Top Stocks for AI Exposure in 2025: PLTR, AVGO, NVDA

Zacks01-07

The artificial intelligence theme has gripped the market for some time now, with many stocks benefiting nicely from the mania and providing big gains for investors. And in 2025, the theme is looking ...

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Let’s take a closer look at each.Broadcom’s earnings outlook has also shifted positively across the board following the latest set of results, landing the stock into a favorable Zacks Rank #2 . Its next quarterly results are scheduled for March, with early consensus expectations alluding to 36% EPS growth on 22% higher sales.Palantir’s robust share performance has been fueled by the AI frenzy, with the company’s latest set of quarterly results pleasing investors in a big way. The strong results ","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","AVGO":"博通","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","NVD3.UK":"LS 3X NVIDIA","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","NVD2.UK":"2X NVIDIA ETP","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU0823414478.USD":"法巴经典能源转换基金","SNVD.UK":"LS -1X NVIDIA","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","NVIW.SI":"NVDA 3xLongSG261006","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","NVD":"GraniteShares 2x Short NVDA Daily ETF","BK4566":"资本集团","2NVD.UK":"2X NVIDIA ETP","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","3NVD.UK":"LS 3X NVIDIA","NVDD":"Direxion Daily NVDA Bear 1X Shares","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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Let’s take a closer look at each.\nBroadcom Sees Record Sales\nBroadcom has quickly risen to the top concerning AI players, with its latest set of quarterly results fully confirming robust demand. Its FY24 has just ended, with annual revenue of $51.6 billion reflecting a new record and growing 44% year-over-year on the back of strong demand for its solutions.\nImpressively, record annual semiconductor revenue of $30.1 billion in FY24 was driven by its leading AI XPUs, with AI revenue overall growing 220% year-over-year. Below is a chart illustrating the company’s sales on a quarterly basis.\nImage Source: Zacks Investment Research\nBroadcom’s earnings outlook has also shifted positively across the board following the latest set of results, landing the stock into a favorable Zacks Rank #2 (Buy). Its next quarterly results are scheduled for March, with early consensus expectations alluding to 36% EPS growth on 22% higher sales.\nImage Source: Zacks Investment Research\nPalantir Shares Outperform Massively\nPalantir’s robust share performance has been fueled by the AI frenzy, with the company’s latest set of quarterly results pleasing investors in a big way. The strong results and favorable commentary have caused analysts to raise their earnings expectations, with the stock sporting a favorable Zacks Rank #2 (Buy).  \nImage Source: Zacks Investment Research\nThe company’s sales have snowballed thanks to strong AI demand, with sales of $726 million throughout its latest period growing 30% year-over-year and 7% sequentially. As shown below, PLTR’s sales have consistently grown sequentially over the years.\nImage Source: Zacks Investment Research\nNvidia Remains AI-Favorite\nInvestor-favorite Nvidia continues to fire on all cylinders, with its Data Center results regularly blowing away expectations and posting big year-over-year growth. Like those above, its earnings outlook has brightened nicely over recent months, with positive revisions regularly hitting the tape following quarterly prints.\nImage Source: Zacks Investment Research\nAs shown below, the Data Center results have been notably bullish, with the most recent beat totaling a sizable $1.8 billion amid another period of scorching-hot demand.\nImage Source: Zacks Investment Research\nJensen Huang, CEO, wrapped up the latest set of quarterly results with a bullish statement: “The age of AI is in full steam, propelling a global shift to NVIDIA computing. Demand for Hopper and anticipation for Blackwell — in full production — are incredible as foundation model makers scale pretraining, post-training and inference.”\nBottom Line\nThe AI-frenzy isn’t going anywhere anytime soon, with demand expected to remain red-hot as more increasingly adopt the technology.\nAnd for those looking for exposure in 2025, all three stocks above – Palantir PLTR, Broadcom AVGO, and, of course, Nvidia NVDA – are prime selections, with each sporting a positive earnings outlook.\nWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report\nNVIDIA Corporation (NVDA) : Free Stock Analysis Report\nBroadcom Inc. (AVGO) : Free Stock Analysis Report\nPalantir Technologies Inc. (PLTR) : Free Stock Analysis Report\nTo read this article on Zacks.com click here.\nZacks Investment Research","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.30.2","shortVersion":"4.30.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2501297527"}