July 4 – Wedbush Securities projects a more than 10% gain for major tech stocks in the second half of 2025, driven by a surge in enterprise and government AI spending.
The top five picks are Nvidia (NASDAQ:NVDA), Meta Platforms (META), Microsoft (NASDAQ:MSFT), Palantir (NASDAQ:PLTR) and Tesla (NASDAQ:TSLA).
Analysts estimate roughly $2 trillion will flow into AI initiatives over the next three years, unlocking new use cases and boosting demand for both software and semiconductors.
Wedbush points to recent strength in tech amid tariff and geopolitical headwinds as a prelude to further market outperformance. They highlight the rollout of large language models and the true adoption of generative AI in corporate settings as key catalysts for renewed rallies.
With enterprise consumption set to accelerate, we believe software and chip leaders are well positioned to lead this AI Revolution’ through 2026, the note added.
Investors will watch second?half earnings and AI deployment updates closely to see if these leaders can sustain the momentum.
This article first appeared on GuruFocus.
