers suggest this may signal the early effects of automation, where AI is starting to replace workers instead of augmenting them.
“In some industries, there may be synergy between workers and AI,” said Choi. “In others, it may point to competition or replacement.”
From Class Project to Ongoing Research
The contrast between industries where AI complements workers and those where it may replace them is something the team plans to investigate further. They hope to build on their framework by distinguishing between different types of impact — automation versus augmentation — and by tracking the emergence of new job categories driven by AI. “This kind of framework is exciting,” said Choi, “because it lets us capture those signals in real time.”
Luceri emphasized the value of hands-on research in the classroom: “It’s important to give students the chance to work on relevant and impactful problems where they can apply the theoretical tools they’ve learned to real-world data and questions,” he said. The paper, Mapping Labor Market Vulnerability in the Age of AI: Evidence from Job Postings and Patent Data, was co-authored by students Qingyu Cao, Qi Guan, Shengzhu Peng, and Po-Yuan Chen, and was presented at the 2025 International AAAI Conference on Web and Social Media (ICWSM), held June 23-26 in Copenhagen, Denmark.
Published on July 7th, 2025
Last updated on July 7th, 2025
AI Research
SERAM collaborates on AI-driven clinical decision project
The Spanish Society of Medical Radiology (SERAM) has collaborated with six other scientific societies to develop an AI-supported urology clinical decision-making project called Uro-Oncogu(IA)s.
The initiative produced an algorithm that will “reduce time and clinical variability” in the management of urological patients, the society said. SERAM’s collaborators include the Spanish Urology Association (AEU), the Foundation for Research in Urology (FIU), the Spanish Society of Pathological Anatomy (SEAP), the Spanish Society of Hospital Pharmacy (SEFH), the Spanish Society of Nuclear Medicine and Molecular Imaging (SEMNIM), and the Spanish Society of Radiation Oncology (SEOR).
SERAM Secretary General Dr. MaríLuz Parra launched the project in Madrid on 3 July with AEU President Dr. Carmen González.
On behalf of SERAM, the following doctors participated in this initiative:
- Prostate cancer guide: Dr. Joan Carles Vilanova, PhD, of the University of Girona,
- Upper urinary tract guide: Dr. Richard Mast of University Hospital Vall d’Hebron in Barcelona,
- Muscle-invasive bladder cancer guide: Dr. Eloy Vivas of the University of Malaga,
- Non-muscle invasive bladder cancer guide: Dr. Paula Pelechano of the Valencian Institute of Oncology in Valencia,
- Kidney cancer guide: Dr. Nicolau Molina of the University of Barcelona.
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