The 5 Best Tech and Luxury Stocks for 2025: Opportunities After Volatility

2025 has brought about a radical change in global markets. Unlike 2024, when returns reached historic highs, this year we face an environment of uncertainty marked by new trade policies. The US administration has imposed tariffs ranging from a 10% base to 50% for the European Union, triggering an immediate reaction in global stock indices.

However, after the initial panic in March-April, markets have shown resilience. Major indices are already recovering ground and approaching new highs. In this context, identifying stocks to invest in 2025 that combine financial strength with growth potential is more crucial than ever.

Five leading companies to bet on in 2025

After analyzing the current landscape, we highlight five companies from different sectors offering interesting opportunities:

1. Novo Nordisk: Leadership in diabetes and obesity reaffirmed

Novo Nordisk (NVO) experienced a 27% drop in March 2025, the steepest since 2002. The reason: concerns over competition and mixed results in clinical trials. Nonetheless, the Danish company continues with solid strategic moves.

In December 2024, it completed the acquisition of Catalent for $16.5 billion, strengthening its production capacity. Additionally, in March, it signed an agreement with Lexicon Pharmaceuticals for $1 billion to license LX9851, an experimental drug with a different mechanism.

Despite competitive challenges, it maintains margins of 43% and a robust pipeline with the dual GLP-1/amylin molecule that achieved up to 24% weight loss in early studies. Global demand for obesity therapies remains high, positioning the company for positive long-term returns.

Current price: $69.17 | YTD performance: -19.59%

2. LVMH: Luxury with recovery opportunities

LVMH Moët Hennessy Louis Vuitton (MC) reported revenues of €84.7 billion in 2024 with an operating margin of 23.1%. However, it faced declines in January and April 2025 after modest growth data in the first quarter (-3%).

US tariffs of 20% (reduced temporarily to 10%) affected sales, but price corrections create opportunities. The company is strengthening its position through innovation in AI for pricing and experience personalization, as well as expanding digital channels.

Japan, the Middle East, and India represent growth hotspots with double-digit sales increases in 2024 in some regions. The structural demand for luxury products maintains positive outlooks.

Current price: €477.30 | YTD performance: -25.24%

3. ASML: Key piece in the semiconductor industry

ASML Holding (ASML) manufactures extreme ultraviolet lithography (EUV) equipment, essential for the most advanced chips. In 2024, it reached €28.3 billion in sales with a gross margin of 51.3%.

The company experienced a 30% decline over the past year, driven by reduced spending from clients like Intel and Samsung, as well as trade restrictions announced in January 2025. Still, it projects revenues between €30 billion and €35 billion for 2025.

Demand for chips for AI and high-performance computing remains structural. Price corrections present an attractive opportunity for those seeking exposure to semiconductors with solid fundamentals.

Current price: $799.59 | YTD performance: 14.63%

( 4. Microsoft: Tech giant in transition

Microsoft Corporation )MSFT### reported revenue of $245.1 billion in fiscal 2024 with 16% growth. However, it faced a 20% correction from all-time highs in 2025, reaching a low of $367.24 on March 31.

Valuation doubts and the relative slowdown of Azure generated uncertainty. Additionally, the FTC is investigating possible monopolistic practices in cloud and cybersecurity. Despite this, in April it posted solid results with $70.1 billion in revenue and 33% growth in Azure.

The company is aggressively investing in AI and making internal adjustments, including over 15,000 layoffs between May and July to redirect resources strategically. It maintains a strong financial position with a 46% operating margin.

Current price: $491.09 | YTD performance: 18.35%

( 5. Alibaba: Chinese tech resurgence

Alibaba Group )BABA### benefits from a more favorable regulatory environment in China after years of restrictions. The company announced a three-year plan of $52 billion for AI and cloud infrastructure, plus a campaign of 50 billion yuan in coupons to revitalize consumption.

In Q4 2024, it recorded revenues of ¥280.2 billion (+8% annually). In Q1 2025, it reached ¥236.45 billion with adjusted net profit growing 22%, driven by 18% growth in Cloud Intelligence.

Shares experienced volatility: fell 35% from 2024 highs, then rose over 40% by mid-February, before losing 7% after March results considered weak. Despite trade tensions and regional economic slowdown, its AI investments present long-term opportunities.

Current price: $108.70 | YTD performance: 28.20%

Beyond the Top 5: A diversified portfolio

In addition to these five companies, the analysis includes 10 other solid firms for a balanced portfolio:

• Energy: Exxon Mobil (+4.3% YTD) and BHP Group (+3.46% YTD) benefit from high commodity prices
• Finance: JPMorgan Chase (+23.48% YTD) benefits from high interest rates
• Automotive: Toyota offers stability in hybrids and EVs; Tesla (+2.19% last month) leads in EVs
• Semiconductors: NVIDIA (-17% YTD) and TSMC (+18.89% YTD) dominate AI chips
• Big tech: Apple (-4.72% YTD), Amazon (+1.83% YTD), and Alphabet (-5.16% YTD) maintain stability through innovation

Strategy: How to identify the best stocks to invest in 2025

In a volatile and uncertain environment, investors should consider:

Sectoral and geographic diversification: Prioritize companies with presence in multiple markets to reduce regional risk. Trade tensions favor companies less dependent on international trade.

Financial solidity: Seek companies with strong margins, innovation capacity, and adaptability to economic changes. Those leading in digitalization respond to global structural demand.

Monitoring political-economic environment: Flexibility and active risk monitoring make a difference. Staying informed allows anticipation and portfolio adjustment amid changes.

Exploiting corrections: After significant declines, recoveries often follow. Attractive current prices may be opportunities for long-term investors.

Ways to invest in 2025

Interested in these stocks to invest in 2025? You have multiple options:

• Individual stocks: Direct purchase through banks or authorized brokers
• Investment funds: Automatic diversification via thematic or actively managed funds
• Derivatives and CFDs: Amplify positions with less initial capital or hedge risks against volatility using leverage

Using derivatives requires discipline and solid knowledge, as leverage magnifies both gains and losses.

Conclusion: Ready for 2025

2025 will be remembered as the year the record-breaking rally halted abruptly, giving way to unprecedented volatility. Investors must adapt to this new reality.

The key lies in investing in diversified portfolios, maintaining defensive positions with safe assets like bonds or gold, avoiding impulsive decisions after sharp drops, and most importantly, staying informed about political and economic developments.

Current corrections create real opportunities. Those who identify the best stocks to invest in 2025 through rigorous analysis and discipline can capitalize on this challenging environment toward sustained medium- and long-term returns.