AI Stocks Investing - Bullish Sentiment Still Holds for Key Stocks
(Investorideas.com Newswire) a global news source and expert investing resource covering tech and AI stocks issues a snapshot looking at AI stocks sentiment, featuring IQSTEL Inc. (NASDAQ: IQST), a Global Connectivity, AI and Digital Corporation providing advanced solutions across Telecom, High-Tech Telecom Services, Fintech, AI-Powered Telecom Platforms and Cybersecurity
As of mid-February, analysts still remain overwhelmingly bullish on investing in AI stocks, particularly NVIDIA ( Nasdaq: NVDA), which dominates the AI chip market and continues to benefit from explosive demand for its GPUs in data centers, training large language models and emerging AI infrastructure.
Looking at analysts rankings for NVIDIA across 50+ analysts (e.g., from MarketBeat, TipRanks, and others), ratings include dozens of Buy/Strong Buy, with very few Holds and almost no Sells.
NVIDIA (Nasdaq: NVDA) yesterday announced a multiyear, multigenerational strategic partnership with Meta (Nasdaq: META) spanning on-premises, cloud and AI infrastructure.
From the news:
Meta will build hyperscale data centers optimized for both training and inference in support of the company’s long-term AI infrastructure roadmap. This partnership will enable the large-scale deployment of NVIDIA CPUs and millions of NVIDIA Blackwell and Rubin GPUs, as well as the integration of NVIDIA Spectrum-X™ Ethernet switches for Meta’s Facebook Open Switching System platform.
“No one deploys AI at Meta’s scale — integrating frontier research with industrial-scale infrastructure to power the world’s largest personalization and recommendation systems for billions of users,” said Jensen Huang, founder and CEO of NVIDIA. “Through deep codesign across CPUs, GPUs, networking and software, we are bringing the full NVIDIA platform to Meta’s researchers and engineers as they build the foundation for the next AI frontier.”
“We’re excited to expand our partnership with NVIDIA to build leading-edge clusters using their Vera Rubin platform to deliver personal superintelligence to everyone in the world,” said Mark Zuckerberg, founder and CEO of Meta.
Expanded NVIDIA CPU Deployment for Performance Boost
Meta and NVIDIA are continuing to partner on deploying Arm-based NVIDIA Grace™ CPUs for Meta’s data center production applications, delivering significant performance-per-watt improvements in its data centers as part of Meta’s long-term infrastructure strategy.
The collaboration represents the first large-scale NVIDIA Grace-only deployment, supported by codesign and software optimization investments in CPU ecosystem libraries to improve performance per watt with every generation.
The companies are also collaborating on deploying NVIDIA Vera CPUs, with the potential for large-scale deployment in 2027, further extending Meta’s energy-efficient AI compute footprint and advancing the broader Arm software ecosystem.
Unified Architecture Supports Meta’s AI Infrastructure
Meta will deploy industry-leading NVIDIA GB300-based systems and create a unified architecture that spans on-premises data centers and NVIDIA Cloud Partner deployments to simplify operations while maximizing performance and scalability.
The bullish sentiment for IQSTEL Inc. (NASDAQ: IQST), buy rating and $18 target:
- Institutional Confidence – Approximately 22 institutional investors now hold 4% of IQST shares, after our Nasdaq uplisting.
- Momentum in Q3 – $102.8M revenue in Q3, surpassing a $400M annual run rate five months ahead of schedule. Assets per Share stand at $12.23 and Net Equity per Share at $4.66.
- Revenue Run Rate: $411.5 million, and Adjusted EBITDA Run Rate: $2.73 million.
- Innovation in AI – Launch of www.IQ2Call.ai, targeting the $750B global market with vertical AI-Telecom integration, including next-gen AI for U.S. healthcare call centers.