Five stocks set to be the next big winner of the AI ​​boom

Ticker: avgo

Profits around 2018: 43%

Analyst's view: Futurum analysts describe Broadcom as “AI Uncle Sam.” This means that it has the ability to tax many aspects of AI reasoning, making it number one in the rankings.

“In a world where every AI token pays someone, Broadcom is not only supplying parts, but also becoming a fee collector for silicon, networking and software as a whole, reducing it from every layer of the stack.”

Ticker: pltr

Profits around 2018: 137%

Analyst's view: Palantir Stock has come together by chance in recent weeks, leading to a surge in bearish feelings, but Futurum analysts aren't worried.

“Palantir has emerged as an AI execution layer that sells decision engines that combine data, policies and actions across government, defense and enterprises, rather than selling models and dashboards.”

Ticker: orcl

Profits around 2018: 70%

Analyst's view: Oracle, one of the breakout technology stocks of the season, has been focusing since bullish earnings forecasts surged stocks. Futurum considers it to be a core player in the industry and praises its strengths as a fundamental corporate AI provider.

“If others borrow computing, Oracle connects it to data by being its structural edge as AI moves from prototypes to production,” the report says. “Its edges are enlarged by numbers that rival hyperscalars.”

Ticker: NBIS

Profits around 2018: 295%

Analyst's view: Nebius, a recently unknown AI utility company, has surged with news that it signed a $17 billion contract with Microsoft on September 9th, and Futurum believes the Netherlands-based company is playing a pivotal role in the AI ​​economy.

“Nebius is not competing with hyperscalar in width. It competes for physical and economic constraints defining AI calculations: power, cooling and integration.”

Ticker: MBD

Profits around 2018: 31%

Analyst's view: Over the past two quarters, Mongodb shares have skyrocketed as enterprise platform Atlas has helped drive significant revenue growth. Futurum highlighted the platform's ability to help large businesses simplify AI applications.

“That evolution is why Mongo is gaining critical workloads and why it's a bridge between AI's memory layer, messy enterprise data and agent systems that require structured search.”