Apple (AAPL) Tesla (TSLA), Microsoft (MSFT), Nvidia (NVDA), and Palantir (PLTR) will reward investors in H2 2025 despite a panicked sell-off to start the year, Wedbush said in a note on Tuesday.
Wedbush remained bullish on tech stocks after Apple closed down on Monday by nearly 5%, Palantir by 10%, Microsoft by 3.3%, Nvidia by 5%, and Tesla by 15.4%, respectively, believing they will ultimately make new all-time highs in H2 2025.
While near-term headwinds from Trump policy may cause some volatility, Wedbush said the $2 trillion in AI capital expenditures on the horizon cannot be ignored.
The brokerage firm said that although stable policy is needed, the AI revolution is set to continue, powered by Big Tech and the 4th Industrial Revolution, driven by enterprise AI, autonomous technology, robotics, and consumer applications.
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