Applied Materials, Arm, Nvidia among top semi stocks to own in 2025: KeyBanc

Applied Materials (NASDAQ:AMAT), Arm Holdings (NASDAQ:ARM) and Nvidia (NASDAQ:NVDA) are among the top semiconductor stocks to own in 2025, KeyBanc Capital Markets said, citing a recent survey with portfolio managers.

“We expect 2025 semiconductor revenue (ex-memory) to increase 9%, driven by bottoming end