The Two AI Stocks Worth Betting On in 2025

Artificial Intelligence stocks have become the talk of the town, and not the sort of chatter you ignore on a Tuesday morning. They’ve been running laps around the rest of the market this year, leaving most other stocks gasping for air. The Morningstar Global Next Generation Artificial Intelligence Index is up 37% as of September 19, a number that makes the S&P 500 Index, with its paltry 13% growth, look like a tired runner in a race it’s long since lost.

Now, with that kind of run-up, most of these stocks aren’t exactly buying a round at the bar. But if you think the train’s left the station, think again. The AI market is predicted to grow at a compound annual rate of 29% through 2032, according to Fortune Business Insights. You might still have a ticket to hop on.

So, where’s the smart money going? Well, here’s a couple of AI stocks that look like they know which way the wind’s blowing.

1. Nvidia

There’s a lot of noise in the AI world, but one name rises above the static: Nvidia (NVDA). This isn’t your run-of-the-mill tech company. It’s the one that’s managed to climb to the top of the heap, becoming the first company to hit a $4 trillion market cap. In an industry full of pretenders, Nvidia’s the real deal.

Sure, it’s trading at a valuation that could make your wallet scream-39 times forward earnings, to be exact. But you’d be hard-pressed to find a company with a better track record over the last two years. The numbers speak for themselves: revenue’s up over 50% year over year for nine quarters straight. That’s not luck, that’s solid performance. And most of that is coming from Nvidia’s data center business, where tech companies are piling in to get their hands on Nvidia’s graphics processing units (GPUs) for AI training.

With a 85% to 90% share of the AI chip market, Nvidia isn’t just a player, it’s the player. If there’s a gold rush in AI, Nvidia’s the one selling the pickaxes.

But nothing’s ever that easy in this business. China, for all its appetite for AI, has put the brakes on Nvidia’s chips due to geopolitical tensions with the U.S. That’s a hit, but the situation is fluid-like a rainstorm in the middle of a desert. It’s hard to say if this is just a passing squall or the start of something worse. What’s certain is that Nvidia’s still got the cards stacked in its favor.

2. Meta Platforms

Then there’s Meta Platforms (META). Yeah, the same guys who brought you Facebook and Instagram. But lately, they’ve been looking less like a social media company and more like a betting man with a whole lot of chips on AI. The company’s been playing it smart. Zuckerberg’s been poaching top AI talent from competitors and building up Meta Superintelligence Labs like it’s the new Wall Street.

He’s even offered up pay packages in the $300 million range. Talk about trying to get the band together.
He put $14.8 billion into a 49% stake in Scale AI, a data labeling start-up. The guy’s not shy when it comes to investment.
And he’s committing at least $600 billion to U.S. data centers and infrastructure through 2028. Meta’s putting its money where its mouth is.

Meta’s bringing AI into just about every corner of its business. You can now talk to a Meta AI assistant, use generative AI in apps like Messenger and WhatsApp, and slap some AI on ads to make them smarter. Even Meta Glasses are getting a reboot with AI-powered smart glasses. Maybe next, they’ll put a little AI in Zuckerberg’s speeches. Wouldn’t that be something?

Now, let’s not get all rosy-eyed here. Meta’s not exactly been a smooth ride. They had a rough patch with their Meta Ray-Ban Display glasses, which flopped hard in a couple of live demos. Zuck was left looking like a deer caught in headlights, and the public wasn’t kind. But the reviews on the glasses are starting to warm up. You know, like a cold drink on a hot day-still refreshing, just a little late.

But here’s the thing: Meta’s got deep pockets. It’s a cash machine, with $179 billion in revenue over the last year, 98% of which comes from advertising. That gives them the luxury of pouring billions into AI. They’ve also generated $50 billion in free cash flow over the same period. That’s not pocket change; it’s enough to make even the most jaded investor sit up and take notice.

And Meta’s stock isn’t going to break the bank at 28 times forward earnings. It’s a bet worth making, especially with the company’s deep dive into AI. While it’s not going to be a cakewalk, if you’re looking for a tech investment with serious upside, Meta is one to keep your eye on.

In the end, these two AI stocks aren’t for the faint of heart. But if you can stomach a little risk and are looking for a slice of the future, you could do worse than Nvidia and Meta. They’re already ahead of the pack and they’ve got the muscle to keep running. The question is whether you’ve got the guts to back them.

It’s a jungle out there, and if you want to make it out with a little something, you better pick your fights wisely. AI might just be the kind of fight worth betting on. 🤖

2025-09-25 23:18

1. Nvidia

2. Meta Platforms

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