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Microsoft will spend 80 billion USD on AI Datacenters this year, with half of the investment in the USA.
Microsoft's Vice Director and President Brad Smith also called on the incoming Trump administration not to implement "overregulation" on AI, and to protect the USA's leadership in the AI field through Education and promoting American AI technology abroad.
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Large-cap technology stocks in the US have surged too much, making NVIDIA a "value gap."
With Broadcom joining the trillion-dollar Market Cap club, the number of large Technology stocks expands to eight, abbreviated as "BATMMAAN." NVIDIA's expected PE for 2025 is 31 times, with an expected earnings growth rate of 52%, thus its PEG ratio reaches 0.6, making it the only one below 1 in BATMMAAN, indicating that the Company's Valuation is the lowest.
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