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.
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Published on July 11
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.
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.
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.
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 revolutionโfrom chips and servers to data management platforms. These stocks represent the technological foundation making AI possible.
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 platformsโall critical components enabling the AI revolution.
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.
Summary and investor takeaways for the basket 'Riding Microsoft's AI Wave' based on provided market capitalisation breakdown.
NVDA: $4.40T
INTC: $178.03B
SMCI: $32.58B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Disney is suing the FCC to block an early license review of its ABC stations, arguing the move is politically motivated retaliation against its news coverage. This unprecedented legal battle highlights the growing regulatory risks for traditional broadcasters and underscores the structural advantages of unregulated digital streaming platforms.
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.
Here are a few of the assets in this group. Create an account to unlock the full list.
NVIDIA CORP
NVDA
Current Price
$212.97
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
$38.40
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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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:
+84.82%
On average, analysts expect assets in this group to grow 84.82% over the next year.
10 of 15 assets in this group are rated Buy by professional analysts.
