Top AI Stocks to Watch: Hardware, Software, Data Centers & More

The article discusses five AI growth stocks to buy in July 2025, focusing on different solutions such as AI hardware, software, and data centers. The article provides a bullish thesis on these stocks, but the specific stocks are not mentioned. To learn more, viewers can check out the short video and subscribe to the channel. The stock prices used were the after-market prices of July 3, 2025, and the video was published on July 4, 2025.

As the artificial intelligence (AI) revolution continues to reshape various industries, investors are increasingly turning their attention to stocks that offer exposure to this transformative technology. This article explores five AI growth stocks to consider in July 2025, focusing on different solutions such as AI hardware, software, and data centers. The article provides a bullish thesis on these stocks, but the specific stocks are not mentioned. To learn more, viewers can check out the short video and subscribe to the channel. The stock prices used were the after-market prices of July 3, 2025, and the video was published on July 4, 2025.

AI Hardware: NVIDIA Corporation (NASDAQ: NVDA)

NVIDIA has been a leading player in the AI hardware market, particularly with its GPUs that are essential for training and deploying AI models. The company's strong performance in the first half of 2025, with gains of approximately 15% year-to-date, underscores its robust growth prospects. NVIDIA's acquisition of Arm Limited in 2020 further solidifies its position in the AI ecosystem by providing it with a comprehensive suite of semiconductor technologies [1].

AI Software: Palantir Technologies (NYSE: PLTR)

Palantir Technologies has been a significant beneficiary of the AI boom, offering software solutions for data integration, analysis, and visualization. The company's stock has witnessed substantial gains in 2025, driven by its strong performance in the defense and government sectors. Palantir's ability to harness AI to solve complex problems has positioned it as a key player in the AI software market [1].

AI Data Centers: Constellation Energy (NYSE: CE)

Constellation Energy is a major player in the renewable energy sector, which is increasingly leveraging AI for optimization and efficiency. The company's focus on renewable energy and its strategic investments in AI technology make it an attractive choice for investors looking to capitalize on the intersection of AI and sustainability. Constellation Energy's stock has shown strong performance in 2025, with a significant increase in share price [1].

AI Solutions: Meta Platforms (NASDAQ: META)

Meta Platforms, formerly known as Facebook, has been investing heavily in AI to enhance its social media and gaming platforms. The company's recent acquisition of Scale AI and its strategic hiring of top talent from OpenAI highlight its commitment to AI. Meta's stock has outperformed its peers in 2025, with gains of over 23% year-to-date, indicating strong investor confidence in its AI initiatives [1].

AI Infrastructure: Microsoft Corporation (NASDAQ: MSFT)

Microsoft has been a pioneer in AI infrastructure, offering a range of solutions including Azure AI, which provides a comprehensive platform for developing, deploying, and managing AI models. The company's strong financial performance and strategic investments in AI make it a compelling choice for investors. Microsoft's stock has shown robust growth in 2025, with gains of approximately 10% year-to-date [1].

Conclusion

Investors looking to capitalize on the AI revolution should consider these five growth stocks. Each company offers unique solutions within the AI ecosystem, providing a diversified approach to investing in this transformative technology. As the AI market continues to grow, these stocks are well-positioned to benefit from the ongoing trend of AI adoption across various industries.

References
1. [1] https://finance.yahoo.com/news/prediction-artificial-intelligence-ai-stock-134300513.html
2. [2] https://finance.yahoo.com/news/insider-favored-growth-stocks-consider-113550720.html