TSMC is one of the least sensational management teams in the AI stocks space, yet management explicitly called AI a multi-year “megatrend” in their most recent earnings call, with demand now being pulled not just by chip designers, but directly by hyperscale cloud providers seeking to lock in capacity.  

Big Tech is expected to invest $530 billion for building AI infrastructure in 2026, while the path to near-term monetization remains a question mark. As investor scrutiny around capital expenditure intensifies, the key question is no longer who is spending the most on AI, but who is translating that spend into measurable revenue and sustainable margins.

Palantir’s stock has defied gravity, delivering steady performance that no other AI software stock has come close to matching (yet). For investors, the Palantir thesis is two-fold: the company must continue to scale its Commercial segment after posting multiple quarters of over 50% growth, while also sustaining a high valuation. Both matters and the bar is undeniably high.

The stock market in 2025 was a high-stakes tug-of-war between geopolitical tensions and the AI trade. Headlines were dominated by the DeepSeek fears, trade wars, tariffs, and persistent whispers of the AI bubble. However, the AI trade proved to be more than just hype; it became a cornerstone of the market.

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As we close out a defining year for tech, we’re proud to share a few media moments where our theses met the mainstream. We are grateful that our readers trust us to cut through the noise - and we want to wish you a wonderful holiday season and a successful close to the 2025 trading year. Below are some of our most impactful media appearances of the year, including in-depth conversations on Nvidia’s stock, the broader AI market, and—not to be missed—a few lesser-known AI stocks that anchors couldn’t help but ask about.

Meta’s stock sits at the center of the AI spending debate, as Big Tech continues to shock markets with outsized AI-driven capital expenditures. What is being overlooked is that Meta’s stock is already reporting a long-awaited return on investment from the AI data center buildout. Below, I highlight several key metrics from Meta’s latest earnings report that illustrate the company is beginning to offer measurable returns on its AI investments. When viewed alongside our prior analysis on Nvidia and Broadcom, this discussion broadens the perspective to include one of the most closely scrutinized AI stocks in terms of capital expenditure. Although AI remains in a nascent stage, the data presented below provides early evidence that elevated AI capex is starting to translate into a clearer path toward monetization.

The AI accelerator market will inevitably widen beyond Nvidia’s GPUs - the keyword is widen. More players will sell more AI systems as the market expands, and that growth supports both the clear leader (Nvidia) and those already in pole position, such as Broadcom.