AI stocks, including Nvidia, facing pressure but Micron, Oracle, and Meta Platforms present buying opportunities.

From Nasdaq: 2025-03-25 03:35:00

Artificial intelligence (AI) stocks have taken a hit recently, with China’s DeepSeek AI causing a sell-off in chipmakers due to breakthroughs in large language models. Nvidia’s financial results disappointed, and Trump’s trade policies add to the pressure. Despite Nvidia’s drop, other AI stocks like Micron Technology, Oracle, and Meta Platforms present opportunities.

Micron Technology supplies memory chips for Nvidia’s GPUs, crucial for large language models and AI inference. While facing competitive risks, Micron’s forward P/E of 15 and strong growth potential make it an attractive buy in the AI market.

Oracle, a leader in database systems, has shifted focus to cloud computing and AI infrastructure. With Database MultiCloud revenue growing 92% sequentially, Oracle’s strong position in cloud computing and AI makes it a solid investment opportunity at 25 times forward earnings.

Meta Platforms, a major spender in AI infrastructure, leverages AI for feed curation, ad optimization, and generative AI tools. With a $65 billion capital expenditure plan, Meta’s AI investments position it for significant growth potential, making it a compelling buy at 23 times forward earnings.



Read more at Nasdaq: Before You Rush to Buy Nvidia, Here Are 3 Artificial Intelligence (AI) Stocks You Can’t Afford to Ignore