The stock market of artificial intelligence (AI) continues to evolve. The semiconductor firms led by Nvidia witnessed their stocks skyrocket, becoming the best AI stocks ever. Despite the sweeping stocks of the semiconductor industry, investors are also keeping expectations from new plays, including Oracle, CoreWeave, and Snowflake.
Top AI stocks such as Nvidia and Microsoft face high expectations from investors. However, for companies like Alphabet, Amazon, and Meta, the acceleration of generative AI imposed both opportunity and risk.
Several companies are touting AI product roadmaps. Now, in general, investors must look for AI stocks that leverage artificial intelligence to enhance products or win a strategic edge. The recent advancements in spending on cloud computing infrastructure continue to drive AI stocks.
This news article from The CEO Views sheds light on the skepticism faced by the recent AI stocks in 2025 amid the rebounding of the semiconductor industry. As one of the most widely known media publications, The CEO Views also publishes both online and offline articles and blogs to help connect industry peers and keep its readers updated about recent news on various industries and topics.
Semiconductor Bounces Back: Recent Updates on AI Stocks
Chip maker Nvidia, a pacesetter for AI stocks, has seen an increase of 18% in its stock in 2025, bouncing back from a huge sell-off. Nvidia stock broke out past a cup base point of 153.13 last week. At present, Nvidia intends to broaden its customer base by rising beyond tech giants through “sovereign AI” by partnering with governments. The company is infringing on the bailiwick of some consumers with its own cloud computing services.
“When DeepSeek was released on January 24th, investors panicked and sold Nvidia and other chip stocks because they feared that capital spending on AI infrastructure might be cut back. Q1 earnings reports showed that cloud providers like Google, Microsoft, and Amazon remained committed to building more data centers packed with semiconductors. Indeed, U.S. industrial production of semiconductors continues to soar to record highs,” said Wall Street analyst Ed Yardeni in a report.
Nvidia reported Q1 earnings on May 28th, as it beat Wall Street’s sales and earnings objectives for the end of the quarter, even with the crisis caused by the restrictions on trade between China and the USA.
Going further, the news about technology reveals that Advanced Micro Devices has risen 14% this year. Among AMD’s customers, OpenAI, Meta, Oracle, and xAI are witnessing speculation concerning Amazon Web Services.
Additionally, Broadcom stock has spiked 18% in 2025. Broadcom is presently supplying custom AI chips for Meta, Google, and TikTok owner ByteDance. Qualcomm, Marvell Technologies, and ARM Holdings are other chip makers who are under speculation by investors.
Escalated Agent Battles: About AI Stocks
Talking about the new models of AI, agentic AIs are transforming the web. While struggling to generate new revenue from ‘copilots,’ software companies are now going to autonomous and goal-oriented AI agents. Conversely, not all software companies are at the peak of the AI stocks.
“All leading AI tech companies — including Google, Meta, OpenAI — are in an intense competition to be the starting point ‘Agent’ to help consumers navigate their lives. AI agents will change how users interact with ad platforms by replacing keyword queries and clicks with natural language interactions and goal-oriented conversations,” mentioned Justin Post, a Bank of America analyst, in a report.
Analyst Derrick Wood said in a report at TD Cowen that “AI software infrastructure” in June surpassed many renowned AI application software firms.
“We are hearing of a return to AI-related concerns within the apps space. Conversely, sentiment seems to be gradually improving in the infrastructure software space,” articulated Justin.
He further mentioned that AI stocks of Adobe, HubSpot, and Salesforce declined in 2025, but Datadog bounced back.
The Out-Performers: CoWeave, Palantir, and More
Nvidia-led CoreWeave, an initial public offering that launched in March, has experienced a surge of 313% in 2025. It reported its earnings as a public company for the first time on May 14th. Currently, the company has forecasted higher-than-expected capital spending as it elevates its capacity for more customers. CoreWeave rents out Nvidia GPU-equipped servers as a new AI cloud services provider. There are words buzzing around that it may acquire Core Scientific.
Both CoreWeave and Nvidia hold their position on the IBD leaderboard. On the other hand, data analytics software developer Palantir reported its first-quarter earnings on May 5th, and its stock rose 77% in 2025 after soaring 340% last year.
Scale AI: Meta’s Big Bet
Meta gained 22% of stock in 2025 as it continues to overhaul its AI strategy. The company has invested around $14.9 billion in Scale AI for a stake of 49% in the startup. CEO Mark Zuckerberg talked about the five pillars of expected AI growth on Meta’s Q1 earnings report, including engaging social media experiences, the Meta AI app, improved advertising, business messaging, and AI devices like spatial computing.
Whereas new technology like AI agents is rising in the stock trajectory, tech giants like Apple and Google I/O are lagging behind. Apple stock has declined by 15% and Google’s stock by 5% in 2025. The possibility of OpenAI launching an ad-supported version of ChatGPT is still a threat to Google’s stock. Likewise, Apple is required to upgrade its devices with advanced AI technology to get its AI stock rising.
