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The demand for AI compute continues to outstrip supply.

In today's video, I discuss recent updates affecting Microsoft (MSFT 0.78%), Meta Platforms (META 1.12%), and other artificial intelligence stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.

*Stock prices used were the after-market prices of Oct. 29, 2025. The video was published on Oct. 29, 2025.

About the Author

Jose Najarro
Jose Najarro enjoys investing in the tech market, more importantly, the semiconductor sector. Before partnering with the Fool, Jose worked as a Senior Electrical Engineer for General Dynamics, where he had first-hand experience seeing how emerging technology can change the world. Jose Najarro went to NJIT, receiving his Bachelor's and Master's degree in Electrical Engineering.
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Jose Najarro has positions in Meta Platforms, Microsoft, and Nvidia. The Motley Fool has positions in and recommends Amazon, Meta Platforms, Microsoft, and Nvidia. The Motley Fool recommends Broadcom and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. Jose Najarro is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.

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