Argus Research has highlighted Apple Inc. (NASDAQ:AAPL) and NVIDIA Corporation (NASDAQ:NVDA) as top stock picks for 2025, citing their leadership in generative AI and hardware innovation.

Apple: Driving Growth with Generative AI

• Target Price: $280
• Key Drivers:
  • Launch of "Apple Intelligence" generative AI with the iPhone 16 Pro series.
  • Robust upgrade cycle anticipated due to new AI features.
  • Strong EPS growth prospects, supported by:
    • Hardware demand.
    • Growth in services revenue.
    • Aggressive shareholder returns.
  • Analyst Jim Kelleher recommended seizing the current market conditions to establish or dollar-cost-average positions in AAPL.

Apple's diversified revenue streams and AI innovation position it as a compelling choice for investors in 2025.

Nvidia: Dominating AI Hardware and Cloud Services

• Target Price: $175
• Key Highlights:
  • Continued dominance in AI computing hardware, software, and cloud services.
  • Fiscal Q3 2025 revenue growth of 90% to $35.1 billion.
  • Essential exposure for investors focused on AI and GPU-driven technology.

Argus named Nvidia its top semiconductor stock for a third consecutive year, underscoring its central role in advancing deep learning, AI, and accelerated applications.

For a deeper look into industry performance, the Industry P/E Ratio API can provide valuable insights into valuations and trends across the tech and semiconductor sectors.

Investment Outlook

Both Apple and Nvidia are leading players in the ongoing AI revolution, offering investors unique opportunities to capitalize on:

1. Apple's integration of AI-powered consumer hardware and services.
2. Nvidia's pioneering role in AI infrastructure and deep learning applications.

To assess their broader market impact, the Earnings Calendar API can help track upcoming earnings announcements for these tech giants and more.