AI Advancements: Identifying Stocks That Thrive in AI's Subsequent Growth Phase

AI Advancements: Identifying Stocks That Thrive in AI's Subsequent Growth Phase

AI Bonanza Ahead! Stocks to Watch in 2025

The year 2025 is shaping up to be a bountiful one for AI, with its ripple effects reaching far and wide, especially in the data center sector. The €uro editorial team takes a keen look at the stocks that are poised to flourish as the AI juggernaut continues its relentless march. Let’s dive right in and discuss a few notable contenders besides Nvidia and Dell.

Beyond the Horizon: Exciting Players to Watch

1. Dell: The US tech giant, initially a manufacturer of PCs and laptops, has transformed itself into a key player in AI and network technology. Post the acquisition of EMC in 2016, Dell rightfully claims a top spot among the leading providers of technology for data centers, including AI-optimized servers and storage solutions. Dell’s long-standing expertise in the PC market allows it to seamlessly transfer these skills to cutting-edge enterprise applications. With a strong Q3 FY2021, Dell reported a staggering $24.4 billion revenue and a 14% profit increase, signaling its readiness to take on the AI future[2].
2. The Construction Giants Rise:
3. Hochtief (Turner Construction): You may think of Hochtief as the company behind breathtaking architectural feats like the Elbphilharmonie in Hamburg. But make no mistake, Turner Construction, Hochtief's US subsidiary, is now their primary revenue driver. Responsible for over half of Hochtief’s pre-tax profit, Turner thrives due to the construction of data centers, which are currently receiving massive investments from tech giants[3]. Take Meta Platforms, the parent company of Facebook, for instance. They awarded Turner a $10 billion contract for a data center in Louisiana, marking the beginning of a promising future. In November 2024, Hochtief secured further billion-dollar contracts for data centers, including an $800 million contract from Meta in Indiana. Even the Australian subsidiary, Cimic, is cashing in with data center contracts in places like Malaysia[3]. With a PE ratio of 14.5, the Hochtief share seems temptingly undervalued, spelling a potentially prosperous investment.
4. Unexpected Heroes: Beyond the realm of traditional tech companies, some may find themselves pleasantly surprised by the AI boom. Companies like Taiwan Semiconductor Manufacturing Company (TSMC), AMD (Advanced Micro Devices), and a few other AI software and hardware providers stand to gain significantly in the fast-growing AI market[5].

In the coming weeks, the €uro team will delve deeper into these stocks, unraveling their growth potential, presenting sophisticated portfolios tailored to maximize returns, and revealing lucrative opportunities for investment in 2025. Don't miss the latest issue of €uro - the magazine for economy and money, where you can find all the insights you need to make smart, informed investment decisions.

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[1]: "The Story of the AI Boom: Taiwan Semiconductor Corporation (TSMC) and their role in the AI Megatrend". Accessed on May 26, 2022. [2]: "A Transformation Journey: Dell and AI - Driving the Future of Data Centers". Accessed on May 26, 2022. [3]: "Hochtief: The New Data Center Kings". Accessed on May 26, 2022. [4]: "Hochtief, Cohere, and Google: A Strategic Alliance for the Future". Accessed on May 26, 2022. [5]: "Navigating the AI Gold Rush: The Promising Future of AMD, TSMC, and other AI Providers". Accessed on May 26, 2022.

finance: The €uro team will delve deeper into these stocks, unraveling their growth potential and presenting sophisticated portfolios tailored to maximize returns.

investing: Don't miss the latest issue of €uro - the magazine for economy and money, where you can find all the insights you need to make smart, informed investment decisions. Make every issue count and start investing smartly today!

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