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The Zacks Analyst Blog shows Nvidia, Meta platforms and Microsoft

The Zacks Analyst Blog shows Nvidia, Meta platforms and Microsoft

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Chicago, IL – May 5, 2025 – Zacks.com announces the list of shares presented in the analyst blog. Every day, the analysts of Zacks Equity Research discuss the latest news and events that affect stocks and financial markets. The shares recently presented in the blog include: Nvidia Corp. NVDA, Meta Platforms, Inc. Meta and Microsoft Corp. Msft.

Here are highlights from the analyst blog on Friday:

Nvidia Corp.The shares increased almost 2.5% on Thursday and occupied by two of its largest customers from a new wave of optimism. Meta platforms, Inc. And Microsoft Corp.. Both tech giants confirmed and increased their investment expenses for the AI ​​infrastructure in the case of META platforms.

This revival of AI-related investments could mark an important turning point for Nvidia shares, which 27% withdrew compared to the 52-week high of USD 153.13, which was reached on January 7, 2025. With the re-optimism about AI investment, the question arises: If investors are in a hurry to buy more, or keep the edge of the stock.

Microsoft, a large cloud provider and long-time Nvidia partner, confirmed during his earnings discussion in the third quarter of the 2025 financial year that it is maintained its massive investment plan in the amount of $ 80 billion for AI rake centers, with more than half of which is directed in the US business.

During the earnings in the first quarter of 2025, meta-platforms increased the expenditure for capital expenditure from 2025 to a range of $ 64 to $ 72 billion, compared to the previous range of $ 60 to $ 65 billion. The additional expenses will mainly apply to the expansion of the capacity of the data center and the AI ​​infrastructure, which depend heavily on the high-performance graphics processing units (GPUS) from NVIDIA.

The CFO of Meta platforms, Susan Li, made it clear that the Capex flies of AI ambitions and infrastructure upgrades are powered. Similarly, Microsoft CFO Amy Hood indicated that the investments for the 2026 financial year, albeit slower, growing and closer with short-term sales gains, means that accelerated AI workload is implied.

These obligations are strong signals that the NVIDIA chips, in particular the H100 and the upcoming B100 GPUS, remain in high demand, as hyperscalers scale their AI platforms.

NVIDIA's products are the focus of the current AI revolution and control the demand for hyperscalers, companies and state-of-the-art startups alike. The final market of the data center is still a power package for Nvidia. In the fourth quarter of the 2025 financial year, the sales of the final market of the data center increased by 93% compared to the previous year to $ 35.58 billion and contributed 90.5% to total sales.

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