My Top Five Ai Stocks Seeking Alpha

Bonisiwe Shabane

-Dec 2, 2025, 10:49 PM

Steve here—welcome to Seeking Alpha Quant. In this article, I’ll discuss my top five stocks powering new innovations in artificial intelligence. Each one has demonstrated remarkable resilience in the face of volatile markets and has solid fundamentals to back up Analyst’s Disclosure:I/we have a beneficial long position in the shares of CLS, CRDO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it.

I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given that any particular security, portfolio, transaction or investment strategy is suitable for any specific person. The author is not advising you personally concerning the nature, potential, value or suitability of any particular security or other matter. You alone are solely responsible for determining whether any investment, security or strategy, or any product or service, is appropriate or suitable for you based on your investment objectives and personal and financial situation. Steven Cress is the Head of Quantitative Strategy at Seeking Alpha.

Any views or opinions expressed herein may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. On July 23, U.S. President Donald Trump's administration unveiled the "AI Action Plan" to encourage U.S. dominance over AI technology. The strategy includes over 90 federal policies aimed at paring back regulation, investing in AI

I am Steven Cress, Head of Quantitative Strategies at Seeking Alpha. I manage the quant ratings and factor grades on stocks and ETFs in Seeking Alpha Premium. I also lead Alpha Picks, which selects the two most attractive stocks to buy each month, and also determines when to sell them. Analyst’s Disclosure:I/we have a beneficial long position in the shares of CLS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it.

Any views or opinions expressed herein may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Fears of an AI bubble fueled volatility in recent weeks as big tech valuations stretched and Wall Street’s top executives warned of a market correction. The S&P 500’s AI-led rally sent prices to I am Steven Cress, Head of Quantitative Strategies at Seeking Alpha. I manage the quant ratings and factor grades on stocks and ETFs in Seeking Alpha Premium.

I also lead Alpha Picks, which selects the two most attractive stocks to buy each month, and also determines when to sell them. Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results.

No recommendation or advice is being given that any particular security, portfolio, transaction or investment strategy is suitable for any specific person. The author is not advising you personally concerning the nature, potential, value or suitability of any particular security or other matter. You alone are solely responsible for determining whether any investment, security or strategy, or any product or service, is appropriate or suitable for you based on your investment objectives and personal and financial situation. Steven Cress is the Head of Quantitative Strategy at Seeking Alpha. Any views or opinions expressed herein may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.

Technology stocks (XLK) are currently among the top gainers in the S&P 500 (SP500), with companies like Intel (INTC), Sandisk Corp. (SNDK), Western Digital (WDC), and Super Micro Computer (SMCI) leading the charge as some of the best performers. December seasonality is historically one of the market’s strongest periods, culminating in the well-known Santa Claus rally, a tendency for stocks to rise during the final week of I am Steven Cress, Head of Quantitative Strategies at Seeking Alpha. I manage the quant ratings and factor grades on stocks and ETFs in Seeking Alpha Premium. I also lead Alpha Picks, which selects the two most attractive stocks to buy each month, and also determines when to sell them.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given that any particular security, portfolio, transaction or investment strategy is suitable for any specific person.

The author is not advising you personally concerning the nature, potential, value or suitability of any particular security or other matter. You alone are solely responsible for determining whether any investment, security or strategy, or any product or service, is appropriate or suitable for you based on your investment objectives and personal and financial situation. Steven Cress is the Head of Quantitative Strategy at Seeking Alpha. Any views or opinions expressed herein may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Excitement over the hot technology of artificial intelligence (AI) helped the stock market soar last year -- and the movement may be far from over.

This is because we're still in the early stages of AI development. Companies have invested in data centers and building AI platforms, but there's much more work to be done there. Nvidia (NVDA +1.42%) chief executive officer Jensen Huang has said about $1 trillion in outdated computers exist and must be updated for accelerated computing. On top of this, the actual use of AI to improve efficiency at businesses or develop new game-changing products is in its early stages. That suggests there's plenty of room for AI-driven revenue growth ahead, meaning 2025 could be another great year for AI stocks. Let's check out my top five to buy at this stage of the AI race.

I'm mentioning AI chip giant Nvidia for one important reason: Some investors have worried that, after gaining 800% over the past two years, performance may stall. It's impossible to guarantee or predict with 100% certainty that a particular stock will advance during a given time frame. But it's reasonable to be optimistic about Nvidia's potential this year and over time -- for a couple of reasons. First, Nvidia is the AI chip leader, has built an entire ecosystem of AI products and services, and to ensure its leadership, the company has committed itself to annual innovation. This along with the fact that Nvidia is launching a major new product right now -- the Blackwell architecture -- are positive points for the near term. Second, we're now heading into a new AI growth phase: The development of agentic AI, or the use of AI to handle complex, multi-step tasks.

Nvidia offers developers tools to build these AI agents. So, moving forward, Nvidia should benefit from accompanying its customers all they way along the AI path -- from training models to applying AI in the real world.

My Top Five Ai Stocks Seeking Alpha

People Also Search

Steve Here—welcome To Seeking Alpha Quant. In This Article, I’ll

I Have No Business Relationship With Any Company Whose Stock

Any Views Or Opinions Expressed Herein May Not Reflect Those

I Am Steven Cress, Head Of Quantitative Strategies At Seeking

I Have No Business Relationship With Any Company Whose Stock