Nvidia, Palantir, Microsoft, Amazon, Google: Wedbush Reveals Top AI Winners

This article first appeared on GuruFocus.

Sep 8 – Wedbush analysts placed a spotlight on some leading names they see as central to the next phase of the AI buildout, emphasizing that enterprise demand and Big Tech capital spending continue to accelerate into late 2025.

Nvidia (NASDAQ:NVDA) sits at the top of the list, with its GPUs powering data centers worldwide. The firm pointed to CEO Jensen Huang’s recent earnings commentary that highlighted broadening AI adoption beyond large cloud players to governments, energy, and infrastructure.

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Palantir Technologies (NASDAQ:PLTR) also earned a spot, as Wedbush called its software a key platform for AI-driven enterprises. The analysts believe Palantir’s defense and government contracts, alongside its growing commercial footprint, position it well for long-term growth.

Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) remain critical enablers of AI, thanks to their heavy investments in cloud infrastructure. Both companies, along with Alphabet’s Google (NASDAQ:GOOGL), have fueled a historic spending cycle, with more than $300 billion in annual capex being funneled into AI development.

Wedbush sees these stocks as having a role to play in the near-term story of the AI revolution, which it says is now in the phase of wider enterprise adoption beyond Big Tech.