Investing artificial intelligence (AI) has been in the spotlight for the past two years, and nothing should change that in 2025. It is still the infancy of this Megatrend, and there are plenty of stocks mature for growth .
There are three stocks I think they could see huge earnings in 2025 at Nvid (NASDAQ: NVDA). Alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL)and Taiwan's semi -conductors manufacturing (NYSE: TSM). These three are big AI players, and their earnings could amaze investors this year.
I know what you think: “Nvidia again? He has already raised so much already.” That is true, but there is still plenty of face.
The company makes Graphics Processing Units (GPUs), The computer muscle behind many of the innovations we have seen. Because he has a dominant grip on this area, he has been the main beneficiary of all the AI investments that companies have made.
This is seen by its revenue growth, which has been tremendous over the past few years.
While growth has started to slow down technically, can you say that a company whose revenue has increased 94% year on year experiencing slow growth? I don't think so.
In addition, Nvidia is expected to have another strong year in 2025, as Wall Street analysts project that its revenue will reach $ 196 billion by the end of the 2026 financial end (expiring January 2026) – an increase of 52% financial 2025.
That's another year of strong growth of one of the best AI investments over the past two years. His returns are probably not as big as they were in 2023 or 2024, but I still think investors will be amazed by how much Nvidia's stock rises again in 2025.
Alphabet is a huge player in AI, and his productive AI platform Google Gemini is evidence of that. Gemini has brought advances for the alphabet advertising business, which accounts for 75% of its total revenue.
These amendments help the alphabet stay relevant in its industries, and have a Google Gemini upside down used by other companies for their own use.
Another huge segment is its Cloud Computing Division, Google Cloud. This sector is riding a huge growth wave thanks to AI. Many companies cannot afford to build a powerful server filled with Nvidia GPUs, so they rent computer power from providers like Google Cloud. This has translated into remarkable growth for the segment, whose revenue rose 35% year -on -year in the third quarter.
However, what makes alphabet stock a real value is its low price tag. It trades for about 22 times onwards earnings, much cheaper than many of its large technology peers. Compared to a company like AppleWho trades for earnings 30 times onwards, the alphabet actually puts meaningful growth on a cheaper price tag.
The alphabet stock is incredibly cheap, and part of its earnings that will amaze investors will come when it is priced at a similar level to its large technology peers.
None of the AI technology would be possible without Taiwan semiconductor, also known as TSMC. There are other chip foundries in the market, but none have a constant TSMC history of progressive chip development and production. AI investments do not slow down, which will benefit the company.
TSMC is a fairly neutral party in AI competition as it makes chips for almost every company competing for AI dominance. Similar to Nvidia, investment in Semi Taiwan does not require you to choose a winner in the AI trend; It allows you to take advantage of the AI wave.
AI has been a huge trend for TSMC, with associated revenue tripling in 2024. And that's just the start. There are management projects that AI related revenue will double again in 2025 and have a 40% mid -40% (CAGR) annual growth rate for the next five years. That's a monster growth, and it's something investors should focus on.
However, AI is only one part of TSMC's business. In general, management see revenue growing near 20% CAGR over the next five years, a few level companies can achieve. Because of this strong and steady growth powered by AI and other industriesTaiwan's semi -conductor is a great purchase.
Have you ever felt you lost the boat while purchasing the most successful stocks? Then you will want to hear this.
At rare times, our specialist team of analysts publishes a “Double Down” Stock Recommendation to companies they think are about to pop. If you're worried that you've already missed your chance to invest, now is the best time to buy before it's too late. And the numbers speak for themselves:
Nvidia:If you invested $ 1,000 when we doubled in 2009,you would have $ 369,816!*
Apple: If you invested $ 1,000 when we doubled in 2008, You would have $ 42,191!*
Netflix: If you invested $ 1,000 when we doubled in 2004, You would have $ 527,206!*
We are currently issuing “double down” warnings for three amazing companies, and there may be no other chance like this anytime soon.
Suzanne Frey, an alphabet executive, is a member of the Board of Directors of the Motley Fool. Keithen Drury He has jobs in the alphabet, Nvidia, and manufacturing Taiwanese semi -conductors. The Motley Fool has jobs in and recommends the manufacturing of the alphabetries of the alphabet, Apple, Nvidia, and Taiwan. The fool has motley and Disclosure Policy.
