NVDA
NVIDIA
-- 144.470 TSLA
Tesla
-- 410.440 PLTR
Palantir
-- 79.890 CRNC
Cerence
-- 19.330 MSTR
MicroStrategy
-- 339.660 Top 10 'AI Revolution Winners' in 2025! Is the next promising AI stock in the software sector?!
This article uses automatic translation in part.
Driven by the development and outlook of artificial intelligence, the bullish market for US high-tech stocks is expected to continue this year. Wedbush analyst Dan Ives expects major high-tech companies such as Apple, Tesla, Microsoft, under the upcoming Trump administration's anticipated regulatory easing and AI initiative strengthening, to maintain an upward trend in 2025 and is predicting a 25% increase.
Wedbush expects strong performance in high-tech stocks in 2025 due to the AI revolution, with AI infrastructure investment exceeding $2 trillion over the next 3 years. The firm has listed 10 potential major beneficiaries of the AI revolution, led by $NVIDIA (NVDA.US)$.
Bank of America's analyst, Vivek Arya, stated that in 2025, the U.S. chip stocks are likely to see continued fund inflows, with a high possibility of bullish market resuming.The revenue of the AI Chip industry is expected to grow by 15% in 2025, reaching 725 billion dollars.The firm believes that AI chip-related stocks will maintain strong momentum in the first half of this year, with the market focus shifting to automobile and industrial chip-related stocks in the latter half. ETC, NVIDIA, $Broadcom (AVGO.US)$、 $Marvell Technology (MRVL.US)$and other stocks are being recommended.
Mr. Aibz expects significant progress by major companies in Edge AI applications by 2025, especially $Tesla (TSLA.US)$や $Apple (AAPL.US)$such as.
Tesla's fully autonomous driving technology is expected to be approved in China in the first half of this year. The Robo-taxi service is scheduled to start in California and Texas in the second half. On the other hand, Apple has been criticized for being late to enter the AI market, but is preparing for a significant expansion of generated AI. The company plans to integrate AI into China's iPhones next year by partnering with local tech companies.
Goldman Sachs predicts that the total size of the cloud computing market will reach $2 trillion by 2030, with 10-15% of it attributed to generated AI. In other words, generated AI is expected to bring a market size of about $200 billion to $300 billion to cloud computing by then.Providing a market size of approximately $200 billion to $300 billion for cloud computing.It means becoming able to.
Wedbush expects that by 2025, $Microsoft (MSFT.US)$Cloud players led by Apple will continue to play a crucial role in the pivotal moments of the AI revolution, and Google Cloud Platform and Amazon Web Services (AWS) are expected to show significant momentum in cloud and AI in the coming years.
Microsoft's CFO, Amy Hood, stated in a recent earnings call that to meet the overwhelming demand for the Azure AI cloud-based platform, investments in new facilities will expand AI capacity, and the growth of Azure is expected to accelerate further in the latter half of fiscal year 2025.
On the other hand, Google's cloud division, including infrastructure and software subscriptions, saw a significant growth of 35% year-on-year in the third quarter, up from 29% growth in the previous quarter. This acceleration suggests that Google is strengthening its position in cloud computing and AI.
In 2025,Market focus will shift from infrastructure development to monetizing applications.It is expected that amid the shift of AI-related interest from hardware to software, software stocks will also benefit from the AI revolution in 2025.
Mr. Aibz pointed out that the explosive growth of use cases, the start of the corporate consumption phase in 2025, the deployment of Large Language Models (LLMs), the wide adoption of generative AI, and other factors will be key triggers for the software industry and major players to benefit from the AI revolution, leading to profit growth in the high-tech sector.
Among the software stocks, $Palantir (PLTR.US)$and $Salesforce (CRM.US)$is considered a top performer, but $MongoDB (MDB.US)$、 $Pegasystems (PEGA.US)$、 $Snowflake (SNOW.US)$along with other companies, including ETC, are also in a favorable position to ride the wave of the AI boom.
This article uses automatic translation in part.
Source: Businessinsider, Wedbush
MOOMOO News Vicky
Source: Businessinsider, Wedbush
MOOMOO News Vicky
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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