Market Overview - The current stock market downturn presents opportunities for investors to acquire quality businesses at discounted prices, particularly for those with a long-term outlook of five to ten years [2][3] Artificial Intelligence Sector - The adoption of artificial intelligence (AI) is a significant secular tailwind, with estimates suggesting AI could contribute up to $15.7 trillion to the global economy by 2030 [3] Alphabet Inc. - Alphabet dominates the internet search market, controlling 90% of the global search market and approximately 26% of the digital advertising market in 2024 [4] - The company is the third-largest provider of cloud infrastructure services, holding an 11% market share [5] - Alphabet has integrated AI solutions into its search and advertising, and its AI model, Gemini, is gaining traction against competitors like ChatGPT [6] - The stock is currently valued at 20 times earnings, below its five-year average of 26, making it an attractive option for long-term investors [7] Meta Platforms - Meta Platforms leads in social media with a user base of approximately 3.35 billion monthly visitors, capturing 21% of the digital advertising market [8] - The company has leveraged its extensive user data to develop its AI offerings, including the widely used Meta AI (LLaMA) products [9] - Meta's stock is currently priced at 25 times earnings, presenting a compelling opportunity for long-term investors despite economic uncertainties [10] The Trade Desk - The Trade Desk is a leading demand-side platform in programmatic advertising, providing tools for advertisers to manage ad campaigns [11] - The company has introduced innovative solutions like Unified ID 2.0 and OpenPath, enhancing targeting and measurement capabilities [12] - The recent launch of the AI-powered Kokai platform aims to optimize digital marketing by accessing 13 million ad impressions per second [13] - Despite a recent stock decline of over 50% due to missed guidance, the stock is currently valued at 33 times forward earnings, representing a potential buying opportunity for investors [14]
Nasdaq Sell-Off: 3 No-Brainer Artificial Intelligence (AI) Stocks You'll Regret Not Buying on the Dip