Based on a Wedbush report led by popular analyst Daniel Ives, Nvidia (NVDA, Financial) and Microsoft (MSFT, Financial) are positioned as the main benefactors of the artificial intelligence revolution in 2025. Citing lowered regulatory pressure, improved AI projects, and an overall positive climate for big business under the next U.S. administration, the analyst firm forecasts technology stocks to grow by 25% in 2025.
Over the next three years, Wedbush expects over $2 trillion in more AI-related capital expenditures, likely to propel industry development across the board. Despite the headwinds, the report points to buying opportunities for investors focusing on long-term artificial intelligence themes.
Nvidia, Microsoft, Tesla (TSLA, Financial), Palantir Technologies (PLTR, Financial), Alphabet's Google (GOOG, GOOGL), Apple (AAPL, Financial), MongoDB (MDB, Financial), Pegasystems (PEGA, Financial), Snowflake (SNOW, Financial), Salesforce (CRM), were picked as the top 10 tech picks for the AI revolution in 2025
With use cases rising dramatically, "the enterprise consumption phase for AI begins in 2025," Wedbush stated, noting software companies as the next important participants in AI adoption.
