Defense Secretary Pete Hegseth outlined a vision for the U.S. government to leverage more software across its operations. So far this year, data analytics platforms Palantir Technologies and BigBear.ai have been notable beneficiaries in the public sector.

If you look back at the past couple of years, there's arguably no stock that has received as much attention as Nvidia (NASDAQ: NVDA). The current artificial intelligence (AI) boom has propelled Nvidia into the spotlight and to being the world's most valuable public company.

Nvidia (NASDAQ:NVDA) stock continues to be the talk of the town. Jensen Huang’s GPU empire has really made the most of the AI boom. And while there will be other winners from this revolution, especially as agents and the race to AGI (artificial general intelligence) fuels the boom,