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,

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,

SemiAnalysis expert Myron Xie says Taiwan Semiconductor Manufacturing Co. Ltd. is “the only game in town for AI chips.” TSMC is currently the leading and most reliable supplier of advanced artificial intelligence chips – and counts Nvidia as well as the hyperscalers committed to building their chips as customers.