When investors discuss the artificial intelligence (AI) market, they often focus on GPU makers like Nvidia, generative AI software developers like OpenAI, AI-driven cloud giants like Microsoft, and data center and networking chipmakers like Broadcom.

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,

Artificial intelligence continued to be a driving force behind stock market returns in 2024. Here are some of the stocks that have benefited the most.

Artificial intelligence (AI) has been one of the biggest themes on Wall Street for several quarters. Stocks like Nvidia made many fortunes for investors, thanks to the booming demand for AI-related applications and hardware. As we flip the calendar from 2024 to 2025, what are the AI stocks to watch? Here's a look at two of my favorites.