Airbnb's 15% earnings surge proved that AI isn't just hype — it's already cutting costs and boosting profits at major consumer platforms. This could be just the beginning of a much bigger market shift.
From the platforms using AI to the chip makers and cloud providers powering it, this group covers every link in the chain. Missing one part of this story could mean missing out on the bigger opportunity.
Professional analysts have handpicked these stocks because they see real, measurable financial gains emerging from AI adoption right now. When the pros are paying attention, it's worth taking a closer look.
This basket's total market capitalisation is $19.56T and is heavily weighted toward a few very large-cap stocks that anchor its profile. That concentration suggests lower idiosyncratic volatility but greater sensitivity to broad-market moves.
NVDA: $5.42T
META: $1.51T
MSFT: $3.71T
Airbnb's 15% stock surge after a strong earnings report — powered by AI-driven cost savings — marked a turning point for the market. It showed that artificial intelligence is no longer just a buzzword; it's already improving real business results. This basket captures that momentum by grouping consumer internet platforms alongside the cloud, hardware, and software companies making it all possible.
This is a growth-oriented collection of stocks spanning online travel, ride-hailing, food delivery, social media, cloud computing, and enterprise software. These companies are at different stages of integrating AI into their operations, which means varying risk profiles. Some are large, well-established businesses, while others are more dynamic and fast-moving — giving the group a broad spread of opportunity.
Each stock in this basket was handpicked by professional analysts to reflect the full AI value chain in consumer services. From platforms like Airbnb and Meta that are using AI to grow profit margins, to infrastructure providers like NVIDIA and Microsoft that supply the essential compute power, every pick plays a distinct and meaningful role in this theme.
Airbnb's stock surged 15% following a strong quarterly earnings report fueled by significant operating efficiencies gained from artificial intelligence. This breakthrough highlights a growing investment opportunity in consumer internet platforms and the technology infrastructure providers powering their next-generation services.
Published on August 11
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Earn 6% AER on uninvested cash with daily interest payments.
Gilead Sciences has secured FDA approval for a new once-daily HIV combination pill, streamlining therapy for millions of suppressed patients. This regulatory milestone spotlights investment opportunities in pioneering biopharmaceutical companies and drug delivery developers focused on advanced antiviral treatments.
Disney is suing the FCC to block an early license review of its ABC stations, arguing the move is politically motivated retaliation against its news coverage. This unprecedented legal battle highlights the growing regulatory risks for traditional broadcasters and underscores the structural advantages of unregulated digital streaming platforms.
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.
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META PLATFORMS INC
META
Current Price
$751.66
Meta's consumer internet platforms utilise AI-driven recommendation engines and ad targeting, maximising revenue per user with high operational levera...
Meta's consumer internet platforms utilise AI-driven recommendation engines and ad targeting, maximising revenue per user with high operational leverage.
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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:
+154.63%
On average, analysts expect assets in this group to grow 154.63% over the next year.
13 of 15 assets in this group are rated Buy by professional analysts.
