Best AI Stocks for 2025? OpenAI, Nvidia, Oklo, IonQ, Intel & More

This week on Being Exponential, we’re diving deep into the state of AI stocks. Despite last week’s huge headlines — including the blockbuster deal between OpenAI and Nvidia — the broader AI market is struggling, with major names like Oklo, Bloom Energy, Astera Labs, Dave, Oracle, Credo, and IonQ all down double digits. Is this just a dip worth buying, or are we seeing early signs of the bubble finally cracking? We’ll talk about timelines, signals to watch (like the IPO market), and what might tip the scales over the next 12 months.

We’ll also dig into the White House’s ongoing AI investment spree, where companies from MP Materials to Intel to Lithium Americas have seen massive gains after becoming part of the U.S. supply chain strategy. Who’s next to get the rocket fuel from government backing?

In the quantum world, HSBC made headlines after using quantum computing to outpace Wall Street rivals on bond pricing — some are calling it a Sputnik moment. But if it’s so big, why are quantum stocks sliding?

Plus, ChatGPT’s launch of Instant Checkout could reshape entire markets, threatening companies like eBay and PayPal as LLMs expand deeper into commerce. On the political front, we’ll cover the looming government shutdown, new export controls on Nvidia, and China’s Huawei doubling AI chip production.

We’ll also unpack stablecoins, with the Genius Act and Clarity Act moving through Capitol Hill — and the case for why stablecoins could be America’s path to true financial independence.

Finally, we wrap with our weekly check-in on Opendoor, plus breakouts to watch this week: INTC, FLNC, MTSR, DDD, and ABAT.