Nvidia, Microsoft, Palantir Lead Wedbush’s Top Tech Bets on $2T AI Boom

July 4 – Wedbush Securities, in the second half of 2025, an increase in business and government artificial intelligence expenditures, in the second half of 2025, foresees more than 10% for large technology stocks.

The first five elections NVIDIA (NASDAQ: NVDA), Meta Platforms (Meta), Microsoft (Nasdaq: Msft), Palantir (Nasdaq: PLTR) and Tesla (NASDAQ: TSLA).

Analysts estimate that in the next three years, it will flow to AI initiatives of approximately $ 2 trillion, unlock their new use and increase the demand for both software and semiconductors.

Wedbush points to the latest power of technology among tariffs and geopolitical head winds. They emphasize the introduction of large language models and the real adoption of productive AI in institutional environments as basic catalysts for renewed rallies.

Note, set up to accelerate corporate consumption, we believe that software and chipset leaders are well positioned to lead this AI revolution until 2026.

Investors will monitor the second half earnings and artificial intelligence distribution updates to see if these leaders can maintain my momentum.

This article emerged first Gurufocus.