Laffont is a huge believer in the artificial intelligence (AI) investment trend. Nvidia and TSMC are slated to thrive due to increased data center spending in 2026.
These companies are market leaders -- and they could successfully navigate any potential tough times. These players make great buys for investors who want to benefit from the AI boom but don't want to add a lot of risk to their portfolios.
Amazon and Microsoft have both seen their cloud revenue growth accelerate recently. Both companies are spending massive sums of money to capture soaring demand for AI computing.
Microsoft stands as a tech giant with a $3.5 trillion market cap and strong AI positioning. MSFT's strategic investment in OpenAI and rapid Azure growth underpin expectations for substantial future expansion. I see robust shareholder returns ahead, driven by the company's leadership in artificial intelligence.
Microsoft Corporation maintains a market-leading moat across software, cloud, and AI infrastructure, despite recent market skepticism and competitive noise. MSFT's deep enterprise integration and AI partnerships, especially with OpenAI, position Azure for accelerated growth and monetization through 2026 and beyond. Strategic capital allocation and margin discipline remain intact, with CapEx exp...
Microsoft Corp. NASDAQ: MSFT stock is up more than 15% in 2025. Even after the latest slide in technology stocks, the stock is still up about 3% in the last month.
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