29.06.2025

Top Stock Recommendations and Tech Giants in June 2025

Introduction

In the past trading week, experts highlighted several stocks that could be particularly interesting for private investors. These recommendations are based on current market developments and strategic considerations. Here are some of the most exciting options.

Top Stock Recommendations in June 2025

Uber Technologies (WKN: A2PHHG): Experts recommend Uber as a top stock for June 2025. The company dominates the ridesharing and delivery service market, both of which are growth markets with high potential. In the first quarter of 2025, Uber reported a revenue growth of 17% to $11.5 billion and a free cash flow of $2.3 billion, making the stock still appear attractively valued. Despite risks from emerging autonomous driving technologies, Uber is actively developing these technologies and could emerge as a winner.

Stocks with Potential to Overtake NVIDIA

According to an AI-driven analysis, several major tech companies could surpass NVIDIA in market capitalization by the end of 2025:

  • Apple: A strong product pipeline and loyal customer base drive growth.
  • Microsoft: Leading in cloud computing and heavily invested in artificial intelligence.
  • Alphabet (Google): Benefits from advertising revenues and investments in AI and autonomous driving.
  • Amazon: Combines dominance in e-commerce with a strong cloud business (AWS).
  • Tesla: Leading in electric vehicles as well as in investments in renewable energy and autonomous driving technologies.

Particularly Exciting AI Stocks

Investors focused on artificial intelligence should consider the following stocks:

Company Symbol Revenue Growth (12 months) Gross Margin (%) R&D Expenses (12 months)
Snowflake SNOW 27.5 % 66.6 % $1.90 billion
Nvidia NVDA 86.2 % 70.1 % $14.18 billion
Microsoft MFST 14.1 % 69.1 % $31.7 billion

These companies impress with high growth rates and significant R&D investments, key factors for sustainable growth in the AI sector.

Conclusion

For private investors, stocks like Uber Technologies are interesting due to their strong market position, while large tech companies such as Apple, Microsoft, Alphabet, Amazon, or Tesla could represent potential market cap outperformers compared to NVIDIA. In the field of artificial intelligence, Snowflake and Nvidia are particularly convincing.

These recommendations reflect current trends in digitization, technology, mobility, and AI, which promise further price potential in the medium term.