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Core Highlights
Meta Platforms reported strong second-quarter earnings, beating analyst expectations with revenues between $47.5 billion and $50.5 billion projected for Q3 2025. Daily active users rose from 3.07 billion in Q2 2023 to 3.48 billion in Q2 2025.
ASML, the only manufacturer of extreme ultraviolet (EUV) lithography systems, is crucial for producing AI-capable semiconductors. Its stock trades at a lower multiple of 23.1 times operating cash flow compared to a five-year average of 36, indicating a buying opportunity.
Nvidia reported $39.1 billion in revenue for its data center business in Q1 fiscal 2026, with a 73% year-over-year increase, making it a top choice for investors looking for stable AI exposure.
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