Two Artificial Intelligence Stocks to Consider in the Event of a Potential Stock Market Crash
As the possibility of a market downturn is evaluated in the shadow of macroeconomic risks and geopolitical tensions, AI giants on investors' radars stand out.
While concerns about a potential stock market crash persist due to geopolitical tensions, high inflation, and various macroeconomic problems, it is noted that such declines can create attractive buying opportunities for long-term investors. Experts highlight two artificial intelligence-focused stocks that can be added to portfolios in the event of a potential market shock.
Current State of the Markets
Despite macroeconomic challenges such as geopolitical tensions and high inflation, the S&P 500 index has posted a strong gain of 11% since the beginning of the year. It is stated that long-term investors should not fear a potential stock market crash; rather, such drops offer opportunities to accumulate discounted stocks.
SpaceX's Artificial Intelligence Moves
Standing out with reusable rocket technologies, Starship development efforts, and Starlink satellite internet services, SpaceX also generates significant revenues in the field of artificial intelligence. The company is expanding its operations by providing AI computing capacity to giants such as Alphabet and Anthropic.
SpaceX's Financial Growth
In the second quarter of the year, SpaceX's revenues increased by 92% compared to the same period last year, reaching $7.8 billion. In the same period, the company's AI-driven revenues saw a massive increase of 247.5%, reaching the level of $2.6 billion.
Intel's Market Position
Benefiting directly from the rising demand for server CPUs alongside the rise of AI agents, Intel is demonstrating a successful performance. The company manages to secure a solid place for itself in this new market landscape where the ratios of GPUs and CPUs are shifting.
Intel's Financial Results
Increasing its revenues by 25% year-over-year in the second quarter to $16.1 billion, Intel reported an adjusted earnings per share of $0.42 for this period. The company's financial data confirms its strong demand structure.
Valuation Corrections and Opportunities
It is emphasized that a potential stock market crash could lead to significant valuation corrections in the stocks of these two companies, but this situation may harbor major opportunities for long-term investors.