AI Growth Sparks Infrastructure Boom: The Winning Stocks of 2025

Reading Time: 3 minutes
The stock markets in 2025 are experiencing a fundamental market shift, driven by artificial intelligence and new demands for data centers and semiconductors. What was once a vision of the future has become the central driver for massive investments, profoundly transforming entire industries. Microsoft plays a leading role through its cloud division Azure. Thanks to an early partnership with OpenAI, revenue and demand for AI services are growing significantly – Azure's revenue recently increased by 39% year-over-year. The company focuses on "agentic"...
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