24 sources·Business

Tech Giants Navigate Market Turbulence While Investing in AI

Meta, Tencent, and Samsung adjust strategies amid market volatility, focusing on AI investments and stock opportunities, per JPMorgan's insights.

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  3. Nvidia: AI will need more computing power, not less

    Nvidia gets a boost in China as firms adopt DeepSeek's AI models.

    Nvidia: AI will need more computing power, not less

    FortuneFortune·1M
    Mostly Reliable
    This source is generally reliable but sometimes includes opinion, propaganda, or minor inaccuracies.
    ·
    Center
    This outlet is balanced or reflects centrist views.
  4. Nvidia senior engineer explains why many employees don't talk about their equity

    Nvidia is still staffed largely by the "old guard" — and they're not paying much attention to the company's recent rise to popularity.

    Nvidia senior engineer explains why many employees don't talk about their equity

    Business InsiderBusiness Insider·1M
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    This source consistently reports facts with minimal bias, demonstrating high-quality journalism and accuracy.
    ·
    Center
    This outlet is balanced or reflects centrist views.
  6. Nvidia announces DGX desktop “personal AI supercomputers”

    These desktop systems, first previewed as "Project DIGITS" in January, aim to bring AI capabilities to developers, researchers, and data scientists who need to prototype, fine-tune, and run large AI models locally.

    Nvidia announces DGX desktop “personal AI supercomputers”

    ARS TechnicaARS Technica·1M
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    ·
    Center
    This outlet is balanced or reflects centrist views.
  7. Nvidia CEO Jensen Huang unveils new Rubin AI chips at GTC 2025

    The key to that physical AI, and many of Huang’s other announcements, was the concept of using synthetic data generation — AI or computer-created data — for model training.

    Nvidia CEO Jensen Huang unveils new Rubin AI chips at GTC 2025

    Associated PressAssociated Press·1M
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    Center
    This outlet is balanced or reflects centrist views.
  8. The $3 trillion club: Why Meta might be the biggest AI player by 2028

    Meta's advancements in AI put it in a position to continue growing its top line extremely quickly over the next few years.

    The $3 trillion club: Why Meta might be the biggest AI player by 2028

    USA TODAYUSA TODAY·1M
    Reliable
    This source consistently reports facts with minimal bias, demonstrating high-quality journalism and accuracy.
    ·
    Center
    This outlet is balanced or reflects centrist views.
  1. CNBC
  2. Bloomberg
  3. Fortune
  4. Business Insider
  5. New York Post
  6. ARS Technica
  7. Associated Press
  8. USA TODAY
Updated: Mar 19th, 2025, 2:20 PM ET

Summary

A summary of the key points of this story verified across multiple sources.

As Meta platforms commits $60-$65 billion to AI in 2025 to boost ad performance, investors are encouraged to consider its stock amid market volatility. JPMorgan suggests buying shares of Meta and Netflix following a recent tech sell-off that pushed the S&P 500 and Nasdaq into correction territory. Tencent reported a strong Q4 with profits surpassing estimates, fueled by gaming and advertising. Conversely, Samsung faces shareholder scrutiny over AI semiconductor performance. Analyst Doug Anmuth underscores Meta's AI initiatives like Llama 4, while highlighting Spotify’s growth potential amidst wider market challenges.

Perspectives

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  • Nvidia's recent introductions of the DGX Spark and DGX Station, designed for AI-native applications, highlight a strategic evolution in computing tailored specifically for AI developers.

  • The unveiling of next-generation GPUs, including Vera Rubin and Blackwell Ultra, signifies Nvidia's commitment to supporting advanced AI applications and improving processing capabilities for complex tasks.

  • Nvidia's partnerships, such as with General Motors for autonomous vehicle development and Yum Brands for AI in restaurant operations, reflect a growing trend of AI integration across various industries.

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