Zacks Investment Ideas feature highlights: Microsoft, Nvidia, Palantir and Advanced Micro Devices

For Immediate ReleaseChicago, IL – November 13, 2025– Today, Zacks Investment Ideas feature highlights Microsoft MSFT, Nvidia NVDA, Palantir PLTR and Advanced Micro Devices AMD.Why Panic AI Headlines Don't Match RealityHeadlines Spark Concerns About AI Boom SustainabilityCurrently, the biggest unanswered question on Wall Street is, "Is the AI boom mimicking the dot com bubble?" Recently, a few headlines that hit the Wall Street news wires likely cast doubts in bulls' minds, including:· Sam Altman Podcast Exchange: Recently, Sam Altman, the CEO of OpenAI, was interviewed by OpenAI investor Brad Gerseter. After being asked how OpenAI can justify spending $1.4 trillion on AI infrastructure when the company only generates $13 billion in revenue, Altman became visibly annoyed and defensive. In a tense exchange in which Microsoft CEO Satya Nadella was present, Altman suggested that OpenAI was doing much more revenue than the $13 billion that was previously reported and said, "If you want to sell your (private) shares, I'll find you a buyer."· SoftBank Sells Nvidia Stake: SoftBank group, one of the largest tech funds in the world, announced this week that it is selling its massive $5.8 billion Nvidia position.· Michael Burry's Bearish 13F: Michael Burry is best known for his windfall profit from the Global Financial Crisis short trade. Burry's most recent 13F disclosure shows that, at the time of the filing, he is bearish on the two most prominent AI leaders: Nvidia & Palantir.Although the above headlines seem bearish at face value, there are three reasons that they aren't:AI Spending Concerns are MisinformedIn a recent CNBC interview, Advanced Micro Devices CEO Lisa Su pushed back on concerns that technology companies are getting over their skis in terms of AI spending, saying: "In the past twelve months, all of our customers have said, demand is accelerating because now we are starting to get real productivity out of the AI use cases. We have all the largest hyperscalers in the world saying that they are investing more in CAPEX because they can see the return on the other side of it." When asked about whether the CAPEX spending boom is a gamble, Su replied, "I don't think that it's a big gamble; it's the right gamble." Su is worth listening to. Under Su's leadership, AMD's market cap has soared from $2 billion to $400 billion today. In addition to Su's bullish CNBC comments, AMD provided outstanding guidance during its Tuesday analyst day, including:· Demand for AI computing infrastructure remains exceptionally high.· Customers are NOT reducing their investments in AI.· AMD projects annual revenue growth of 35% CAGR over the next 3-5 years.· AMD forecasts data center growth exceeding 80% CAGR.SoftBank Nvidia Sale is Not Bearish for AISoftBank provided valuable commentary as to why it sold its Nvidia position. The Japanese investing giant explained that it is not bearish on Nvidia, but is instead using the proceeds of the sale to reallocate capital to other parts of the AI boom. Though AI chipmakers will still flourish, SoftBank believes that the next big wave of gains will come from AI software and the models themselves (such as OpenAI's ChatGPT). In other words, SoftBank is not giving up on AI, but instead reallocating capital to optimize its investment in it.Michael Burry AI Fears Are UnfoundedAlthough Michael Burry is a legendary investor, history shows that while he delivers high returns in bear markets, he often leans bearish to a fault. For instance, in late January 2023, Burry infamously tweeted "Sell." What followed the tweet was a year-long rampant bull market. Meanwhile, Burry is a flexible investor who often changes his mind quickly. In other words, though Burry's 13F disclosure showed that he was short AI stocks, that would have already changed or can change in the near future.Bottom LineDespite attention-grabbing headlines, the underlying fundamentals of the AI boom remain strong. Industry leaders like AMD are reporting accelerating demand, while major investors such as SoftBank are doubling down on AI.Why Haven't You Looked at Zacks' Top Stocks?Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.Today you can access their live picks without cost or obligation.See Stocks Free >>Media ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.comhttps://www.zacks.comPast performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performancefor information about the performance numbers displayed in this press release.#1 Semiconductor Stock to Buy (Not NVDA)The incredible demand for data is fueling the market's next digital gold rush. As data centers continue to be built and constantly upgraded, the companies that provide the hardware for these behemoths will become the NVIDIAs of tomorrow.One under-the-radar chipmaker is uniquely positioned to take advantage of the next growth stage of this market. It specializes in semiconductor products that titans like NVIDIA don't build. It's just beginning to enter the spotlight, which is exactly where you want to be.See This Stock Now for Free >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Advanced Micro Devices, Inc. (AMD): Free Stock Analysis Report Microsoft Corporation (MSFT): Free Stock Analysis Report NVIDIA Corporation (NVDA): Free Stock Analysis Report Palantir Technologies Inc. (PLTR): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks