Which stocks will benefit from the IoT boom?

The IoT boom is expected to benefit several stocks across various sectors. Here are some key areas and stocks to watch:

1. **Connected Devices and Sensors**:
- **NVIDIA (NVDA)**: NVIDIA's GPUs are essential for AI model training, which is accelerated by the growth in AI data centers fueled by IoT.
- **Qualcomm (QCOM)**: Qualcomm has been growing its automotive and IoT segments, targeting $22 billion in revenue from these markets by FY29.
2. **Data Center and Cloud Infrastructure**:
- **Vertiv Holdings (VRT)**: Vertiv's AI data center orders are robust, with a $8.5 billion backlog.
- **Applied Digital (APLD)**: Applied Digital saw a significant stock price increase after reporting strong quarterly results.
- **Supermicro Computer (SMCR)**: Supermicro is a key player in the AI and IoT sector, supporting NVIDIA's GPU products.
3. **Network and Connectivity**:
- **Broadcom (AVGO)**: Broadcom provides critical solutions for data centers and is involved in the AI infrastructure market.
- **Sierra Wireless (SWI)**: Sierra Wireless offers IoT solutions and is well-positioned to benefit from the growth in connected devices.
4. **Software and Security**:
- **Samsara Inc (IOT)**: Samsara's AI-powered solutions have enhanced fleet safety and operational efficiency, benefiting from the IoT boom.
- **CyberArk (CARB)**: CyberArk provides cybersecurity solutions that are essential as the number of connected devices grows.
5. **Healthcare and Wellness**:
- **Novo Nordisk (NVO)**: Novo Nordisk, despite recent challenges, remains a key player in the diabetes and obesity treatment market, which is growing due to the IoT boom.
- **Johnson & Johnson (JNJ)**: JNJ's diversified healthcare portfolio positions it well to benefit from the growth in healthcare-related IoT devices.
6. **Industrial and Commercial Solutions**:
- **ABB Ltd (ABBV)**: ABB's focus on industrial IoT is enhancing operational efficiency and safety in manufacturing.
- **Merck & Co., Inc. (MRK)**: Merck's innovative pipeline and recent acquisitions position it to benefit from the growth in industrial IoT.

这些公司通过其在物联网领域的业务和市场地位，有望从物联网的快速增长中受益。然而，投资者在投资前应仔细评估这些公司的增长前景、财务状况和市场地位。