Revolutionizing Business: Top Stocks Driving the IoT and 5G Boom

The Fourth Industrial Revolution is transforming industries with greater efficiency, automation, and connectivity. Key technologies driving this revolution include AI, IoT, and 5G. IoT devices are expected to grow at a 13% CAGR through 2030, while global industry value is forecasted to triple to over $170 billion by 2030. Companies like Zebra Technologies, Rockwell Automation, Apple, and Meta Platforms are well-positioned to benefit from this growth. 5G networks will accelerate IoT growth, with Verizon's devices business growing 15% sequentially and 25% year-over-year. AST SpaceMobile is also a winner, with partnerships and contracts with major carriers and the US government.

The Fourth Industrial Revolution is reshaping industries worldwide with greater efficiency, automation, and connectivity. Technologies such as Artificial Intelligence (AI), the Internet of Things (IoT), and 5G are driving this transformation. IoT devices are projected to grow at a 13% Compound Annual Growth Rate (CAGR) through 2030, with the global industry value expected to triple to over $170 billion by 2030 [1]. Companies like Zebra Technologies, Rockwell Automation, Apple, and Meta Platforms are well-positioned to benefit from this growth.

Zebra Technologies and Rockwell Automation are leaders in remote and manufacturing technologies. Their stocks are likely to perform well as IoT adoption increases. Apple and Meta Platforms, with their consumer technologies, will also play a significant role in bringing IoT to life for billions of users globally.

5G networks are crucial for the growth of IoT. Verizon's devices business grew 15% sequentially and 25% year-over-year, demonstrating the potential of 5G to address connectivity issues. AST SpaceMobile, with its near-Earth mobile-oriented satellites, is also a winner in this space. The company has partnerships with major carriers and contracts with the U.S. government, indicating strong growth prospects.

AI is expected to accelerate the Fourth Industrial Revolution in 2025. NVIDIA, AMD, and Microsoft are key players in AI, providing the foundation for models, training, and infrastructure. Microsoft, in particular, is expected to sustain double-digit growth in 2025 and beyond, providing solid cash flows and capital returns.

The Fourth Industrial Revolution is not just about the emergence of new technologies but about how these technologies work together to transform business operations. As business dollars flow to these technologies, so do the profits, making these companies attractive investment opportunities.

References:
[1] https://www.investing.com/analysis/top-stocks-powering-the-fourth-industrial-revolution-200664357
[2] https://www.ainvest.com/news/fourth-industrial-revolution-stocks-apple-zebra-rockwell-verizon-lead-2507/