The Motley Foolยท2025-06-12 09:25Group 1: Nvidia - Nvidia is a leading chipmaker with a high valuation exceeding $3 trillion, viewed as a solid growth stock for both short and long terms [4][7] - The company faced a $4.5 billion hit in its most recent quarter due to U.S. export restrictions to China, yet still reported a net income of $18.8 billion, representing nearly 43% of its revenue of $44.1 billion [6] - Nvidia's stock has only increased by 6% since the beginning of the year, indicating a potential shift in investor interest towards other AI stocks [5] Group 2: Microsoft - Microsoft is considered a safer investment compared to Nvidia, as it is less reliant on the AI market and enhances existing software through its AI Copilot [8][9] - The company reported a 13% revenue growth in its most recent quarter, with total revenue reaching $70.1 billion and profits increasing by 18% to $25.8 billion [10] Group 3: Amazon - Amazon is diversifying its operations by investing in AI data centers, chatbots, and developing its own chips, which positions it for significant growth [11] - The company's net sales for the first three months of the year totaled $155.7 billion, reflecting a 10% increase when excluding foreign exchange impacts [12] - Amazon Web Services generated $11.5 billion in operating profit last quarter, accounting for 63% of the company's total, indicating strong potential for future growth driven by AI [13][14]