As the AI megatrend continues to accelerate, the Magnificent 8 (plus 2) continues to widen its lead (some more than others) and will thereby continue to benefit. Just this past week, for example, OpenAI unveiled "Sora 2," an advanced video generation model and a creation-first social feed (with API and Android integration planned). Also, Anthropic's "Claude Sonnet 4.5" (their most intelligent model yet) is now generally available on Google Vertex AI (enabling developers to build sophisticated applications). This all spells "more growth" and more need for chips, data centers and energy-efficient solutions. In a nutshell, more upside for AI ahead.
Nebius: 5 Top AI Stock Roadmap, Year-End 2025
Full-stack AI infrastructure and cloud/GPU cluster company, Nebius (NBIS), just blew its own doors off (shares up dramatically) by announcing a new 5-year $17.4+ billion deal with Microsoft (MSFT) to provide dedicated access to its new data center in New Jersey. The deal, and the current valuation, are a stark reminder to investors that old-school valuation metrics (such as price-to-earnings ratio) make little sense when dealing with disruptive growth, and “forward vision” matters more (if you can get it right). After reviewing Nebius in detail (business, growth, valuation and risks), this report shares 5 additional top AI stocks as a roadmap and attempt at forward vision for the AI megatrend through year end.