2 Unstoppable Tech Giants to Buy Right Now

Market Overview - The technology sector is experiencing significant turmoil, with the S&P 500 down over 11% year-to-date and the Nasdaq-100 down more than 16% [1] Investment Opportunities - Despite the downturn, investors are encouraged to consider building positions in companies that are likely to benefit from trends such as artificial intelligence (AI) [2] Nvidia - Nvidia's shares have decreased by 34% from their 52-week high due to U.S.-China tensions and export restrictions, leading to a valuation of 21.8 times earnings estimates [3] - The company has a strong economic moat due to its leading GPU hardware and proprietary CUDA software platform, which creates significant switching costs for AI developers [4] - Nvidia is well-positioned to benefit from the ongoing AI revolution, having expanded its market beyond GPUs into networking, software, and services [5] Meta Platforms - Meta's shares have fallen 33% from their 52-week highs, trading at 19 times forward earnings estimates, down from 24 a year ago [6] - The company has nearly 4 billion monthly active users across its platforms, benefiting from the shift towards digital advertising [6] - Meta recently launched Llama 4, a next-generation large language model, enhancing its competitive position in AI [7] - The company's extensive user base provides a platform for deploying AI technologies at scale, potentially increasing engagement and advertising effectiveness [8] - Meta may benefit from advertisers seeking alternatives to TikTok amid regulatory uncertainties, while focusing on user engagement and ad targeting improvements [9] - Despite potential regulatory challenges and capital consumption in its Reality Labs division, Meta presents a compelling investment opportunity for exposure to digital advertising and AI growth [10]