What to invest in during the era of artificial intelligence: an overview of top companies
When it comes to investing in technology, the artificial intelligence sector occupies a leading position in the portfolios of analysts and institutional investors. Artificial intelligence is no longer just a fad — it has become the foundation of the future economy. Its influence can be felt everywhere, from logistics and medicine to energy, education, and national security.
Financial giants such as Ark Invest, BlackRock, and Sequoia Capital have long been betting on artificial intelligence. This decision is justified: according to PwC, AI could add $15.7 trillion to the global economy by 2030. It is no surprise that investments in this sector are now considered strategically important.
How to choose stocks from the artificial intelligence sector
Three levels of the artificial intelligence ecosystem
The sector can be divided into three key categories:
- Infrastructure and computing manufacturers of AI equipment and chips. Examples: NVIDIA, AMD, Super Micro Computer.
- Platform solutions companies that create architecture and software for running AI. These include Palantir, C3.ai, and BigBear.ai.
- Applied AI tech giants that integrate AI into their services: Amazon, Microsoft, Google, SoundHound.
When choosing, it is important to consider not only the level of innovation, but also financial stability, growth rates, diversification, and positioning in the industry.
NVIDIA (NVDA) shares are at the core of global AI computing
NVIDIA is one of the leading suppliers of AI chips. Its A100 and H100 products have become the standard for data centers at OpenAI, Anthropic, and others.
With a market capitalization of over $2.3 trillion and partnerships with AWS, Microsoft, and Tesla, NVIDIA remains the industry leader. In 2025, the company invested $15 billion in a new generation of AI accelerators and supports startups in medicine and science.
Palantir Technologies (PLTR) shares AI analytics in the public sector and business
Palantir has a long history of working with government agencies. Its Gotham and Foundry platforms enable the processing of large data sets in real time.
In 2025, the company strengthened its position by signing new contracts in the US and the EU. Palantir has also expanded its activities in the private sector, including logistics and pharmaceuticals, making its shares attractive and flexible.
C3.ai (AI) shares AI for industrial solutions
C3.ai specializes in predictive analytics and process automation. The company’s clients include Shell, Baker Hughes, and the Pentagon.
Despite losses, the company is showing revenue growth and an expanding customer base. In 2025, it signed contracts worth $200 million, including energy management and cybersecurity solutions.
SoundHound AI (SOUN) shares AI in voice interaction
The company is implementing AI in voice interfaces for the automotive industry, restaurants, and banks. Its partners include Hyundai, Mastercard, and Domino’s.
Since the beginning of 2025, the stock has more than doubled. SoundHound received a CES award for automotive assistants and signed new agreements with IoT manufacturers in Asia.
BigBear.ai (BBAI) shares next-generation defense technologies
BigBear.ai provides analytics and forecasting for government agencies. Its OODA Loop system is used by the Pentagon, NASA, and other agencies.
A $900 million contract with the US Department of Defense was a growth point. Shares reached $8, and the company strengthened its position through a partnership with Palantir and participation in JADC2 defense initiatives.
Where AI companies’ shares are traded
- NVIDIA (NVDA) NASDAQ. Included in the Nasdaq-100, S&P 500 and Dow Jones.
- Palantir Technologies (PLTR) NASDAQ.
- C3.ai (AI) NYSE.
- SoundHound AI (SOUN) NASDAQ.
- BigBear.ai (BBAI) NYSE.
Analysts’ opinions and forecasts for AI company stocks
According to Morgan Stanley, NVIDIA will remain the core of AI infrastructure for the next few years. Palantir will continue to strengthen its position in the public sector.
C3.ai and SoundHound are more often the focus of speculative strategies. However, steady growth and cost reductions could move them into the category of mature players.
Macro scenarios: how geopolitics and regulation affect AI
The AI sector is increasingly facing regulation: export restrictions, data protection, and the ethics of generative models. However, this is not slowing down growth.
On the contrary, the US, EU, and China are actively subsidizing AI development. This supports mature companies, cutting out less efficient startups.
How to invest in artificial intelligence: strategies
Short-term approaches
For active traders, SoundHound, BigBear.ai, and C3.ai are suitable stocks. Their quotes are sensitive to news, reports, and releases.
Long-term investments
Investors with a long-term horizon should take a closer look at NVIDIA, Amazon, and Microsoft. These companies have diversified business models and stable revenue streams. It is important to monitor quarterly reports, new contracts, and AI investment trends.
Forecast for AI company stocks for 2025–2026
AI is deeply penetrating key sectors, from manufacturing and defense to healthcare and transportation. This is creating a sustainable growth trend.
Investors should combine shares of industry leaders with young technology companies. This allows them to participate in growth while maintaining a balanced risk profile. Government support, institutional demand, and technological progress are creating a unique window of opportunity for investment.
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