Market Insights: Three Major Tech Stocks to Watch

Market Insights: Three Major Tech Stocks to Watch. The Nasdaq Composite faces a decline but three tech giants, Alphabet, AMD, and Apple, present intriguing buying opportunities for investors with their potential upside despite recent downturns.

Date: 26-03-2025

AI Rating: 6

**Earnings Overview**

The report highlights the performance of three major tech companies: Alphabet, Advanced Micro Devices (AMD), and Apple. Alphabet's stock is down 10.2% this year, affected by economic conditions and looming government action regarding its monopoly status. Despite these challenges, the stock is trading at a reasonable 21 times its trailing earnings, indicating potential for growth, especially with its recent acquisition of Wiz for $32 billion that could broaden its business offerings.

Advanced Micro Devices (AMD) is down 5.5% this year, significantly affected by competition with Nvidia in the AI chip market. However, AMD's year-over-year growth rate is commendable, with a 24% increase in sales bringing its top line to $7.7 billion. This suggests that despite being overshadowed by Nvidia, AMD still holds substantial growth potential in the expanding AI market.

Apple is down 10.7% this year, struggling with its rollout of AI features, particularly in its Siri assistant. Despite the short-term setbacks, Apple’s robust profit of over $96 billion in the trailing twelve months underscores its strong financial health. Investors may have concerns regarding Apple's slow innovation, but the company's loyal customer base remains a significant asset.

While all three stocks are currently experiencing declines, their respective strengths in earnings, market position, and potential growth make them viable investment opportunities for the long term. Investors should consider the market dynamics and the companies' fundamentals when making investment decisions.

Stocks: GOOG GOOGL AMD AAPL