35 Most Important AI Stocks for 2025 According to JPMorgan

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34. Arm Holdings plc (NASDAQ:ARM)

Number of Hedge Fund Holders: 38    

Arm Holdings plc (NASDAQ:ARM) architects, develops, and licenses central processing unit products and related technologies for semiconductor companies and original equipment manufacturers. The company has a virtual monopoly over chip designs that are powering AI data centers around the globe. This monopoly stems from the energy-efficient chip designs that are unique to the company. The AI boom has served to launch the firm into the global spotlight.  Since debuting on the stock market more than a year ago, the shares have tripled in value. Arm is a trusted partner of NVIDIA, the poster child of the AI revolution. Arm-based chips are a part of the new Blackwell series of AI processors that NVIDIA is providing to hyperscalers for their AI data center build. Following market-beating earnings results earlier this month, JPMorgan analyst Harlan Sur recently raised the price target on the stock to $160 from $140 and kept an Overweight rating on the shares.

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