The artificial intelligence (AI) revolution is no longer on the horizon; it’s happening now. From AI-powered search engines to cloud infrastructure, artificial intelligence is driving transformation across virtually every major industry. Investors looking to tap into this explosive growth are turning to trusted resources like the Motley Fool’s Stock Advisor service.
Keep in mind that Motley Fool is not a brokerage and is not regulated by the SEC. However, Motley Fool stock picks do tend to produce monster returns. Known for its long-term investment philosophy and market-beating recommendations, Stock Advisor has consistently identified emerging trends and standout companies.
As the AI boom accelerates, the Motley Fool has spotlighted several top AI stocks that they believe are poised to deliver substantial returns. These companies are not only leading in AI innovation but also show the kind of earnings growth, market influence, and product strength that long-term investors seek.
Here are five of the Motley Fool’s top AI stock picks for 2025 and beyond.
Why AI Investing Matters
AI is transforming how companies operate, offering smarter decision-making, automation, and cost-saving efficiencies. For investors, this shift presents opportunities to back companies that are shaping the future of industries like cybersecurity, e-commerce, advertising, cloud computing, and more.
The Motley Fool’s analyst team has tracked this evolution closely. They believe AI represents a generational opportunity, similar to what the internet or mobile computing offered decades ago.
With AI spending projected to grow significantly over the next several years, understanding the best stocks to buy in this space could be key to long-term portfolio growth.
What Are AI Stocks?
AI stocks are companies deeply involved in the development or application of artificial intelligence technology. This includes businesses that design AI chips, build AI tools, or provide AI infrastructure that powers applications across sectors. These companies are helping businesses scale and adapt to a fast-moving, increasingly automated world.
From advanced GPUs to machine learning algorithms, AI is at the core of products and services used by millions daily. The Motley Fool’s Stock Advisor focuses on businesses that not only participate in the AI market but are positioned to lead and expand as the industry matures.
Motley Fool’s Top AI Stock Picks
Here are five AI-focused stocks the Motley Fool is watching in early 2025. Please note that the following are their AI stock picks from early 2025 and are subject to change. Get their new picks in real-time to maximize your returns.
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1. Nvidia (NVDA)
Nvidia continues to lead the AI revolution with its cutting-edge hardware and strategic partnerships. In 2025, the company announced plans to manufacture AI supercomputers and Blackwell chips in the United States for the first time, aiming to strengthen supply chains and meet rising demand.
Additionally, Nvidia is expanding its customer base beyond Big Tech firms by targeting sovereign AI projects and emerging cloud providers, including a multibillion-dollar chip deal with Saudi Arabia’s Humain and collaboration with the UAE on a major data center. This level of innovation and global reach keeps Nvidia at the top of the AI hierarchy.
2. Microsoft (MSFT)
Microsoft is deepening its commitment to AI through substantial investments and innovative projects. In 2025, the company plans to spend $80 billion on AI data centers, underscoring the intense capital requirements of artificial intelligence. An internal memo revealed plans for a new AI tool named “Tenant Copilot,” along with a broader initiative called the “Agent Factory,” aiming to integrate AI agents into all facets of development and operations.
With its AI capabilities embedded in Azure, Microsoft Office, and GitHub Copilot, Microsoft is becoming indispensable to enterprise and developer productivity.
3. Alphabet (GOOG)
Alphabet, the parent company of Google, is advancing its AI initiatives with the rebranding of Bard to Gemini, integrating it across Google Workspace and Android devices. The company is also planning to introduce ads for Gemini amid slowing growth, highlighting its strategy to monetize AI technologies.
Alongside Gemini, Alphabet continues to enhance its AI infrastructure through Google Cloud and its DeepMind division. With Gemini now central to Google’s AI strategy and continuous machine learning innovations underway, Alphabet is solidifying its role as a long-term AI leader.
4. CoreWeave (CRWV)
CoreWeave, a cloud computing services company specializing in AI infrastructure, has completed its $1.7 billion acquisition of Weights & Biases, signaling its strategic expansion into the software and AI developer platform space.
The company reported strong financial results for the first quarter of 2025, driven by accelerating demand for its purpose-built AI platform. CoreWeave also signed a $4 billion expansion deal with OpenAI, underlining its significant role in the AI ecosystem. Its ability to provide scalable access to Nvidia GPUs positions CoreWeave as an essential infrastructure partner for AI innovation.
5. Arm Holdings (ARM)
Arm Holdings is making significant strides in the AI semiconductor space. The company plans to develop artificial-intelligence chips, aiming to launch the first products in 2025. Arm’s processor designs are increasingly being adopted for AI-driven applications in smartphones, wearables, and edge devices, positioning it as a leader in edge AI.
Additionally, Arm and SoftBank Group have contributed $15.5 million to advance AI through a partnership with Carnegie Mellon University and Keio University, supporting research in transformative technologies powered by artificial intelligence.
Cloud Computing and AI Expansion
Cloud computing and artificial intelligence are closely linked. Companies like Microsoft and Alphabet are not only AI leaders but also major players in the cloud space.
Their ability to deliver AI services through scalable cloud platforms creates synergistic growth. As the AI boom continues, cloud infrastructure spending is expected to rise, creating opportunities for investors aligned with this trend.
The Motley Fool’s Stock Advisor team has consistently emphasized the importance of cloud computing in driving AI development. Their top picks reflect companies that combine strength in both arenas, giving them an edge in long-term profitability.
The Evolving AI Landscape
The AI chip market continues to expand rapidly, with companies like Nvidia and Arm Holdings competing for dominance in next-generation hardware. These chips are essential to supporting the explosive growth in AI applications, from large language models to autonomous systems.
Many of the most successful stocks in recent years have had ties to the AI boom, driven by demand for smarter, faster, and more adaptive technologies. Big tech companies like Microsoft and Alphabet are leveraging their cloud infrastructure and AI platforms to maintain their leadership positions among tech giants.
The Motley Fool’s Stock Advisor service has built its reputation by identifying potentially lucrative opportunities early. Its analyst team, including some of the fool’s board of directors, carefully curates recommendations based on long-term growth potential, solid fundamentals, and a unique business model.
Long-term investors looking to build a strong foundation for their portfolios are increasingly interested in the AI landscape. These incredible companies offer innovative solutions and strong positioning for future growth.
Three incredible companies that consistently surface on buy stock lists from analysts include Nvidia, Microsoft, and CoreWeave. These businesses are reshaping how computer systems process and deploy artificial intelligence and offer the potential for market crushing outperformance compared to traditional tech names.
If you’re seeking access to some of the most successful stocks in the AI sector, Motley Fool’s Stock Advisor remains a trusted resource.
What Sets Motley Fool’s Stock Advisor Apart
Stock Advisor is known for recommending companies before they become household names.
Its stock picks are based on in-depth analysis of market trends, company fundamentals, and the potential for sustained earnings growth. Historically, Stock Advisor returns have delivered market-crushing outperformance, particularly in emerging tech sectors.
Investors who join Stock Advisor gain access to new monthly picks, timely updates, and a library of stock research focused on long-term gains.
For those interested in the AI market, this means getting ahead of the curve with insight into where the Motley Fool’s analyst team sees the most promise.
Final Thoughts
Artificial intelligence is reshaping the global economy, and the companies at the forefront of this shift offer powerful investment opportunities. The Motley Fool’s top AI stock picks—Nvidia, Microsoft, Alphabet, CoreWeave, and Arm Holdings—each represent a different strength within the AI ecosystem.
By understanding the AI market and aligning with companies that are leading this transformation, investors can position themselves for potential monster returns. With guidance from trusted resources like Stock Advisor, navigating the complex world of AI stocks becomes a smarter and more strategic process.
If you’re looking to build a future-focused portfolio, these five AI stocks are a strong place to start.
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The Motley Fool is currently offering $100 off for new subscribers.
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FAQs
No. The Motley Fool is not a brokerage and is not regulated by the SEC. However, it offers stock recommendations and investment research that have a strong track record of success.
AI stocks are shares of companies that are developing or using artificial intelligence technologies to power products, services, or infrastructure. These can include companies in AI chips, cloud computing, and data security.
The Motley Fool’s Stock Advisor team looks for companies with long-term growth potential, solid fundamentals, and a strategic position in the AI market. Their analysts evaluate company performance, innovation, and relevance to current market trends.
Not necessarily. While some stocks have already seen significant growth, the AI industry is still evolving. Many experts, including the Motley Fool analyst team, believe the AI boom will continue, creating ongoing opportunities for long-term investors.
You can join the Motley Fool’s Stock Advisor program to receive new monthly stock picks, updates on existing recommendations, and analysis of high-growth sectors like artificial intelligence.