Artificial intelligence (AI) has been one of the biggest themes on Wall Street for several quarters. Stocks like Nvidia made many fortunes for investors, thanks to the booming demand for AI-related applications and hardware. As we flip the calendar from 2024 to 2025, what are the AI stocks to watch? Here's a look at two of my favorites.

Rather than focusing on quarterly earnings beats or temporary market sentiment, my investment strategy centers on identifying companies that can compound value over many years or even decades. While many view the current AI boom skeptically,

Palantir and Nvidia were among the top five winners of the Nasdaq 100 Index for 2024, up roughly 340% and 171%, respectively. The two companies are leaders in their industry. Nvidia focuses on artificial intelligence hardware,

The S&P 500 (\^GSPC 0.99%) is home to 500 companies from 11 different sectors of the economy, making it the most diversified of the major U.S. stock market indexes. But the S&P is