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2 Leading Tech Stocks to Buy in 2025

By Adria Cimino | September 20, 2025, 3:15 AM

Key Points

Technology stocks have driven stock market gains over the past two years, leading the S&P 500 to record levels in recent times. And players involved in the high-growth market of artificial intelligence (AI) have been leading the pack. Why? Because this technology has the potential to be a game-changer, much like the Internet or, reaching much farther back in time, the steam engine. AI may change how business is done, leading to lower costs and greater innovation.

All of this means companies that get in early on AI may be the first to score a win -- and investors who choose the right players today might grow their wealth in a big way. So, among all of the AI stocks available, which ones should you choose right now? It's a great idea to go for players that are set to benefit from the current wave of AI growth, meaning the infrastructure ramp-up and the application of AI to real-world situations.

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The following two leading tech stocks fit the bill -- and make great buys in 2025.

An investor in an office smiles while looking at something on a laptop.

Image source: Getty Images.

1. CoreWeave

Today, companies need capacity for their AI workloads, and they can find that at CoreWeave (NASDAQ: CRWV). The cloud provider actually specializes in compute for AI, and thanks to a close relationship with AI chip leader Nvidia -- Nvidia owns about 7% of CoreWeave -- has been the first to make Nvidia's innovations generally available to customers.

CoreWeave, with more than 250,000 graphics processing units (GPUs) across 32 data centers, offers customers the opportunity to rent compute for a few hours or for a long period of time. Demand from customers looking for training and inferencing power has been strong, which has helped CoreWeave's revenue take off. In the most recent quarter, revenue tripled, and for the full year, CoreWeave expects revenue to reach the range of $5.1 billion to $5.3 billion.

Inferencing demand, in particular, could be a key growth driver for CoreWeave because it involves the "thinking" process a model goes through to address complex problems. This is powered by GPUs, so it will be needed more and more frequently as businesses use AI in their day-to-day operations.

CoreWeave shares have climbed 200% since the company's March initial public offering, but they could have plenty of room to run over the long term considering the need for inferencing power in the years to come. Though CoreWeave competes with bigger cloud service providers, its focus on AI sets it apart and could lead to gains in market share. All of this makes the stock a great buy in 2025 -- and one to hold as this AI story unfolds.

2. Palantir Technologies

Palantir Technologies (NASDAQ: PLTR) has seen its stock soar in recent years, and for good reason: The company's earnings have also been flying high, and it may be in the early days of the AI growth opportunity. I'll explain. Palantir has been around for more than 20 years, helping mainly government customers in its early days make better use of their data. The company's software aggregates disparate data, and this allows the customer to leverage it for key decisions.

About two years ago, Palantir launched its Artificial Intelligence Platform (AIP), which adds the power of AI to drive data aggregation and analysis, and this has resulted in soaring demand from the U.S. government and a newer revenue driver -- the commercial customer.

Palantir only had 14 U.S. commercial customers a few years ago, and now it has hundreds thanks to its strengths in AI. Customers love AIP because, in a matter of hours or days, they can go from zero to actually applying AI in a meaningful way to their operations.

In recent quarters, revenue in the U.S. commercial and U.S. government businesses has climbed in the double digits, and U.S. commercial deal value has jumped. In the latest quarter, U.S. commercial total contract value surged more than 200% to a record $843 million.

The one concern some investors have is Palantir's valuation, but it's important to note that metrics like the forward P/E ratio only take into account near-term earnings -- not earnings a few years down the road. So, you may not be overpaying for Palantir if you buy today and hold on for the long term -- and instead, you might benefit from explosive growth.

Should you invest $1,000 in CoreWeave right now?

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Adria Cimino has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia and Palantir Technologies. The Motley Fool has a disclosure policy.

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