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CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. Please ensure you fully understand the risks involved. CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. Please ensure you fully understand the risks involved.

Top ASX-listed AI shares to watch in 2025

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.

The words AI on a sign Source: Bloomberg

Written by

Claire Williamson

Claire Williamson

Financial writer

Reviewed by

Palesa Vilakazi

Palesa Vilakazi

Financial Writer

Published on:

Important to know

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.

Key takeaways

  • AI is more than tech. On the ASX, AI touches mining, logistics, fintech and healthcare

  • Share traders can tap into long-term growth, whereas CFD traders can benefit from volatility – but both face higher risks in the AI sector

  • While smaller than the US, Australian AI shares often have more growth potential and sharper price movements

What are AI shares?

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.

Why consider trading AI shares?

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.

The AI sector in Australia

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. 

Advantages and risks of AI shares

Advantages

  • Exposure to a fast-growing sector: AI is being adopted across multiple industries, from mining and logistics to banking and healthcare. Companies involved in AI have the potential to tap into new markets and revenue streams, which can translate into strong growth opportunities for share traders
  • Innovation: Companies using AI can gain a competitive edge, whether it’s reducing costs, improving decision-making or offering new products. For share traders, this can mean long-term value creation. For CFD traders, it creates frequent news events that move share prices
  • Diversification: Because AI is used across industries, share traders gain exposure to a multitude of diverse sectors through AI shares
  • Volatility for CFD traders: AI shares tend to move quickly on announcements about partnerships, breakthroughs or financial results. This volatility can create regular trading opportunities

Risks

  • Hype versus reality: Not every company that calls itself an ‘AI stock’ has a proven business model. Some businesses may overstate their AI capabilities, which can inflate share prices before reality sets in
  • Regulation and compliance: AI is still a new and evolving field. Governments may introduce new regulations around data, privacy or ethical AI use. These rules could impact how companies operate and affect profitability
  • Competition: The AI sector is highly competitive. Smaller ASX companies may find it hard to keep pace with bigger international players, which can affect long-term growth

Top 3 ASX-listed AI shares for share traders to watch in 2025

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.

Overview of the shares in this article

You can share trade all the shares in this list.

Company

Industry

Market cap

Available to share trade with us

Weebit Nano

Semiconductor technology

A$692.95 million

NextDC Limited

Data centres

A$11.20 billion

Megaport Limited

Cloud networking

A$2.57 billion

1. Weebit Nano Limited (ASX: WBT)


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:

  • Its licensing-based business model limits production risk while enabling global partnerships
  • In August 2025, the company announced it had quadrupled its revenue to A$4.4 million in FY25 compared to the preceding period2
  • Its share price has grown an impressive 71.43% over the past six months3
Six-month share price chart for Weebit Nano Six-month share price chart for Weebit Nano (Source: IG)
Six-month share price chart for NextDC Six-month share price chart for NextDC (Source: IG)

3. Megaport Limited (ASX: MP1)


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:

  • Recurring revenue model offers stability alongside growth potential, and its expanding global footprint increases future scalability opportunities
  • According to its FY25 annual report, the company saw A$39.9 million year-over-year (YoY) growth in annual recurring revenue – bringing this figure to A$243.8 million8
  • Its share price has grown by 52.02% over the past six months9
Six-month share price chart for Megaport Limited Six-month share price chart for Megaport Limited (Source: IG)

Top 3 ASX-listed AI shares for CFD traders to watch in 2025

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.

Overview of the shares in this article

All three of these shares can be traded via CFDs with us.

Company

Industry

Market cap

Available to CFD trade with us

BrainChip Holdings Limited

AI hardware

A$433.02 million

NUIX Limited

Data analytics and AI

A$916.96 million

WiseTech Global

Logistics software and AI

A$31.31 billion

1. BrainChip Holdings Limited (ASX: BRN)


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:

  • Neuromorphic AI tech is innovative, driving interest and price swings, and a smaller market cap means high volatility – good for leveraged CFD strategies
  • Over the past six months, the share price has decreased by 2.38%11
Six-month share price chart for BrainChip Holdings Six-month share price chart for BrainChip Holdings (Source: IG)

2. NUIX Limited (ASX: NXL)


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:

  • Its share price moves strongly on contract wins, earnings and news. Plus, it’s a medium-sized company with volatility suitable for short-term trading
  • Its annualised contract value (ACN) was up 8% on FY24, according to its latest annual report13
  • Over the past six months, its share price has declined by 4.92%14
Six-month share price chart for NUIX Six-month share price chart for NUIX (Source: IG)

3. WiseTech Global (ASX: WTC)


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:

  • Its large market cap provides liquidity with tradable volatility for CFD traders
  • The company’s share price has increased by 10.65% over the past six months. However, there’s been substantial volatility during that time, peaking at A$120.72 on 28 July 2025 and decreasing to A$93.19 as of 29 September 202518
Six-month share price chart for WiseTech Global Six-month share price chart for WiseTech Global (Source: IG)

How to trade ASX-listed AI shares with IG AU

CFDs

  1. Open a CFD trading account with IG AU
  2. Search for ASX AI shares on the IG platform
  3. Decide whether to go long (buy) or short (sell)
  4. Choose your position size
  5. Set stop-loss and limit orders
  6. Place your trade and monitor it

Share trading

  1. Open a share trading account with IG AU
  2. Search for ASX AI shares
  3. Choose the shares you want to buy
  4. Determine how many shares you want to purchase
  5. Place your order
  6. Monitor your investment and collect any dividends

FAQs about AI shares

Are AI shares only in the technology sector?

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.

Are AI shares high risk?

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.

Are AI shares in Australia worth looking at compared to US or global stocks?

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.

Footnotes
 

  1. TradingView, September 2025
  2. Weebit Nano, August 2025
  3. TradingView, September 2025
  4. TradingView, September 2025
  5. NextDC, August 2025
  6. TradingView, September 2025
  7. TradingView, September 2025
  8. Megaport, August 2025
  9. TradingView, September 2025
  10. TradingView, September 2025
  11. TradingView, September 2025
  12. TradingView, September 2025
  13. NUIX, August 2025
  14. TradingView, September 2025
  15. TradingView, September 2025
  16. WiseTech, August 2025
  17. WiseTech, August 2025
  18. TradingView, September 2025

Important to know

This information has been prepared by IG, a trading name of IG Australia Pty Ltd. In addition to the disclaimer below, the material on this page does not contain a record of our trading prices, or an offer of, or solicitation for, a transaction in any financial instrument. IG accepts no responsibility for any use that may be made of these comments and for any consequences that result. No representation or warranty is given as to the accuracy or completeness of this information. Consequently any person acting on it does so entirely at their own risk. Any research provided does not have regard to the specific investment objectives, financial situation and needs of any specific person who may receive it. It has not been prepared in accordance with legal requirements designed to promote the independence of investment research and as such is considered to be a marketing communication. Although we are not specifically constrained from dealing ahead of our recommendations we do not seek to take advantage of them before they are provided to our clients.