AI's Ripple Effect
This carefully selected group of stocks represents the backbone of the AI revolution. Chosen by professional analysts, these companies provide the essential infrastructure that powers artificial intelligence, from advanced semiconductors to specialized data management tools.
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
$182.01
As the leader in GPUs, Nvidia's hardware is the primary engine for the AI models driving Alphabet's growth, making it a direct beneficiary of increase...
As the leader in GPUs, Nvidia's hardware is the primary engine for the AI models driving Alphabet's growth, making it a direct beneficiary of increased AI spending.
Super Micro Computer, Inc.
SMCI
Current price
$46.05
A leading provider of high-performance servers optimized for AI, which are crucial for building out the data center infrastructure that powers Google'...
A leading provider of high-performance servers optimized for AI, which are crucial for building out the data center infrastructure that powers Google's AI services.
Intel Corporation
INTC
Current price
$23.91
A foundational semiconductor manufacturer whose data center and AI-focused chips benefit from the broad industry-wide investment in artificial intelli...
A foundational semiconductor manufacturer whose data center and AI-focused chips benefit from the broad industry-wide investment in artificial intelligence.
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About This Group of Stocks
Our Expert Thinking
Alphabet's success with AI integration validates a major investment supercycle. This creates a powerful ripple effect throughout the tech supply chain, boosting demand for the companies that provide the "picks and shovels" of the AI gold rush - from chips to servers to software.
What You Need to Know
This collection focuses on the critical infrastructure providers enabling AI development, not just the big tech names using AI. These companies benefit directly from the massive capital expenditure tech giants are making to maintain leadership in artificial intelligence.
Why These Stocks
Each company in this group plays a vital role in the AI ecosystem - whether manufacturing the high-performance chips that power AI models, building server infrastructure, or developing the data management tools essential for AI workloads. They represent a multi-year technology growth story.
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:
+29.19%
Group Performance Snapshot
Average 12 Month Profit
On average, analysts expect assets in this group to grow 29.19% over the next year.
Stocks Rated Buy by Analysts
12 of 16 assets in this group are rated Buy by professional analysts.
Why You'll Want to Watch These Stocks
Riding the AI Spending Wave
Tech giants are investing billions in AI infrastructure to maintain their competitive edge. These companies are receiving a steady stream of orders as the AI arms race accelerates.
The Hidden AI Winners
While headlines focus on big tech names using AI, these "behind-the-scenes" companies actually build the technology that makes AI possible. They're essential players that many investors overlook.
Multi-Year Growth Story
This isn't just a short-term trend. The AI revolution represents a fundamental shift in technology that's expected to drive growth for these infrastructure providers for years to come.
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