A Wall Street analyst has predicted that AI stocks are set to resume their climb in 2025, citing the growing impact of artificial intelligence and increased spending on AI initiatives. Wedbush Securities analyst Daniel Ives expects tech stocks to rise 25% in 2025 as investors digest a less regulatory environment under President-elect Donald Trump.
Ives identifies 10 stocks that he believes will be “tech winners” for the AI revolution in 2025, including Nvidia, Microsoft, and Palantir. The analyst notes that while Nvidia and cloud computing stalwarts remain driving forces in the AI megatrend, software makers are set to join the “AI party” as use cases increase.
The top stocks on IBD’s Tech Leaders list that are also on Wedbush’s list include Alphabet, Apple, Nvidia, Palantir, and Salesforce. Evercore ISI has also named Microsoft, Salesforce, and Oracle as its top “core compounders,” citing their ability to integrate AI into corporate systems for their customers.
While there may be some volatility in the year ahead due to Federal Reserve actions and market uncertainty, Ives believes that this will create opportunities for investors to buy into key tech names.
Source: https://www.investors.com/news/technology/ai-stocks-top-10-picks-ai-revolution