Artificial intelligence is reshaping global markets, and a lot of companies are capturing most of the value. Here are the 14 stocks leading the AI-driven boom in 20
Artificial intelligence is no longer just a flashy symbol of innovation — it’s now the driving force behind Wall Street’s next major boom. And that’s exactly where the smart money is flowing.By 2025, the world has already seen what AI can do, but the sharpest investors are asking a different question: who’s cashing in on it?
Discover in this article the highlights of the actions driving the AI boom in 2025.
Top AI-Related Stocks in 2025
1. Nvidia (NVDA)
Founded in 1993 in the United States and initially focused on graphics processors for gaming, Nvidia has evolved into a developer of high-performance chips, playing a central role in the advancement of artificial intelligence and the global data center infrastructure.
Today, the company stands as the leading provider of graphics processing units (GPUs) designed for artificial intelligence.In 2025, Nvidia has reached a dominant position in training large language models (LLMs), generative AI, and data center infrastructure.
Its Hopper and Blackwell architectures power everything from enterprise systems to generative AI platforms such as ChatGPT, Gemini, and Copilot.
Nvidia highlights
- Most advanced chips in the market: Nvidia manufactures the world’s most powerful graphics processors, used to train the most complex AI systems.
- More than just chips: the company offers an entire ecosystem of tools and platforms that enable the development, training, and scaling of AI solutions.
- Ubiquitous presence: major tech companies and universities rely heavily on Nvidia’s technology.
Is it worth investing?Nvidia remains the “blue-chip” stock of the AI universe. In June 2025, the company reached a historic milestone by surpassing $4 trillion in market capitalization.
For investors seeking direct and leveraged exposure to AI infrastructure, NVDA stands out — ideal for those with an appetite for volatility and a stretched valuation.
2. Microsoft (MSFT)
Microsoft is one of the key players in the global artificial intelligence revolution.At present, its strategy of integrating AI into products, services, and infrastructure reinforces its leadership in cloud computing and intelligent productivity.The company not only invests in AI models but also converts those advances into robust and widely adopted commercial solutions, such as Microsoft 365 Copilot and the Azure OpenAI infrastructure.
Microsoft highlights
- Azure OpenAI: the leading global platform for companies to train, host, and scale generative AI models.
- Partnership with OpenAI: exclusive and early access to commercial GPT versions, integrated into Microsoft’s own products.
- Microsoft 365 Copilot: direct AI integration into everyday tools like Word, Excel, Teams, and Outlook.
- GitHub Copilot: revolutionizing software development with AI-assisted coding.
Is it worth investing?Microsoft combines financial strength, technological innovation, and practical AI deployment at a global scale.For investors seeking broad, stable, and consistent exposure to AI’s expansion, MSFT remains one of the top market choices.
3. Alphabet (GOOG)
Alphabet, Google’s parent company, is one of the world’s largest investors in artificial intelligence.Currently, it also stands out for developing core technologies, models, chips, frameworks, and infrastructure.With the advancement of its Gemini platform (the successor to Bard) and its integration across search, cloud, and productivity ecosystems, Alphabet has secured a leading position in the future of generative AI.
Alphabet highlights
- Gemini: a proprietary multimodal language model trained to handle text, images, code, and audio.
- TPUs (Tensor Processing Units): custom chips designed to accelerate AI models within Google Cloud infrastructure.
- Large-scale application: AI is integrated into Search, YouTube recommendations, Android, Google Ads, and Workspace.
Is it worth investing?Alphabet offers scale, innovation, and unmatched data dominance.Its ability to turn cutting-edge research into products used by billions makes GOOG one of the most resilient and well-positioned stocks to capture long-term value from AI’s evolution.
4. Meta Platforms (META)
Parent company of Facebook, Instagram, and WhatsApp, Meta Platforms invests heavily in generative AI, content personalization, and infrastructure for virtual reality.
This year, the company combines generative AI, large-scale content personalization, and infrastructure dedicated to the metaverse, its major long-term project.
AI is now a strategic part of its business, powering everything from recommendation algorithms to the development of intelligent avatars and immersive experiences in virtual and augmented reality.
Meta highlights
- Multimodal generative AI: development of open-source models such as LLaMA 3, applied to text, voice, and image generation.
- Creative tools: AI integrated into Facebook and Instagram for automated content creation and assisted editing.
- Extended reality: use of AI to enable natural interactions in Quest VR/AR headsets and the Horizon platform.
- In-house infrastructure: building supercomputers with next-generation GPUs to train large-scale models.
Is it worth investing?Meta presents an opportunity for investors seeking exposure to the intersection of social media, generative AI, and immersive reality.Although it faces challenges related to spending and regulation, its massive data advantage and global-scale platforms support a strong long-term growth thesis.
5. Palantir Technologies (PLTR)
Palantir is a software company specializing in data analytics and applied artificial intelligence for decision-making across defense, security, healthcare, logistics, and corporate operations.
It operates with a B2B and B2G focus, offering high-complexity, customized AI solutions. Its core products, Foundry, Gotham, and AIP, combine automation, language models, and real-time data visualization.
Palantir highlights
- Government focus: strong presence in contracts with the U.S. Army, NATO, intelligence services, and public agencies.
- Enterprise solutions: AIP (Artificial Intelligence Platform) is increasingly adopted by corporations for automation and predictive analytics.
- Operational AI: applied models that generate practical results, beyond content creation.
Is it worth investing?Palantir appeals to investors focused on AI applied to strategic data and customized enterprise solutions.
For those seeking differentiation within the AI sector, PLTR offers a bold, high-risk, high-reward investment thesis.
Conclusion: Key ETF Trends in 2025
The most popular U.S. ETFs in 2025 reveal a clear pattern — investors are balancing growth, income, and safety.
Traditional funds like SPY and QQQ remain dominant, while new entrants such as IBIT and SGOV attract attention with alternative exposure and defensive positioning.
As portfolios evolve, ETFs continue to serve as the backbone of modern investing — combining efficiency, transparency, and global reach.
This article is based on data from Investor10 and highlights the stocks driving the AI boom in 2025.
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