Three AI stocks - Nvidia, ASML, Microsoft - poised for growth in the evolving AI market

From Nasdaq: 2025-07-02 08:45:00

Tech stocks are expensive by traditional metrics, but this isn’t a bubble. It’s a new economic epoch, signaling a fundamentally different era for humanity. Artificial general intelligence (AGI) may already exist in a primitive form, yet markets undervalue companies building this future with pre-AI frameworks.

Nvidia (NVDA) hit an all-time high of $154.31, rebounding from geopolitical headwinds. Nine of the top 10 supercomputers run on Nvidia’s chips, with hyperscalers investing up to $320 billion in AI infrastructure. ASML (ASML) dominates with EUV lithography systems, projecting robust sales amid rising demand for advanced chips.

Microsoft (MSFT) reached record highs, demonstrating strength in cloud and AI integration. Azure and cloud services grew 33% year over year, with AI contributing significantly. Microsoft’s financial stability and diversification across cloud, productivity software, gaming, and AI set it apart in the tech industry.

The AI market is set to grow to $1.77 trillion by 2032, offering investors a trillion-dollar opportunity. Nvidia, ASML, and Microsoft control critical choke points in this transformation. For those willing to look beyond quarterly volatility, these companies provide exposure to technology’s most important trend.



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