Forget the AI Sell-Off: These 2 Artificial Intelligence (AI) Stocks Are Actually Getting Cheaper While Their Businesses Get Stronger

Core Insights - The AI industry is experiencing a decline in stock valuations despite significant growth and infrastructure investments by major players like Nvidia and Meta [1][2] Group 1: Nvidia's Market Position - Nvidia holds a dominant 92% market share in data center GPUs, solidifying its leadership in the AI infrastructure boom [3] - The company's CUDA platform is crucial for AI development, allowing extensive programming capabilities for accelerated computing [4] Group 2: Financial Performance - For fiscal 2026, Nvidia reported record revenue of $215.9 billion, reflecting a 65% year-over-year increase, with the data center segment growing 75% year over year to $62.3 billion in Q4 [5] - Nvidia's guidance for fiscal 2027 Q1 anticipates $78 billion in revenue, indicating a 77% year-over-year growth, excluding potential sales to China [6] Group 3: Future Outlook - Nvidia's CEO suggests that data center spending could reach $3 trillion to $4 trillion by 2030, indicating strong demand for AI infrastructure [7]