The AI revolution continues to reshape the tech landscape, with Wedbush analysts recently predicting a 25% surge in tech stocks by 2025. This surge will led by Nvidia (NVDA, Financial) and Microsoft (MSFT, Financial); the firm’s top 10 AI-driven winners list given by Webush also includes Tesla (TSLA, Financial), Alphabet (GOOG, Financial), Apple (AAPL, Financial), and Palantir Technologies (NASDAQ: PLTR), among others.
According to Wedbush, the upcoming years will witness over $2 trillion in incremental AI capital expenditures, fueled by generative AI adoption and the enterprise application of Large Language Models (LLMs). Analysts, led by Daniel Ives, expect this “Fourth Industrial Revolution” to deliver monumental growth opportunities for software and hardware leaders.
Nvidia remains the leader of AI darling with its data centers and GPU impact. The firm anticipates robust contributions from cloud giants like Microsoft Azure, Google Cloud, and Amazon Web Services (NASDAQ: AMZN) to enable enterprises to scale AI solutions.
Wedbush also identifies Salesforce (CRM, Financial) and Palantir (PLTR, Financial) as the premier software companies that play in this AI wave, predicting massive demand for AI-integrated platforms across industries.
This article first appeared on GuruFocus.
