Likewise, investment firm Macquarie expects software stock fundamentals to “remain generally positive in 2025," although "potentially accompanied by bouts of volatility." Related: Bank of America reveals top technology stock pick for 2025 "We expect positive sentiment to persist,

Nvidia has been the star of the AI market so far -- and it's well positioned to keep that success going. The company is present in every stage of AI development, from the chips to power the training of models to the software to apply AI to the needs of businesses and organizations around the world.

Myron Xie says TSM stock is the only game in town for AI chips. Nvidia and hyperscalers building their own chips rely heavily on TSMC.

Artificial intelligence (AI) continued to be a major investment theme in 2024, driving tech stocks to record highs as companies continued to pour millions into the emerging technology. With no signs of slowing down,