1. AI adoption by businesses in the U.S. is still low at 9.2%, signaling a potential long runway for growth in the artificial intelligence sector. OpenAI CEO Sam Altman suggests we may be in an AI bubble, but the importance of AI innovations remains strong.
2. Microsoft’s investment in OpenAI has paid off, with Azure’s revenue growing 34% year over year in fiscal 2025. The company’s AI efforts, including Copilot and Copilot Studio, are driving growth in its enterprise software segment. With strong financials and a focus on innovation, Microsoft remains a solid investment choice.
3. Alphabet’s Google Search revenue is up 12% year over year, driven by integrations of generative AI. Google Cloud, with 32% growth, shows strong operating leverage. Regulatory concerns and spending may impact the stock, but Alphabet’s attractive valuation offers a discount on its cloud computing business.
4. Taiwan Semiconductor Manufacturing (TSMC) commands over two-thirds of all spending on contract semiconductor manufacturing, with revenue growth expected to reach 30% for the year. TSMC’s technology lead and investment in capacity build-out position it as a top player in the chipmaking industry, making it a compelling investment choice.

Read more at Nasdaq: 3 Top Artificial Intelligence (AI) Stocks to Buy for the Rest of 2025 and Beyond