Nvidia Joins Dow, Google Gemini Powers AI Growth

The artificial intelligence sector continues to see significant investment and strategic moves from major tech players. Nvidia, a dominant force in AI accelerators, has joined the Dow Jones Industrial Average, replacing Intel, and its stock has surged nearly 270% since early 2024. The company is preparing for future growth with its next-generation Blackwell architecture. Despite competition, such as Qualcomm's entry into the AI data center market, Nvidia's stock is approaching $200 per share. Alphabet, with its integrated AI stack including Gemini and TPUs, is seen as an undervalued AI leader, alongside Taiwan Semiconductor Manufacturing (TSMC). TSMC, a critical chip manufacturer for companies like Nvidia and Apple, is projected to reach a $3 trillion market cap by 2029, requiring a 20% annual growth rate. The company is expanding its global production and developing new chip nodes to address energy consumption. Amazon's cloud division, AWS, is experiencing triple-digit growth in AI services, contributing to strong Q3 2025 revenue projections. Amazon, along with ASML and EPAM Systems, is recommended as a strong AI stock. ASML, holding a monopoly on essential EUV lithography machines, sees strong demand for its equipment. Dell is also identified as a potentially cheap AI stock due to its role in AI infrastructure. In the realm of quantum computing and AI, the THNQ ETF offers exposure, with advancements like IBM's quantum algorithm running on AMD chips highlighting the sector's progress. Meanwhile, Town Hall Ventures has launched a $440 million fund to invest in AI healthcare startups focused on underserved populations. MoneyHero is also leveraging AI for growth with its 'Project Odyssey' and AI-powered Car Insurance SaverBot Beta.

Key Takeaways

• Nvidia has joined the Dow Jones Industrial Average, replacing Intel, reflecting its leading position in AI.
• TSMC is projected to reach a $3 trillion market capitalization by 2029, driven by its critical role in manufacturing advanced chips for AI leaders.
• Amazon Web Services (AWS) is experiencing triple-digit growth in AI services, contributing to Amazon's strong Q3 2025 revenue outlook.
• ASML, a key supplier of EUV lithography machines essential for advanced chip production, is experiencing strong demand.
• Alphabet is considered an undervalued AI leader due to its integrated AI stack, including Gemini and TPUs.
• Dell is highlighted as a potentially undervalued AI stock with strong growth potential in AI infrastructure.
• Town Hall Ventures has launched a $440 million fund to invest in AI healthcare startups for underserved populations.
• The THNQ ETF provides exposure to quantum computing and AI, with IBM and AMD noted for advancements in the sector.
• Nvidia's stock has surged nearly 270% since early 2024, driven by high demand for its AI accelerators.
• MoneyHero is deploying AI-powered tools, like its Car Insurance SaverBot Beta, to drive profitable growth.

Alphabet and TSMC: AI leaders trading at bargain prices

Alphabet and Taiwan Semiconductor Manufacturing (TSMC) are highlighted as two top AI companies currently undervalued. Alphabet benefits from its integrated AI stack, including Gemini and TPUs, enhancing its search and cloud services. TSMC is crucial for AI, manufacturing most advanced chips for companies like Nvidia and is expanding its global production facilities. Both stocks are considered attractive buys for investors looking for AI growth.

Nvidia, ASML, TSMC: Top AI stocks for the next decade

Nvidia, ASML, and Taiwan Semiconductor Manufacturing (TSMC) are identified as strong AI stocks with durable competitive advantages. Nvidia leads with its CUDA ecosystem and NVLink technology, making it difficult for competitors to catch up. ASML holds a monopoly on crucial EUV lithography machines needed for advanced chip production. TSMC is the world's leading contract chip manufacturer, essential for producing chips for companies like Nvidia and Apple. These companies are well-positioned to benefit from the continued growth in AI.

TSMC predicted to join $3 trillion market cap club by 2029

Taiwan Semiconductor Manufacturing (TSMC) is predicted to reach a $3 trillion market capitalization by 2029, joining elite companies like Nvidia and Apple. To achieve this, TSMC needs to sustain a 20% annual growth rate. The company is a critical supplier for all major AI infrastructure firms and is expanding its global manufacturing footprint to mitigate geopolitical risks. TSMC is also developing new chip nodes to address energy consumption concerns, positioning it for significant future growth.

Amazon, EPAM Systems, ASML: AI stocks to buy now

Amazon, EPAM Systems, and ASML are recommended as strong AI stocks despite concerns about an AI bubble. Amazon's cloud business, AWS, is experiencing triple-digit growth in AI services, while its retail operations remain profitable. EPAM Systems is a growing IT services contractor that has successfully diversified its workforce and is focusing on AI consulting. ASML, a key supplier of advanced chip manufacturing equipment, is seeing strong demand for its EUV machines and expects sales growth to continue.

Amazon, EPAM Systems, ASML: AI stocks to buy now

Amazon, EPAM Systems, and ASML are recommended as strong AI stocks despite concerns about an AI bubble. Amazon's cloud business, Amazon Web Services (AWS), is experiencing triple-digit growth in AI services, while its retail operations remain profitable. EPAM Systems is a growing IT services contractor that has successfully diversified its workforce and is focusing on AI consulting. ASML, a key supplier of advanced chip manufacturing equipment, is seeing strong demand for its extreme ultraviolet (EUV) machines and expects sales growth to continue.

AI drives renewed investor interest in healthcare apparel company FIGS

FIGS is experiencing renewed investor attention due to institutional AI trading strategies, leading to significant share price gains. The company's stock has risen substantially over the past month and year-to-date. While current sentiment is optimistic, analysts suggest FIGS may be overvalued, with a fair value estimated at $6.74 compared to its recent closing price of $8.23. Potential challenges include rising tariffs and increased competition that could impact future growth and margins.

AI demand boosts Digital Realty's outlook and investment case

Digital Realty Trust reported strong third-quarter 2025 results, including record funds from operations and a raised full-year revenue and earnings guidance, driven by surging AI demand for data center capacity. AI-related bookings now exceed half of quarterly bookings since mid-2023. The company is expanding globally and forming key collaborations. While the raised outlook is positive, investors should consider potential future supply growth and rising operational costs.

Amazon Q3 2025 earnings preview: AWS growth and AI investments

Amazon is set to report its third-quarter 2025 earnings on October 30th, with analysts focusing on Amazon Web Services (AWS) performance and AI investments. In Q2 2025, Amazon exceeded expectations with $167.7 billion in revenue and $1.68 in EPS, while AWS revenue grew 17.5%. For Q3, Amazon projects revenue between $174 billion and $179.5 billion. Investors will watch AWS growth, capital expenditures for AI, the impact of a recent AWS outage, and the outlook for e-commerce and advertising.

Town Hall Ventures launches $440M fund for AI healthcare startups

Town Hall Ventures has launched its fourth fund, aiming to raise $440 million to invest in startups using artificial intelligence to improve healthcare access and outcomes for underserved populations. Founded by Andy Slavitt and David Whelan, the firm focuses on vulnerable groups, particularly those covered by Medicare and Medicaid. The new fund, their largest to date, will support companies in scaling their businesses and pursuing partnerships, with a mission to ensure AI innovation benefits those historically left behind in U.S. healthcare.

Nvidia joins Dow Jones, analysts see continued AI growth

Nvidia has replaced Intel in the Dow Jones Industrial Average, reflecting its leading role in the artificial intelligence revolution. Since early 2024, Nvidia's stock has surged nearly 270%, driven by high demand for its AI accelerators like GPUs. The company's next-generation Blackwell architecture and upcoming chip releases are fueling optimism. Wall Street analysts remain overwhelmingly positive, with many rating Nvidia as a buy due to its strong innovation pipeline and the projected growth in AI infrastructure spending.

Analyst sees Dell as a cheap AI stock amid major disruption

Ben Reitzes, head of technology research at Melius Research, believes Dell is an undervalued AI stock. He highlights Dell's significant role in the AI infrastructure space and its strong position to benefit from the growing AI market. Reitzes suggests Dell's stock is trading at a discount compared to its peers, making it an attractive option for investors seeking exposure to the AI sector. He recommends Dell as a buy for those looking for a cheap AI stock with strong growth potential.

Nvidia stock rises amid AI competition and market gains

Nvidia's stock is approaching $200 per share as the market advances, boosted by potential U.S.-China trade agreements. The stock saw gains even as Qualcomm announced its entry into the AI data center market, a sector currently dominated by Nvidia. Investors are closely watching Nvidia's performance and competitive landscape in the rapidly evolving AI technology sector.

THNQ ETF offers exposure to quantum computing and AI

The THNQ ETF provides investors with exposure to the growing fields of quantum computing and artificial intelligence. Recent advancements, such as IBM's quantum computing algorithm running on standard AMD chips, signal significant progress in the sector. Quantum computing has the potential to accelerate AI innovation. The THNQ ETF tracks the ROBO Global Artificial Intelligence Index, investing in companies driving AI innovation and those that stand to benefit from its advancements, including IBM and AMD.

MoneyHero launches Project Odyssey for AI-driven growth

MoneyHero has launched 'Project Odyssey' to accelerate profitable, AI-driven growth and has begun deploying its AI-powered Car Insurance SaverBot Beta on WhatsApp in Singapore. The company reported over 20 percent quarter-on-quarter revenue growth in Q1-Q2 2025, driven by higher conversions in credit card, personal loan, and insurance sectors. Project Odyssey aims to increase conversions, reduce costs, and scale higher-margin areas, positioning MoneyHero for sustainable profitability and free cash flow by late 2025.

Sources

• 2 Top Bargain Stocks Ready for a Bull Run
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• 3 Unstoppable Artificial Intelligence (AI) Stocks to Buy Right Now
• Assessing FIGS's Valuation Following Institutional AI Trading Strategies and Renewed Investor Sentiment
• Is Surging AI-Driven Demand and a Raised Outlook Recasting the Investment Case for Digital Realty (DLR)?
• Amazon Q3 2025 earnings preview: AWS growth and AI investments
• Inside Town Hall Ventures’ New $440M Fund
• Meet the Newest Artificial Intelligence (AI) Stock in the Dow Jones. It Has Soared 268% Since Early Last Year, and It's Still a Buy Right Now, According to Wall Street
• Analyst Says Dell (DELL) is a Cheap AI Stock Amid Major ‘Disruption’
• Nvidia Rises While AI Rival Soars On New Data Center Chip; Is Nvidia A Buy Now?
• Get Quantum Computing Exposure in THNQ
• MoneyHero launches project Odyssey to accelerate profitable AI-driven growth