Microsoft, Meta, Nvidia — Lifting Off in the AI Market
04 August 2025
The “Big Three” are breaking new records: #Facebook (Meta) surged to $784.39 as AI-powered targeting tools pushed ad revenues higher, #Microsoft hit $551.10 by combining rapid Azure growth with new monetization from Copilot across its ecosystem, and #Nvidia climbed to a record $183.21, driven by unwavering demand for AI computing.
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Key growth drivers:
- #Facebook (Meta): Markets welcomed strong ad revenue projections, outweighing concerns about capex. AI tools for ad targeting significantly improved performance.
- #Microsoft: Azure’s YoY growth reached ~39%, Copilot crossed 100M monthly users, and the company committed up to $30B in upcoming AI infrastructure.
- #Nvidia: Persistent demand for AI GPUs and networking gear from hyperscalers, plus a $4T valuation milestone, keeps momentum strong.
What’s fueling continued upside:
- #Facebook (Meta): AI tools like Advantage+ improve audience targeting and ad creatives, while Reels and recommendation feeds increase impressions and eCPM. Large-scale investment in data centers and in-house AI models open new monetization paths. Stable rate expectations also favor growth stocks like META.
- #Microsoft: Growth is driven by Azure’s ongoing expansion (~39% YoY), the second wave of cloud migration, and strong monetization via Microsoft 365 and GitHub Copilot. A $30B capex plan will expand data center capacity. A broad portfolio — Windows, Office, Gaming — supports steady margins.
- #Nvidia: The AI compute supercycle is in full swing. Demand for H-series GPUs and InfiniBand networks exceeds supply. The clear upgrade roadmap (H200/Blackwell) extends through 2026, while CUDA ecosystem expansion strengthens customer lock-in. Strong cash flow and record valuation support M&A, buybacks, and accelerated development.
According to FreshForex, current price levels make #Meta and #Microsoft attractive for long positions. #Nvidia offers room for both upside and pullbacks, depending on news flow.
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