Top Stocks to Watch in the Second Half of 2025
With inflation finally cooling and interest rate cuts on the horizon, investors are looking for new opportunities in the second half of 2025. Previous months have been turbulent, leaving a bittersweet taste for many, and a lot of people are looking to recuperate as we enter H2. AI, defense, iGaming, crypto, and healthcare are among the top picks for the most promising stocks in H2 2025, and many investors are eyeing the companies on this list as prime targets.
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Nvidia (NVDA): Still Dominating the AI Race
Not so long ago, Nvidia was best known for its amazing GPUs, but today it is one of the leading AI developers on the market. Its AI dominance recently made it the most valuable company on the planet, hitting a market cap of $4 trillion. Their chips power everything from machine learning models to autonomous vehicles.
In H2 2025, we can expect Nvidia to soar even higher, so this may be an excellent moment to invest in it.
Meta Platforms (META): From Metaverse to AI Ecosystems
Despite various upstarts’ attempts, Meta is still the most valuable social media company in the world. The failed metaverse outing did put a dent in the company’s value, but they managed to mostly recover from it and refocus on AI development instead, a move that is yielding fantastic results.
Meta’s open-source LLaMA 3 model is gaining developer traction and coupled with augmented workspaces and AI agents is generating real revenue. If you are looking for a solid pick that doesn’t attract much attention, Meta could be an ideal choice for you.
Palantir Technologies (PLTR): Quietly Cementing Itself in AI and Defense
If you are looking for an investment with ties to the defense industry, Palantir is just up your alley. PLTR’s recent NATO deal has put the company on the map as a major defense contractor in the world. It also set the stage for a robust second half of the year.
The sad reality of the modern world is that defense spending is on the rise in these times of uncertainty and global instability. Palantir is one of a handful of companies that stand to profit from the situation and investing in it now seems like a smart move.
UnitedHealth Group (UNH): A Dependable Defensive Pick
Healthcare stocks are always among the top choices for investors and UnitedHealth Group is the flagship of the entire healthcare sector. The company’s performance stemming from the Optum health services division makes it a great choice in both bull and bear markets.
But there is even better news, as UNH is quietly advancing AI-driven diagnostics and predictive healthcare analytics, areas that could become high-margin segments by 2026.
Coinbase (COIN): Gaining Strength as Regulatory Clarity Improves
Coinbase remains the leading publicly traded crypto exchange in the U.S., and its performance in H2 2025 could hinge on the regulatory environment. So far, things are looking up for them, with recent legislation passed in the U.S. offering a clearer framework for digital asset classification. It is one of the reasons institutional investors are gaining confidence in investing in Coinbase, as witnessed by the constant positive chatter on CryptoManiaks and other sites following the crypto market.
Evolution AB (EVO): The iGaming Infrastructure Powerhouse
Based in Sweden, Evolution AB has become a global leader in live casino gaming and B2B iGaming solutions. What makes Evolution stand out is its ability to scale premium live dealer experiences without sacrificing performance or security and creating new types of games, like crypto crash titles. Many crash sites use Evolution AB’s software to offer their players an unparalleled experience in iGaming. Its partnerships with major crypto casinos and sportsbooks have made it a foundational stock for investors betting on the long-term success of the iGaming industry.
Conclusion
Emerging market tech is one of the key themes for the second half of 2025, but global instability is adding an extra twist to the mix, pushing the defense sector. Regardless, the main advice for the upcoming period is to stay as diversified as possible and not put all your eggs into one basket under any circumstances. As much as cautious optimism is present, nobody can guarantee that it will be smooth sailing in H2 2025, so keeping on your toes is mandatory.
