Meta CTO Andrew Bosworth talks the tech giant's military ambitions
Meta CTO Andrew Bosworth joins 'Closing Bell Overtime' to talk Meta's military ambitions, his senior advisory role, working with Palantir and more.
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36 minutes ago
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What Are the Top 5 Artificial Intelligence (AI) Stocks to Buy Right Now?
Nvidia and Broadcom are two of the best plays on the artificial intelligence (AI) infrastructure build-out. TSMC has been a vital part of the semiconductor value chain and is set to benefit from increasing AI chip production. Palantir Technologies and GitLab are two strong AI software plays. 10 stocks we like better than Nvidia › Artificial intelligence (AI) has the potential to be the most important technological advancement in history, and it still appears to be in its early innings. As such, the space is still one of the most promising places to invest. When delving down to specific stocks to focus attention on, five of the best AI-related offerings to buy right now are Nvidia (NASDAQ: NVDA), Broadcom (NASDAQ: AVGO), Taiwan Semiconductor Manufacturing (NYSE: TSM), Palantir Technologies (NASDAQ: PLTR), and GitLab (NASDAQ: GTLB). Each company has found a unique niche in the AI sector to exploit, and each has big opportunities ahead. Let's look at why these are among the best AI stocks to invest in right now for the long term. Nvidia's graphics processing units (GPUs) have become the backbone of AI infrastructure. These powerful chips are used to help power AI workloads, and demand has been soaring. The company's wide moat, however, comes from its CUDA software platform. Nvidia launched CUDA two decades ago to allow developers to program its GPUs more easily. It pushed CUDA into universities and research institutions early on, which helped CUDA become the de facto software program for AI developers. In Q1, the company had an over 90% market share in the GPU space. As a result, where AI infrastructure spending goes, Nvidia is sure to follow. While a slowdown in data center spending would be a risk, right now, demand for AI chips is only getting bigger. This is being driven by cloud computing companies pouring money into AI infrastructure to keep up with demand; large tech companies and AI start-ups spending big to create new foundational AI models; and even countries making large investments to not fall behind in the AI race. As AI infrastructure spending continues to ramp up, Nvidia remains a clear winner. Another company taking advantage of the AI infrastructure build-out is Broadcom. Rather than designing GPUs like Nvidia, it's been focused on networking components and helping customers design custom AI chips. It also added a software component when it acquired VMWare. Thus far, its strategy is paying off. Its Ethernet switches and other networking components help efficiently move data within huge AI clusters, making them an essential part of data center infrastructure. Last quarter, its AI networking revenue soared 70% and accounted for 40% of Broadcom's total AI revenue. However, Broadcom's biggest long-term opportunity comes from helping customers design custom AI chips, which can offer better performance and lower power consumption than off-the-shelf GPUs. Demand is starting to pick up. Broadcom says its top three custom chip customers are on track to deploy 1 million AI chip clusters each by 2027, representing a total opportunity of between $60 billion to $90 billion. On the software side, Broadcom also benefits from transitioning VMWare customers from perpetual licenses to a subscription models and upgrading them to its VMware Cloud Foundation (VCF) platform. VCF helps customers build hybrid and multi-cloud environments so they can manage workloads across public clouds and their own on-premises data centers. At the end of last quarter, 87% of its top 10,000 customers had adopted VCF. While an AI infrastructure spending slowdown is a risk, given its networking leadership, custom AI chip opportunity, and growing software revenue, Broadcom is well-positioned moving forward. While semiconductor companies garner most of the attention from investors, Taiwan Semiconductor Manufacturing is the company that actually manufactures most of these AI chips. It's the clear leader in advanced semiconductor manufacturing and a key partner to top customers like Nvidia, Apple, and Broadcom. Meanwhile, AI is driving its business. High-performance computing now makes up 59% of its revenue, up from 46% a year ago. Most of that comes from advanced nodes. Nodes refer to the manufacturing process used to make chips. The smaller the number (measured in nanometers), the more transistors you can pack onto a chip. This improves a chip's performance and power efficiency, and TSMC is the best in the world at making these at scale. And with rivals struggling to make advanced chips, this has given TSMC strong pricing power, as well. The biggest risk to TSMC is a slowdown in AI infrastructure spending, which would hit both revenue and fab utilization. However, the company is working closely with its largest customers to build out capacity in lockstep with their demand. With advanced-node capacity tight, TSMC is well-positioned to continue to be an AI infrastructure build-out winner. Palantir Technologies has emerged as a key player in the AI space. Instead of putting resources into developing AI models, the company focuses on the applications and workflow layers of AI to essentially develop an AI operating system. It does this by gathering data from a wide array of sources and organizing it into an ontology that links the data to its real-world counterparts. As a result, the company's AI Platform (AIP) can help organizations solve complex problems. This includes everything from monitoring sepsis in hospitals to streamlining underwriting processes in insurance. The sheer number of use cases across various industries that AIP can handle is just an enormous opportunity for Palantir moving forward. The company saw its revenue growth consistently accelerate over the past two years, including a 39% increase last quarter. The stock is not without risks, as it carries a high valuation and is exposed to government budget cuts, since the federal government is still its largest client. However, Palantir is unique in the AI space and has one of the biggest opportunities in front of it. GitLab is a leader in the DevSecOps space, offering a platform that helps developers build software securely. It's been an AI winner, as customers expand seats and upgrade to its higher-tier platforms as AI increases the customers' software development. GitLab is also helping customers become more productive with products like GitLab Duo, which uses AI to provide code suggestions and automation to streamline development. The company consistently delivered strong revenue growth of between 25% to 40% over the past two years and boasts impressive gross margins and solid free cash flow. It's also done a great job growing within its existing customer base, as evidenced by its 122% dollar-based net retention over the past 12 months. Most of this is coming from seat expansions, followed by strong upgrades to higher-tiered offerings. While there has been concern that AI will replace coders, right now the opposite has been true, as GitLab's technology is being used to make software developers more productive, not replace them. This is driving strong growth and makes the company look like a solid long-term winner. Before you buy stock in Nvidia, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Nvidia wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $659,171!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $891,722!* Now, it's worth noting Stock Advisor's total average return is 995% — a market-crushing outperformance compared to 172% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Geoffrey Seiler has positions in GitLab. The Motley Fool has positions in and recommends Apple, GitLab, Nvidia, Palantir Technologies, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy. What Are the Top 5 Artificial Intelligence (AI) Stocks to Buy Right Now? was originally published by The Motley Fool Sign in to access your portfolio
Yahoo
2 hours ago
- Yahoo
Meta Platforms (META) Unveils Advanced AI Model Focused on Physical Reasoning
Meta Platforms, Inc. (NASDAQ:META) is one of the best stocks to buy. On June 11, Meta rolled out V-JEPA 2, a refined AI model that strengthens the system's capacity to understand and predict physical gestures. The newly introduced model empowers robots and intelligent agents with stronger situational awareness and predictive skills, crucial for fostering AI systems that "think before they act." By analyzing video footage, the model developed an understanding of real-world patterns, such as human-object contact, kinetic movement, and inter-object interactions. Testing in Meta's research facilities confirmed the model could guide robots in executing actions like reaching for, lifting, and placing items elsewhere. Three new benchmarks have been released by Meta to help measure the effectiveness of current models in interpreting real-world interactions via video. By sharing these benchmarks, Meta hopes to accelerate progress in the AI research community. Meta underlined the importance of physical reasoning as a cornerstone for equipping AI systems to interact effectively with the tangible world and to attain higher levels of artificial intelligence. While we acknowledge the potential of META as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None.
Yahoo
3 hours ago
- Yahoo
Is BigBear.ai a Buy?
Shares of have soared 200% over the past year. The company's sales are unimpressive, and the company has lacked stable leadership. has a lot more to prove before it's worth buying. 10 stocks we like better than › Lots of investors are wondering how they can tap into the growth of artificial intelligence (AI), and one company many are likely considering right now is (NYSE: BBAI). The company's core service is AI data analytics, which has become important as companies look for better ways to sift through data and make decisions. The company's AI services can be used for anything from predictive analytics for national security to forecasting patient inflows for the healthcare industry. All this gives access to a wide variety of customers. Still, has a lot to prove as this market takes shape. So, is it worth betting on stock right now? Here's what you need to know. share price has spiked about 200% over the past year, making it a huge winner for some investors. It's hard to pin down exactly why investors have been so ecstatic about stock. I think it has more to do with the fact that it's a small AI start-up, and investors are prone to be a bit speculative with artificial intelligence companies right now. What's more, another AI data analytics company, Palantir, has attracted a lot of attention for its ability to win both government contracts and commercial customers. Palantir's sales rose 33% in the first quarter and closed 139 deals of at least $1 million. Some investors are likely seeing the success of Palantir, which is a strategic partner of and believe that could see the same success. But investors should know that stock is very volatile. While it's gained a lot over the past year, its stock price is down nearly 60% since mid-February, and is down by that same percentage since the company went public in late 2021. One thing you always want to see from young companies that are trying to tap into a new market is that they know how to increase sales. Of course, that's important for any company, young or old, but new companies should be increasing sales at a very rapid pace. Unfortunately, that's not the case for The company's revenue rose just 5% to $34.8 million in Q1 of this year. The company's management issued revenue guidance in the range of between $160 million to $180 million for the full year, which would be an increase of just over 7% at the midpoint. This type of low-percentage sales growth is typically what you see from established companies that don't have many new avenues to expand their sales, not from young start-ups. has also had problems holding on to its CEOs. The company is currently on its third CEO in just four years. The current CEO, Kevin McAleenan, was acting Secretary of the U.S. Department of Homeland Security under the first Trump administration and has led only since January. It's not a good sign to see a young company cycle through so many CEOs since going public in 2021. Companies need a long-term vision and stable leadership to ensure they follow through on their goals. hasn't proved it can do that yet. You probably saw this coming, but I don't think investors should buy stock right now. There's really not much to be excited about, since its sales are weak and the C-suite has been a complete mess. Those aren't positive signs for long-term investors. It appears that investors may be too focused on the fact that this company is an AI stock at a hot time for artificial intelligence and ignoring some of struggles. I think investors would be far better served by finding an established artificial intelligence company, rather than betting on right now. Its fortunes could change in the future, but I'd need to see sales rising significantly and a very stable leadership track record before considering this stock. Before you buy stock in consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $659,171!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $891,722!* Now, it's worth noting Stock Advisor's total average return is 995% — a market-crushing outperformance compared to 172% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Chris Neiger has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Palantir Technologies. The Motley Fool has a disclosure policy. Is a Buy? was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
