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Artificial intelligence (AI) continued to be a major investment theme in 2024, driving tech stocks to record highs as companies continued to pour millions into the emerging technology. With no signs of slowing down, UBS analysts have highlighted two top AI stock picks for 2025: Dell Technologies (DELL) and TD SYNNEX (SNX)
Dell stands out for its dominance in AI servers, with its Infrastructure Solutions Group projected to achieve 10% revenue growth and a 15% boost in free cash flow. Similarly, TD SYNNEX shines with its growing AI infrastructure business, Hyve, which promises strong earnings and valuation growth.