The AI boom has had a major impact on the stock market landscape in recent months. However, a more differentiated picture emerges in May 2025:
📈 Current share price developments:
- $NVDA (+1.36%) (Nvidia): Currently at $113.54. Despite impressive AI innovations, the stock is down over 19% year-to-date.
- $SMCI (+1.09%) (Super Micro Computer): Currently trading at $32.94. Recent quarterly results showed a decline in revenue compared to the previous quarter, raising questions about the sustainability of growth.
- $AMD (+2.64%) (AMD): Stands at $98.62. The company reported revenues of $7.4 billion in the first quarter of 2025, with the data center business in particular standing out with growth of 57%.
- $PLTR (+8.49%) (Palantir): Currently at $108.86. Despite strong quarterly numbers, the stock fell over 12% due to concerns about valuation and slowing international growth.
- $INTC (+4.86%) (Intel): Quoted at $19.94. The company continues to struggle with challenges in the AI space and is trying to make up lost ground against competitors like $NVDA (+1.36%) and $AMD (+2.64%) to regain lost ground.
🔍 Conclusion:
The AI hype has undoubtedly caused significant price movements. However, current developments show that investors are increasingly differentiating between sustainable growth and exaggerated expectations.
What do you think? Which of these stocks do you think have long-term potential and which should be treated with caution?
