Tech Stocks to Watch as 2025 Nears its End

Which Tech Stocks Should You Watch As 2025 Ends?

With nearly three-quarters of 2025 behind us, one thing is clear: it's shaping up to be another banner year for the technology sector. Notably, four of the top five year-to-date performing stocks in the S&P 500 index hail from the technology sector.

So, as we head into the final quarter of the year, which tech stocks should investors be keeping a close eye on?

Here are two companies that I believe warrant serious consideration.

1. Meta Platforms

First up is Meta Platforms (META). Recently, my focus has been on how Meta is leveraging its expansive reach and robust financials to make a substantial investment in artificial intelligence (AI). The company has committed tens of billions to AI infrastructure, research initiatives, and talent acquisition, all aimed at establishing a competitive advantage in the rapidly evolving AI landscape.

However, for many observers, the ultimate goal of Meta's strategy remains somewhat unclear. After all, this is fundamentally a social media company. The reality is that Meta is actively engaged in, or at least attempting, a comprehensive transformation into an integrated AI powerhouse.

Consider their recent announcement of the Ray-Ban Meta smart glasses. Priced at $799, Meta aims to capture a significant share of the tech wearables market while simultaneously creating a lucrative platform for its AI-powered tools. While the initial demonstration wasn't without its hiccups, refining the synergy between AI and augmented reality (AR) glasses will undoubtedly take time.

Nonetheless, 2025 could very well mirror 2007, the year Apple introduced the iPhone. Back then, critics were abundant, including former Microsoft CEO Steve Ballmer, who famously dismissed the $500 device as "not a very good email machine."

That particular prediction, to put it mildly, has not aged gracefully.

It's still too early to determine if AR glasses will achieve the same level of market penetration. However, they represent another compelling opportunity for a company that is already operating at full capacity. Consequently, investors looking to increase their exposure to the technology sector should give Meta serious consideration.

2. Oracle

Next, we have Oracle (ORCL), a seasoned tech titan that, much like Meta, has been making headlines this month.

Reports surfaced last week indicating that the Trump administration had reached a preliminary agreement with Chinese negotiators, potentially transferring control of TikTok to a U.S.-based investor consortium led by Oracle chairman Larry Ellison. While an official announcement is pending, investors should manage their expectations, but this development could prove to be a pivotal moment for Oracle. Here's why.

Oracle is already benefiting from significant investor enthusiasm. As of this writing, the company's stock has surged by 94% year-to-date and 389% over the past three years. The underlying reason is straightforward: Oracle is a dominant player in the data center and cloud services market, with ambitions for further expansion. Currently, the company holds the fifth position in cloud services market share, commanding approximately 3% of the total market. However, Oracle is actively expanding its infrastructure, with plans to construct 100 new data centers while concurrently upgrading existing facilities.

This strategic shift is already yielding tangible results. Oracle's revenue growth has experienced a notable acceleration in recent years. In its most recent quarter (covering the three months ending June 30, 2025), the company reported a quarterly revenue increase of 12%, compared to its 10-year average of less than 5%.

Should Oracle servers become the designated "home" for all U.S.-based TikTok data, as reports suggest, Oracle could receive a further boost in its quest to climb the cloud services leaderboard. Furthermore, the possibility remains that Oracle could acquire partial ownership of TikTok, which would undoubtedly enhance the company's growth prospects.

In conclusion, Oracle's substantial investment in AI-driven data centers is proving fruitful, revitalizing its once-sluggish revenue growth. Moreover, any potential partnership with TikTok could further solidify its resurgence as a major force in the technology landscape moving forward. As a result, investors should not overlook Oracle as we approach 2026. Diversification is key when investing, and research on all company financials and management before making investment decisions.