Top stocks Palantir, Broadcom, Nvidia set for strong year in AI market

From Nasdaq: 2025-01-06 17:15:00

In 2025, the artificial intelligence theme continues to gain momentum in the market, with stocks like Palantir, Broadcom, and Nvidia set to have a strong year due to increasing adoption and high demand for AI-related offerings.

Broadcom has seen record sales, with FY24 revenue reaching $51.6 billion, a 44% year-over-year increase driven by strong demand for its AI solutions. AI revenue grew 220% year-over-year, leading to a positive earnings outlook and a Zacks Rank #2 (Buy).

Palantir’s shares have outperformed thanks to strong AI demand, with sales reaching $726 million, a 30% year-over-year increase. The company’s favorable Zacks Rank #2 (Buy) reflects positive earnings expectations and consistent sequential sales growth.

Nvidia remains a favorite in the AI space, with Data Center results exceeding expectations and posting significant year-over-year growth. CEO Jensen Huang expressed bullish sentiments on the company’s performance, highlighting the strong demand for NVIDIA computing and anticipation for future products.

Looking ahead, the AI frenzy shows no signs of slowing down, with red-hot demand expected to continue. Investors eyeing exposure in 2025 can consider Palantir, Broadcom, and Nvidia, all of which have positive earnings outlooks and are well-positioned to benefit from the AI trend.



Read more at Nasdaq: Top Stocks for AI Exposure in 2025: PLTR, AVGO, NVDA