Palantir's record-breaking $1 billion revenue quarter showcases the immense growth in the artificial intelligence sector. This trend creates a significant opportunity for companies that provide the foundational technology, including AI software, semiconductor hardware, and cloud infrastructure.
Published on August 5
Palantir's billion-dollar milestone proves AI is generating serious commercial returns. Companies in this space are experiencing unprecedented demand as businesses rush to integrate AI capabilities.
As AI adoption accelerates, the demand for powerful semiconductors, cloud computing, and specialised hardware is surging. These foundational companies are positioned at the centre of this technological transformation.
This collection features the companies that analysts believe are best positioned to capitalise on the AI boom. From chip giants to cloud innovators, these are the names driving the industry forward.
Palantir's record-breaking £1 billion revenue quarter demonstrates the massive commercial potential of artificial intelligence. This milestone signals that AI has moved beyond experimental phases into widespread business adoption, creating opportunities across the entire technology ecosystem that powers these sophisticated systems.
This group focuses on the foundational technology providers that enable AI growth - from semiconductor manufacturers and cloud infrastructure giants to software innovators. These companies form the backbone of the AI revolution, providing the essential hardware, platforms, and services that make advanced AI applications possible.
These stocks were handpicked by professional analysts based on their strategic positioning within the AI value chain. Each company plays a crucial role in supporting the expanding AI ecosystem, from chip designers and cloud computing leaders to software platforms that enable AI deployment across industries.
Interpretation of the basket's market capitalisation and investor implications.
NVDA: $4.40T
MSFT: $3.85T
GOOGL: $3.03T
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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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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:
+13.94%
On average, analysts expect assets in this group to grow 13.94% over the next year.
12 of 15 assets in this group are rated Buy by professional analysts.
