핵심요약

• NVIDIA는 최근 분기 매출 85% 증가, 2분기 96%, 2027회계연도 81% 성장 전망
• Microsoft AI 연간 재발생 수익 $370억, 전년 대비 123% 증가
• Azure 클라우드 수익 40% 증가
• Meta Platforms도 강세 지속 중

도입

이번 분석은 AI 분야의 선두주자인 NVIDIA, Microsoft, Meta Platforms의 최근 실적과 전망을 심층 분석합니다. 이 세 회사는 AI 기술의 핵심 인프라를 제공하며, 최근 실적에서 강력한 성장을 보이고 있어 투자자들에게 중요한 시사점을 제공합니다.

본문 1: NVIDIA의 데이터센터 GPU 수요와 성장 전망

NVIDIA는 최근 분기 매출이 85% 증가하며 강력한 성장을 보였습니다. 이 수치는 데이터센터 GPU 수요의 증가와 직접적으로 연결됩니다. NVIDIA의 GPU는 AI 모델 훈련과 실행에 필수적인 역할을 하며, 이 수요가 지속될 전망입니다. 이는 NVIDIA의 장기적인 성장 가능성을 높이는 요인입니다. Wall Street 분석가들은 2분기 매출이 96% 증가할 것으로 전망하고 있어, 이 수요가 계속될 가능성이 높습니다.

본문 2: Microsoft의 AI 통합 전략과 클라우드 사업 확장

Microsoft는 AI 연간 재발생 수익이 $370억으로 전년 대비 123% 증가하며 강력한 성장을 보였습니다. 이 수익은 Copilot과 같은 AI 도구를 통합한 생산성 소프트웨어와 Azure 클라우드 서비스로부터 발생했습니다. Azure 클라우드 수익은 40% 증가하며, AI 모델 훈련과 실행에 필요한 인프라 수요가 증가하고 있음을 보여줍니다. 이는 Microsoft의 AI 전략이 성공적으로 진행되고 있음을 시사합니다.

본문 3: Meta Platforms의 AI 투자와 향후 전망

Meta Platforms도 AI 분야에 적극적으로 투자하며 강력한 성장을 보이고 있습니다. 이 회사는 AI 기술을 활용한 광고 타겟팅과 콘텐츠 개인화에 집중하고 있습니다. 이는 사용자 경험을 향상시키고 광고 수익을 증가시킬 수 있는 잠재력을 가지고 있습니다. 그러나 AI 기술의 빠른 변화와 경쟁 심화는 리스크 요인입니다.

결론

이번 분석에서 NVIDIA, Microsoft, Meta Platforms의 강력한 성장이 확인되었습니다. 특히 AI 기술의 핵심 인프라를 제공하는 세 회사는 장기적인 성장 가능성을 가지고 있습니다. 그러나 기술 변화와 경쟁 심화는 지속적인 모니터링이 필요한 요소입니다. 투자자들은 이 세 회사의 실적과 전략을 주시하며, AI 시장 동향을 closely watch해야 합니다.

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원문 링크: https://www.fool.com/investing/2026/06/23/3-screaming-buy-artificial-intelligence-ai-stocks/?.tsrc=rss

3 Screaming Buy Artificial Intelligence (AI) Stocks Set for a Massive Summer Rebound

The artificial intelligence (AI) investing realm hasn't been unanimously bullish lately, like it was over the past three years. While some skepticism is healthy, it can sometimes grow to the point where major bargains are available. I think that's exactly what we're seeing with some stocks, and I think there are three that look like genius buys right now.

Three stocks that I think could rebound through the summer are Nvidia ( NVDA 3.15% ) , Microsoft ( MSFT +1.44% ) , and Meta Platforms ( META +0.14% ) . Each of these stocks is a fair bit off its all-time high, and if the market fully values them, they could see strong returns in a short time frame.

All three companies are posting solid results

Nvidia is the world's largest company, but I still think there's plenty of room for more. It's down about 11% from its high, but you wouldn't know that from its results. Nvidia continues to see unprecedented demand surrounding its computing equipment. Nvidia makes GPUs (graphics processing units) and various equipment to support its core GPU offering, and is the industry leader in this segment.

During its most recent quarter, revenue skyrocketed 85% higher. However, it's not done there. Wall Street analysts expect Nvidia to grow revenue at a 96% pace in Q2 and an 81% pace for fiscal year (FY) 2027 (ending January 2027). With strong results ahead, I think it's a major buying opportunity for Nvidia's stock right now.

Microsoft is also one of the world's largest companies, and is exposed to AI in multiple segments. The most obvious is through its business productivity software, which has integrated Copilot, Microsoft's AI assistant, into many of its offerings. The success of this product has led to its AI annual recurring revenue rising to $37 billion, up 123% year over year.

Another area Microsoft is exploring for AI is cloud computing, as Azure has become a top place to train and run AI models. Azure's revenue rose 40% in its latest quarter, highlighting strong demand. Overall, Microsoft's revenue rose 18% year over year during the quarter, making another strong and successful report. Despite that, Microsoft's stock is down 32% from its all-time high.

Last is Meta Platforms. At its core, Meta operates several social media platforms (such as Facebook, Instagram, Threads, and WhatsApp) and generates nearly all of its revenue from ads on these platforms.

This has been a great business lately, thriving on a strong ad market and the various AI tools and capabilities it has introduced to its platform. During Q1, Meta's revenue skyrocketed 33% thanks to stronger ad revenue. However, that hasn't been good enough for investors, as the stock is down nearly 29% from its all-time high. The market is a bit concerned about Meta's massive AI spending without a lot to show for it.

This leads to a cheap stock valuation, which Nvidia and Microsoft can also claim.

This trio is trading at bargain prices

Starting with Meta, it trades for a mere 17.6 times forward earnings.

This is especially exacerbated by the fact that the S&P 500 ( ^GSPC 1.03% ) trades for 21.5 times forward earnings. Meta is a huge bargain right now, and if it can keep up its growth rate, it's a smart stock to buy.

Microsoft's FY 2026 ends in June, so it makes more sense to value the stock based on FY 2027 earnings. From this standpoint, Microsoft's stock also looks attractive.

At less than 20 times forward earnings, Microsoft stock is also cheaper than the S&P 500, and makes for a great buy now.

Lastly, there is Nvidia, which trades for 22.8 times forward earnings.

That's more expensive than the broader market, but only barely so. However, it also indicates that none of next year's growth has been priced in. Wall Street estimates that Nvidia's revenue will grow at a 41% pace next year, which could lead to massive returns toward the end of this year and during 2027. As a result, I think Nvidia is a smart stock to buy, as its future is still bright.

Source: https://www.fool.com/investing/2026/06/23/3-screaming-buy-artificial-intelligence-ai-stocks/?.tsrc=rss