Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) currently trades at $196 per share. However, Morgan Stanley analysts led by Brian Nowak have outlined a bull-case scenario where the stock advanced 38% to $270 per share in 2025,

Seemingly overnight, artificial intelligence became a major growth industry. The AI boom is driving demand for semiconductors, which are crucial components in AI systems. Two compelling semiconductor companies to consider are Wolfspeed (NYSE: WOLF) and Advanced Micro Devices (NASDAQ: AMD).

This has turned out to be a forgettable year for Qorvo (NASDAQ: QRVO) investors as shares of the chipmaker are down 38% as of this writing, which is in stark contrast to the 23% gains clocked by the PHLX Semiconductor Sector index in 2024.

Since Warren Buffett became the CEO of Berkshire Hathaway ( BRK.A 0.80%) ( BRK.B 0.95%) in 1965, its stock has delivered a compound annual return of 19.8%. That would have been enough to turn a $1,000 investment into $42.5 million, whereas the same investment in the S&P 500 would have grown to just $325,053 over the same period.

Semiconductor stocks Broadcom (NASDAQ: AVGO) and Marvell Technology (NASDAQ: MRVL) have delivered outstanding gains in 2024, with shares of both companies more than doubling as of this writing thanks to the rapidly growing demand for their application-specific integrated circuits (ASICs) and networking chips that are being deployed in data centers for tackling artificial intelligence (AI) workloads.