NVDA
NVIDIA
-- 109.670 TSLA
Tesla
-- 263.550 CRWV
CoreWeave
-- 40.000 PLTR
Palantir
-- 85.850 GOOG
Alphabet-C
-- 156.060 
Wedbush's Top 10 technology winners in the 2025 AI revolution are NVIDIA and Microsoft.
Wedbush のレポートによると、 Nvidia ( NASDAQ: NVDA ) and Microsoft (NASDAQ: Microsoft ) are leading the top 10 companies in technology that will win in the AI revolution in 2025.
Analysts led by Daniel Ives stated that under President Trump's White House, regulations have been relaxed, a few days have passed since the resignation of FTC Chairman Lina Khan, efforts towards AI have been strengthened, creating a strong foundation for major tech companies and Tesla looking ahead to the post-2025 period. They mentioned that high-tech stocks are expected to rise by 25% in 2025.
Analysts expect high-tech stocks to perform well in 2025 due to the increase in AI-relevant investments exceeding 2 trillion dollars over the next three years of the AI revolution.
Analysts anticipate that in 2025, despite concerns from the FRB, negotiations on Chinese tariffs, and the surge in stock prices, several tense situations may arise. However, they added that this may create opportunities to hold high-tech and major stocks.
Wedbush identified the top 10 technology companies expected to succeed in the AI revolution in 2025 as Nvidia, Microsoft (Microsoft), Palantir Technologies (PLTR), Tesla (TSLA), Alphabet (GOOG）（Gold) Google, a subsidiary of Apple (Apple), MongoDB (MDB), Pegasystems (PEGA), Snowflake (SNOW), Salesforce(CRMIt is ).
"The use cases of AI are explosively increasing, and we believe that the stage of enterprise consumption will arrive from 2025, so it is time for a wider range of software fields to join the AI party," said Mr. Ives and his team.
Analysts added that the comprehensive introduction of Large Language Models (LLM) and the true introduction of Generative AI will be a major opportunity for the fourth industrial revolution, benefiting the technology sector and major players in the software division.
Analysts believe that in the AI revolution of 2025, the two major software companies are still Palantir and Salesforce, and many leading software vendors in advantageous positions are expected to join the AI camp.
"Mr. Ives and his team pointed out that NVIDIA and major cloud companies continue to be the driving force behind AI.
"The start of this $2 trillion plus AI expenditure began with the godfathers of AI, Jensen (Jensen Huang) and NVIDIA. They are monopolizing chips as the new gold and petroleum," the analysts said.
By 2025, leading companies in cloud/hyperscale led by Microsoft will continue to play a significant role in the critical phase of the AI revolution, while Google Cloud Platform and Amazon Web Services (AWS) are expected to show significant momentum in cloud and AI over the next few years. AMZN ) will show significant momentum in cloud and AI over the next few years.
Analysts led by Daniel Ives stated that under President Trump's White House, regulations have been relaxed, a few days have passed since the resignation of FTC Chairman Lina Khan, efforts towards AI have been strengthened, creating a strong foundation for major tech companies and Tesla looking ahead to the post-2025 period. They mentioned that high-tech stocks are expected to rise by 25% in 2025.
Analysts expect high-tech stocks to perform well in 2025 due to the increase in AI-relevant investments exceeding 2 trillion dollars over the next three years of the AI revolution.
Analysts anticipate that in 2025, despite concerns from the FRB, negotiations on Chinese tariffs, and the surge in stock prices, several tense situations may arise. However, they added that this may create opportunities to hold high-tech and major stocks.
Wedbush identified the top 10 technology companies expected to succeed in the AI revolution in 2025 as Nvidia, Microsoft (Microsoft), Palantir Technologies (PLTR), Tesla (TSLA), Alphabet (GOOG）（Gold) Google, a subsidiary of Apple (Apple), MongoDB (MDB), Pegasystems (PEGA), Snowflake (SNOW), Salesforce(CRMIt is ).
"The use cases of AI are explosively increasing, and we believe that the stage of enterprise consumption will arrive from 2025, so it is time for a wider range of software fields to join the AI party," said Mr. Ives and his team.
Analysts added that the comprehensive introduction of Large Language Models (LLM) and the true introduction of Generative AI will be a major opportunity for the fourth industrial revolution, benefiting the technology sector and major players in the software division.
Analysts believe that in the AI revolution of 2025, the two major software companies are still Palantir and Salesforce, and many leading software vendors in advantageous positions are expected to join the AI camp.
"Mr. Ives and his team pointed out that NVIDIA and major cloud companies continue to be the driving force behind AI.
"The start of this $2 trillion plus AI expenditure began with the godfathers of AI, Jensen (Jensen Huang) and NVIDIA. They are monopolizing chips as the new gold and petroleum," the analysts said.
By 2025, leading companies in cloud/hyperscale led by Microsoft will continue to play a significant role in the critical phase of the AI revolution, while Google Cloud Platform and Amazon Web Services (AWS) are expected to show significant momentum in cloud and AI over the next few years. AMZN ) will show significant momentum in cloud and AI over the next few years.
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