5 Stocks That Are Set to Be the Next Big Winners of the AI Boom

Ticker: AVGO

Year-to-date gain: 43%

Analyst’s view: Futurum analysts describe Broadcom as the “Uncle Sam of AI,” due to its ability to tax many aspects of AI inference, earning it the No. 1 spot on its ranking.

“In a world where every AI token costs someone money, Broadcom isn’t just supplying parts, but they are becoming the toll collector across silicon, networking, and software, taking a cut from every layer of the stack.”

Ticker: PLTR

Year-to-date gain: 137%

Analyst’s view: While Palantir stock has stumbled in recent weeks, leading to a spike in bearish sentiment, Futurum’s analysts aren’t worried.

“Palantir has emerged as the execution layer of AI, not selling models or dashboards but decision engines that fuse data, policy, and action across government, defense, and enterprise.”

Ticker: ORCL

Year-to-date gain: 70%

Analyst’s view: One of the season’s breakout tech stocks, Oracle has been in focus since a bullish revenue forecast sent shares surging. Futurum sees it as the core player in the industry, praising its strength as a fundamental enterprise AI provider.

“Where others rent compute, Oracle ties it to data by being that structural edge as AI moves from prototype to production,” the report said. “That edge is now scaled by numbers that rival hyperscalers.”

Ticker: NBIS

Year-to-date gain: 295%

Analyst’s view: An unknown AI utility company until recently, Nebius stock surged on September 9 on news that it had inked a $17 billion deal with Microsoft, and Futurum sees the Netherlands-based company playing a pivotal role in the AI economy.

“Nebius isn’t competing with hyperscalers on breadth. It’s competing on the physical and economic constraints that define AI compute: power, cooling, and integration.”

Ticker: MBD

Year-to-date gain: 31%

Analyst’s view: Over the past two quarters, MongoDB stock has surged as Atlas, its enterprise platform, has helped drive significant revenue growth. Futurum highlighted the platform’s ability to help large-scale companies simplify AI applications.

“That evolution is why Mongo is winning critical workloads and why it’s becoming the memory layer of AI, the bridge between messy enterprise data and agentic systems that require structured retrieval.”