10 Artificial Intelligence Stocks to Watch in 2025

As one of the most disruptive technologies today, AI is profoundly reshaping the global economic landscape. In recent years, AI has moved from the laboratory to the application market, and has been deeply involved in multiple industries such as medicine, finance, education, and manufacturing.

In 2022, Open AI launched ChatGPT, which triggered an explosive growth in AI. Since then, OpenAI has released new ChatGPT models many times, setting off another climax of AIGC. It can understand and generate natural language and have complex conversations with humans. McKinsey even described 2023 as the year of the outbreak of generative AI.

Companies in the AI field continue to apply AI technology to products and businesses such as self-driving cars, robots, large language models, and smart devices. With the popularization of AI, there is a great demand for computing power with AI functions. Driven by the continuous AI boom, the stock prices of AI chip manufacturers such as Nvidia and Broadcom rose strongly last year. Broadcom's market value exceeded one trillion US dollars, becoming the 12th company in the world and the 9th company in the United States to reach a market value of one trillion US dollars.

“We believe technology stocks are expected to rise 25% by 2025, riding the AI revolution and $2 trillion in AI capex over the next three years,” Wedbush Securities analyst Daniel Ives said in a client note.

Daniel Ives also said: "Despite the headwinds, there are buying opportunities for investors focused on the long-term AI theme."

Overall, AI has become a key force driving global economic growth, and its wide application in various fields has brought many potential investment opportunities to investors. Countless companies have benefited from this round of AI boom, but only a few companies have made AI and automation a core part of their business. Therefore, this article selects 10 artificial intelligence stocks worth paying attention to in 2025 based on the company's core business, market value, stock price, financial status and other dimensions.

Data source: Public data collation, ranking in no particular order

1. Nvidia (NVDA)

NVIDIA is a global leader in the GPU field. Its GPUs have powerful parallel computing capabilities and high cost-effectiveness, and are suitable for large-scale data processing and complex model training in artificial intelligence algorithms. Driven by the AI boom, the "top stream " NVIDIA's annual increase in 2024 exceeded 190%, and the cumulative increase in the past two years was as high as 860%. Its revenue and profits have shown explosive growth in recent years, making it one of the few technology giants with a market value of more than 3 trillion US dollars.

Nvidia is currently expanding its business boundaries. In addition to its traditional GPU and data center businesses, it is also actively developing emerging areas of artificial intelligence, such as robotics, metaverse , and automotive applications . Although Nvidia's biggest growth period has passed, it may still have broad room for growth under the strong promotion of AI.

2. Microsoft (MSFT)

At the "Microsoft Ignite 2024" Global Developer Conference, Microsoft updated a number of AI products around AI assistants and launched the AI application platform Azure AI Foundry to help organizations design, customize, maintain and manage AI applications and AI assistants. Currently, more than 100,000 organizations have created or edited AI assistants through its Copilot Studio, and nearly 70% of Fortune 500 companies are using Microsoft 365 Copilot.

In addition, Microsoft has a strong partnership with OpenAI and has invested $13 billion in it. With OpenAI's technological advantages in large models and other aspects, it is expected to provide support for its own artificial intelligence development.

In the past year, although Microsoft only achieved a year-on-year increase of 12.95%, its strong profitability should not be underestimated. Data shows that Microsoft's revenue in the first quarter of fiscal year 2025 was US$65.6 billion, a year-on-year increase of 16%; net profit was US$24.7 billion, a year-on-year increase of 11%. Among them, the revenue of the intelligent cloud department was US$24.1 billion, a year-on-year increase of 20%, and the revenue of Azure and other cloud services increased by 33%. About 12 percentage points of Azure's growth came from AI services. AI has become one of Microsoft's main growth drivers.

3. Apple ( AAPL )

In June 2024, Apple launched its new "personal intelligence system" - Apple Intelligence at the 2024 Worldwide Developers Conference. It also announced that it will cooperate with OpenAI, and ChatGPT will be integrated into the next generation of iOS, iPadOS and macOS.

Currently, Apple's AI technology runs through multiple devices such as iPhone, iPad, Mac, Apple Watch, etc., enabling collaborative work and data sharing among multiple devices. In addition to integrating AI technology into daily office and entertainment applications, Apple is also exploring areas such as health and autonomous driving.

In addition, Apple has a large and active developer community that encourages developers to use Apple's AI technology to develop various innovative applications by providing a wealth of development tools and frameworks.

Apple CEO Tim Cook said that Apple will continue to make significant investments in artificial intelligence technology. Strong financial strength ensures Apple's continued investment in AI research and development, providing strong support for the continuous advancement of technology and business expansion. In the future, the development of AI technology is expected to bring new revenue growth points for Apple.

4. Alphabet ( GOOGL )

Alphabet has leading deep learning technology. Its subsidiary Google has profound technical accumulation in the field of deep learning and has developed powerful deep learning frameworks such as TensorFlow, which are widely used in various fields of artificial intelligence, providing a solid foundation for the development and application of its artificial intelligence technology.

In the field of autonomous driving, Alphabet has invested $5 billion in its subsidiary Waymo to promote the development of autonomous driving technology. Waymo has made certain progress, such as providing 50,000 paid trips per week and completing 2 million trips to date. There are also AI-related research and application layouts in fields such as medicine, such as using AI technology for medical image analysis.

Alphabet plays an important role in the global technology industry, with a huge brand influence and user base. In the AI market, Alphabet has also occupied a place with its technological and business advantages, forming a strong competitive situation with Microsoft, Amazon and other companies in the fields of cloud computing and AI.

5. TSMC (TSM)

As the world's largest semiconductor foundry, TSMC has the ability to mass-produce high-quality chips, has rich chip manufacturing experience and mature production processes, and occupies a key position in the AI industry chain . It almost monopolizes the foundry business of high-end AI chips in the world. TSMC is a leading company in the global integrated circuit foundry field and has a very high market share and influence in the semiconductor industry.

The continued strong demand for AI chips has become an important driving force for TSMC's performance growth. The company 's consolidated revenue in the third quarter of 2024 was NT$759.69 billion, a record high, a year-on-year increase of 39.0% and a month-on-month increase of 12.8%; it is expected that the revenue contribution from AI server processors in 2024 will increase by more than 3 times compared with last year, accounting for about 14% - 16% of the overall revenue . As the AI market continues to expand, TSMC's revenue in the field of AI chips is expected to continue to maintain rapid growth .

6. Tesla (TSLA)

Tesla's FSD (full self-driving capability) system is at the forefront of the industry. Based on a deep layout of large-scale mileage, self-developed computing platform and huge computing power, Tesla's FSD fully self-driving system equipped with HW4.0 has been continuously upgraded and iterated, and has entered the V12.4 stage, which can respond flexibly and accurately to complex road conditions.

It is worth noting that Tesla plans to launch Robotaxi (self-driving taxi) service, which will be a major application of artificial intelligence in the field of transportation. Optimus humanoid robot is also one of Tesla's important layouts. Tesla's ultimate vision is to hope that humanoid robots can help manufacture cars and even replace human labor in more fields, creating new growth points for the company.

fell for the first time in 10 years in 2024 , Wall Street's general forecast shows that the company's fourth-quarter revenue will reach a record $99.7 billion. The development of AI- related businesses has played a positive role in promoting Tesla's financial performance . With the continuous application and expansion of AI technology, the company's profitability is expected to be further improved in the future.

7. Amazon ( AMZN )

As the world's leading cloud computing service provider, Amazon closely integrates AI technology with cloud computing business to provide customers with a full range of AI services including computing power, models, application development frameworks, etc., helping companies in all walks of life to carry out AI innovation and digital transformation.

Currently, Amazon has helped hundreds of thousands of customers in the field of AI and machine learning, accumulated rich industry experience, and has become the choice of many corporate customers to enter the field of generative AI. Amazon's AI business has become a sector with annual revenue of billions of dollars and is showing a good growth trend.

8. Meta​​​

Meta has strong technical strength . Since its development, its Llama series models have been continuously updated, from supporting only text operations to multimodal models that can recognize images and videos, understand and generate speech, providing users with richer interactive experience and more powerful functions. In the field of AI hardware , Meta has released hardware products such as holographic AR glasses Orion, combining AI technology with hardware devices and expanding the application scenarios of AI.

Currently, Meta owns many well-known social platforms with billions of users, providing a broad market and rich data resources for the implementation and promotion of artificial intelligence products, and can better train and optimize AI models. In the future, Meta plans to build a new giant AI model to provide accurate video recommendation services for all platforms .

9. Palantir Technologies ( PTLR )

Palantir's core technology lies in its ability to integrate and analyze large amounts of dispersed and complex multi- source data. Platforms such as Palantir Gotham and Palantir Foundry developed by it can help users extract valuable information from massive data through data indexing, graph analysis and other technologies, and reveal potential relationships and patterns hidden in data networks, which is important for governments and finance. It is of great significance to decision-making in many fields .

The company's revenue and profits in 2024 exceeded expectations, showing good profitability and development momentum. As the demand for artificial intelligence continues to grow, its business is accelerating, and the number of U.S. commercial customers has also grown significantly, laying the foundation for future performance improvements .

10. Arm Holdings ( ARM )

Arm occupies an important position in the semiconductor field. It does not directly design, manufacture or sell chip products, but mainly licenses chip architecture (IP) and related technologies to chip manufacturers. The number of chips based on Arm architecture in the world has exceeded 300 billion. Its licensing model allows cloud vendors to have greater design autonomy. Amazon, Microsoft, Nvidia and other manufacturers have adopted Arm's technology.

Arm has a good revenue growth trend . Its revenue in the third quarter of fiscal year 2024 was US$824 million, a year-on-year increase of 14%; its licensing revenue reached US$354 million, a year-on-year increase of 18%; and its patent fee revenue increased by 11% to US$470 million. The company's performance is on the rise due to the demand for artificial intelligence and the recovery of the smartphone business.

Arm CEO Rene Haas said that by the end of 2025, there are expected to be more than 100 billion AI-capable devices equipped with Arm chip technology in the world, covering various fields such as the Internet of Things, infrastructure, automobiles and terminals.