Broadening AI Rally: 5 Tech Stocks Beyond Mag 7 to Watch in 2025

Analysts at Futurum Group have identified five tech stocks that could be the biggest winners of the next chapter of AI development, beyond the seven largest players. These stocks include Broadcom, Palantir Technologies, Oracle, Nebius, and NVIDIA. Broadcom is seen as the "Uncle Sam of AI," due to its ability to tax many aspects of AI inference, while Palantir Technologies has emerged as the execution layer of AI. Oracle is seen as a core player in the industry, and Nebius is a cloud-based AI infrastructure platform. NVIDIA is seen as a leader in the field of AI computing and data center infrastructure.

Analysts at Futurum Group have identified five tech stocks that could be the biggest winners of the next chapter of AI development, beyond the seven largest players. These stocks include Broadcom, Palantir Technologies, Oracle, Nebius, and NVIDIA. Each company is positioned to benefit from the accelerating AI buildout.

Broadcom (AVGO) is seen as the "Uncle Sam of AI" due to its ability to tax many aspects of AI inference 5 Stocks That Are Set to Be the Next Big Winners of the AI ...^[1]. The company is not just supplying parts but is becoming the toll collector across silicon, networking, and software, taking a cut from every layer of the stack.

Palantir Technologies (PLTR) has emerged as the execution layer of AI, not selling models or dashboards but decision engines that fuse data, policy, and action across government, defense, and enterprise 5 Stocks That Are Set to Be the Next Big Winners of the AI ...^[1]. While Palantir stock has stumbled in recent weeks, Futurum's analysts remain optimistic.

Oracle (ORCL) is seen as a core player in the industry. The company has been in focus since a bullish revenue forecast sent shares surging. Futurum sees it as the structural edge as AI moves from prototype to production, praising its strength as a fundamental enterprise AI provider 5 Stocks That Are Set to Be the Next Big Winners of the AI ...^[1].

Nebius (NBIS) is a cloud-based AI infrastructure platform that recently surged on news of a $17 billion deal with Microsoft. Futurum sees the Netherlands-based company playing a pivotal role in the AI economy by competing on the physical and economic constraints that define AI compute: power, cooling, and integration 5 Stocks That Are Set to Be the Next Big Winners of the AI ...^[1].

NVIDIA (NVDA) is seen as a leader in the field of AI computing and data center infrastructure. The company announced plans to invest up to $100 billion in OpenAI, sending its stock to record highs. While analysts warned this fuels antitrust concerns, the deal has also drawn attention to NVIDIA's long-term upside AI Stocks Frenzy: Nvidia’s $100B Bet & Other Big Moves Ignite Markets (Sept 28–29, 2025)^[2].

These five tech stocks are poised to benefit from the continued growth and expansion of AI technology. Investors should keep a close eye on these companies as the AI market continues to evolve.