AI Talent Wars
This carefully curated collection of stocks captures the fierce battle for AI dominance. Professional analysts have selected companies across the entire AI value chain, from tech giants competing for top talent to the semiconductor firms and infrastructure providers powering this revolution.
Top Picks from This Group
Here are a few of the assets in this group. Create an account to unlock the full list.
NVIDIA Corporation
NVDA
Current price
$180.45
As the leading provider of GPUs, its hardware is the primary engine for the AI models driving the talent war, making it a direct beneficiary of increa...
As the leading provider of GPUs, its hardware is the primary engine for the AI models driving the talent war, making it a direct beneficiary of increased AI spending from all competitors.
Microsoft Corporation
MSFT
Current price
$520.17
A primary competitor to Google, its deep investments in OpenAI and Azure cloud infrastructure position it as a key participant that must continue spen...
A primary competitor to Google, its deep investments in OpenAI and Azure cloud infrastructure position it as a key participant that must continue spending to keep pace in the AI talent and technology race.
Amazon.com Inc.
AMZN
Current price
$231.03
Through its AWS platform, Amazon is a major competitor in AI infrastructure and is also heavily investing in talent and technology, contributing to an...
Through its AWS platform, Amazon is a major competitor in AI infrastructure and is also heavily investing in talent and technology, contributing to and benefiting from the escalating arms race.
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About This Group of Stocks
Our Expert Thinking
Google's $2.4 billion deal with Windsurf signals an escalating war for AI talent and technology. This competition is driving massive investment across the entire AI ecosystem, creating opportunities for companies providing the essential building blocks for AI development.
What You Need to Know
This theme captures the complete AI value chain: tech giants competing for talent, semiconductor companies designing and manufacturing chips, and cloud infrastructure providers. The widespread investment represents a long-term growth opportunity tied to the AI supercycle.
Why These Stocks
These companies were specifically selected to provide exposure to different aspects of the AI talent war. They include major tech competitors like Microsoft and Amazon, hardware suppliers like NVIDIA and AMD, and essential infrastructure and security providers.
12 Month Growth Potential
Use the growth calculator to see how much investing in these assets could return over one year.
If you invested across these assets:
in 12 months it could be worth:
+6.99%
Group Performance Snapshot
Average 12 Month Profit
On average, analysts expect assets in this group to grow 6.99% over the next year.
Stocks Rated Buy by Analysts
14 of 16 assets in this group are rated Buy by professional analysts.
Why You'll Want to Watch These Stocks
The $2.4 Billion Signal
Google's massive Windsurf deal isn't just another acquisition—it's a clear signal that tech giants are willing to pay premium prices to secure AI talent and technology. This competition is driving value across the entire ecosystem.
The Complete AI Picture
Rather than betting on a single winner, this group gives you exposure to the entire AI value chain—from the tech giants battling it out to the "arms dealers" providing the essential hardware and infrastructure.
Long-Term Growth Runway
The AI talent war isn't a short-term trend—it's the beginning of a multi-year supercycle that will require massive ongoing investment from all participants, potentially creating sustained growth opportunities.
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Discover More Opportunities
Uncle Sam's Semiconductor Stake
The U.S. government is considering an equity stake in Intel to boost domestic semiconductor manufacturing. This strategic move could create a ripple effect, benefiting other American companies involved in the chip-making industry.
The Cybersecurity Consolidation Wave
Accenture's record-breaking acquisition of CyberCX signals a major consolidation trend in the cybersecurity sector. This move highlights the growing demand for AI-powered security solutions, creating potential opportunities for other specialized cybersecurity firms to benefit from increased investment and M&A activity.
American Chipmakers: A Tariff-Driven Shift
President Trump has threatened to impose tariffs of up to 300% on semiconductors to boost domestic production. This creates a potential investment opportunity in U.S.-based semiconductor companies that stand to gain from a shift toward onshore manufacturing.
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