TLDR
- Intel stock has surged over 140% in the past year under new CEO Lip-Bu Tan, with Nvidia investing $5 billion for chip production using NVLink technology
- Uber trades at a P/E ratio below 15 despite 18% revenue growth in 2025, with mobility revenue up 19% and delivery revenue up 30%
- Amazon announced $200 billion in capital expenditure for 2026, primarily for AI and cloud infrastructure, following $132 billion spent in 2025
- Nvidia’s forward P/E ratio sits at 24 while maintaining about 90% market share in AI data center chips
- Amazon’s P/E ratio of 27 represents its lowest valuation since the early 2010s, with AWS holding a $244 billion backlog
Recent concerns about AI costs have triggered a sell-off in tech stocks. This has created potential buying opportunities for investors looking at companies with strong fundamentals.
Three companies stand out as worth considering. Each offers different exposure to the tech sector at reasonable valuations.
Intel Shows Turnaround Under New Leadership
Intel has experienced a transformation under CEO Lip-Bu Tan. The former Cadence Design CEO has started turning around a company that fell behind competitors like Nvidia and AMD.
The company’s 18A manufacturing process improves chip efficiency and performance. This technology advancement has attracted outside investment from major players.
Nvidia has committed $5 billion for Intel to build PC and data center chips. These chips will use Nvidia’s NVLink technology, marking a partnership between former competitors.
Intel reported $53 billion in revenue for 2025. This figure remained flat compared to the previous year.
The company reduced capital expenditure spending to less than $15 billion in 2025. This marks a decrease from $24 billion in 2024.
Intel stock has gained over 140% in the past year. The stock trades at a price-to-sales ratio of 4, well below AMD’s multiple of 10.
Uber Faces Questions But Shows Strong Growth
Uber has dealt with concerns about its role in the robotaxi market. Some investors worry that Tesla and Alphabet might exclude the rideshare company from autonomous vehicle services.
The company recently announced CFO Prashanth Mahendra-Rajah will step down. This change brings some uncertainty to management.
Uber has formed partnerships with Waymo and GM’s Cruise. These deals position the company to participate in autonomous ride services.
The company’s established network creates high barriers for potential competitors. Any new entrant would need heavy investment to match Uber’s infrastructure.
Uber trades at a P/E ratio below 15. This valuation sits near record lows for the company.
Revenue grew 18% in 2025. Mobility revenue increased 19% while delivery revenue jumped 30%.
Net income growth of 3% in 2025 appears weak on the surface. However, operating income actually rose 99% during the period.
Investment gains decreased and income tax benefits were lower. These factors held back the net income figure despite strong operational performance.
Amazon Invests Heavily in AI and Cloud
Amazon announced plans to spend $200 billion on capital expenditure in 2026. This represents a 50% increase from the $132 billion spent in 2025.
Most of the spending targets AI and Amazon Web Services infrastructure. The massive investment follows the company’s fourth quarter 2025 earnings report.
Amazon trades at a P/E ratio of 29. This marks a shift for a stock that previously traded above 50 times earnings, and sometimes exceeded 100 times earnings.
The company holds $127 billion in liquidity. Amazon generated over $11 billion in free cash flow during 2025.
AWS and AI services have a combined backlog of $244 billion. This backlog has increased 40% compared to last year.
Amazon stock currently trades around $200 per share. The P/E ratio of 27 represents the company’s lowest valuation since the early 2010s.
Nvidia Maintains Market Leadership
Nvidia holds approximately 90% market share in AI data center chips. The company became the largest in the world by market cap during its recent growth period.
The stock underwent a split in 2024. Shares now trade around $190, making them more accessible to individual investors.
Nvidia’s trailing-12-month P/E ratio stands at 47. The forward P/E ratio of 24 reflects expected earnings over the next 12 months.
The company’s five-year price-to-growth ratio sits at 0.73. A PEG ratio under 1 suggests a stock may be undervalued relative to growth prospects.
Analysts maintain a positive outlook with 91% rating the stock as a buy. The median price target of $250 per share implies 31% upside from current levels.
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