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Don't Miss Out! NVDA & GM are the Best AI and EV Stocks to Buy Now
ZACKSยท2025-03-07 14:30

Group 1: Future of Transportation - The future of transportation is centered around self-driving cars and robotics-powered industries, with significant market expansion expected in the coming decades [1] - Companies leading in AI-driven automation, such as NVIDIA and General Motors, are positioned to benefit greatly as self-driving technology becomes mainstream [1] Group 2: NVIDIA's Role in AV and Robotics - NVIDIA's automotive AI revenues reached $570 million in Q4 of fiscal 2025, reflecting a 103% year-over-year growth, driven by adoption from major automakers [2] - NVIDIA's AI chips and software are essential for real-time object detection, movement prediction, and decision-making in self-driving cars, making high-performance AI computing crucial for the self-driving revolution [3] - Beyond automotive, NVIDIA's AI is transforming robotics and smart manufacturing, enhancing efficiency in factories and warehouses [4] - Partnerships with companies like Uber and automakers are expected to drive NVIDIA's revenue growth in AI-driven mobility solutions [5] Group 3: General Motors' Strategy - General Motors reported revenues of $47.7 billion in Q4 of 2024, a 10.99% increase year-over-year, with EV production reaching 189,000 units [6] - GM is focusing its autonomous driving strategy on personal vehicles, which could lead to annual cost savings of $1 billion [6] - The expansion of GM's Super Cruise technology is expected to double the number of equipped vehicles by 2025, potentially generating $2 billion in annual revenues from subscriptions [7] - GM aims for 100% EV sales by 2035, with new models driving adoption and partnerships aimed at improving capital efficiency [8] Group 4: Investment Perspective - Short-term growth for GM is anticipated from EV sales and Super Cruise subscriptions, while long-term gains will stem from leadership in autonomous driving technology [9] - Investing in both NVIDIA and GM provides exposure to the growing AV and electric mobility sectors, leveraging NVIDIA's AI capabilities and GM's manufacturing expertise [10][11] - This combination positions investors for long-term growth as automation reshapes industries globally [12]