Nvidia Nasdaq: NVDA It is the most important stock in the market, but it is not the only one that benefits from artificial intelligence or its developments. Peripheral companies like Micron Technology Nasdaq: Mo and collaborators such as Logitech International Nasdaq:Loji And Uber Technologies New York Stock Exchange: Uber In good standing. They are in a position to benefit from demand in the first case and the progress of AI in the other, and more importantly, they are able to benefit from it.
Why Micron’s HBM3E technology leads the industry
Micron technology today
Micron technology
As of 10/01/2025 at 04:00 PM ET
- 52 week range
- $79.15
▼
$157.54
- Dividend yield
- 0.46%
- P/E ratio
- 146.09
- Price target
- $135.24
Micron’s HBM3E technology is the best and will be in high demand with or without NVIDIA. HBM3E provides the ability to run the most advanced cloud applications with better performance and lower power usage than its competitors. It so happens that NVIDIA’s GPUs and CPUs play an integral role in the rise of AI and the increasing demand today. This and normalization in legacy markets has caused Micron’s revenue to grow at an excessive pace in 2025 and is expected to remain strong in the following year. One important detail is the margin, which is expanding due to strength in higher-margin next-generation end markets and increased revenues.
Consensus estimates for 2025 and 2026 rose at the end of 2024 but are likely to be lower due to increased demand and capacity. The company is expanding its HBM with a $7 billion facility expected to begin operations in early 2026, and other links in the AI supply chain are doing the same. Taiwan Semiconductor Corporation is ramping up capacity at several sites, raising its capacity outlook while paving the way to move local production of NVIDIA’s most advanced technologies. In terms of price targets, the analyst consensus reported by MarketBeat expects this stock to trade near $135, or 35% upside from early January trading levels.
Uber and NVIDIA aim to revolutionize the autonomous vehicle industry
Uber Technologies Today
Uber technologies
As of 10/01/2025 at 03:58 PM ET
- 52 week range
- $54.84
▼
$87.00
- P/E ratio
- 32.82
- Price target
- $91.53
Uber and NVIDIA are collaborating on a program that harnesses Uber’s data-generating ability and NVIDIA’s AI computing power to enhance autonomous driving. Although the transition to autonomous driving is still a future event, it will open up new revenue opportunities for this company, allowing it to evolve with the technology, and the outlook is bright.
Analysts expect double-digit growth for Uber over the next few years, as earnings quality improves. The company has already significantly improved the quality of its earnings, as we saw in its 2024 report, and has begun strong capital returns because of it. Capital returns are expected to continue and possibly enhance, providing market support at crucial times through buybacks while improving shareholder value.
Analysts like Uber. Not only is coverage rising, but sentiment is holding at moderate buy, and the target price is trending higher. Activity is mixed. There have been some reductions and reductions in the price target in 2024, but the positives outweigh the bad, leaving the consensus target up nearly 60% for the year and 40% above price action in early January.
Logitech advances streaming power: NVIDIA expands AI use cases
Logitech International Today
Logitech International
As of 10/01/2025 at 04:00 PM ET
- 52 week range
- $74.72
▼
$102.59
- Dividend yield
- 0.61%
- P/E ratio
- 19.10
- Price target
- $92.88
Logitech, NVIDIA, and Inworld AI have teamed up to create an AI agent for streaming devices. The tool on G’s Streamworld provides a 3D assistant who can co-host while automating production. Although the assistant has a small impact on revenue, it is another feature that sets Logitech apart from competitors. Logitech is a leading manufacturer of computer peripherals and the services that support them; Integrating AI agents into its ecosystem is a natural progression.
Regarding Logitech’s revenue and earnings outlook, the company is expected to maintain growth in 2025 and accelerate over the next few years. Earnings are expected to grow more than 50% by 2030, which puts this stock at 14x valuation and deep value territory.
Logitech’s profits are part of its appeal. The stock isn’t high-yielding, but it’s competitive, with the S&P 500 close to 1.5%, and reliable. The company is paying just 25% of current year’s earnings expectations and has a strong record of increases. The company has been increasing its payouts at a double-digit CAGR for more than a decade and should maintain long-term growth at this pace due to a healthy balance sheet and improving cash flow and earnings growth outlook.
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