AI stocks are defying gravity, driving nearly 80% of S&P 500 gains in 2025. Companies like Nvidia, Microsoft, and Alphabet have added close to $5 trillion to household wealth. Earnings growth is strong, with Q3 tracking at 8-9% and the “Magnificent 7” delivering 27% EPS growth in Q2. Analysts see AI exposure broadening across nearly 50% of the index. Veteran tech analyst Dan Ives predicts further upside in Big Tech stocks as the AI momentum builds.

Ives refreshed his Big Tech “buy” list, highlighting Apple, Tesla, and Salesforce as key players in the AI economy’s next phase. Apple’s AI strategy could add $75-100 per share, while Tesla is building an AI platform with a $2-3 trillion market cap forecast. Salesforce’s Agentforce suite is driving revenue growth, with partnerships deepening its AI capabilities.

Overall, the AI revolution in tech stocks is expected to continue driving growth and innovation, with AI exposure broadening and companies like Apple, Tesla, and Salesforce leading the charge.

Read more at Yahoo Finance: Veteran analyst resets Big Tech ‘buy’ list for rest of 2025