Group 1: Market Overview - AI stocks have experienced significant declines, with many down in double digits, while the S&P 500 is down around 6% [1][2] Group 2: Nvidia - Nvidia is projected to have a strong year with expected 65% year-over-year growth to 43billioninQ1offiscal2026,drivenbyitsnewBlackwellchipgeneration[5][6]−WallStreetanalystsanticipate56100 billion investment in the U.S. for new fabrication and R&D facilities, totaling $165 billion in investments, which helps mitigate tariff threats [11][12] - The company expects AI-related chip revenue to grow at a 45% compound annual growth rate over the next five years, with overall revenue growth projected at 20% [13] - TSMC's stock trades at 19.8 times forward earnings, making it cheaper than the market despite its critical role in the AI sector [14]
Alphabet(GOOG) The Motley Fool·2025-03-09 10:45