Top Ai Stocks For 2025 Seeking Alpha

Bonisiwe Shabane

-Nov 24, 2025, 11:09 PM

According to data provider EPFR, investors have poured more than $5 billion into technology sector funds during the past 15 months. This trend was driven higher by three consecutive interest rate cuts by the Federal Reserve in 2024 as well as Donald Trump’s presidential victory as investors flooded the stock market with more than $140B... Much of that activity has been powered by investor interest in artificial intelligence, as shares of AI-leveraging companies have fueled a blistering +25% rally of the S&P 500 this year. AI bellwether Nvidia (NVDA) has surged 149% over the past year. Meanwhile, big tech companies, including Microsoft’s (MSFT) partnership with OpenAI and Google’s (GOOG)(GOOGL) Gemini rollout, have also pushed stocks higher. The AI market is projected to grow from around $538B last year to more than $1.8t by 2030, producing an estimated 19% CAGR through 2032.

In his final weeks in office, President Joe Biden’s administration unleashed new regulations that would block the export of American-made semiconductors to adversaries, including Russia and China. It was the latest development in a fierce AI arms race as the U.S. fights to retain its dominance in manufacturing the chips crucial to powering AI technology. According to Precedence Research, North America commanded the largest share of the global AI market, at nearly 37% in 2023. Europe, Asia-Pacific (APAC), and Latin America followed at 25.5%, 24%, and 13.6%, respectively. As exhibited below, APAC is the fastest-growing AI market over the forecast period.

The message is clear: Whoever wields the AI, wields the power. The same can be said in the corporate sphere. AI stocks, including Palantir Technologies (PLTR) and Nvidia, posted triple-digit returns and dominated the market in 2024. Rising interest has paved the way for more trading access via targeted AI exchange-traded funds (ETFs). These allow investing in broader themes instead of specific companies, but performance will vary. Take, for example, the Defiance Quantum ETF (QTUM) and the Invesco Semiconductors ETF (PSI).

Both have performed similarly since 2020, beating the market, as illustrated in the chart below. Nvidia and AMD are dominating the AI chip market with record demand in 2025. Microsoft and Alphabet are expanding AI through cloud, software, and infrastructure. Intel is making a strong comeback with new AI chips and global manufacturing plans. AI is among the world’s fastest-growing technologies. Businesses are pouring billions into AI tools, cloud services, chips, and data centers.

It has caused a massive spike in the valuation of AI-related tech stocks. Some companies stand out owing to their solid technology, collaborative partnerships, and promising growth. These are the best AI stocks to buy that will do very well in 2025. Nvidia, AMD, Microsoft, Google, and Intel are top players that are completely revolutionizing the field. Every one of these companies is a key player in the evolution of AI. Let’s look at how they are changing the market.

America is going all out in the global AI battle. It seems the artificial intelligence (AI) race has escalated once again following President Donald Trump's announcement that he has issued an executive order to launch Project Genesis. The administration compared its significance to the famous Manhattan Project, the World War 2 initiative to develop the atomic bomb. Project Genesis aims to develop an artificial intelligence platform utilizing supercomputers and data from various government agencies to accelerate America's efforts in advanced manufacturing, national security, and other key areas. While it's still early and the executive order didn't detail any specific funding, a federal AI initiative makes it all the more likely that the leading technology companies will continue to benefit from strong... Here are the top AI stocks to buy right now.

Google's parent company Alphabet (GOOGL 1.65%) (GOOG 1.71%)surged recently following the release of its well-received AI model, Gemini 3. Notably, Alphabet trained Gemini 3 on its own Tensor Processing Unit (TPU) chips, which are purpose-built for its machine-learning workloads. Alphabet's TPUs have gained enough attention that Meta Platforms is reportedly considering implementing them in its data centers. by Amine Rahal | Nov 28, 2025 | Angel Investing, VC and P2P, Stock Investing Disclosure: Our content isn't financial advice. Do your due diligence and speak to your financial advisor before making any investment decision.

We may earn money from products reviewed. (Learn more) Updated for 2025. If you’re searching for AI stocks to buy, the fastest way to improve your results is to stop chasing a single “AI winner” and start thinking in layers of the AI stack: compute →... That approach naturally pushes you toward better diversification (and fewer “all-or-nothing” bets), which aligns with the core mindset in our guide on portfolio diversification. Important: This post is educational and not financial advice.

Markets move quickly. Before buying any stock, confirm the latest filings, guidance, and risk factors using primary sources like the SEC EDGAR database, and consider speaking with a licensed professional. In practice, “AI stocks” usually fall into one (or more) of these categories: 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.

1. What defines an “AI stock” and how were these picks selected? An “AI stock” typically refers to a company whose core business involves artificial intelligence — for example, AI‐software development, large-scale data infrastructure, AI chips/hardware, or services that leverage generative AI and automation. The picks in the article were selected based on criteria such as: strong growth potential in AI-related segments, favourable analyst outlooks and earnings momentum,

market position within the AI ecosystem (software, hardware, services), On Saturday, July 26, China expressed its intention to create an organization to foster global cooperation on artificial intelligence (AI). This could position China as an alternative to the US as both countries compete for influence over this important technology. At the annual World Artificial Intelligence Conference in Shanghai, Premier Li Qiang said China wants to help coordinate global efforts to regulate fast-changing AI technology. He also said China is ready to share its progress in AI with other countries, especially the “Global South.” The global south includes developing or lower-income countries, mostly in the southern hemisphere. On Wednesday, July 23, President Donald Trump’s administration released an AI plan designed to significantly grow AI exports to US allies.

This is part of a strategy to keep the US ahead of China in AI technology. The US has also set limits on exporting advanced AI chips and chipmaking technology to China, citing concerns that this technology might help China’s military. Despite this, China continues to make important AI advancements that attract close attention from US officials.

Top Ai Stocks For 2025 Seeking Alpha

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