Riding Microsoft's AI Wave
This carefully selected group of stocks represents companies powering the AI revolution beyond just Microsoft. Professional analysts have identified these firms in semiconductors, cloud infrastructure, and AI software as positioned to benefit from the massive industry-wide investment surge in artificial intelligence.
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, Nvidia's hardware is essential for the AI data centers that power Microsoft's Azure growth and the broader AI industr...
As the leading provider of GPUs, Nvidia's hardware is essential for the AI data centers that power Microsoft's Azure growth and the broader AI industry.
Super Micro Computer, Inc.
SMCI
Current price
$45.37
A leading provider of high-performance servers optimized for AI workloads, directly benefiting from the data center expansion driven by cloud leaders ...
A leading provider of high-performance servers optimized for AI workloads, directly benefiting from the data center expansion driven by cloud leaders like Microsoft.
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About This Group of Stocks
Our Expert Thinking
Microsoft's surge toward $4 trillion confirms AI as a defining market trend. This ripple effect creates opportunities in the companies providing the essential 'picks and shovels' of the AI revolution—from chips and servers to data management platforms. These stocks represent the technological foundation making AI possible.
What You Need to Know
This collection focuses on the broader AI ecosystem rather than just the tech giants. It includes companies across the entire AI value chain: semiconductor manufacturers, data center infrastructure providers, networking equipment makers, and specialized software platforms—all critical components enabling the AI revolution.
Why These Stocks
These companies were specifically selected because they provide the fundamental technology that powers AI growth. As tech giants like Microsoft invest billions in artificial intelligence, these suppliers of critical hardware, cloud infrastructure, and specialized AI tools stand to benefit substantially from the industry's expansion.
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:
+55.35%
Group Performance Snapshot
Average 12 Month Profit
On average, analysts expect assets in this group to grow 55.35% over the next year.
Stocks Rated Buy by Analysts
11 of 14 assets in this group are rated Buy by professional analysts.
Why You'll Want to Watch These Stocks
Beyond the Tech Giants
While everyone focuses on Microsoft and other tech giants, these companies are the hidden backbone making AI possible. They're the essential picks and shovels of the AI gold rush.
Riding the Ripple Effect
As Microsoft pours billions into AI, these companies stand to benefit from the massive capital wave flowing through the industry. They're positioned to grow alongside the AI revolution.
The Complete AI Ecosystem
From chips to cloud to software, this collection gives you exposure to every critical piece of the AI puzzle. It's a comprehensive way to invest in artificial intelligence's future.
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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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