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Artificial Intelligence

The companies building the AI boom, from chipmakers to cloud platforms, plus the coverage that puts the theme in context. Watch the names and read the analysis.

Start with the basics
6 curated guides & articles·4 tools·7 assets to watch
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Essential artificial intelligence reading

Our best guides and articles on this topic, in order. Free to read, no account.

01GuideGrowth vs Value Investing02GuideWhat Is a P/E Ratio?03GuideWhat Is Market Capitalization?04GuideWhat Is Volatility?05GuideUnderstanding Risk06GuideWhat Is an Earnings Report?
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AI Supply Chain

The physical layer of the AI boom: the companies that design the chips, move the data, and connect the hardware inside data centers.

Nvidia (NVDA)Designs the GPUs that train and run AI models. The demand bellwether for the whole theme.Broadcom (AVGO)Custom AI accelerators and the high-speed switching chips that connect them inside data centers.Arista Networks (ANET)The switches that wire AI clusters together so thousands of chips can act as one.Amphenol (APH)The connectors and cabling that physically link AI servers and racks.Micron (MU)High-bandwidth memory that sits next to the AI chips. A cyclical link in the chain.Semiconductor ETFsHow the chip sector works and how investors get exposure without a single-stock bet.
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AI Risks

Reasons the AI trade could wobble. Education, not predictions.

Understanding RiskConcentration risk when a few names drive most of the gains.Why Valuation MattersWhat can happen when high expectations are already in the price.What Is Volatility?Why AI names can fall hard on a small disappointment.Growth vs Value InvestingWhy rising interest rates tend to pressure expensive growth stocks the most.What Is Sector Rotation?Where money tends to rotate when the AI trade wobbles.What Is Risk Appetite?Why a crowded trade unwinding can turn into a market-wide risk-off move.What Is Market Concentration?Why a few mega-cap names can drive the whole index, up and down.
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AI Winners vs Hype

How to tell durable AI businesses from stories. Look for real revenue, profits, and a moat, not just the letters A and I.

Stock Watch (Investment Cases)Plain-English theses on the AI names that have a real business behind them.Reading Financial StatementsFind where AI revenue and margins actually show up.Free Cash FlowIs the heavy AI spending turning into real cash?Profit MarginSeparating profitable AI from money-losing hype.Compare Two NamesPut two AI stocks side by side on the numbers.
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AI Infrastructure

The cloud platforms and data-center owners that buy the chips and rent out AI computing power at scale.

Microsoft (MSFT)Azure cloud and the OpenAI partnership behind much of its AI push.Alphabet (GOOGL)Google Cloud, custom TPUs, and AI woven through Search.Amazon (AMZN)AWS, the largest cloud platform, plus its own AI chips.Stock ScreenerFilter the AI names by the factors you care about.

Tools

Nvidia House CalculatorWatchlistStock Return CalculatorMarket Movers

Assets to watch

These are common examples investors follow to learn this topic. They are not recommendations.

StockNvidiaStockBroadcomStockArista NetworksStockAmphenolStockMicrosoftStockAlphabetETFSMH (semis)
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