Nvidia, Alphabet, Microsoft, and more lead the AI stock charge
Nvidia (NVDA) stays critical to AI with its GPUs powering data centers. The company keeps piling up strong free cash flow. A top pick for any serious AI investor.
Alphabet (GOOG, GOOGL) pushes Gemini, its LLM chatbot, inside Google Search and Android. Gemini is also in products from Snap and Accenture. Google Cloud gives deep AI exposure. 
Microsoft (MSFT) bets big on AI through Copilot in Microsoft 365 and Azure cloud. Plus, major stake in OpenAI, creator of ChatGPT, boosts its AI portfolio.
Meta Platforms (META) leads with Meta AI, an assistant built on Llama LLM. Fresh $14.3B investment in Scale AI aims at artificial general intelligence.
Broadcom (AVGO) rides data center growth. Q2 2025 AI semiconductor revenue hit $4.4B, up 46%. AI networking revenue climbed 70%.
Amazon (AMZN) leverages AWS to power AI innovation. AWS hit a $115B run rate at 2024’s end, laying a strong AI foundation.
Palantir Technologies (PLTR) excels in data integration, healthcare, and military AI tools. Q1 2025 ended with $5.4B cash, no debt, and strong free cash flow.
Taiwan Semiconductor Manufacturing (TSM) churns out chips for Nvidia’s AI GPUs. AI accelerators made up mid-teens percent of 2024 revenue.
Tesla (TSLA) leads in AI-driven self-driving tech and robotaxi plans. $5B spent on AI capital expenditures in 2024, same expected for 2025. Elon Musk might merge his AI startup xAI with Tesla.
CoreWeave (CRWV) runs AI cloud infrastructure. Secured an $11.9B deal with OpenAI. Q1 2025 revenue soared 420% to $982M on strong cloud demand.
