NVDA
NVIDIA
-- 108.380 TSLA
Tesla
-- 259.160 PLTR
Palantir
-- 84.400 AMZN
Amazon
-- 190.260 GOOG
Alphabet-C
-- 156.230 AI boom is back! NVIDIA surpasses, APP surges over 850% year to date. Who will be the next AI rising star in 2025?
The excitement around Artificial Intelligence (AI) is growing. Recently, the leader in American AI advertising marketing $Applovin (APP.US)$Is,Has risen over 850% year to date.、The market cap exceeds 127 billion dollars.、Once again reaching an all-time high.Continuing the AI myth. Meanwhile, attracting attention with "AI + Defense." $Palantir (PLTR.US)$It is expected to have also risen 318% year-to-date, with the possibility of being included in the Nasdaq 100 Index.
Success utilizing AI is not limited to Applovin, but also Palantir, $Salesforce (CRM.US)$、 $Workday (WDAY.US)$、 $Duolingo (DUOL.US)$Significant growth has been achieved, especially with Applovin and Palantir.year-to-date stock price growth rates $NVIDIA (NVDA.US)$Surpassed 。
Cathy Wood, the 'Queen of Investing' and CEO of ARK Invest, mentioned that software-related stocks are the next opportunity in AI, and these companies can generate an $8 return for every $1 tip they purchase from suppliers like NVIDIA.
Analyst Daniel Ives of Wedbush also noted that AI is becoming an important driver in the software sector. Currently, the software industry is fully embracing the wave of AI and is expected to enter a phase of widespread AI adoption by 2025 as the use cases expand.
●Digital Advertising Marketing
Applovin Corp Class A offers AI advertising marketing solutions for businesses, including functions such as user reach, traffic monetization, advertising creative design, and marketing data detection. The third-quarter earnings report, announced on November 7th,significantly exceeded market expectations.、Revenue increased by 39% year-on-year to $1.198 billionSo,Net profit increased by 300% year-on-year to $0.434 billion
Applovin Corp Class A offers AI advertising marketing solutions for businesses, including functions such as user reach, traffic monetization, advertising creative design, and marketing data detection. The third-quarter earnings report, announced on November 7th,significantly exceeded market expectations.、Revenue increased by 39% year-on-year to $1.198 billionSo,Net profit increased by 300% year-on-year to $0.434 billion
The company can efficiently match supply and demand in large advertising auctions by leveraging AI advertising software solutions. In addition, in the first half of 2023, they announced the AI advertising engine model 'AXON 2.0' and developed AI advertising software solutions based on this.
Citigroup's growth prospects in the e-commerce sector are promising.、Applovin Corp Class A significantly raised its target price from $335 to $460.、It has increased by 37%.。
According to Citi analysts, they are bullish on the growth prospects of the company in both Mobile Games and e-commerce. Furthermore, they pointed out the ability to monetize e-commerce advertisements without competitive risks could attract new advertisers beyond traditional mobile game customers.
●Data analysis
Palantir stands out as one of the companies that leverage AI to bring significant returns to businesses and provide remarkable value to customers. The company consistently outperforms others in the software industry in AI-driven growth. The company has risen over 300% year-to-date.、One of the biggest winners of the AI boom.Also, New government security designation allowing handling of classified government tasks in cloud services in the USA.After announcing this, the stock price reached a new all-time high.
Palantir stands out as one of the companies that leverage AI to bring significant returns to businesses and provide remarkable value to customers. The company consistently outperforms others in the software industry in AI-driven growth. The company has risen over 300% year-to-date.、One of the biggest winners of the AI boom.Also, New government security designation allowing handling of classified government tasks in cloud services in the USA.After announcing this, the stock price reached a new all-time high.
The company announced the expansion of its partnership with the USA government, accelerating software deployment and expanding the use of artificial intelligence technology. A $37 million one-year contract positions Palantir as the primary software integrator for the US Special Operations Command's Mission Command System and opens the way to pilot projects using AI systems.
The company also signed a contract for a new strategic partnership with Shield AI, taking a step towards developing autonomous flight using intelligence and operational control based on AI.
In the third quarter, the company reaffirmed its position as a leading company in AI software beyond the field of cloud hyperscalers.Reaffirming its position as a leading company in AI software beyond the field of cloud hyperscalers.In the third quarter, the company reaffirmed its position as a leading company in AI software beyond the field of cloud hyperscalers. It demonstrated strong momentum of AI-driven growth through the AI Product Initiative (AIP), achieving significant revenue growth of 30% compared to the previous year. These characteristics are rarely seen together in growth stocks.
●Other AI application companies
クラウドサービス企業も今年は好調で、 $ServiceNow (NOW.US)$isUp 59.06% year-to-date、 $CommVault Systems (CVLT.US)$isIncreased by 115.7%.Done. Recently, ServiceNow $Microsoft (MSFT.US)$reached an all-time high last week.reached an all-time high last week.Reached an all-time high last week.
クラウドサービス企業も今年は好調で、 $ServiceNow (NOW.US)$isUp 59.06% year-to-date、 $CommVault Systems (CVLT.US)$isIncreased by 115.7%.Done. Recently, ServiceNow $Microsoft (MSFT.US)$reached an all-time high last week.reached an all-time high last week.Reached an all-time high last week.
The world's largest Client Management System $Salesforce (CRM.US)$After the third-quarter earnings report,rose more than 12% in one day.The current fiscal year earnings are strong, demonstrating the success of the AI platform 'Agent Force' and proving leadership in the agent AI field. This not only piqued customer interest, but also boosted the company's core sales and cloud services.
Related stocks: $Salesforce (CRM.US)$、 $HubSpot (HUBS.US)$etc.
Related stocks: $Salesforce (CRM.US)$、 $HubSpot (HUBS.US)$etc.
A language app with over 80 million monthly users worldwide. $Duolingo (DUOL.US)$isIt has risen 64% year-to-date.The company improved traditional online education in terms of both efficiency and cost. By utilizing AI, it enhanced operational efficiency, reduced reliance on manual work on a large scale, and improved user experience. As a result, revenue has significantly improved since 2024.
moomoo News: Kouchi
Source: MOOMOO, Bloomberg, Reuters
This article utilizes auto-translation in some parts.
※As of December 6, 2024, these are the current figures. (According to our research)
*The content posted is as of the time of creation and does not guarantee the current numbers. Also, it does not solicit or recommend specific products or brands.
Source: MOOMOO, Bloomberg, Reuters
This article utilizes auto-translation in some parts.
※As of December 6, 2024, these are the current figures. (According to our research)
*The content posted is as of the time of creation and does not guarantee the current numbers. Also, it does not solicit or recommend specific products or brands.
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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