Broadcom seems to be a large winner of the constant AI infrastructure.
Philip Morris and Elf Beauty have two best growth stories in the consumer space.
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While Amazon (Nasdaq: amzn) is the leader of e -commerce and cloud computing. What she does behind the scenes is the best reason to have promotions. In its cloud computing department, the company helps customers to customize, create and implement their artificial intelligence (AI) models and tools through its bed and Sagemaker platforms and then launches them in their infrastructure. However, this exceeds this when Amazon has created its custom chips for AI training and conclusions, giving it an advantage of costs.
Another backstage area where Amazon is a market leader is robotics. The company is the world’s largest mobile robot operator, who has just deployed its millionth robot, which works at one of its centers. Not only do these robots move boxes, they also detect damaged goods, browse tense passages and even arrange themselves.
Meanwhile, the company recently introduced its Deepfleet AI model to coordinate the movement of its entire robot park to save time and increase permeability. The company also uses AI to create better delivery routes and facilitates drivers in large areas of apartment or office complexes.
All this is done by Amazon more efficient and should increase revenue growth in the coming years.
Broadcom(Nasdaq: Avgo) is one of the winners of the AI infrastructure Buildaut. Moving data through mass AI groups requires a network component portfolio consisting of ethernet switches, digital signal processing, network interface cards and optical receivers. In the last quarter, the company saw 70% of the revenue from the AI network.
However, the larger possibility of the company is adapted to AI chips. Broadcom helped Alphabet Design your tenzor processing equipment (TPU), and now it has several customers creating their own AI program specific integrated circuits (ASICS). These tokens can offer better efficiency and performance than graphics processing devices (GPU), while Broadcom has become the main partner for several best technology companies that are creating their custom AI ASIC.
Broadcom estimated that three of its development customers could deploy $ 1 million. AI chips for clusters to fiscal in 2027, which ranges from $ 60 to $ 90 billion to the market addressed. In the coming years, this is a great opportunity for the company to grow.
Meta platforms(Nasdaq: Meta) Has one of the largest digital advertising platforms in the world, and is making it even more powerful. The company uses its Llam AI model to promote greater involvement in Facebook and Instagram, showing more relevant content, increasing personalization and adding interactive features. Meanwhile, the more time consumers spend on their platform, the more ads they have to sell.
At the same time, new Meta AI tools improve both ads’ creativity and application, resulting in better AD performance. In the last quarter, ads have increased by 5%, while the average cost of one ad jumped by 10%, showing that its platform is becoming more effective for marketing professionals.
In addition, Meta has two new income opportunities. The company has just begun to provide ads on its popular messaging shipping platform WhatsApp, which boasts more than 3 billion users. At the same time, it also began to gradually submit ads to their new social media platform threads, with over 350 million users in the last quarter and growing fast.
Among their main platforms money money and new opportunities with WhatsApp and Threads over the next few years have a strong growth perspective.
Philip Morris International(NYSE: PM) became one of the best growth stories in the consumer staple space. While most tobacco companies are reduced by the US exposition, Philip Morris flourishes through the Zyn and IQOS. Zyn Nicotine bags are gaining popularity in the US and 53%last quarter. Philip Morris has increased all -year guidelines to 800 million to 840 million cans, which can still be conservative.
Internationally, IQOS gains a strong attraction. In the last quarter, the company sold more than 37 billion heated tobacco units with high growth in Japan and Europe. Philip Morris recently regained US rights to Iqos and tries her in Austine, Texas. Once the FDA cleans its latest device, a wider introduction of the US could begin. Ideally, it will not cannibalize existing sales as Philip Morris does not sell cigarettes in the US
Still, what actually distinguishes these products is the economy of their unit. Zyn is 6 times more profitable than traditional cigarettes and IQO is more than twice as profitable. In addition, Philip Morris tends to use local production, which deprives it from any tariff.
Global cigarette sales are still not in the US, Philip Morris is a rare growth stock in the defense industry.
The beauty of Elf(NYSE: Elf) has already disrupted the mass cosmetics market until it agreed to buy Rhodes, Hailey Bieber’s skincare and cosmetics brand. While some celebrities are trading, it can be a transformation. Rhode has sold $ 212 million in recent years. USD sales using barely paid advertising and only a few products he sold directly through his site.
This year Rhode already had to expand to Sephora stores while Elf maintain strong contacts with retailers ULTA beauty and The target; Increased distribution is one of the most reliable ways to increase growth and ELF will have a long runway to allow Rhode products to enter retail shelves.
This transaction also diversifies Elf to prestige skin care and cosmetics, adding its mass market cosmetics base. This should increase the margin and expand its accessibility to a slightly richer demographic. Although the company will face tariffs in the wind, the Rhode agreement should help to grow strongly in the coming years.
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Randi Zuckerberg, former Market Development Director and Facebook spokeswoman and Sister Meta Platforms CEO, Mark Zuckerberg, is a member of the Board of Motley Fool. John Mackey, former CEO of Whole Foods Market, a subsidiary of Amazon, is a member of the Board of Motley Fool. The Geoffrey Safe holds Philip Morris International and Elf Beauty. Motley fools hold positions and recommend Amazon, Meta platforms, Target and Elf Beauty. Motley fool recommends Broadcom and Philip Morris International. The Motley fool has a disclosure policy.
