Key Points
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Artificial intelligence (AI) is a leading growth driver for many companies, benefiting them in various ways.
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E-commerce continues to be a significant growth industry, driving high sales for many companies.
The S&P 500 is returning to growth after a decline, recently increasing 5% year to date.
Nvidia
Nvidia (NASDAQ: NVDA), a leading AI chip producer, reported a 1,500% stock increase over the past five years, with a strong performance in the 2026 fiscal fourth quarter. CEO Jensen Huang emphasized the global recognition of AI as essential infrastructure.
MercadoLibre
MercadoLibre (NASDAQ: MELI), a Latin American e-commerce and fintech giant, saw a 64% currency-neutral revenue increase but has only $22 billion in trailing-12-month sales, indicating room for growth. The company is expanding offerings and recently applied for a bank charter in Mexico.
Amazon
Amazon (NASDAQ: AMZN) holds nearly 40% of the U.S. e-commerce market and is leveraging AI through Amazon Web Services (AWS). AWS accounts for 30% of the global cloud services market and is viewed as having immense growth potential.
Shopify
Shopify (NASDAQ: SHOP) is shifting focus from e-commerce to broader commerce services, growing offline revenue at 33% year over year. The company aims to expand its market share by targeting larger businesses and entering new international markets.
Taiwan Semiconductor
Taiwan Semiconductor (NYSE: TSM) reported a 35% year-over-year sales growth in the first quarter of 2025 and is evolving as a key player in AI chip production, with AI making up 59% of its total revenue.
