Top Stocks Poised to Gain from AI Boom: Analyst Highlights IBM & More

Top Stocks Poised to Gain from AI Boom: Analyst Highlights IBM & More. Wedbush analyst Daniel Ives is keeping a close eye on how software companies are benefiting from the AI boom.

Lately, he’s been tracking AI spending trends for 2025, looking at real-world use cases and identifying key players leading the charge. Right now, AI makes up about 12% of IT budgets—up from 10% in January—as more CIOs speed up their AI plans.

At the center of it all is Nvidia (NASDAQ: NVDA). Its chips and cloud services are driving AI adoption in a big way. In fact, for every $1 spent on Nvidia, the impact spreads across the tech industry, generating an additional $8 to $10 in spending.

About 70% of companies have boosted their AI budgets, showing that tech spending is still going strong despite economic uncertainties.

xAI’s Explosive Growth Latest Strategic Moves in 2025

Analysts have been tracking AI adoption across industries like finance, healthcare, transportation, and manufacturing, and the momentum is picking up.

IT teams are going all in on large-scale AI projects, with Microsoft, Amazon, and Google leading the charge in software-driven AI applications.

Most companies were still in the planning phase, figuring out their AI strategies. But in just the last few weeks, there’s been a big shift—high-priority AI projects are moving from ideas to real-world implementation across industries.

With the software industry buzzing about how to make money from AI, a few companies are starting to pull ahead. As generative AI and LLM models take center stage, the software sector is set for massive growth in the AI revolution.

IBM has come a long way in cloud adoption, creating huge opportunities for growth. Even though some investors are still unsure, analysts are confident that the rapid rise of AI in businesses will be a big win for the software industry in 2025.

Backing this optimism, Wedbush has added IBM to its Best Ideas List, showing strong belief in the company’s future potential.

IBM isn’t new to innovation—it’s been around for over a century! Founded in 1911, during President William Howard Taft’s time, it started as Computing-Tabulating-Recording Co., a company focused on record-keeping and measuring systems. Since then, it has transformed into one of the biggest names in tech.

Boeing Secures $20B F-47 Fighter Jet Deal Under Trump