As artificial intelligence (AI) continues to transform the global economy, two leading tech stocks, Nvidia and Meta Platforms, stand out as strong growth opportunities with potential to outperform major market indexes like the Nasdaq.
Nvidia has experienced explosive growth fueled by soaring demand for its high-performance data center chips designed for AI workloads. In its fiscal first quarter of 2025, Nvidia’s data center segment, which constitutes over 88% of revenue, saw a 73% year-over-year increase. CEO Jensen Huang highlighted the emerging opportunity in sovereign AI, where governments are building their own AI systems, projected to generate $50 billion annually. While competition in AI chips is increasing, Nvidia’s premium products remain favored by large enterprises and governments. Analysts expect Nvidia’s earnings to grow by over 29% annually in coming years, supporting market-beating returns for investors.
2. Meta Platforms
Meta Platforms commands a dominant position in the digital economy with over 3.4 billion daily users across its family of apps and reported a 49% stock price increase over the past year. The company’s digital advertising revenue grew 22% year-over-year in Q2 2025, reaching $178 billion annually. Meta is investing heavily in AI talent and infrastructure to develop new AI tools through its Reality Labs division, which is exploring consumer AI products like AI-powered smart glasses with partners like Oakley. Meta reported a stellar 37% earnings growth in the first half of 2025 and aims to become users' everyday AI superintelligence agent. Analysts forecast earnings growth of about 17% annually, positioning the stock to outperform the Nasdaq.
These companies stand out as “no-brainer” long-term buys, riding the current AI wave with strong fundamentals and growth prospects, making them attractive picks for investors looking to capitalize on AI’s expanding role in technology and society.