The year 2025 has seen a powerful convergence of artificial intelligence (AI) and cryptocurrency, driving unprecedented momentum in U.S. tech stocks. The Nasdaq Composite Index has surged over 33% year-to-date, outpacing other major indices and solidifying its position as the epicenter of technological innovation and investor optimism.
At the heart of this rally are transformative forces: generative AI reshaping industries and digital assets gaining institutional legitimacy. With pro-crypto policy shifts following the 2024 U.S. election now influencing market dynamics, companies at the intersection of AI and blockchain are experiencing explosive growth.
This article explores five standout U.S. technology stocks—each with a market cap exceeding $5 billion—that have delivered extraordinary returns by capitalizing on these dual trends.
AppLovin (APP): From Mobile Games to AI-Powered Advertising
AppLovin, best known for its portfolio of mobile games like Block! Puzzle, Watchmaker, and Bingo Story, has evolved into a high-growth AI advertising platform. Once riding the pandemic-era gaming wave, the company is now leveraging machine learning to dominate targeted ad delivery within mobile apps.
In 2025, AppLovin’s market valuation skyrocketed from around $13 billion to over $110 billion—surpassing household names like Starbucks (SBUX), Intel (INTC), and Airbnb (ABNB). Its stock has surged an astonishing 758% year-to-date, making it the top-performing tech stock among large-cap peers.
A key driver has been AXON 2.0, AppLovin’s AI-powered ad engine launched last year. This proprietary system enables hyper-personalized ad placements across its network of owned and licensed games, significantly boosting monetization efficiency.
Financial performance reflects this shift: Q3 software platform revenue jumped 66% year-over-year to $835 million, fueling a 39% increase in total revenue. Net profit soared 300%, with margins expanding from 12.6% to 36.3%—a testament to scalable AI infrastructure.
CEO Adam Foroughi remains bullish, highlighting a new experimental e-commerce feature that integrates branded ads directly into gameplay. “This is the best product we’ve ever launched,” he said during the November earnings call. “It’s still early, but growth has been unprecedented.”
MicroStrategy (MSTR): The Bitcoin Proxy That Keeps Delivering
MicroStrategy has transformed from a niche enterprise software firm into one of the most prominent corporate holders of Bitcoin. Since initiating its BTC acquisition strategy in mid-2020, the company has amassed over 444,000 bitcoins, currently valued at nearly $44 billion.
This bold treasury strategy has paid off handsomely. After rising 346% in 2023, MicroStrategy’s stock gained another 467% in 2025 alone. Its market capitalization has ballooned from $1.1 billion to **$80 billion, positioning it as the fourth-largest Bitcoin holder globally**, behind only Satoshi Nakamoto, BlackRock’s iShares Bitcoin Trust, and Binance.
The post-election surge—spurred by pro-digital asset policies under the new administration—added further fuel. Shares rose 57% after the November election, outpacing Bitcoin’s own 44% gain during the same period.
Founder Michael Saylor reiterated his long-term conviction: “With favorable regulatory clarity on the horizon, Bitcoin stands as the premier digital store of value. As the broader digital asset framework takes shape, we expect exponential growth across the entire ecosystem.”
As more institutions explore Bitcoin as a balance sheet asset, MicroStrategy continues to serve as a liquid proxy for crypto exposure—without requiring direct custody.
Palantir (PLTR): AI for Government and Enterprise at Scale
Palantir Technologies has cemented itself as a critical player in national security and enterprise AI. Known for its data integration platforms used by defense and intelligence agencies, Palantir reported a 380% stock gain in 2025 amid surging demand for secure, scalable AI solutions.
One of its strongest quarters came just before the U.S. presidential election, when Palantir raised its full-year revenue guidance—driving a 23% single-day stock jump. CEO Alex Karp emphasized sustained demand: “Our performance this quarter underscores unrelenting AI adoption across both government and commercial sectors—and there’s no sign of slowing down.”
Post-election momentum continued, with shares rising another 8.6% the day after results were confirmed. While co-founder Peter Thiel backed Trump in 2016, Karp publicly supported Kamala Harris in 2024—yet Wall Street sees bipartisan durability in Palantir’s mission-critical software.
LSEG data projects 24% revenue growth in 2025, reaching approximately $3.5 billion. Investors are confident that increased defense spending and federal AI modernization initiatives will drive long-term contracts.
Robinhood (HOOD): Democratizing Access to Crypto and AI Innovation
Robinhood has re-emerged as a major force in retail investing, with its stock more than tripling in 2025 despite a brief dip following lackluster Q3 results.
The rebound was swift—fueled by renewed optimism around cryptocurrency adoption. Within days of the election outcome, HOOD shares surged 20%, reflecting investor confidence in its crypto-first strategy.
Crypto now represents a core growth engine: Q3 crypto-related revenue soared 165% year-over-year to $61 million, accounting for 10% of total revenue. Users can trade not only Bitcoin and Ethereum but also meme coins like Dogecoin, Shiba Inu, and Bonk—catering to speculative retail appetite.
CEO Vlad Tenev framed crypto as more than speculation: “It’s a disruptive technology that will redefine payments, lending, and the very infrastructure of tradable assets.”
Analysts expect Q4 revenue to grow over 70%, hitting $805.7 million—the fastest quarterly pace since Robinhood’s 2021 IPO. While Coinbase (COIN) still holds a larger $70 billion market cap, Robinhood is closing the gap with superior user engagement metrics.
NVIDIA (NVDA): The Engine Behind the AI Revolution
NVIDIA remains the undisputed leader in the global AI arms race. Fueled by insatiable demand for generative AI, its stock climbed 183% in 2025—adding $2.2 trillion in market value—following a 239% gain in 2024.
At a staggering **$3.4 trillion valuation**, NVIDIA briefly claimed the title of world’s most valuable public company twice this year, trailing only Apple ($4 trillion) and Microsoft ($3.3 trillion).
Cloud giants and tech titans continue to stockpile NVIDIA’s GPUs, essential for training large language models. For six consecutive quarters, the company has reported revenue growth of at least 94%, including three quarters with gains exceeding 200%.
The next frontier? The Blackwell architecture. CEO Jensen Huang confirmed that next-gen AI chips are now in “full production.” CFO Colette Kress projected “billions of dollars” in Blackwell-related revenue by Q4.
Still, challenges loom. Analysts forecast a gradual slowdown, with year-over-year growth expected to ease to around 45% by late 2026. Heavy reliance on a handful of hyperscalers poses concentration risk.
Yet Huang sees broader horizons: “Thousands of companies are racing to deploy AI agents—potentially billions of them—in the coming years.”
Frequently Asked Questions (FAQ)
Q: What links AI and cryptocurrency in today’s market?
A: Both rely on advanced computing infrastructure and decentralized innovation. AI enhances blockchain efficiency, while crypto provides new monetization models for AI applications.
Q: Why did tech stocks surge after the 2024 U.S. election?
A: Pro-innovation policies and clearer regulatory signals around digital assets boosted investor confidence, particularly for crypto-exposed firms like MSTR and HOOD.
Q: Is NVIDIA’s growth sustainable?
A: While near-term demand remains strong, growth rates will moderate. However, NVIDIA’s lead in chip design and ecosystem lock-in support long-term dominance.
Q: How does AppLovin use AI differently from other ad platforms?
A: Its AXON engine uses real-time behavioral data within mobile games to optimize ad delivery—resulting in higher engagement and better ROI for advertisers.
Q: Can Robinhood outperform Coinbase?
A: With lower fees and a stronger mobile experience, Robinhood is gaining ground—especially among younger investors—but Coinbase maintains deeper institutional ties.
Q: Should I invest in MicroStrategy instead of Bitcoin directly?
A: MSTR offers leveraged exposure to BTC through corporate strategy and stock volatility—but comes with additional operational risks compared to holding crypto outright.
👉 Explore secure ways to participate in the convergence of AI and blockchain innovation today.
Core Keywords:
- Artificial Intelligence (AI)
- Cryptocurrency
- Tech Stocks
- Stock Market 2025
- NVIDIA
- Bitcoin
- Generative AI
- Investment Opportunities
As AI and crypto continue to reshape finance and technology, staying informed—and strategically positioned—is key to capturing long-term value in this dynamic era of innovation.