Artificial intelligence (AI) investing isn't just for 2024. It's still going to be a massive theme in 2025. As a result, investors should examine their portfolios and see if they have proper exposure to the biggest technological shift since the growth of the internet.

That sets the table for continued growth over the coming years. Analysts estimate that Nvidia will grow earnings by an average of 38% annually for the next three to five years. Today, Nvidia trades at a forward P/E ratio of 51, a rock-solid value for its anticipated growth.

Last year was fantastic for the markets in general, but the index that really stood out was the Nasdaq. The Nasdaq, heavily weighted in technology companies, surged as investors piled into the industry's hottest new area: artificial intelligence (AI) stocks.

Spending on artificial intelligence (AI) infrastructure has been solid over the past couple of years, and that trend is expected to continue in 2025 as well, with market research firm IDC forecasting that the total outlay on AI could hit an impressive $227 billion in the new year.