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Reflecting industries at the vanguard of innovation, J.P. Morgan analysts have found Broadcom (AVGO, Financials) and other technology equities predicted to propel development in 2025. The choices include sectors like artificial intelligence, cybersecurity, and digital infrastructure, therefore stressing prospects in changing markets.
Still a major force in artificial intelligence networking solutions is Broadcom. Broadcom's AI-related sales have soared and are expected to continue significant growth in 2025, hence highlighting its leadership in this transforming area as businesses spend more in hyperscale cloud platforms.
Redoubled corporate IT infrastructure expenditure will help Dell Technologies (DELL, Financials), according to the analyst note. Dell is positioned to benefit from growing corporate budgets by matching conventional income sources with developments in artificial intelligence.
Leveraging its semiconductor manufacturing experience, KLA Corp. (KLAC, Financials) meets the increasing need for precise chip design. Its creative approaches for process control help to keep it ahead in its area.
Considered as a pillar in corporate cybersecurity is CyberArk (CYBR, Financials). Its great performance in privileged access management underscores the growing relevance of security in a society becoming more and more digital.
Apart from HubSpot (HUBS, Financials), which gains from rising small-business investments, Guidewire Software (GWRE, Financials) is a major player in insurance technology systems among the picks highlighted by the investment firm.
This article first appeared on GuruFocus.