What is AI-native search and how is it different from traditional search?

AI-native search uses artificial intelligence to understand and respond to queries more like a human would, often providing direct answers rather than just links to websites. Unlike traditional search engines that match keywords to webpages, AI search can understand context, synthesize information from multiple sources, and present personalized results. This shift represents a fundamental change in how people find information online and could reshape digital advertising markets worth billions of dollars.

Why is Alphabet's (Google's) earnings report significant for this theme?

Alphabet's earnings reports provide crucial insights into how the dominant search leader is navigating the AI transition. As Google's parent company, Alphabet faces a balancing act: AI is driving growth in some areas while potentially threatening its core search advertising business. The company's financial performance and strategic responses offer important signals about the pace and direction of change in the search market, making it a bellwether for the entire sector.

What are specialized search platforms and why are they included?

Specialized search platforms focus on specific types of information or contexts like e-commerce, voice assistants, or enterprise data. These companies are included because they often have advantages in their niche areas that allow them to compete effectively even against larger, more general search providers. As AI transforms search, these specialized platforms may capture significant market share in valuable segments where their focused expertise provides better results than general-purpose search engines.

How does this theme balance risk between established companies and newcomers?

This collection creates balance by including both defensive and offensive investment opportunities. The established tech giants (like Google, Microsoft, and Apple) represent more stable investments as they adapt to the changing landscape with significant resources. Meanwhile, the emerging innovators and specialized providers offer higher growth potential but with increased risk. This approach gives investors exposure to the entire ecosystem across different risk profiles.

What is the significance of companies that provide infrastructure for AI search?

Infrastructure providers supply the essential foundation for AI search, including computing hardware, data processing capabilities, and advertising technologies. Companies like NVIDIA provide the powerful chips needed to run complex AI models, while advertising technology firms help monetize new search platforms. These companies benefit regardless of which specific search providers ultimately win market share, making them potentially valuable investments during this technological transition.

16 handpicked stocks

Redefining Search: The AI Revolution

This carefully selected group of stocks represents companies at the forefront of AI's impact on search technology. Handpicked by our professional analysts, these investments offer exposure to both established tech giants defending their territory and innovative newcomers disrupting traditional search models.

Han Tan | Market Analyst

Published on July 21

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

Alphabet Inc (Google)

GOOGL

Current price

$302.28

Microsoft Corporation

MSFT

Current price

$395.63

NVIDIA Corporation

NVDA

Current price

$180.22

Amazon.com Inc.

AMZN

Current price

$209.53

Apple, Inc.

AAPL

Current price

$249.82

Baidu, Inc.

BIDU

Current price

$123.16

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Your Basket's Financial Footprint

Summary of the basket's total market capitalisation and a concise set of investor key takeaways based on large-cap dominance.

Key Takeaways for Investors:

Large-cap dominance suggests generally lower volatility and closer tracking of broad market moves, implying more stable performance.
Treat as a core holding: useful for portfolio stability and diversified equity exposure, not a speculative allocation.
Expect steady, long-term value rather than rapid, short-term gains; growth likely gradual and dependent on market fundamentals.

Total Market Cap

GOOGL: $3.03T
MSFT: $3.85T
NVDA: $4.40T
Other

12 Month Growth Potential

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:

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In 12 months it might be worth:

$1,000.00

+91.68%

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About This Group of Stocks

Our Expert Thinking

AI is fundamentally changing how we discover information online. Traditional search engines face challenges from new AI-powered alternatives, creating opportunities for both established tech giants adapting to this shift and emerging companies with innovative search solutions.

What You Need to Know

This collection includes companies across the entire search ecosystem: market leaders, challengers, specialized search platforms, and firms providing the essential infrastructure and advertising technology that powers AI-based search experiences.

Why These Stocks

These companies were specifically selected to provide balanced exposure to this technological transition. They represent both defensive positions in established leaders and growth potential in innovators positioned to capture market share in the evolving search landscape.

Group Performance Snapshot

91.68%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 91.68% over the next year.

16 of 16

Stocks Rated Buy by Analysts

16 of 16 assets in this group are rated Buy by professional analysts.

24.5% vs 4%

Group Growth vs Bank interest

This group averaged a 24.5% return last month, beating the typical 4% bank rate.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🚀

Paradigm Shift in Action

We may be witnessing a historic transformation in how billions of people access information online. These companies are at the forefront of this multi-billion dollar disruption.

💡

Beyond the Tech Giants

While big tech dominates headlines, this collection includes lesser-known innovators developing specialized AI search solutions that could become acquisition targets or breakout successes.

🔮

Early Days of a Long Journey

AI search transformation is just beginning. These carefully selected companies represent both established players adapting to change and newcomers with potential for significant growth as the revolution unfolds.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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Redefining Search: The AI Revolution

Top Picks from This Group

Your Basket's Financial Footprint

12 Month Growth Potential

About This Group of Stocks

Our Expert Thinking

What You Need to Know

Why These Stocks