The U.S. stock market has entered 2025 on uncertain footing, with early-year volatility unsettling investors.
The market is still recovering from the January 27 sell-off, triggered by the emergence of DeepSeek and concerns over its potential impact on the AI industry, particularly as Big Tech ramps up investment.
With billions already poured into AI and an additional $500 billion planned for even more advanced infrastructure, questions about the sector’s long-term trajectory remain.
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Adding to the market turmoil, President Donald Trump’s proposed tariffs—and the mixed international responses—have sparked fresh concerns. With global supply chains increasingly vulnerable, uncertainty over trade tensions continues to loom.
Amid this volatility, Finbold tasked DeepSeek AI with identifying the two stocks most likely to ‘win’ in 2025—those expected to deliver strong financial performance and outperform the broader market despite shifting economic conditions.
Nvidia (NASDAQ: NVDA)
Nvidia (NASDAQ: NVDA) has been the biggest winner of the AI boom over the past two years, but its stock has hit turbulence in early 2025.
After reaching an all-time high of $149.43 on January 6, NVDA shares tumbled to $118 by January 27, following the emergence of DeepSeek.The development has fueled concerns over whether companies truly need Nvidia’s expensive GPUs, raising questions about the company’s long-term growth prospects.
While the stock has since rebounded, it remains volatile, trading at $140 as of press time.
Despite these concerns, the AI powerhouse remains deeply embedded in the industry’s infrastructure. Tech giants like Amazon (NASDAQ: AMZN), and Meta (NASDAQ: META) continue to ramp up AI investments, with Amazon and Meta increasing their AI spending to $100 billion and $60 to 65 billion, respectively.
As major customers of Nvidia, investors are factoring this surge in capital expenditures into their expectations for the company, which still dominates the AI chip market with a 70–95% share.
For instance, Amazon’s AWS continues to deploy Nvidia’s H100 GPUs and is expected to be an early adopter of the upcoming Blackwell computing platform. Meanwhile, Meta trained its Llama 4 AI model on a cluster of 100,000 Nvidia H100 GPUs and plans to expand its use of Nvidia’s hardware.
Beyond AI, the chipmaker’s gaming and automotive divisions are seeing strong momentum. Gaming GPU revenue jumped from $1.5 billion in Q3 2023 to $3.3 billion in Q3 fiscal 2025, while automotive AI sales nearly doubled to $449 million. Nvidia is also expanding into robotics and healthcare AI, further broadening its reach into high-growth markets.
Tesla (NASDAQ: TSLA)
Tesla (NASDAQ: TSLA) is off to a rough start in 2025, with its stock down 12% year-to-date as of February 22, trading at $353.22—a sharp drop from its December 2024 peak of $488.
The decline, which wiped out $500 billion in market value, was driven by weak Q4 earnings, slowing vehicle deliveries, and rising competition from both legacy automakers and new EV startups. While short-term sentiment has taken a hit, Tesla’s long-term growth outlook remains intact.
A key catalyst for the company is its push toward expansion. The EV giant is preparing to launch a fully autonomous robotaxi in 2025, with test programs expected in multiple U.S. cities by the end of the year.
However, regulatory hurdles persist, as the National Highway Traffic Safety Administration (NHTSA) continues to scrutinize the company’s Full Self-Driving system following multiple reported crashes.
While these challenges remain, a self-driving fleet could represent a significant long-term opportunity.
Beyond its core business, Tesla is expanding into humanoid robotics, with CEO Elon Musk hinting that the Optimus robot could enter commercial production by 2026.
The company is also making a major push into emerging markets, with sales in India expected to begin by the third quarter of 2025.
Meanwhile, Tesla is gearing up to launch a more affordable model in the first half of 2025. Musk and CFO Vaibhav Taneja have outlined plans to expand the lineup, hinting at the introduction of more new vehicles.
Despite concerns over price wars, regulatory scrutiny, and Musk’s divided focus across multiple ventures, Tesla continues to pursue long-term growth, which could be why DeepSeek AI expects the stock to ‘win’ in 2025.
Featured image via Shutterstock
