Apple's recruitment of a top Google AI executive signals a major acceleration in its push to dominate the generative AI landscape. This leadership shift highlights a growing investment opportunity in companies powering on-device artificial intelligence and next-generation consumer software integrations.
Published on March 30
Apple's move to hire a top Google AI executive shows that the biggest names in tech are doubling down on on-device AI — and the companies supplying the chips and software to make it happen could be key beneficiaries.
The next wave of smartphones will run complex AI models locally, without needing the internet — and the companies engineering the processors and connectivity components to make this possible are right here in this group.
This group was carefully curated by professional analysts to cover every layer of the on-device AI opportunity — from semiconductor foundries to software platforms — so you don't have to figure it out alone.
Apple's recruitment of a senior Google AI executive signals a major escalation in the race to embed generative AI directly into consumer devices. Our thinking is that this leadership shift creates a ripple effect across the entire technology value chain — from the chips that power local AI processing, to the software platforms that deliver intelligent experiences to everyday users.
This group spans a broad range of technology companies, including semiconductor manufacturers, chip equipment providers, and software developers. Because the theme covers multiple layers of the AI ecosystem, individual stocks can vary in their risk profile and growth drivers. This is a tactically focused, growth-oriented selection — ideal for investors looking to capture the broader shift toward on-device artificial intelligence.
These stocks were handpicked by professional analysts to represent the key infrastructure and application layers driving the on-device AI revolution. Each company plays a distinct role — whether designing mobile processors, manufacturing advanced chips, supplying connectivity components, or building next-generation AI software. They were not chosen at random; each one reflects a deliberate view on where demand is likely to grow as big tech accelerates its AI ambitions.
This basket's total market capitalisation is $9.97T and is heavily anchored by large-cap constituents, giving it a relatively stable, broad-market profile. The top holdings dominate weighting, so performance will generally track established-market dynamics rather than small-cap volatility.
MSFT: $2.65T
GOOGL: $3.32T
AVGO: $1.42T
Get the full story on this Basket. Read our detailed article on its risks and potential.
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SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
BHP Group recently posted a massive earnings beat driven by record copper profitability, allowing the miner to raise its dividend to a four-year high. This performance highlights a structural shift toward electrification metals, creating opportunities for industrial equipment suppliers and competing copper producers.
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Here are a few of the assets in this group. Create an account to unlock the full list.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+27.04%
On average, analysts expect assets in this group to grow 27.04% over the next year.
8 of 15 assets in this group are rated Buy by professional analysts.
