But beyond this AI titan, a new wave of tech leaders is driving the infrastructure and software essential to AI’s rapid adoption.
Here are five US tech stocks powering AI’s growth with strong 2025 earnings.
Palantir Technologies (NASDAQ: PLTR)
Palantir develops tools that help organisations to understand and use complex data to guide their decisions.
In the first quarter of 2025 (1Q 2025) ending on 31 March 2025, Palantir reported a rise in revenue of 39% year-on-year (YoY) to US$884 million.
This growth was driven by the growth in their US business which reported a rise in revenue of 55% YoY to US$628 million.
The key contributors to the surge in US revenue were from its government and commercial segments.
In 1Q 2025, US commercial revenue saw an increase of 71% YoY to US$255 million.
Meanwhile, US government revenue climbed 45% YoY to US$373 million….