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🤖 AI US Stocks

The AI value chain spreading across search, cloud, and chips

Generative AI is reshaping the economics of search, advertising, cloud, and software. Here are the value metrics and competitive advantages of the major US names actually turning AI into revenue.

Stocks (11)

Adobe (ADBE) 🏢 Big Tech☁️ Cloud🤖 AI
Arm (ARM) 🔌 Semiconductors🤖 AI
Alphabet (GOOGL) 🤖 AI🏢 Big Tech☁️ Cloud
Meta (META) 🤖 AI🏢 Big Tech
Microsoft (MSFT) 🤖 AI🏢 Big Tech☁️ Cloud
NVIDIA (NVDA) 🔌 Semiconductors🤖 AI
Oracle (ORCL) ☁️ Cloud🤖 AI🏢 Big Tech
Palantir (PLTR) 🤖 AI
ASML (ASML) 🔌 Semiconductors🤖 AI
Qualcomm (QCOM) 🔌 Semiconductors🤖 AI
AMD (AMD) 🔌 Semiconductors🤖 AI

FAQ

What are the leading US AI stocks?
NVIDIA (NVDA) and AMD for GPUs, Alphabet (GOOGL) for search and models, Microsoft (MSFT) for cloud and Copilot, Meta (META) for ads and Meta AI, and Palantir (PLTR) for data analytics.
Isn't the AI theme expensive?
Many names already have high growth expectations priced in. It is important to weigh PEG, the durability of earnings growth, and cash flow together. (Information only, not a recommendation to buy or sell.)