It was a tumultuous period for the actions of artificial intelligence (AI) recently, the share prices of some of the directors of the field is recovered in the last month. However, the recent market volatility has also created potential purchase possibilities for long -term investors who know what falls to choose.
Let’s look at three AI actions which have this potential and which are worth a more in-depth examination this month.
1. NVIDIA
Despite another fabulous fabulous quarter of enormous income growth, Nvidia (NVDA 1.92%)) has not been spared the recent market sale. When writing these lines, the action is now down almost 25% compared to its success of all time in January. Nevertheless, he remains the best placed company to benefit from the current race to develop the IA infrastructure, where spending is increasing this year.
Cloud Computing companies open the way, with Amazon (Amzn -0.72%)) Taking around $ 100 billion in capital expenses (CAPEX) this year for the construction of its AI data centers, followed by 80 billion dollars of dollars Microsoftand $ 75 billion in Alphabet. These are not the only companies running AI, with Meta-platforms Looking up to up to $ 65 billion in capex this year, mainly linked to AI infrastructure, while a consortium led by Openai and Flexible bank should spend $ 500 billion in the coming years on IA infrastructure via Project Stargate.
NVIDIA is the main designer of graphic processing units (GPU), which are used to form AI models and execute inference. It was able to take a 90% share of the GPU market with its CUDA software, the first platform created years ago to allow developers to program these chips for tasks outside their original lens to accelerate the graphic rendering in video games.
In the years that followed, he built a large collection of Libraries and IA microservices that distinguish him. And although some companies have turned to personalized AI chips, they generally use them in conjunction with more flexible and easily available GPUs.
The recent sale in the stock has left it at a very attractive price / profit price ratio (P / E) of 25.5 times 2025 analysts analysts and a price / benefit for growth (PEG) of less than 0.5 – with ankles below 1 generally indicating that a stock is undervalued.
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2. Amazon
Although known for its electronic commerce operations, Amazon is an end -to -end technology company. The biggest contributor to its profits is its Amazon Web Services (AWS) cloud computing unit. The company has created the infrastructure model as a service and remains the largest cloud computing company by market share.
AWS was also the fastest segment of the company, with climbing revenues from 19% to $ 28.8 billion in the last quarter, while its operating income jumped 47% to $ 10.6 billion.
The solid operating lever effect of the segment is helped by Amazon after developing its own personalized AI chips, called ASIC (integrated circuits specific to the application). They are designed for very specific purposes and tend to surpass GPUs in these tasks while using less power. However, they do not have the flexibility of GPUs.
Amazon would have done the bulk of the work in the design of these chips, while reading technology from Marvell. This helps give the company a cost advantage.
Customers use AWS and its services to help create their own AI models and applications. The company provides them with several leading fundamental models from which begin. Customers can use their Sagemaker platform to personalize and train their AI models, then move them to production.
AWS has been limited to capacity and would pay $ 100 billion in AI data centers this year to help meet demand. Amazon has a story of spending big to win big, and he leads the charge in this area.
The action is down approximately 15% compared to its recent heights and is now negotiated to an attractive p / e of 32 times.
3. Salesforce
Turning to the AI software side, Dirty (CRM -1.10%)) is a solid option for investors with the stock of 20% compared to its recent heights. The Customer Relationship Management Software (CRM) is looking to become the leader of agentic AI-that is to say AI agents who can perform tasks which are allocated to them with little human supervision.
The company’s new agental IA offer, AgentForce, was launched in October 2024 and experienced a strong initial reception, with Salesforce claiming that it had 5,000 offers in place, of which 3,000 already pay. AgentForce offers customers Several Loans to use AI agents from which start, or customers can create their own via code-free and low code tools in the platform.
Earlier this month, Salesforce launched a new AgentForce market called agentxchange where he has registered more than 200 initial partners to offer hundreds of solutions and ready-to-use models to extend the potential uses of the agentForce. A number of main software companies have already joined the market, in particular Working day, DocusignAnd Box.
Agentforce costs $ 2 per interaction, so this is a huge opportunity for the company, the more it can enter the nature. In the end, if it can increase productivity and save customer money, it should be a big growth engine for Salesforce in the coming years.
The stock is attractive by 26 times the estimates of the 2025 analysts’ profits and a PEG of 0.35 times.
John Mackey, former CEO of Whole Foods Market, a subsidiary of Amazon, is a member of the board of directors of Motley Fool’s. Randi Zuckerberg, former Director of Development of the Facebook and Sister of the CEO of Meta Platforms, Mark Zuckerberg, is a member of the board of directors of Motley Fool’s. Suzanne Frey, director of Alphabet, is a member of the board of directors of Motley Fool’s. Geoffrey Seiler has positions in Alphabet and Salesforce. The Motley Fool has positions and recommends Alphabet, Amazon, Docusign, Meta Platforms, Microsoft, Nvidia, Salesforce and Workday. The Motley Fool recommends the Box and Marvell technology and recommends the following options: Long January 2026 Calls $ 395 on Microsoft and Court January 2026 405 $ calls Microsoft. Motley’s madman has a disclosure policy.
