Top Stocks for AI Exposure in 2025: PLTR, AVGO, NVDA

AI Industry Overview - The AI theme continues to dominate the market, with strong demand and adoption driving significant gains for related stocks [1] - The AI frenzy is expected to remain strong in 2025, fueled by increasing adoption and red-hot demand from companies [1] Broadcom (AVGO) - Broadcom achieved record annual revenue of $51 6 billion in FY24, a 44% year-over-year increase driven by strong demand for its AI solutions [3] - The company's semiconductor revenue reached a record $30 1 billion in FY24, with AI revenue growing 220% year-over-year [4] - Broadcom's earnings outlook has improved, with consensus expectations for the next quarter pointing to 36% EPS growth and 22% higher sales [6] Palantir (PLTR) - Palantir's share performance has been significantly boosted by the AI frenzy, with strong quarterly results pleasing investors [7] - The company's sales reached $726 million in the latest period, reflecting a 30% year-over-year increase and 7% sequential growth [8] - Analysts have raised earnings expectations for Palantir, which holds a favorable Zacks Rank 2 (Buy) [7] Nvidia (NVDA) - Nvidia remains a top AI favorite, with its Data Center results consistently exceeding expectations and showing strong year-over-year growth [12] - The company's most recent Data Center results beat expectations by $1 8 billion, driven by scorching-hot demand [13] - Nvidia's CEO highlighted the strong demand for Hopper and anticipation for Blackwell, emphasizing the global shift to NVIDIA computing [16] Investment Outlook - Broadcom, Palantir, and Nvidia are prime selections for investors seeking AI exposure in 2025, with each company sporting a positive earnings outlook [17]