From Nasdaq: 2025-05-28 18:10:00

In 2025, the S&P 500 has mostly recovered, but challenges remain for some stocks like Super Micro Computer (NASDAQ: SMCI) and Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG). Super Micro faced a stock crash due to accounting irregularities, but has resolved issues and regained compliance with Nasdaq requirements.

Super Micro Computer turns GPUs into computer servers and benefits from the AI hardware industry’s growth. Despite revenue falling short of expectations, the company’s year-over-year growth rate of 19% and low forward P/E multiple make it an attractive investment option. The continued rollout of Nvidia’s AI chips could drive demand.

Alphabet faces antitrust concerns and potential regulatory actions, but its economic moat remains strong. The company’s valuation is reasonable with a forward P/E multiple of 18, and its Google search engine’s popularity should help retain users even in the face of competition from generative AI applications like ChatGPT.



Read more at Nasdaq: 2 Beaten-Down Tech Stocks to Watch in June