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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Published on July 2
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.
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.
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.
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.
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.
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.
Summary of the basket's total market capitalisation and large-cap dominance, with concise investor takeaways.
MSFT: $3.85T
NVDA: $4.40T
PLTR: $430.42B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
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.
Here are a few of the assets in this group. Create an account to unlock the full list.
PALANTIR TECH INC
PLTR
Current Price
$174.97
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.
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On average, analysts expect assets in this group to grow 21.7% over the next year.
14 of 15 assets in this group are rated Buy by professional analysts.
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:
+21.70%
