AI is transforming industries worldwide – and Australia is no exception. From mining and logistics to fintech, AI adoption is creating fresh opportunities on the ASX. This article explores the top AI shares to watch in 2025, weighing up the potential rewards and risks for both share traders and CFD traders.
This article is for informational purposes only and does not constitute investment or trading advice. Please ensure you understand the risks and consider your individual circumstances before trading.
Artificial intelligence (AI) shares are the stocks of publicly listed companies that develop, use or rely heavily on AI technologies to run their business or offer products and services. These can include companies building AI software and hardware, firms using AI to improve data analysis or automation, and businesses applying AI to industries like healthcare, logistics, mining and finance.
For share traders, AI stocks are often seen as a way to get exposure to a fast-growing sector that could drive future innovation and profits.
Similarly, AI stocks can be appealing because the sector is new and fast-moving, which means prices often react quickly to news, technological breakthroughs or regulatory changes – all great conditions for CFD traders.
AI is becoming a core part of how industries operate and grow. From mining and logistics to finance and healthcare, Australian companies are finding ways to integrate AI into their businesses to improve efficiency, reduce costs and unlock new revenue streams. This makes AI one of the most exciting sectors on the ASX right now.
Mining technology, for example, is one of the standout areas. Australia is a global leader in resources, and mining companies are investing heavily in AI to improve safety, optimise operations and increase productivity. For example, AI is being used to predict equipment failures before they happen, or to analyse geological data more efficiently.
Financial services (fintech) are also embracing AI. Our banks, insurers and fintech companies are using AI for fraud detection, credit scoring and personalising customer services. With the financial sector being such a large part of the ASX, AI adoption here has big potential to shape the market.
Compared with global markets, especially the US, the ASX might look smaller – but that’s also where the opportunity lies. Many ASX-listed AI companies are still at an earlier stage of growth, meaning they can offer more upside (and volatility) than their established US counterparts.
We picked these three stocks for share traders to watch for a few reasons, such as their share price growth over the past six months, their stability in their respective industries and their proprietary services (in some instances).
All figures are accurate as of 29 September 2025.
You can share trade all the shares in this list.
Company |
Industry |
Market cap |
Available to share trade with us |
Semiconductor technology |
A$692.95 million |
✓ |
|
Data centres |
A$11.20 billion |
✓ |
|
Cloud networking |
A$2.57 billion |
✓ |
Industry: Semiconductor technology
Market cap: A$692.95 million1
Weebit Nano is an Australian company developing advanced semiconductor technology, most notably Resistive Random-Access Memory (ReRAM). ReRAM is a next-generation memory technology that can store data more efficiently and at higher speeds than traditional flash memory. This makes it a key enabler for AI, Internet of Things (IoT) devices and other cutting-edge applications.
For share traders, the company is appealing, partially because it’s gained substantial value over the past six months, reflecting growing market confidence in its technology.
It’s still in the development and early commercialisation phase, which means share traders can participate in potential growth as its products move closer to mass adoption.
Weebit Nano’s business model focuses on licensing its ReRAM technology to chip manufacturers rather than building memory chips themselves. This reduces capital-intensive production risks while allowing the company to scale through partnerships with larger semiconductor players worldwide.
Share traders looking for exposure to AI-related hardware may find Weebit Nano a compelling addition to their portfolios, especially given the global push toward smart devices and AI-driven technologies.
Highlights:
Industry: Data centres
Market cap: A$11.20 billion4
NextDC is one of Australia’s leading data centre operators, providing the infrastructure needed for cloud computing, AI applications and enterprise IT services. Its facilities host critical computing hardware for businesses and governments, making it a backbone for modern digital operations.
For share traders, the company is attractive because of its strong market position, long-term contracts with major clients and consistent growth.
Data centres are central to the global AI boom, since AI workloads require powerful, reliable infrastructure. NextDC benefits from this trend, offering exposure to a sector poised for long-term expansion. Its scale and reputation also make it a relatively stable choice among tech-related ASX stocks.
Revenue is generated through leasing data centre space and providing managed services, providing the company with recurring income streams.
This stability is appealing because of its lower operational risk compared to smaller, early-stage tech companies.
Highlights:
Industry: Cloud networking
Market cap: A$2.57 billion7
Megaport provides software-defined networking (SDN) services, enabling businesses to connect to cloud platforms globally. Its solutions allow enterprises to scale AI and cloud workloads efficiently, bypassing traditional physical network limitations.
For share traders, the company is appealing due to the growing reliance on cloud infrastructure and AI-driven applications. Its technology is in high demand as companies seek flexible, fast and secure connections between cloud platforms and on-premises systems.
Megaport has also been expanding its footprint internationally, offering growth potential beyond the Australian market.
It generates revenue through subscription-based services, creating recurring cash flow, which can be attractive for long-term share traders. While it’s exposed to global tech adoption cycles, the consistent shift toward cloud computing and AI gives Megaport a solid potential long-term growth story.
Highlights:
We primarily looked at the volatility of the share price over the past six months when selecting these shares, along with their ability to react to news and factors like market sentiment.
All figures are accurate as of 29 September 2025.
All three of these shares can be traded via CFDs with us.
Company |
Industry |
Market cap |
Available to CFD trade with us |
AI hardware |
A$433.02 million |
✓ |
|
Data analytics and AI |
A$916.96 million |
✓ |
|
Logistics software and AI |
A$31.31 billion |
✓ |
Industry: AI hardware
Market cap: A$433.02 million10
BrainChip develops neuromorphic computing technology, designed to mimic how the human brain processes information. Its Akida chip targets AI applications in IoT, automotive and edge devices, offering low-power, high-speed AI processing.
For CFD traders, BrainChip is attractive because its stock is highly sensitive to news, technological breakthroughs and market sentiment. Volatility is amplified due to the speculative nature of emerging AI hardware companies, making it well-suited for short-term trades.
Looking at its share price history over the past six months, it’s seen a great deal of volatility, giving CFD traders plenty of opportunities to take a position.
Highlights:
Industry: Data analytics and AI
Market cap: A$916.96 million12
NUIX develops AI-driven data analytics software for enterprises, helping with legal, compliance and cybersecurity applications. Its AI capabilities automate complex data processing tasks, making it an essential tool for corporate clients.
For CFD traders, NUIX offers frequent price movements, especially around contract wins, earnings announcements or updates to its AI solutions. Its medium market cap and sensitivity to market news make it good for short-term trading strategies.
The company has faced challenges in recent years, including governance issues and a significant decline in share value. In response, NUIX is undergoing a strategic transformation, emphasising AI integration to enhance its product offerings and market position.
Highlights:
Industry: Logistics software and AI
Market cap: A$31.31 billion15
WiseTech Global develops logistics software that incorporates AI to optimise supply chains. Its platforms are used globally by freight forwarders, warehouses and transport operators to increase efficiency and reduce costs.
The company has been expanding its global footprint through strategic acquisitions and has been integrating AI to enhance operational efficiency.
In its FY25 annual results, WiseTech reported total revenue of US$778.7 million, along with a free cash flow figure of US$287 million, indicating some strong financial performance from the company.16
It also managed to reduce operating expenses and increase its budget for research and development (R&D) for FY25.17
For CFD traders, WiseTech’s shares offer volatility due to tech sector sensitivity, earnings updates and international expansion news. While it’s a larger company, its exposure to global logistics and AI trends creates a plethora of short-term trading opportunities.
Highlights:
Not at all. While many AI shares are in tech, AI is being adopted across industries. On the ASX, you’ll find AI linked to mining technology, logistics, fintech and even healthcare.
Yes, they can be. AI is a fast-moving industry and share prices can be very volatile. For long-term share traders, this means careful research is needed to find companies with sustainable growth. For CFD traders, the volatility can create trading opportunities – but also bigger risks.
Yes. While the US has big names like Nvidia or Microsoft, Australia has its own opportunities, especially in areas where it already leads, like mining technology and logistics. ASX-listed AI stocks may be smaller, but that often means more growth potential, plus bigger price movements for CFD traders.
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