The U.S. equity market bounced back impressively from the turbulence caused by April's tariff shocks. With strong earnings performance and easing geopolitical tensions, investors are again looking out for the next technology winner.

Nvidia (NASDAQ: NVDA) had a phenomenal run in the past few years, riding high on GPU demand. However, there is one stock that is also building a bigger moat.

Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue »

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Meet Microsoft (NASDAQ: MSFT), a global technology giant that has embedded artificial intelligence (AI) into every layer of its ecosystem. Although Nvidia and Microsoft are currently challenging each other to become the world's most valuable company, the latter's approach can enable it to surpass Nvidia significantly by next year. Here's why.

An AI-powered ecosystem

Nvidia primarily focuses on developing the hardware and software infrastructure needed to drive the ongoing AI revolution. In contrast, Microsoft has built a strong presence across both the AI infrastructure and AI application markets.

Microsoft is leveraging AI technologies to increase performance and lower costs across the entire technology stack, including data center design, hardware, system software, and model optimization.

Subsequently, the company managed to monetize its AI technologies through several avenues -- from direct use, such as Copilot virtual assistants across applications like Microsoft 365, Dynamics 365, and GitHub, to indirect use through third-party applications built using its Azure AI services.

Microsoft is also scaling up its AI infrastructure rapidly and released the Phi family of small language models (38 million downloads) and BitNet b1.58, which runs on CPUs. This reduced the company's dependency on GPUs, which can help lower costs and broaden AI accessibility.

Microsoft tools and platforms such as GitHub, Visual Studio Code, and Power Platform are increasingly used by developers to build AI applications. This is creating a strong network effect, as the value of these offerings rapidly increases with new insights provided by the existing developer base, attracting even more developers.

Microsoft has also processed over 100 trillion tokens (such as ID tokens, access tokens, or refresh tokens, which are used for user authentication) in the third quarter, a fivefold increase on a year-over-year basis. This massive scale has given the company a strong data advantage in operational and optimization insights, which hardware players cannot replicate.

Third-quarter fiscal 2025 results highlight the success of management's AI strategy. Azure and other cloud services revenue rose 33% year over year, with AI services contributing 16 percentage points to that growth.

The company also reported a threefold increase in Microsoft 365 Copilot use and a fourfold increase in GitHub Copilot use on a year-over-year basis.

A sticky customer base

Enterprise customers extensively used Microsoft's business productivity products over the past decade. Since these products are deeply embedded in the company's infrastructure, clients find it challenging to switch to competitors.

This enterprise software is seeing even better customer retention rates and recurring revenue with AI integration. Furthermore, the company's long-term enterprise relationships also provide cross-selling and distribution opportunities, an advantage that pure-play AI companies are unable to replicate.

Currently, more than 230,000 organizations, including 90% of companies that make up the Fortune 500, use the company's virtual assistant, Copilot. Unlike Nvidia's GPU sales, which are one-time transactions, Microsoft's AI services generate recurring revenue streams.

And companies opt to delay GPU purchases in a tighter economy but are less likely to eliminate mission-critical software that runs their daily operations.

A diversified business

Microsoft generates revenue from a diverse range of sources, including cloud computing infrastructure, a suite of productivity applications, gaming, and advertising. This has significantly reduced the company's business concentration risk stemming from overreliance on a single or a few markets.

All these strategies have led to exceptional revenue visibility. The company ended the third quarter with commercial remaining performance obligations (RPOs) of $315 billion, representing a 34% year-over-year increase. And Microsoft's 98% annuity revenue model offers more predictable cash flows compared to Nvidia's bulk GPU sales, which are highly dependent on semiconductor cycles and ongoing AI infrastructure build-outs.

Nvidia's investment case becomes even riskier when we consider the increasing competition from companies such as Advanced Micro Devices, Intel, and hyperscalers developing in-house chips. As the costs of AI inference workloads rise, more clients will prefer to shift workloads from costlier GPUs to less expensive CPUs or seek software services that can postpone the obsolescence of existing GPUs.

Plus, increased export restrictions on Nvidia's GPU sales to China and other international markets also pose a significant headwind. This can hurt the chipmaker's top line in the coming years.

Is Microsoft stock a buy right now?

Microsoft currently trades at 26.2 times forward earnings, which is lower than its five-year average of 33.2. Despite this, the valuation is at a premium, especially for a company that is not only in AI but is also a major software company. Hence, some investors may be uncomfortable paying premium AI valuations for traditional software businesses.

But AI is gradually transforming every aspect of Microsoft's business. The company's financial results continue to be impressive despite significant investments in AI infrastructure. In the third quarter, Microsoft's operating margins rose 1 percentage point year over year to 46% , while cash flow from operations surged 16% year over year to $37 billion.

The company also maintains a cash and investments balance of $79.6 billion, which ensures strong financial flexibility. Lastly, management remains committed to returning value to shareholders, as evidenced by the $9.7 billion paid in dividends and share repurchases, a 15% increase year over year.

Against this backdrop, it does seem pretty plausible for the company to definitively emerge as the most valuable AI stock in 2026. This may be a smart time to buy at least a small stake in Microsoft.

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Manali Pradhan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices, Intel, Microsoft, and Nvidia. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft, short August 2025 $24 calls on Intel, and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.

The U.S. equity market made a strong recovery in May 2025, fueled by robust earnings, decreasing trade tensions, and rising investor confidence in the U.S. economy -- a significant improvement compared to the market's performance in April 2025. Now, Deutsche Bank analysts have raised the target for the benchmark S&P 500 index from 6,150 to 6,550 by the end of 2025.

Given this renewed market optimism, artificial intelligence (AI) stocks are poised to be key beneficiaries of the next wave of capital inflows. Long-term investors can benefit from this trend by investing in these high-quality, artificial intelligence (AI)-powered companies that offer significant growth potential in the evolving market landscape. June is a good time to take a closer look at these three top AI stocks.

Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More »

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1. Nvidia

Nvidia (NASDAQ: NVDA) has reported stellar results for the first quarter of fiscal 2026 (ended April 27, 2025). The company reported revenue of $44.1 billion, representing a 69% year-over-year increase. Nvidia also generated a solid $26 billion in free cash flow.

Nvidia currently accounts for nearly 80% of the AI accelerator market. While a dominant presence in AI training workloads, the company is also focused on inference (real-time deployment of pre-trained models) workloads. The company is at the forefront of handling reasoning workloads (computationally intense and complex inference workloads) with its Blackwell architecture systems. Major cloud providers are already deploying these chips at a massive scale -- almost 72,000 GPUs weekly -- and plan to ramp up even more in the coming quarter. Hence, Blackwell is powering the next phase of AI where technology is thinking longer, solving problems, and giving better answers than just responding with pre-written answers.

Besides hardware leadership, Nvidia's robust software ecosystem has ensured developer lock-in and a sticky customer base. With the CUDA parallel programming platform, TensorRT for deployment, and NIM microservices for inference, clients find it extremely costly and time-consuming to switch to competitors. The company has also built a healthy networking business, with this segment's revenue growing 64% quarter over quarter to $5 billion in the first quarter.

Thanks to the technological superiority of its comprehensive ecosystem, Nvidia managed to provide a healthy outlook for fiscal 2026's Q2, despite its revenue being negatively affected by nearly $8 billion due to export restrictions for the Chinese market.

Nvidia stock trades at 31.8 times forward earnings, which is not a particularly cheap valuation. But considering its growth trajectory and competitive advantages, Nvidia is a smart AI pick now, even at elevated valuation levels.

2. Broadcom

Broadcom (NASDAQ: AVGO) has emerged as a prominent AI infrastructure player in 2025. The company's custom AI chips and networking solutions are being increasingly used by three prominent hyperscaler clients -- rumored to be Alphabet, Meta Platforms, and Chinese company ByteDance -- to optimize the execution of their specific workloads.

CEO Hock Tan expects the three hyperscalers to generate a serviceable addressable market (SAM) of $60 billion to $90 billion in fiscal 2027. Additionally, the company is engaging with four additional hyperscalers to develop custom chips, underscoring the even larger market potential.

Beyond custom chips, Broadcom is building the critical networking infrastructure that enables the training and deployment of large and powerful frontier AI models. The company's recent $69 billion acquisition of VMware positioned it as a key player in the enterprise software and hybrid cloud infrastructure space. With VMware's cloud orchestration and virtualization technologies, Broadcom can offer full-stack AI infrastructure solutions to its clients.

Broadcom stock currently trades at 37.8 times forward earnings. However, considering its critical role in building global AI infrastructure, the company is an excellent pick, despite the rich valuation.

3. CoreWeave

Previously a cryptocurrency mining operator, CoreWeave (NASDAQ: CRWV) has now positioned itself as a prominent "AI Hyperscaler."

Unlike traditional hyperscalers such as Amazon's AWS, Microsoft's Azure, or Alphabet's Google Cloud Platform, which are primarily designed for general-purpose applications, CoreWeave's cloud infrastructure has been specifically designed for AI and machine-learning workloads. The company has established an extensive network of 33 purpose-built AI data centers across the United States and Europe.

Solid demand for CoreWeave's specialized AI-first cloud infrastructure is directly driving its exceptional financial performance. The company reported $982 million in revenue in the first quarter of fiscal 2025, up 420% year over year. At the same time, the company's adjusted operating income rose 550% year over year to $163 million. This highlights that the company is on its way to becoming profitable, despite the high level of capital expenditures typical in the AI data center business. The company had a massive $25.9 billion revenue backlog from multi-year contracts at end of the first quarter.

CoreWeave's strategic partnership with Nvidia is proving to be a significant competitive advantage. The deep relationship has given the company preferential access to Nvidia's cutting-edge GPUs and advanced networking technologies. With Nvidia having more than a $2.5 billion equity stake in CoreWeave (at current prices), the latter is practically assured of continued access to next-generation GPUs in the coming years.

CoreWeave stock currently trades at 37.5 times sales, which seems quite rich. However, the elevated valuation is justified considering the company's huge addressable market, robust contract backlog, and impressive financial performance, making it a buy now.

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John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool’s board of directors. Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool’s board of directors. Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. Manali Pradhan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Amazon, Meta Platforms, Microsoft, and Nvidia. The Motley Fool recommends Broadcom and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.

In 2025, Wall Street has been rattled with increasing concerns about U.S.-China trade wars, escalating geopolitical pressures, rising economic uncertainties, and growing recession fears. The benchmark S&P 500 index is down nearly 4.7% in 2025.

However, this market volatility and sell-off have opened up attractive entry opportunities for retail investors. Companies such as Broadcom (NASDAQ: AVGO), Shopify (NASDAQ: SHOP), Vertex Pharmaceuticals (NASDAQ: VRTX), and Intuitive Surgical (NASDAQ: ISRG) can be smart bets now. Here's why.

Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue »

Broadcom

Broadcom's stock has seen a dramatic decline of almost 22% from its recent high in December 2024, driven by escalating market fears due to trade wars between the U.S. and China. Yet, the stock remains an alluring buy due to its robust artificial intelligence (AI) strategy and strong financial position.

Unlike many other chip players, which focus on developing general-purpose accelerators that can cater to multiple applications, Broadcom focuses on custom XPUs tailored to the specific needs of its hyperscaler clients. This customization makes the chips optimal for particular workloads, delivering higher performance and energy efficiency for hyperscaler clients.

This strategy seems to be paying off, since management estimates an addressable market of $60 billion to $90 billion from its existing three hyperscaler clients by 2027. This projection does not include the four additional hyperscaler clients already designing custom XPUs. Furthermore, Broadcom's networking solutions are also in high demand, as they are a critical component of large AI clusters.

Image source: Getty Images.

Broadcom also boasts robust financials, as evidenced by the 25% year-over-year revenue jump and 44% year-over-year operating income surge in the recent quarter (first-quarter fiscal 2025 ended Feb. 2).

Broadcom is trading at 29.4 times forward earnings, far lower than its five-year average of 70.5. Hence, considering its upside potential and reasonable valuation, this may be an opportune time to pick a small stake in this stock.

Shopify

E-commerce giant Shopify is currently down nearly 25% from its recent high in February 2025. Despite this, with the company posting solid 31% year-over-year top-line growth and operating margin of 17% in the recent quarter and reaching an annual gross merchandise value (GMV) of $300 billion, this share price pullback seems like an excellent entry opportunity for retail investors who are ready to ignore short-term share price volatility.

While Shopify does not sell anything online, it provides a complete tech-powered omnichannel setup for merchants to reach out digitally to customers. Once known mainly for focusing on small and medium enterprises, the company now caters to several larger global brands.

Shopify also sees significant growth potential in international markets and has invested strategically in localization, compliance improvements, and local payment methods. Offline commerce and B2B commerce have also emerged as potent growth opportunities. Shopify is also committed to using advanced AI technologies to help new merchants launch and larger merchants scale with greater productivity on its platform.

The stock is trading at a forward price-to-earnings ratio of 66.2, greater than its five-year average of 39. However, the rich valuation seems justified considering its diversified business model, multiple growth drivers, and resilience. Analysts also expect revenue to grow 25.3% year over year to $2.33 billion. That's a healthy growth projection, even though elevated tariff wars may affect it indirectly through its merchant clients. Therefore, the stock seems like an attractive choice now.

Vertex Pharmaceuticals

Shares of Vertex Pharmaceuticals have risen by nearly 23.9% in 2025. However, this healthcare giant still has significant potential for growth.

Vertex continues to dominate the cystic fibrosis (CF) market with drugs such as Trikafta/Kaftrio and the more effective and conveniently dosed next-generation Alyftrek. In 2024, Trikafta/Kaftrio accounted for nearly $10.2 billion of the company's $11 billion net product revenue. With Trikafta's patent protection extending till 2037, the company has robust revenue visibility.

Vertex has also made its presence felt in blood disorders, pain management, diabetes, and renal diseases. Journavx, the first new non-opioid pain medicine to be approved by the U.S. Food and Drug Administration (FDA) in over 20 years, has a potential market of 80 million patients with all types of moderate to severe acute pain. The recently launched Casgevy is also proving to be a transformative one-time treatment for patients with certain blood disorders.

The company has demonstrated robust financial strength, with $11.2 billion in cash and hardly any debt. Considering the company's many strong tailwinds and solid financials, a forward price-to-earnings multiple of 24.2 does not seem expensive, making the stock a worthwhile buy now.

Intuitive Surgical

Leading surgical robotics player Intuitive Surgical's shares have been mostly flat in 2025. However, with its global da Vinci installed base exceeding 10,000 systems across 70 countries, the company's stock seems well-positioned for rapid growth in the coming years, despite facing challenges in importing and exporting medical device components due to the ongoing trade wars.

Intuitive Surgical has demonstrated robust operational and financial performance, with 18.5% year-over-year procedure growth on a day-adjusted basis and a 19% revenue jump in the first quarter of 2025. The company's latest da Vinci 5 system is gaining strong momentum, with nearly 147 systems placed and more than 32,000 procedures performed in the first quarter.

Intuitive Surgical also expects to enable additional features for its da Vinci system, such as real-time surgical video review, force feedback technology, and real-time 3D model review.

The company is also continues to develop its Case Insight computational technology, which has delivered data sets such as video, kinematic energy, and force data for over 22,000 procedures performed with the da Vinci system. This helps surgeons effectively review procedure videos to identify operational and clinical insights. Intuitive expects these computational tools to be a major differentiator in the long run.

Against this backdrop, although a forward price-to-earnings multiple of 56.6x appears expensive, the rich valuation reflects the company's market-dominance and significant growth prospects -- making it a smart buy even at elevated levels.

Should you invest $1,000 in Broadcom right now?

Before you buy stock in Broadcom, consider this:

The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Broadcom wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.

Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $623,685!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $701,781!*

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See the 10 stocks »

*Stock Advisor returns as of April 28, 2025

Manali Pradhan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Intuitive Surgical, Shopify, and Vertex Pharmaceuticals. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy.

Wall Street has seen significant volatility in 2025, triggered by fears of a potential recession and new rounds of tariff wars. However, this market turmoil can also offer an opportunity to quietly compound your long-term wealth.

If you look beyond the daily panic, you will notice a few companies that are demonstrating healthy top-line growth while maintaining substantial competitive moats in their respective markets. Here's why Nvidia (NASDAQ: NVDA), Microsoft (NASDAQ: MSFT), Super Micro Computer (NASDAQ: SMCI), and ServiceNow (NYSE: NOW) are worth buying and holding for the long run.

Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More »

1. Nvidia

At the time of this writing, shares of Nvidia are down nearly 31% from their January peak. Yet the business has not weakened. It is still going strong.

The company's recently launched Blackwell chips represent a dramatic leap in artificial intelligence (AI) computing capabilities. Compared to previous Hopper architecture chips, they deliver impressive performance at a much lower cost when handling large inferencing AI workloads. This means faster results and lower client costs, translating into high enterprise demand. Blackwell has already generated over $11 billion in revenue during the most recent quarter.

Nvidia has also evolved from a gaming-focused chip player to a full-stack AI infrastructure giant, with a robust software ecosystem and networking infrastructure. The company is also focusing on upcoming AI opportunities in areas like agentic AI, physical AI, and autonomous driving. Not surprisingly, Bank of America analysts see the company's addressable AI infrastructure market reach at around $2 trillion. Nvidia is still in the early stages of capitalizing on this tremendous opportunity.

2. Microsoft

Microsoft has also emerged as a dominant AI player and is already monetizing its AI assets.

Microsoft's primary profit driver, the Azure cloud computing platform, continues to be a major growth catalyst. Recently, however, Azure AI infrastructure services have been pivotal in attracting developers, businesses, and enterprises to the Azure ecosystem.

The company's AI-powered Copilot assistant, integrated across several of its flagship offerings, is also a very promising AI initiative. Copilot is helping attract new customers and increase usage frequency among large enterprises. The company is also at the forefront of the next-generation quantum computing technology, with initiatives such as the Majorana 1 chip and advances in quantum virtualization software.

Microsoft also differentiates itself from several of its peers based on its robust financial structure. The company's mostly subscription-based diversified business model is a significant strength in the current volatile environment.

And here's where it gets interesting: Even with all this momentum, the company is trading at 25.9 times forward earnings -- below its five-year average of 33 times. That disconnect may not last long. But it offers a smart opportunity to pick up this stock now.

3. Super Micro Computer

Super Micro Computer's leading position in the AI server market and its dominance in liquid cooling technology have made it a significant beneficiary of the explosive demand in the global AI infrastructure market, estimated to be over $200 billion by 2028.

Super Micro Computer lowered its guidance for fiscal 2025 but remains confident about reaching $40 billion in revenues in fiscal 2026, implying around 65% year-over-year growth from its current-year forecasts. The company expects strong demand for air-cooled and liquid-cooled AI configurations, equipped with Nvidia's Blackwell GPUs. Super Micro Computer is also working on increasing manufacturing capacity at its U.S., Taiwan, and Malaysia sites. Since utilization is just 55% in the U.S., 60% in Taiwan, and only 1% in Malaysia, there is a lot of room to grow.

Although the company faces multiple challenges, including margin pressures, intensifying competition, and damaged investor trust due to historical compliance and governance issues, there is still much to like about this stock.

4. ServiceNow

ServiceNow's cloud-based digital workflow automation platform, known as the Now platform, has positioned the company as a key beneficiary of the growing adoption of digitization across enterprises. The company's software solutions are used to automate and streamline technology, CRM, industry, core business, and creator workflows across industry verticals such as healthcare, manufacturing, and the U.S. public sector. Thanks to the diversified business model, the company is not overtly reliant on any particular industry or workflow.

ServiceNow has delivered impressive financial performance, with subscription revenues rising 20% year over year and current remaining performance obligations (the current portion of future revenue backlog) growing 22% year over year in the recent quarter (first quarter fiscal 2025 ending March 31, 2025).

The company's AI initiatives are also gaining momentum. This is evident since the number of ServiceNow Pro Plus deals (which offer advanced generative AI capabilities integrated into the Now Assist suite) more than quadrupled year over year in the first quarter. The company's next-generation AI-optimized database, RaptorDB, also gained traction and won five deals over $1 million. Finally, the company's planned acquisitions, Moveworks and Logik.ai, are further expected to strengthen its AI capabilities.

ServiceNow is trading at a forward P/E of 47.8, which is not cheap. However, the stock seems a worthwhile buy now considering its robust fundamentals and the valuation, which is dramatically lower than its five-year average of 235.2 times.

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Bank of America is an advertising partner of Motley Fool Money. Manali Pradhan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Bank of America, Microsoft, Nvidia, and ServiceNow. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.