NVIDIA, Alphabet, Amazon: Wall Street's AI Powerhouses Set for Major Gains Next Year
November 10, 2025
The takeaway is a bullish pitch that NVIDIA, Alphabet, and Amazon offer AI-enabled growth, with near-term price-growth expectations baked in by analysts.
NVIDIA is presented as a leading AI chipmaker with a full portfolio of AI products and services, reporting revenue above $130 billion and net income around $72 billion in the latest full year, with about 22% upside anticipated over the coming year.
Three tech giants—NVIDIA, Alphabet, and Amazon—are highlighted as the AI beneficiaries Wall Street analysts expect to lead the next year’s gains.
Analysts’ bullish medium-term outlook centers on these stocks’ roles in artificial intelligence, with cloud and AI-related performance underpinning the optimism.
NVIDIA is described as a core AI chip designer whose strong earnings growth translates into an expected roughly 22% stock rise next year.
Analysts view NVIDIA as a top AI stock thanks to its complete AI product suite and recent triple-digit revenue and earnings growth, with a forecast of roughly 22% upside.
Alphabet benefits from Google Cloud’s expanding compute capacity and AI-driven enhancements to Google Search and advertising, with Google Cloud revenue up 34% to $15 billion in the latest quarter and about 8% upside anticipated.
Alphabet received raised price targets and buy ratings, with AI momentum in Cloud and AI-powered search cited as key growth drivers, and quarterly revenue surpassing $100 billion for the first time.
Alphabet’s Google Cloud and AI-enhanced Search/Ads are highlighted, with analysts expecting around 8% upside over the next year.
Amazon is recognized for AWS as the world's largest cloud provider, driven by AI-enabled growth, with an annualized AWS run rate around $132 billion and improvements across e-commerce prompting about 20% stock gains over the next year.
Amazon’s quarter showed AWS momentum and AI-driven advantages, supported by OpenAI/Oracle-related partnerships and Trainium chips, fueling optimistic price targets and around 20% upside expectations.
The article includes Motley Fool Stock Advisor references and disclosures about promotional content and potential conflicts of interest, noting past performance and affiliate considerations.
Summary based on 6 sources
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Sources

The Globe and Mail • Nov 10, 2025
3 Technology Buys That Wall Street Loves
The Globe and Mail • Nov 10, 2025
3 Technology Buys That Wall Street Loves
The Globe and Mail • Nov 10, 2025
3 Technology Buys That Wall Street Loves