Bank of America Doubles Down on Tech: Nvidia, Palantir, Robinhood Lead 2025 Picks
Bank of America reaffirms Nvidia as its top sector pick, citing 40%+ EPS growth potential amid unrelenting AI demand. The chipmaker's pivot from PC graphics to AI infrastructure positions it as the backbone of gaming, cloud, and automotive sectors.
Palantir accelerates ahead of competitors with 45% YoY customer growth and 123% stock appreciation. "First mover advantages in secure AI software create insurmountable moats," notes analyst Mariana Perez Mora. New defense and enterprise contracts justify the raised price target to $255.
Robinhood emerges as the dark horse, delivering beat-and-raise quarters that suggest mainstream brokerage adoption isn't slowing. The platform's growth metrics now rival traditional brokers despite crypto volatility.