We'll have a better picture of his economic policy in the coming months. For now, investors appear to believe his administration will ultimately be a friend to the AI market. Palantir ( PLTR 11.14%), in particular, saw its stock pop dramatically after Election Day, which was the day after Palantir issued its quarterly earnings.

The emergence of artificial intelligence (AI) into the mainstream propelled the value of many AI-related stocks. Two of those are BigBear.ai (NYSE: BBAI) and SoundHound AI (NASDAQ: SOUN). BigBear.ai is an analytics firm using artificial intelligence to analyze an organization's data and help it make better decisions based on that data.

Qualcomm (NASDAQ: QCOM) stock hasn't exactly set the market on fire this year as compared to some other illustrious names in the semiconductor industry. Shares of the chipmaker are down 26% since hitting a 52-week high on June 18 as of this writing.

Nvidia (NASDAQ: NVDA) consistently crushed the market over the past few years. Expect 2025 to be a far different year than 2023 and 2024 were for Nvidia. After its latest growth spurt, its year-over-year comparisons will be starting from much higher baselines.

Nvidia has been in magnificent form on the stock market in the past year, recording stunning gains of almost 207% as of this writing. This is thanks to the consistently strong growth in the company's top and bottom lines on account of the booming demand for its artificial intelligence (AI) chips.

AI could become a multitrillion-dollar industry. There are still high-quality stocks with compelling risk-reward upside potential. Here are three of them.

Nvidia ( NVDA -3.26%) first disclosed a stake in fellow semiconductor company Arm Holdings ( ARM -5.59%) in the fourth quarter of 2023. The position was valued at $147 million at the time, but a recently filed Form 13F shows the position is now worth more than $280 million and accounts for about 65% of Nvidia's $433 million stock portfolio.