The winners tend to continue winning. It is a basic principle of most of the best investors Here at The Motley Fool – And who can help you achieve a huge success on the stock market.
With this premise in mind, I propose that the best artificial intelligence actions (AI) to buy in 2025 will be among those who were the most performers of 2024. Here are two of the greatest winners in the IA, who should continue to reward their shareholders in the years to come.
During the first stages of the AI boom, investors mainly focused on companies that provide the infrastructure necessary to create and deploy AI models. Although these equipment suppliers remain a fertile field for wealth creation investments, software will play an increasingly vital role by allowing companies to exploit all the power of AI. It is in this lucrative and expanding area that PALANTOUT Technologies(Nasdaq: PLTr) holds a dominant position.
The best technology of data science and automatic learning of Palantir allows its customers to quickly glean valuable information from disparate information. In this way, the data analysis leader helps his customers to make better operational decisions, often in real time.
These advantages were not lost for the American army and its partners. In December, the US military granted to Palanting a contract worth $ 619 million to strengthen its data platform and its AI combat reading. This same month, the command of special American operations chose Palantir to direct its efforts to integrate advanced commercial technologies into its mission command system.
Companies also turn to Palantir for their AI needs. International mining titan Rio Tinto and British oil giant COP use the artificial intelligence platform (AIP) of analytics to make their operations safer and more effective, while the leader in power management Eaton Use AIP to strengthen its supply chain and resource planning tools.
The booming demand for Palantir AI solutions can also be observed in its financial results. The turnover of the company’s third quarter jumped 30% from one year to the next to 726 million dollars, fueled by a 39% leap of customers.
In addition, Palantir is increasingly profitable as it wins in scale. The adjusted operating margin of the AI chief registered 38% impressive. This contributed to generating adjusted profits to increase up to $ 43% to $ 0.10 per share.
Don’t make the mistake of thinking Nvidia‘s (Nasdaq: NVDA) The history of growth is over. The dominant supplier of AI infrastructure has made certain shareholders rich – a trend that will probably continue during the decade.
NVIDIA designs advanced semiconductors that feed many main AI applications. The main cloud computing platforms and other technology giants rush to get their hands on as many Nvidia chips as possible. MicrosoftFor its part, plans to invest $ 80 billion in AI infrastructure in the coming year. Meta-platformsFor another, plans to invest more than $ 60 billion in its AI growth initiatives.
The Trump administration is another key support for IA innovation led by Americans, fueling optimism among investors. President Donald Trump recently announced the Stargate project, under which Openai, OracleAnd Flexible bank I promised to invest $ 500 billion drugs to build AI data centers in the United States over the next four years. As a dominant supplier of advanced chips that are at the heart of AI data centers, Nvidia can expect a large part of this money to pass in its chests.
However, the fears of growing competition have made Nvidia ‘stock prices greatly withdraw from its peaks. This is where your opportunity resides.
News that the Chinese start-up In depth Can have built a model of AI tie with those offered by Openai and Anthropic for much lower costs, companies would no longer need to spend as much for IA infrastructure. These fears, however, are moved.
Even if Deepseek’s claims are true, the lower model training costs should make AI more accessible to more people. This is likely to lead to greater consumption of AI, no less, and by extension, more demand for the offers of Nvidia. For its part, Microsoft’s CEO, Satya Nadella, posted on X just after midnight on Monday that he thinks that the use of AI should “skyrocket” as technology progresses and becomes more efficient.
Make no mistake: there is still a global race for the supremacy of the current AI, and the most powerful companies in the world all want to win it. The partnership with Nvidia gives them their best chance of succeeding. This is likely to remain the case in 2025 and the years that follow.
Before buying actions in Nvidia, consider this:
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Randi Zuckerberg, former Director of Development of the Facebook and Sister of the CEO of Meta Platforms, Mark Zuckerberg, is a member of the board of directors of Motley Fool’s. Joe Tenebruso Has no position in the actions mentioned. The Motley Fool has positions and recommends Meta Platforms, Microsoft, Nvidia, Oracle and Palantant Technologies. The Motley Fool recommends BP and recommends the following options: Long January 2026 395 $ calls Microsoft and short January 2026 405 $ calls Microsoft. The Word’s madman has a Disclosure policy.
