Nvidia, Meta, Microsoft among Wedbush’s top tech stocks for the second half

Tech stocks as a whole are likely to rise 10% or more in the second-half of 2025, thanks in part to artificial intelligence, Wedbush Securities said on Tuesday.

The firm’s top five picks are Nvidia (NASDAQ:NVDA), Meta Platforms (NASDAQ:META), Microsoft (NASDAQ:MSFT), Palantir (NASDAQ:PLTR) and Tesla (NASDAQ:TSLA).

“Our bullish view is that investors are still underestimating the tidal wave of growth on the horizon from the $2 trillion of spending over the next 3 years coming from enterprise and government spending around AI technology and use cases,” analysts at the firm wrote in a note.

They continued: “In our opinion after a relatively strong few months navigating tariff and geopolitical storms, now tech stocks are poised to see another 10%+ move higher in the second half of 2025 led by the tech winners in this ‘golden age’ for the tech world.”

Use cases for AI explode and enterprise consumption is set to rise, the investment firm added.

Other positive catalysts include the launch of large language models and the “true adoption” of generative AI in the enterprise amid the continued push for cost-cutting and productivity increase.

“Looking forward, [it’s] all about the use cases exploding which is driving this tech transformation being led by software and chips into the rest of 2025 and beyond and thus speaks to our tech bull and AI Revolution thesis further playing out over the next 12 to 18 months.”