Focusing on companies in small, medium, and large-cap cap businesses, J.P. Morgan analysts have ranked their top stock recommendations in the broader Internet space for 2025. The study shows how artificial intelligence still impacts market performance and capital expenses.

J.P. Morgan identified Amazon ( NASDAQ:AMZN ), Meta Platforms ( NASDAQ:META ), Alphabet ( NASDAQ:GOOG ) ( NASDAQ:GOOGL ), and Spotify ( NYSE:SPOT ) as main bets for large-cap stocks next year. As these companies solve computational limitations faced in 2024, the company expects AI-driven investment to pick up speed in 2025.

Analysts also noted that 2024 represented the second consecutive year of outstanding success for big-cap and mega-cap Internet stocks, emphasizing their ability to post sustained top-and-bottom line numbers while continuing to prove resilient in a cutthroat industry.

J.P. Morgan's emphasis on artificial intelligence matches the broader investor opinion on the Internet space where technology will always be the key engine of innovation and capital allocation.

This article first appeared on GuruFocus .