After a first half of the year, the technological actions that have yields Little by little they began to recover. And in the face of the second semester of the year, experts trust that The upward trend will continue thanks to artificial intelligence (AI).
From the beginning of the year until April minimum, The Nasdaq 100 focused on these companies collapsed more than 21%. However, from that point to the present, The index already revalued 38% and reached a new historical maximum of approximately 22,867 points.
In this context, specialists agree that, although there are global macroeconomic and geopolitical risks, Fundamentals From a handful of technology companies that are traded locally as Cedears will act as bullish triggers.
Artificial intelligence dominates the foundations of companies
“There could be a positive panorama for technological actions in the second semester, driven by the progress of artificial intelligence, which is fully impacting on sectors such as semiconductors, software and both in the corporate and consumption field. Martín d’Odoricodirector of Guardian Capital.
According to the expert, companies such as NVIDIA (NVDA), Microsoft (MSFT), Meta Platforms (Meta) and Amazon (AMZN) They will be well positioned to capitalize on growth.
“Although there are risks associated with possible commercial wars, we believe that Donald Trump will moderate his position and will seek agreements that do not stop the development of AI. In addition, the expectation of a decline in long -term interest rates in the United States is another element that could further boost this trend,” he said.
For its part, another of the companies preferred by the market is Advanced Micro Devices (AMD)the chips manufacturer that was initially a lower level of Intel, but that in recent years grew to exceed it in income, benefits and projections of market share.
“In the Cedears Universe, one of the names that we are closely Isabel BottaProduct Manager in Balanz Capital.
One of the most preferred yields for the market
Meanwhile, Alphabet (Googl)the Google matrix, is also among the great corporations with the best prospects for the second semester, and in the coming years.
“The internally the company’s expectations are still very positive with the artificial intelligence career. They are playing very strong with what Gemini is, which is Google’s AI. And taking into account what Trump said of the completion of the 12 -day war and that there are tariff agreements between the United States and the other countries, I think everything is wind in favor,” he said Agustina SavoiaFinancial Advisor in Cocos Gold.
The executive also highlighted Waymothe company’s autonomous driving business, as one of the aspects to consider when talking about Alphabet’s growth potential.
Source: Ambito
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