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15 handpicked stocks

Enterprise AI Revolution

Tap into the massive corporate spending wave on artificial intelligence and digital transformation. These carefully selected stocks span IT consulting, cloud infrastructure, and the hardware powering the next generation of business technology.

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Author avatar

Han Tan | Market Analyst

Updated 1 day ago | Published at July 2

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

MSFT

Microsoft Corporation

MSFT

Current price

$520.17

As a primary partner with OpenAI and provider of Azure cloud services, Microsoft is a key beneficiary of enterprise AI adoption.

NVDA

NVIDIA Corporation

NVDA

Current price

$180.45

Nvidia's GPUs are the industry standard for AI workloads, and increased enterprise AI projects directly drive demand for its hardware.

PLTR

Palantir Technologies Inc

PLTR

Current price

$177.17

Palantir's Artificial Intelligence Platform (AIP) is designed for large enterprises, making it a direct beneficiary as corporations accelerate their A...

Palantir's Artificial Intelligence Platform (AIP) is designed for large enterprises, making it a direct beneficiary as corporations accelerate their AI spending.

About This Group of Stocks

1

Our Expert Thinking

Accenture's $1.5 billion in new AI bookings confirms that businesses are investing heavily in digital transformation despite economic uncertainty. This creates opportunities across the entire AI ecosystem, from consultants implementing the technology to the hardware manufacturers building the infrastructure.

2

What You Need to Know

This collection targets long-term growth tied to corporate technology upgrade cycles. It includes diverse companies across the AI value chain, from IT service providers to cloud platforms and semiconductor manufacturers, offering balanced exposure to the enterprise AI revolution.

3

Why These Stocks

These companies were selected based on their strategic positioning to benefit from increased enterprise AI spending. The basket includes industry bellwethers, their key partners, and direct competitors who are all poised to capture value from the accelerating corporate investment in AI technologies.

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:

$1,000.00

+1.37%

Group Performance Snapshot

1.37%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 1.37% over the next year.

12 of 15

Stocks Rated Buy by Analysts

12 of 15 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

💰

Billion-Dollar AI Spending Wave

Accenture's $1.5 billion in new AI bookings is just the beginning. Companies across industries are racing to adopt AI, creating massive revenue opportunities for the firms in this basket.

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The Unstoppable Upgrade Cycle

Corporate tech upgrades aren't optional anymore—they're survival. This technology refresh cycle is driving predictable, long-term growth that could outlast broader economic uncertainty.

🧩

The Full AI Ecosystem

From the consultants designing AI strategies to the chip makers powering the hardware, this basket gives you exposure to every layer of the enterprise AI revolution, not just one piece.

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