Spending on artificial intelligence (AI) infrastructure has been solid over the past couple of years, and that trend is expected to continue in 2025 as well, with market research firm IDC forecasting that the total outlay on AI could hit an impressive $227 billion in the new year.

Rather than focusing on quarterly earnings beats or temporary market sentiment, my investment strategy centers on identifying companies that can compound value over many years or even decades. While many view the current AI boom skeptically,

Do Custom AI Chips Make Marvell Stock A Buy? For instance, Broadcom’s sales from its custom AI chips and networking processors surged by 220% to $12.2 billion in 2024, up from $3.8 billion in revenue that the company generated from AI silicon in FY’23.

Dan Ives believes Apple and Microsoft will be $4 trillion companies by the end of 2025. Apple CEO Tim Cook believes Apple Intelligence will usher in a new era for the iPhone. Microsoft's AI business is on track to generate $10 billion in revenue next quarter.

Nvidia stock led the so-called “Magnificent 7” tech stocks higher to start the year after a group-wide selloff in the last days of 2024.

Nvidia (NASDAQ:NVDA) stock has been the envy of the entire technology sector for yet another year, capping off 2024 with a nice 178% gain. Of course, the Nvidia party will eventually end, likely in tears and frustration.

The stock market is taking a breather after a relentless run, but opportunities still abound, according to some on Wall Street.