"You have a future here where AI will take the lead. Whether you have discounts today and you want to scoop those up in the space. These are companies you're going to want to hold on to for the long term. Hard to see a world where you're not investing in AI."
"NVIDIA reported Q4 FY2026 Data Center revenue of $62.3 billion, up 75% year-over-year, with networking revenue accelerating 263% year-over-year to $10.98 billion. The stock trades at a forward P/E of around 22x, not cheap, but not irrational given full-year FY2026 revenue of $215.94 billion, up 65%."
"Meta guided for $115-$135 billion in capital expenditures in 2026. Microsoft is running at roughly $120 billion annualized. Alphabet has guided $175-$185 billion in 2026 capex. These are commitments."
AI is becoming a crucial investment area, with companies like Anthropic seeing rapid revenue growth. Major firms such as Microsoft, Meta, and Alphabet are committing substantial capital for future computing advancements. NVIDIA's impressive revenue growth highlights its central role in AI infrastructure. Despite some stock price declines, the overall demand for AI technology remains strong, indicating that investors are already exposed to AI through major indices like the Invesco QQQ Trust.
Read at 24/7 Wall St.
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