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Are these the best tech stocks to buy? [2025]

The technology sector is undergoing generational shifts thanks to rapid AI development, and things don’t seem to be slowing down this year. In fact, Sam Altman has stated that 2025 could be the first year in which “AI agents ‘join the workforce’ and materially change the output of companies.”

As the AI revolution takes place, tech firms across the value chain are poised to benefit. When it comes to tech investing in 2025, consider these ten stocks.

Watch these technology stocks closely in 2025

Company Name

Ticker

Share Price

1Y Return

Market Capitalisation

Apple

AAPL

US$230.11

+21.99%

US$3.5t

Nvidia

NVDA

US$137.67

+141.06%

US$3.4t

Microsoft

MSFT

US$431.45

+9.54%

US$3.3t

Alphabet

GOOGL

US$196.40

+36.88%

US$2.4t

Amazon

AMZN

US$224.88

+46.50%

US$2.4t

Meta

META

US$613.33

+63.06%

US$1.5t

Salesforce

CRM

US$327.21

+19.22%

US$313.1b

ServiceNow

NOW

US$1,075.69

+44.20%

US$218.3b

AMD

AMD

US$121.01

-25.61%

US$196.4b

Intel

INTC

US$21.36

-54.30%

US$92.1b

Data as of 17 January 2025. Source: Stake, Google.

*The list of technology stocks mentioned is ranked by market capitalisation. When deciding what stocks to feature, we analyse the company's financials, recent news, advancement in their timeline, and whether or not they are actively traded on Stake.

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1. Apple ($AAPL)

  • 225,295 Stake customers watching
  • 352,982 orders executed on Stake

Apple, the world’s most valuable company, needs no introduction. In 2025, the maker of ultra-successful products like the iPhone and the Mac is making a significant push into artificial intelligence. Dubbed ‘Apple Intelligence,’ the company’s approach involves a high degree of personalisation, constantly evolving based on a user’s interaction with their devices. 

While Apple is facing some near-term headwinds, including declining market share in China, the company’s stock has gained more than 20% over the past year. Analysts are also anticipating sales growth to climb almost 10 points in 2025 and 12 points the year after.

Keep an eye on Apple to see if the Silicon Valley giant can maintain its lead in the AI arms race.

💡Related: Check out the best stocks to follow in 2025

2. Nvidia ($NVDA)

  • 204,115 Stake customers watching
  • 220,973 orders executed on Stake

Nvidia hasn’t always been included in lists of leading tech firms, but the AI revolution has taken the company from small-time chipmaker to a corporate behemoth.

Over the past year alone, shares have gained 141% thanks to ravenous demand for Nvidia’s cutting-edge GPUs.

In 2025, Nvidia will face significant obstacles in overcoming persistent supply chain issues. In fact, some analysts expect that demand for Nvidia’s chips will outstrip supply for the entirety of 2025, potentially leading customers toward competitor’s chips. Still, there’s no denying that Nvidia will continue to have significant technological advantages for the foreseeable future.

Consensus forecasts show Nvidia sales climbing an astounding 112% in 2025. In 2026, this figure is expected to drop to a still-impressive 52%.

3. Microsoft ($MSFT)

  • 51,588 Stake customers watching
  • 170,708 orders executed on Stake

Microsoft is well-known to consumers for its Windows operating system, but the company actually makes the most money through its cloud computing segment, accounting for about $100 billion in revenue.[1] As demand for computing power heats up, Microsoft’s cloud offerings (including its flagship Azure platform) are only becoming more important.

In 2025, Microsoft appears focused on continuing to develop and integrate their Copilot AI model into their legacy suite. While Copilot faced some early challenges, the model is now widely recognised as competitive with alternatives like Gemini and ChatGPT.

Recently, Microsoft rolled out a new pay-as-you-go payment structure for Copilot’s commercial customers. While analyst forecasts show sales climbing almost 14% in 2025, this new model could provide an additional boost.

4. Alphabet ($GOOGL)

  • 35,209 Stake customers watching
  • 104,961 orders executed on Stake

Alphabet, Google’s parent company, has wide-ranging operations that span cloud infrastructure, autonomous driving, and AI tools. The company’s largest revenue driver, however, continues to be selling advertisements on properties like Google Search, Google Maps, and YouTube.

While this is a lucrative business, some investors worry that Alphabet’s reliance on legacy revenue streams will hinder their ability to evolve and innovate. What’s more, Alphabet is facing significant legal challenges due to a government antitrust lawsuit, which could force the company to divest portions of its business in 2025.

Despite these headwinds, analysts are still expecting ample revenue growth, with sales expected to climb about 12% annually over the next few years.

5. Amazon ($AMZN)

  • 55,426 Stake customers watching
  • 173,276 orders executed on Stake

Amazon may not traditionally be thought of as a tech firm due to the company’s popular e-commerce platform. Indeed, online sales make up most of the firm’s revenue. 

A majority of the firm’s income stems from its extremely profitable cloud computing division, Amazon Web Services. In fact, AWS is the most dominant cloud provider on the market, with about one-third of the internet hosted on its technology.[2]

As a result, Amazon has benefited enormously from the AI boom, especially owing to specialised machine learning tools like SageMaker. Overall, Amazon’s revenues are expected to grow about 11 points per year through 2027, with AWS sales forecast to accelerate even faster.

6. Meta ($META)

  • 196,636 Stake customers watching
  • 125,701 orders executed on Stake

Meta faces an undeniably complicated outlook in 2025. While the company’s social media assets like Facebook and Instagram remain popular, Meta has faced criticism for plans to add AI-generated users to both platforms. The company’s decision to open-source their Llama AI model (which may have cost upwards of $500M to train) is a significant business gamble.

Still, Meta’s rollout of X competitor Threads has been undeniably successful, with Evercore analysts expecting the platform to achieve half a billion monthly users by the end of this year.[3] Thanks to strong advertising performance, Meta’s sales are forecast to grow by nearly 15% in 2025.

7. Salesforce ($CRM)

  • 9,658 Stake customers watching
  • 23,897 orders executed on Stake

While arguably less flashy than Silicon Valley peers, Salesforce has built a powerful business in B2B software for enterprise customers. The company’s flagship Sales Cloud product is a cloud-based CRM built to help businesses manage their sales process, with additional offerings focused on marketing and e-commerce.

Salesforce is focused on continuing to integrate AI agents into its product suite. According to Salesforce, the company’s “Agentforce 2.0” will enable enterprise teams to unlock the value of digital labour, increasing productivity and efficiency.

Analysts are expecting more modest sales growth than peers, with revenue expected to climb about 9 points annually through 2027.

8. ServiceNow ($NOW)

  • 2,778 Stake customers watching
  • 6,364 orders executed on Stake

Like Salesforce, ServiceNow is less well-known than consumer-facing companies, but the firm operates a highly successful digital workflow platform for enterprise customers. In practical terms, the company offers solutions like ticket management, infrastructure monitoring, and HR onboarding. 

This product suite makes ServiceNow well-positioned to capture the benefits of AI agents, which are able to make decisions and execute tasks autonomously. Late last year, the company unveiled their 24/7 customer service AI agent solution, a precursor of what investors can expect in 2025.

On the back of this technology, analysts are forecasting 20%+ sales growth for ServiceNow this year.

9. AMD ($AMD)

  • 33,055 Stake customers watching
  • 133,452 orders executed on Stake

AMD may have fallen behind arch-rival Nvidia in the GPU market, but the company is still well-positioned for a resurgence in 2025. While AMD’s stock has admittedly had a tough recent run, the firm could benefit from Nvidia’s supply problems, which leave them unable to fully satisfy AI-driven chip demand.

The company recently unveiled upgrades to their highly lauded Ryzen CPU product line, which could help boost growth. Analysts are forecasting 26% sales growth for AMD in 2025.

10. Intel ($INTC)

  • 16,908 Stake customers watching
  • 44,987 orders executed on Stake

Almost no major tech firm has struggled more recently than Intel, with the company’s CEO ousted by the board late last year after the stock lost more than half of its value. Still, this depressed price could mean that Intel is situated as an attractive value play.

Some major players certainly seem to think so, with firms like Broadcom reportedly eyeing an acquisition. A deal could cause significant upside at the current price, although will also likely come with a spin-off of some of Intel’s lagging divisions. Intel’s revenues are forecast to climb a mere 6% in 2025.

🆚 Compare INTC vs AMD stock comparison

How to invest in technology stocks?

The main way to invest in technology is through shares listed on the Nasdaq and NYSE stock exchanges, using an online investment platform. Follow our step by step guide below:

1. Find a stock investing platform

To buy technology stocks on the U.S. stock market, you'll need to sign up to an investing platform with access to Wall St. There are several share investing platforms available, of which Stake is one.

2. Fund your account

Open an account by completing an application with your personal and financial details. Fund your account with a bank transfer, PayTo, debit card or even Apple/Google Pay.

3. Search for the company

Find the company by name or ticker symbol. It is advised to conduct your own research to ensure you are purchasing the right investment product for your individual circumstances.

4. Set a market or limit order and buy the shares

Buy on any trading day using a market order, or a limit order to delay your purchase of the asset until it reaches your desired price. You may wish to look into dollar cost averaging to spread out your risk, which smooths out buying at consistent intervals.

5. Monitor your investment

Once you own the shares, you should monitor their performance. Check your portfolio regularly to ensure your investment is aligning with your financial goals.

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What tech ETFs are available to invest in?

Although there are plenty of ETFs that offer significant tech holdings, three stand out in terms of fee efficiency and portfolio exposure:

Invesco NASDAQ 100 ETF ($QQQM) - 1YR return: 26.12%

QQQM is less well-known than its more popular cousin $QQQ, but both track the same index and have essentially identical holdings. $QQQM, however, has a slightly lower expense ratio of just 0.15%, making it a better choice for buy-and-hold investors.

Invesco S&P 500 Equal Weight Technology ETF ($RSPT) - 1YR return: 19.28%

Another Invesco offering, this one tracks a version of the S&P 500 technology index. Unlike the standard index, this ETF aims to hold each company in equal amounts. This ETF could be a good choice for investors concerned about the increasing top-heavy concentration of Big Tech.

Capital Group Growth ETF ($CGGR) - 1YR return: 35.37%

Unlike the other ETFs on this list, CGGR is an actively managed fund, rather than following an index. While the managers have a broad mandate to pursue capital growth, the fund overwhelmingly invests in tech, including positions in Meta, Microsoft, and Alphabet. This ETF could be a good fit for investors who believe in the skill of the Capital Group managers and don’t mind paying a slightly higher expense ratio of 0.39%.

💡Related: Looking for tech ETFs listed in Australia? Check out this guide of ASX tech ETFs to invest in

Is it still worth investing in tech stocks?

Some investors are understandably worried about the valuation of tech stocks heading in 2025. The average price-earnings (PE) ratio for the tech sector currently stands around 37x, compared to about 28x for the S&P 500 as a whole. The growth opportunities of AI development mean that it could still be worth investing in tech stocks.

While current PE ratios may seem high, these figures are elevated because investors are anticipating above-average earnings growth owing to AI-driven gains. As such, tech investments can still cause significant gains, even if entry prices are elevated.

Ultimately, determining whether tech stocks are still worth investing in depends on an investor’s risk tolerance and investment goals.

Risks of investing in the tech sector

Despite industry excitement around AI, the tech sector does come with risks for investors.

As mentioned above, valuations are higher than historic averages, meaning companies need to grow into their current prices with substantial earnings growth. If this anticipated growth does not materialise, valuations could pay the price.

Technological innovation is an inherently uncertain process. Industry giants today face the risk of being upended by smaller, more nimble competitors. In fact, many of the tech industry’s most interesting companies remain private (like OpenAI and Anthtopic).

Tech businesses are well-known for their potential investment benefits, including relatively capital-light business models that can lead to outsized short-term growth. For investors looking for capital appreciation opportunities, these benefits could be well-worth the risks.

Disclaimer

The information contained above does not constitute financial product advice nor a recommendation to invest in any of the securities listed. Past performance is not a reliable indicator of future performance. When you invest, your capital is at risk. You should consider your own investment objectives, financial situation and particular needs. The value of your investments can go down as well as up and you may receive back less than your original investment. As always, do your own research and consider seeking appropriate financial advice before investing.

Any advice provided by Stake is of general nature only and does not take into account your specific circumstances. Trading and volume data from the Stake investing platform is for reference purposes only, the investment choices of others may not be appropriate for your needs and is not a reliable indicator of performance.

$3 brokerage fee only applies to trades up to $30k in value (USD for Wall St trades and AUD for ASX trades). Please refer to hellostake.com/pricing for other fees that are applicable.

Article sources

[1] https://www.statista.com/statistics/273482/segment-revenue-of-microsoft/

[2] https://www.forbes.com/sites/danrunkevicius/2020/09/03/how-amazon-quietly-powers-the-internet/

[3] https://markets.businessinsider.com/news/stocks/meta-platforms-price-target-raised-to-700-from-675-at-evercore-isi-1034141734


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