The Rise of AI Stocks
The surge in US technology stocks, particularly AI stocks, is driven by several factors, including the growing demand for artificial intelligence and investments in the Gulf States. Here are some of the key developments and companies benefiting from this trend:
Key AI Stocks
- Nvidia (NVDA): Nvidia is a leader in the development of graphics processing units (GPUs) essential for AI applications. The company is benefiting significantly from the increasing need for AI infrastructures and has already seen a 20% increase in 2025.
- Microsoft Corporation (MSFT): Microsoft is integrating AI into its cloud services and software solutions, leading to widespread application of AI technologies. Although the stock increase compared to Nvidia is moderate, Microsoft remains an important player in the AI market.
- Alphabet (GOOGL): As the parent company of Google, Alphabet is investing heavily in AI research and development. Despite a 9% decline in 2025, Alphabet remains a central actor in the AI sector.
- Broadcom Inc (AVGO): Broadcom has reported an impressive revenue growth of 40.3% in the last 12 months and is a key provider of semiconductor solutions crucial for AI applications.
- Snowflake (SNOW): Snowflake is a leading provider of cloud data platforms essential for AI applications. The company has achieved a revenue growth of 29.2% in the last 12 months.
Investments in the Gulf States
The Gulf States, particularly countries like Saudi Arabia and the United Arab Emirates, are increasingly investing in technology and artificial intelligence. These investments not only include infrastructure development but also the promotion of research and development in the AI field. Such investments help strengthen the global AI market and increase the demand for corresponding technologies.
Market Development
The Nasdaq Composite, which includes many technology companies, has performed positively in May 2025, indicating ongoing interest in AI stocks. The semiconductor market, closely linked to AI technologies, is expected to reach a new revenue record in 2025, underscoring the importance of companies like Nvidia and Broadcom.
Long-Term Perspectives
In the long term, AI stocks could continue to represent an attractive investment opportunity as demand for AI technologies and infrastructures is likely to persist. Companies investing in AI research and development are well positioned to benefit from this trend. Moreover, investments in the Gulf States and other regions could further accelerate global AI development.
Other Interesting Stocks
In addition to the aforementioned AI stocks, there are other companies that may come into focus for investors. For example, the RELX Group, a media and information company, is valued for its digital solutions and AI-powered services, making it an attractive long-term investment.