Data News > Big Tech Titans to Watch in 2025

Big Tech Titans to Watch in 2025

By KlickAnalytics Data Insights  |   December 31, 2024 10:00AM ET

Key Points

- Wedbush analyst Dan Ives anticipates Tesla, Palantir, and 8 other stocks dominating in 2025 due to deregulation, AI advancements, and a favorable economic environment.
- Tesla's Q4 deliveries in the U.S. and Europe may impact its performance, with global delivery numbers expected on Jan. 2.
- Nvidia and Tesla missed out on mutual fund investments, with Google and Taiwan Semi being the favored choices entering 2025.
- Speculation arises regarding Elon Musk's focus on politics over Tesla, leading some investors to question his priorities.
- A possible price war between Tesla and BYD in the China EV market could impact sales and growth rates.



Wedbush analyst Dan Ives is confident that Tesla, Palantir, and 8 other stocks will reign supreme in 2025, buoyed by factors such as deregulation, AI advancements, and an ideal economic climate. These conditions are expected to create a "goldilocks" scenario for these companies to thrive in the upcoming year.

As Tesla gears up for its fourth-quarter deliveries, attention is turning to how its performance in the U.S. and Europe will impact its overall success. Global delivery numbers are set to be revealed on Jan. 2, with investors eager to see if Tesla can surpass its 2023 totals.

While big names like Nvidia had a stellar year in 2024, mutual funds have shifted their focus to investing in Google stock and Taiwan Semi as they look ahead to 2025. Both companies are seen as tech winners that have the potential for continued growth in the coming year.

Amidst speculation about Elon Musk's involvement in politics, concerns have been raised about whether the Tesla CEO is prioritizing his responsibilities at the company. Some investors fear that his engagement with the incoming Trump administration may be taking precedence over steering Tesla in the right direction.

In the China EV market, Tesla and BYD are escalating a price war as they vie for dominance in sales. While China EV sales remain strong, analysts are cautioning about a potential race to the bottom as competition intensifies between these two giants.

Overall, as we head into 2025, the tech sector is abuzz with anticipation for the performance of these key players. The interplay of deregulation, AI advancements, and market dynamics will shape the landscape for companies like Tesla and Palantir in the coming year. Investors will be closely watching how these factors influence the big tech titans in the ever-evolving stock market.

For more information:
  • Up/Down Rally
  • Price Distribution
  • Analyst Recommendations
  • Earning Price Impact Analysis
  • Seasonality


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