Riding the Tech Rally
These carefully selected companies form the backbone of today's AI-driven tech boom. From semiconductors to cloud services, these stocks represent the picks and shovels powering the digital gold rush as mega-cap tech giants expand.
Top Picks from This Group
Here are a few of the assets in this group. Create an account to unlock the full list.
Microsoft Corporation
MSFT
Current price
$520.17
While a member of the Magnificent Seven, its Azure cloud platform is a primary enabler for countless other companies developing AI solutions, benefiti...
While a member of the Magnificent Seven, its Azure cloud platform is a primary enabler for countless other companies developing AI solutions, benefiting from the ecosystem's growth.
Alphabet Inc. - Class C Shares
GOOG
Current price
$204.91
As a key driver of the rally, its Google Cloud Platform also serves as foundational infrastructure for the broader AI economy, benefiting from widespr...
As a key driver of the rally, its Google Cloud Platform also serves as foundational infrastructure for the broader AI economy, benefiting from widespread adoption.
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About This Group of Stocks
Our Expert Thinking
While mega-cap tech firms grab headlines, we've identified the suppliers and enablers fueling their growth. These companies provide the critical hardware, software, and security that power AI innovation, positioning them to benefit directly from tech giants' massive spending and expansion.
What You Need to Know
This collection represents the technological infrastructure behind the AI revolution. Rather than focusing solely on the biggest names, these stocks offer exposure to specialized segments like high-performance computing, semiconductors, cloud services, and cybersecurity that form the digital backbone.
Why These Stocks
These companies were selected for their strategic position in the tech supply chain. As AI development accelerates and mega-cap tech firms increase their infrastructure investments, these specialized providers of essential components and services stand to benefit from the ripple effects.
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:
+6.53%
Group Performance Snapshot
Average 12 Month Profit
On average, analysts expect assets in this group to grow 6.53% over the next year.
Stocks Rated Buy by Analysts
14 of 17 assets in this group are rated Buy by professional analysts.
Why You'll Want to Watch These Stocks
Powering the AI Gold Rush
These companies provide the critical technology infrastructure that enables AI development. As tech giants pour billions into AI initiatives, these suppliers stand to benefit directly from the massive spending wave.
Beyond the Magnificent Seven
While everyone focuses on the biggest tech names, these companies represent the "hidden infrastructure" that makes their growth possible. Many investors overlook these essential players in the AI supply chain.
Riding the Mega-Cap Ripple Effect
As tech giants expand their AI capabilities, they drive demand across the entire ecosystem. These stocks are positioned to benefit from this powerful ripple effect as the tech rally continues to build momentum.
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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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