The market sell-off continues as share prices continue to fall, but these prices should excite us as long-term investors. Today’s video focuses on recent news that affects Microsoft (MSFT 1.86%), nvidia (NVDA 3.81%), advanced micro devices (AMD 2.74%)Y Taiwan Semiconductor Manufacturing (MST 1.74%). Here are some highlights.
- Microsoft is one of those companies that reaches numerous markets and is significantly diversified. The company has three main segments: productivity and business processes, intelligent cloud, and more personal computing. Each component reaches a different market. During its most recent earnings, Microsoft reported 8% year-over-year growth in net revenue and strong double-digit growth in revenue from all of its segments.
- AMD and Nvidia are semiconductor companies that provide solutions to consumer and business customers. AMD is a company that recently reported strong double-digit growth, is profitable, with positive cash flow from operations, and is expected to continue growing next year. Investors may find it interesting that AMD’s P/E ratio is dramatically lower than Microsoft’s.
- Taiwan Semiconductor Manufacturing may not have the substantial growth opportunities of other semiconductor companies and, for those reasons, trades at lower valuations. Regardless, this company can grow as investments in artificial intelligence, machine learning, and autonomous systems from enterprise customers increase as technology continues to innovate.
*Share prices used were closing prices on May 6, 2022. The video was published on May 7, 2022.