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2 No-Brainer Artificial Intelligence (AI) Stocks to Buy With $200 in March
AMDAMD(AMD) The Motley Fool·2025-03-04 10:30

Group 1: Advanced Micro Devices (AMD) - AMD develops semiconductors across four main end markets: data center, client, gaming, and embedded processors [2] - AMD gained about seven percentage points of market share in x86 CPU sales at Intel's expense, particularly strong in the client segment with Ryzen processors taking over eight percentage points from Intel Core processors [3] - AMD reported fourth-quarter financial results with total revenue increasing 24% to 7.6billionandnonGAAPearningsincreasing427.6 billion and non-GAAP earnings increasing 42% to 1.09 per diluted share, but the stock fell 16% due to missed data center sales estimates [4] - AI accelerator spending is expected to increase at 29% annually through 2030, with AMD's CEO projecting AI accelerator sales to grow from 5billionin2024to"tensofbillions"inthecomingyears[5]WallStreetestimatesAMDsearningswillgrowat355 billion in 2024 to "tens of billions" in the coming years [5] - Wall Street estimates AMD's earnings will grow at 35% annually through 2026, with shares trading at 30 times earnings, resulting in a price-to-earnings-to-growth (PEG) ratio below 1 [5] Group 2: The Trade Desk - The Trade Desk is an adtech company providing an independent demand-side platform (DSP) that leverages AI for data-driven campaigns [6] - The company's independence from media ownership eliminates conflicts of interest, allowing it to build strong relationships with publishers [7] - The Trade Desk was ranked as the leader in the DSP market by Frost & Sullivan, with a strong presence in retail advertising due to its growing roster of retail partners [9] - The Trade Desk reported fourth-quarter revenue of 741 million, a 22% increase but below the forecast of 756million,withnonGAAPearningsincreasing44756 million, with non-GAAP earnings increasing 44% to 0.59 per diluted share [9][10] - Despite a 42% stock decline since the earnings report, Wall Street estimates earnings will increase at 15% annually through 2026, with adtech software spending expected to grow at 22% annually through 2030 [11][12]