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Best AI stocks
Most listed AI exposure is still sold through compute, not applications — the silicon and the cloud capacity get paid before the software does.
The screen: 30 US exchange-listed companies across 4 sectors (Technology, Communication Services, Consumer Discretionary, Real Estate), 14 of which pay a dividend. Size mix: 9 mega-cap, 16 large-cap, 2 mid-cap, 1 small-cap, 2 micro-cap.
What separates the winners from the losers here
- Where in the stack the revenue is booked: chips, capacity, or per-seat software
- Whether AI revenue is disclosed separately or buried inside an existing line
- Capital intensity — data-centre spend is real cash out before it is revenue in
The full list
| Ticker | Company | Price | 1D | What it is |
|---|---|---|---|---|
| MSFT | Microsoft | $501.00 | +1.45% | Enterprise software plus Azure, with AI sold as a seat-priced add-on. |
| NVDA | NVIDIA | $217.54 | +3.70% | Accelerator silicon and the CUDA software moat around it. |
| GOOGL | Alphabet | — | — | Search advertising funding cloud, YouTube and AI research. |
| AMZN | Amazon | $254.94 | -1.38% | Retail logistics at scale with AWS carrying the profit. |
| META | Meta Platforms | — | — | Ad-funded social apps with heavy AI and hardware spend. |
| TSLA | Tesla | $356.20 | +3.35% | Electric vehicles plus energy storage and autonomy ambitions. |
| AVGO | Broadcom | — | — | Custom silicon and networking, bolted to acquired software franchises. |
| ORCL | Oracle | — | — | Database incumbency being converted into AI-era cloud capacity. |
| AMD | Advanced Micro Devices | — | — | CPU and GPU challenger competing for data-centre share. |
| MU | Micron | — | — | Memory maker levered to the high-bandwidth memory cycle. |
| ARM | Arm Holdings | — | — | Instruction-set licensing with royalties on nearly every phone. |
| TSM | Taiwan Semiconductor (ADR) | — | — | The foundry almost every advanced chip design depends on. |
| SMCI | Super Micro Computer | — | — | Server assembly positioned directly in the AI build-out. |
| DELL | Dell Technologies | — | — | PCs and enterprise infrastructure, now selling AI servers. |
| ANET | Arista Networks | — | — | High-speed switching for cloud and AI clusters. |
| IBM | IBM | — | — | Hybrid cloud consulting with a quantum research arm. |
| CRM | Salesforce | — | — | CRM suite selling AI agents as a per-seat upsell. |
| ADBE | Adobe | — | — | Creative and document software with generative features embedded. |
| NOW | ServiceNow | — | — | Workflow automation platform inside large IT organisations. |
| INTU | Intuit | — | — | Tax and small-business accounting software with pricing power. |
| PANW | Palo Alto Networks | — | — | Security platform consolidating point products. |
| CRWD | CrowdStrike | — | — | Endpoint security delivered as a cloud agent. |
| NET | Cloudflare | — | — | Edge network selling security, delivery and now inference. |
| DDOG | Datadog | — | — | Observability across cloud infrastructure and applications. |
| SNOW | Snowflake | — | — | Consumption-priced cloud data warehouse. |
| PLTR | Palantir | — | — | Government and enterprise data platforms with an AI layer. |
| IONQ | IonQ | — | — | Trapped-ion quantum computing sold as cloud access. |
| EQIX | Equinix | — | — | Interconnection data centres with recurring rent. |
| SOUN | SoundHound AI | — | — | Voice AI for restaurants and vehicles; revenue small relative to its valuation. |
| BBAI | BigBear.ai | — | — | Government-focused analytics with persistent losses and dilution. |
Where to buy them
To hold these as real shares you need a stockbroker rather than a CFD provider. If you only want exposure to the price movement, a share CFD does that with leverage — and without ownership.
Compare every broker for US stocks →
Frequently asked questions
How many AI stocks are in this list?
30, drawn from our US exchange-listed universe and spread across 4 sectors. 14 of them pay a dividend.
Is this a list of AI stocks to buy?
No. It is a screen — a defined, reproducible filter over a stated universe. A screen tells you which companies share a characteristic; it says nothing about whether the price you would pay today is a sensible one. Nothing here is investment advice.
What is the main risk with AI stocks?
The build-out is being funded by a small number of hyperscaler budgets. A single capex pause repricing the whole chain is the concentrated risk here.
How do I actually buy these from outside the US?
You need a broker that accepts your country of residence and gives you access to US exchanges. To own the shares outright, that usually means an international stockbroker plus a W-8BEN form to claim your treaty rate on dividend withholding.
Screen definition reviewed September 2026. Universe: US exchange-listed securities tracked by InvestingTrading. This page is information, not investment advice.