From Nasdaq: 2025-05-16 06:51:00

Zacks.com highlights Meta Platforms and Microsoft as AI powerhouses with significant investments in AI infrastructure. Global AI infrastructure spending is expected to surpass $200 billion by 2028, benefiting Meta Platforms and Microsoft. Meta Platforms focuses on improving ad targeting and personal AI, while Microsoft sees growth in Azure AI and Copilot services. Meta Platforms shares outperform Microsoft, but both have positive earnings estimate revisions. META is cheaper than MSFT in terms of valuation. Microsoft is better positioned due to strong AI services adoption. Zacks names a top semiconductor stock with potential for growth in AI, Machine Learning, and IoT. Global semiconductor market is projected to reach $803 billion by 2028. Download Zacks’ 7 Best Stocks for the Next 30 Days for the latest recommendations.



Read more at Nasdaq: The Zacks Analyst Blog Highlights Meta Platforms and Microsoft