The AI landscape is seeing both promising growth and notable challenges across various companies. Alphabet (Google) is projected to potentially reach a $5 trillion valuation by 2030, fueled by AI advancements like Gemini and Google Cloud, while Amazon is also highlighted as a strong AI stock despite being slightly off its peak. TSMC, a critical chip supplier for Nvidia, AMD, and Apple, is considered undervalued despite its stock hitting a 52-week high and expected AI-related revenue growth of 45% in five years. Micron Technology is also seen as an undervalued player in AI infrastructure, providing essential memory and storage solutions. Lenovo reported record PC sales, with revenue up 22% to $18.8 billion and profit more than doubling to $505 million, driven by AI PC demand. In other developments, OpenAI is entering the brain-computer interface (BCI) market through Merge Labs, aiming to integrate AI with neurotechnology. Several companies are forming partnerships to enhance AI hardware design and capabilities; Cadence is collaborating with Nvidia, Qualcomm, TSMC, and Intel, while Synopsys is partnering with SiMa.ai and Tata Elxsi. Companies like Palantir, Figma and Applied Digital are being suggested as alternative AI stocks to Nvidia. Kyndryl is also positioned to benefit from AI growth through its IT infrastructure services. Conversely, C3.ai is facing difficulties, with its stock collapsing due to weak sales, operating losses, and a CEO departure. MasTec is experiencing a surge in trading volume driven by AI-fueled fiber demand, with Q2 2025 revenue growing 20% to $3.54 billion.
Key Takeaways
- Alphabet (Google) could reach a $5 trillion valuation by 2030 due to AI growth.
- TSMC, a key chip supplier for Nvidia and AMD, is considered undervalued with expected 45% AI revenue growth.
- Micron Technology is highlighted as an undervalued AI infrastructure provider.
- Lenovo's revenue jumped 22% to $18.8 billion, driven by AI PC sales.
- OpenAI is entering the brain-computer interface (BCI) market with Merge Labs.
- Cadence is partnering with NVIDIA, Qualcomm, TSMC, and Intel to improve AI design tools.
- Synopsys is partnering with SiMa.ai and Tata Elxsi to advance AI and automotive tech.
- Palantir is highlighted as an alternative AI stock.
- C3.ai's stock collapsed due to weak sales and a CEO departure.
- MasTec's trading volume surged 78% due to AI-fueled fiber demand, with Q2 2025 revenue growing 20% to $3.54 billion.
Alphabet stock could soar to $5 trillion by 2030 says analyst
An analyst predicts Alphabet, the parent company of Google, could be worth $5 trillion in five years. Alphabet's current market cap is $2.5T. The company's cheap valuation and growth in AI could help it reach this goal. Google is adding AI to its search engine, and Alphabet is investing in AI technology like Gemini and Google Cloud. The analyst, Keithen Drury, believes the market underestimates Google's potential.
Taiwan Semiconductor stock is cheap despite AI boom says analyst
Taiwan Semiconductor Manufacturing (TSMC) is a key player in the AI industry. TSMC makes chips for companies like Nvidia and AMD. Despite its stock price increasing 174% in three years, one analyst believes TSMC is still undervalued. TSMC's revenue is growing, and new GPU architectures are coming. The stock has a PEG ratio of 0.6, signaling it is undervalued.
Taiwan Semiconductor stock hits 52-week high but still undervalued
Taiwan Semiconductor Manufacturing (TSMC) is a top AI company. TSMC makes chips for companies like Nvidia, AMD, and Apple. TSMC is expanding its production in the U.S. TSMC's AI-related revenue is expected to grow 45% over the next five years. Despite hitting a 52-week high, the stock is undervalued compared to its peers.
Micron Technology undervalued AI stock the market is missing says analyst
Micron Technology is a key player in AI infrastructure. Micron provides memory and storage solutions for AI systems. The company's HBM, DRAM, and NAND products support AI processing and storage. One analyst believes Micron is undervalued compared to other chip stocks. The market is missing Micron's important role in AI infrastructure, making it a good buy.
Cadence partners with NVIDIA to boost AI hardware design
Cadence Design Systems announced a partnership with NVIDIA to improve AI design tools. Cadence's Palladium Z3 platform and Dynamic Power Analysis App will help validate AI systems faster. The technology aims to reduce time-to-market and improve energy efficiency. Cadence is also working with Qualcomm, TSMC, and Intel to strengthen AI infrastructure. Cadence's stock closed down 0.06% with a trading volume of $430M.
Synopsys advances AI and automotive tech with new partnerships
Synopsys is making strides in AI and automotive technology. The company is partnering with SiMa.ai and Tata Elxsi. Synopsys acquired Ansys to improve its simulation technology. Synopsys also received an award for its analog in-memory computing. Synopsys' stock closed at $616.36, down 0.36%, with a trading volume of $0.59 billion.
Three AI stocks to buy now besides Nvidia
The article suggests three AI stocks to consider besides Nvidia. These include Figma, Palantir, and Applied Digital. Figma is a new entrant to the AI race with strong fundamentals. Palantir's revenue is growing, especially in the private sector. Applied Digital is a data center company that supports AI technology.
Kyndryl stock could be the next big AI winner
Kyndryl is an IT infrastructure services provider that benefits from the growth of hyperscalers. Kyndryl helps businesses work with cloud providers. Kyndryl's hyperscaler-related revenue is growing rapidly. Kyndryl partners with companies like Nvidia and Amazon to provide AI solutions. The stock is trading at 13.7 times forward earnings, making it a good buy.
Amazon stock is a world-class AI stock to consider buying
Amazon's stock is nearly 10% off its peak. The company is a world-class AI stock to consider buying. Amazon shares related to AI have done well since ChatGPT was released. Despite near-term challenges, Amazon is worth a closer look.
Three undervalued AI stocks set to surge
The article suggests three AI stocks to hold alongside Palantir. These include CACI International, Booz Allen Hamilton, and Parsons Corporation. CACI International is an IT company that serves the U.S. government. Booz Allen Hamilton is an IT consulting firm that specializes in AI and cybersecurity. Parsons Corporation offers data analytics and construction management.
Lenovo sees record sales thanks to AI PC hype
Lenovo had record PC sales, driven by AI PCs. The company's revenue jumped 22% to $18.8 billion. Profit more than doubled to $505 million. Over 30% of Lenovo's PCs shipped were AI PCs. Lenovo claims a 31% market share in Windows AI PCs. Lenovo's servers and data center revenues rose 36%.
OpenAI enters brain-computer interface market with Merge Labs
OpenAI's Merge Labs is entering the brain-computer interface (BCI) market. The startup is merging AI with neurotechnology. The BCI market is expected to reach $400 billion. Merge Labs integrates biometric security and real-time neural signal processing. The company is backed by OpenAI and led by Sam Altman and Alex Blania.
C3.ai stock collapses due to weak sales and CEO departure
C3.ai's stock fell 19% this week. The company is seeing declining sales and huge operating losses. The CEO is leaving due to health issues. C3.ai has never generated a profit. The company's revenue was estimated to be around $70 million, down from $87.2 million in the year-ago quarter.
MasTec sees surge in trading volume amid AI fiber demand
MasTec's trading volume surged 78% due to AI-fueled fiber demand. The company's Q2 2025 revenue grew 20% to $3.54 billion. The Communications segment grew 42% due to fiber demand. The segment's backlog is $5 billion, up 13% annually. MasTec faces competition from Quanta and Dycom.
Sources
- Prediction: This Artificial Intelligence (AI) Stock Will Be Worth $5 Trillion in 5 Years @themotleyfool #stocks $GOOGL $GOOG
- This Artificial Intelligence (AI) Stock Is Dirt Cheap Compared to Its Growth @themotleyfool #stocks $TSM
- This Artificial Intelligence (AI) Stock Just Hit a 52-Week High -- and It's Still Undervalued @themotleyfool #stocks $TSM
- Undervalued and Ignored: 1 Artificial Intelligence (AI) Stock the Market Is Missing @themotleyfool #stocks $MU
- Cadence’s $430M Trading Volume (Rank 237) Fuels AI Hardware Partnership with NVIDIA
- Synopsys Bolsters AI and Automotive Innovations as Trading Volume Ranks 171st
- If You Think AI Is the Next Big Thing, Buy These 3 Stocks (And Nvidia Isn’t On the List)
- Could This Lesser-Known AI Stock Be the Next Big Winner? @themotleyfool #stocks $KD
- 1 world-class artificial intelligence (AI) stock to consider buying while it’s down
- Forget Palantir: These 3 Undervalued AI Stocks Are Set to Surge
- Lenovo rides AI PC hype to record sales
- The New Frontier of Human-Machine Symbiosis: How OpenAI's BCI Venture is Reshaping AI-Hardware Investment
- Why C3.ai Stock Collapsed This Week @themotleyfool #stocks $AI
- MasTec's Trading Volume Surges 78% Amid AI-Fueled Fiber Demand as Stock Ranks 483rd in Activity Amid Competitive Pressures from Quanta and Dycom