Yahoo Finance·2026-01-13 16:49Group 1: AI Market Overview - Artificial intelligence (AI) is a primary driver of stock market growth, with 90% of AI investors planning to maintain or increase their positions in 2026 [1][5] - There are numerous AI stocks available for investment, with Nvidia and Meta Platforms highlighted as standout options [1] Group 2: Nvidia - Nvidia holds a 92% share of the global graphics processing unit (GPU) market, leading to significant growth in data center revenue, which reached $51.2 billion in the third quarter of its 2026 fiscal year [3][4] - The company reported $3.3 billion in data center revenue in Q4 of its 2022 fiscal year, closely following its gaming segment revenue of $3.4 billion [3] - McKinsey estimates that data centers will require $6.7 trillion in spending by 2030, positioning Nvidia to capture a substantial portion of this market [4] Group 3: Meta Platforms - Meta Platforms is heavily investing in AI, with expected capital expenditures between $70 billion and $72 billion in 2025, and significantly larger spending anticipated in 2026 [7] - Despite concerns over spending, Meta's AI-powered ad tools have achieved an annual run rate exceeding $60 billion, contributing to increased user engagement [8] - The company reported a 5% increase in time spent on Facebook and a 30% increase in video time on Instagram compared to the previous year, driven by its AI recommendation systems [8]