2 Top Tech Stocks to Buy in September 2025

Tech sector surges as traditional finance scrambles to keep pace.

Market Momentum Builds

Two standout performers defy broader market volatility, posting consistent gains while legacy institutions play catch-up. These picks combine innovative technology with solid fundamentals—a rare pairing in today's overhyped landscape.

Strategic Positioning Pays Off

Both companies leverage cutting-edge AI and blockchain integration, bypassing traditional growth barriers. Their infrastructure-first approach creates sustainable advantages that quarterly earnings calls can't fully capture.

September's window of opportunity won't stay open forever. While Wall Street analysts debate P/E ratios, these tech leaders quietly build the future. One almost feels sorry for the hedge funds still trying to value innovation using spreadsheet models from the 1990s.

Image source: Getty Images.

1. Meta Platforms

First up is(META -1.46%). Recently, I've focused on how Meta is parlaying its vast reach and terrific financials into an enormous bet on artificial intelligence (AI). The company has invested tens of billions in AI infrastructure, research, and talent acquisition, aiming to gain a competitive edge in the AI market.

Yet, for many, it's difficult to see the endgame in Meta's strategy. After all, this is a social media company. Except that Meta is already making, or attempting to make, the transformation into an integrated AI company.

Take its most recent announcement last week of its Ray-Ban Display smart glasses. With a price of $799, Meta is hoping to capture some of the tech wearables market -- and generate a lucrative platform for its AI tools. Granted, the demo didn't go flawlessly, and it will take time to perfect the marriage between AI and augmented reality (AR) glasses.

That said, in many ways, 2025 could end up looking a lot like 2007, whenfirst launched the iPhone. There were plenty of critics back then, too, up to and including then-CEO Steve Ballmer, who actually laughed off the idea of the $500 device as "not a very good email machine."

Needless to say, that hot take hasn't aged well.

At any rate, it's far too early to say whether AR glasses will take off in the same way. Nevertheless, they add another exciting opportunity for a company that is already firing on all cylinders. Therefore, those looking to increase their tech exposure may want to strongly consider Meta.

2. Oracle

Next, there's(ORCL -5.57%), a former tech giant that, like Meta, is making headlines this month.

Last week, reports emerged that the TRUMP administration had reached a framework agreement with Chinese negotiators that would see control of TikTok shift to a U.S.-based consortium of investors, led by Oracle chairman Larry Ellison. Granted, there has yet to be an official announcement, so investors must temper expectations, but this could prove to be a watershed moment for Oracle. Here's why.

Oracle is already riding a wave of investor enthusiasm. As of this writing, the company's stock is up 94% year to date and 389% over the last three years. The reason is simple: Oracle is one of the largest data center and cloud services providers on the planet, and it has ambitions to grow much larger. The company currently ranks fifth in the cloud services market share, with about 3% of the overall market. However, the company is expanding its footprint and plans to build 100 new data centers, while also upgrading existing ones.

You will find more infographics at Statista.

The company's shift in strategy is already paying off. Oracle's revenue growth has picked up significantly in recent years. In its most recent quarter (for the three months ending on June 30, 2025), the company reported quarterly revenue growth of 12%, as compared to its 10-year average of less than 5%.

If Oracle servers become the "home" for all U.S.-based TikTok data -- as has been reported -- Oracle could get a further boost in its quest to climb the cloud services leaderboard. Furthermore, at this point, it remains unclear whether Oracle could become a partial owner of TikTok, which, of course, WOULD immediately boost the company's growth prospects.

To close, Oracle's big bet on AI data centers is paying off -- boosting its once-sluggish revenue growth. In addition, any partnership with TikTok could further bolster its resurgence as a major tech player moving forward. As a result, investors shouldn't overlook Oracle stock as we head toward 2026.