Generative AI Stocks
Track and analyze companies leading the generative AI revolution in language, images, and content creation
# | Company | Price | Market Cap | Gen AI Angle | Tags |
---|---|---|---|---|---|
1 |
![]() NVIDIA Corporation
NVDA
|
$128.83 | $3.16T | AI chips powering generative AI training and inference | Hardware GPU AI Training |
2 |
![]() Microsoft Corporation
MSFT
|
$416.35 | $3.10T | Major OpenAI partner, integrating GPT across products | ChatGPT Azure AI Copilot |
3 |
![]() Alphabet Inc.
GOOGL
|
$191.17 | $2.35T | Bard AI, PaLM models, and AI infrastructure | LLMs Cloud AI Research |
4 |
![]() Meta Platforms, Inc.
META
|
$715.11 | $1.81T | LLaMA model and generative AI research | Open Source LLMs Research |
5 |
![]() Salesforce, Inc.
CRM
|
$332.8 | $318.49B | Einstein GPT for enterprise AI applications | Enterprise Sales AI Cloud |
6 |
![]() Palantir Technologies Inc.
PLTR
|
$111.14 | $253.18B | AIP platform for enterprise AI deployment | Enterprise AI Platform Analytics |
7 |
![]() Adobe Inc.
ADBE
|
$435 | $189.36B | Firefly generative AI for creative tools | Creative AI Image Gen Design |
8 |
![]() Advanced Micro Devices, Inc.
AMD
|
$109.53 | $177.75B | MI300 AI accelerators for generative AI | Hardware AI Chips Cloud |
9 |
![]() Cadence Design Systems, Inc.
CDNS
|
$302.06 | $82.84B | AI-enhanced electronic design automation | Chip Design EDA AI Tools |
10 |
![]() Synopsys, Inc.
SNPS
|
$533.18 | $82.42B | AI chip design and verification tools | Chip Design EDA AI Tools |
11 |
![]() Snowflake Inc.
SNOW
|
$187 | $61.73B | Data cloud platform for AI workloads | Data Cloud Analytics |
12 |
![]() Datadog, Inc.
DDOG
|
$145.7 | $49.50B | AI-powered observability platform | Monitoring DevOps Cloud |
13 |
![]() MongoDB, Inc.
MDB
|
$278.25 | $20.72B | Database platform for AI applications | Database NoSQL Cloud |
14 |
![]() GitLab Inc.
GTLB
|
$71.35 | $11.58B | AI-assisted DevOps and code generation | DevOps Code Gen Cloud |
15 |
![]() Confluent, Inc.
CFLT
|
$29.96 | $9.83B | Data infrastructure for AI applications | Data Infrastructure Stream |
16 |
![]() Unity Software Inc.
U
|
$21.1896 | $8.54B | AI tools for game development and creation | Gaming Creation 3D |
17 |
![]() UiPath Inc.
PATH
|
$14.3193 | $7.87B | AI-powered automation platform | Automation RPA Enterprise |
18 |
![]() Upstart Holdings, Inc.
UPST
|
$65.14 | $5.94B | AI lending and credit assessment | Fintech Lending ML |
19 |
![]() C3.ai, Inc.
AI
|
$33.7 | $4.23B | Enterprise AI and predictive analytics | Enterprise Analytics Platform |
20 |
![]() Sumo Logic, Inc.
SUMO
|
$12.04 | $1.49B | AI-powered log analytics platform | Analytics Security Cloud |
Alphabet: What The Bears Are Getting Wrong And Why It's Undervalued
Alphabet's Q4 earnings beat EPS estimates but missed revenue expectations, causing a sell-off; I believe this is an opportunity for long-term investors. Despite concerns over slowing cloud growth, Alphabet remains highly profitable with strong financials, generating $100 billion in net income and $350 billion in annual revenue. Alphabet's robust balance sheet, significant cash reserves, and aggressive share repurchase program underscore its financial strength and commitment to shareholder value.

Palantir: A Psychology Trade
Most skeptics don't get it. I believe Palantir has the strongest narrative in the US equities market today, with spectacular growth results. I believe this is just the beginning. I expect the AIP platform to increasingly sign more enterprise customers as reliability improves with more efficient LLM models (adopting MoE architectures) and more powerful GPUs, like Nvidia's B300. The latest shareholder letter shows the CEO's bold conviction, declaring all the recent events as just the beginning, the first act, of the AI revolution.

NFL goes after Gen Z fans by courting creators on YouTube, Instagram and Snapchat
Hundreds of creators have swarmed New Orleans for Super Bowl 59, getting paid big contracts to make content for brands like Microsoft, Verizon and Nike. The NFL has partnered with social apps like YouTube and Snapchat to invest strategically in creators as part of a push to attract younger audiences to football.

These are the 3 Stocks Most Likely to Split in 2025
Netflix NASDAQ: NFLX, Costco NASDAQ: COST, and Meta Platforms NASDAQ: META are the stocks most likely to split in 2025 because of growth, increasing shareholder value, and rising stock prices. Up an average of 500% over the past three years, these stocks are on track to continue growing, which is a problem, sort of.

Outperforming Hennessy Fund Comanager Shares Favorite Stocks
In a market focused on the megacap stocks, Joshua Wein steers clear of the giants while running one of the best mutual funds. The post Outperforming Hennessy Fund Comanager Shares Favorite Stocks appeared first on Investor's Business Daily.

Outperforming Hennessy Fund Comanager Shares Favorite Stocks
In a market focused on the megacap stocks, Joshua Wein steers clear of the giants while running one of the best mutual funds. The post Outperforming Hennessy Fund Comanager Shares Favorite Stocks appeared first on Investor's Business Daily.

Will Palantir Be the World's Most Valuable Software Company?
With its explosion on Tuesday following a blowout earnings report, Palantir (PLTR 9.79%) crossed a market cap of $200 billion for the first time. The company is now one of the most valuable software-as-a-service (SaaS) stocks in the world.

Why DeepSeek might be the strongest Nvidia stock bull case
The stock market's reaction to the release of China's novel artificial intelligence (AI) model DeepSeek has been both bearish and violent as it saw the shares of many major players in the sector – most notably Nvidia (NASDAQ: NVDA) – swiftly plummet.

2 of the Hottest Artificial Intelligence (AI) Stocks on the Planet Can Plunge Up to 94%, According to Select Wall Street Analysts
For the better part of the last two years, no trend has captivated the attention of professional and everyday investors more than the rise of artificial intelligence (AI).

1 Unstoppable Artificial Intelligence (AI) Stock to Buy Before It Punches Its Ticket to the $4 Trillion Club
The $4 trillion club is still awaiting its founding member, and although there is no way to know for sure which company will get there first, the following three names likely have the most realistic chance:

PLTR stock is soaring: but is Palantir really worth $255 billion?
Palantir stock price continues to fire on all cylinders as it surged to a record high of $112, bringing its 12-month gains to near 1,200%. PLTR has become one of the best-performing companies in Wall Street, which has propelled its market cap to over $255 billion.

Zomato to Eternal, Google to Alphabet, Facebook to Meta: why do companies rebrand and does it work?
Zomato has announced it will change its corporate name to Eternal Ltd, marking a major rebranding move aimed at reflecting its growth beyond food delivery. The company confirmed the decision in a regulatory filing on Thursday, stating that its board had approved the name change, though it still requires approval from shareholders and government authorities.

Zomato to Eternal, Google to Alphabet, Facebook to Meta: why do companies rebrand and does it work?
Zomato has announced it will change its corporate name to Eternal Ltd, marking a major rebranding move aimed at reflecting its growth beyond food delivery. The company confirmed the decision in a regulatory filing on Thursday, stating that its board had approved the name change, though it still requires approval from shareholders and government authorities.

3 Leading Tech Stocks to Buy in 2025
While there has been some recent volatility in the sector, technology stocks are still one of the best places to invest long-term. Whether it's DeepSeek introducing a vastly less expensive large language model (LLM) artificial intelligence (AI) interface that creates doubt about levels of spending on AI or it's a war of tariffs between rival nations that could affect revenue levels, the factors causing price volatility in tech stocks right now are likely to be temporary.

3 Leading Tech Stocks to Buy in 2025
While there has been some recent volatility in the sector, technology stocks are still one of the best places to invest long-term. Whether it's DeepSeek introducing a vastly less expensive large language model (LLM) artificial intelligence (AI) interface that creates doubt about levels of spending on AI or it's a war of tariffs between rival nations that could affect revenue levels, the factors causing price volatility in tech stocks right now are likely to be temporary.

Palantir: Ontology Gives It A Moat But Doesn't Solve Valuation Worries
Palantir's ontology unlocks scalability and operational efficiency, making it a key differentiator in the competitive AI landscape. The company's financial results support this, with very strong revenue growth and margin expansion. I acknowledge PLTR's potential but caution against its current high multiples and possible growth volatility.

1 AI Stock to Buy Before It Soars 335% to $1 Trillion, According to a Wall Street Analyst
Palantir Technologies (PLTR 9.79%) was the best-performing member of the S&P 500 (^GSPC 0.36%) in 2024, and the company carried that momentum into 2025. Earlier this week, Palantir announced exceptional fourth-quarter financial results driven by strong demand for its artificial intelligence platform.

AMD: We Have A Problem (Rating Downgrade)
AMD has disappointed, losing more than a third of its value over the past year, with investors frustrated by its growth compared to Nvidia. Concerns about AMD's AI growth and lackluster PC sales have led to consistent cuts in bottom line forecasts. The Q4 earnings report showed a decent revenue beat and current quarter guidance was ahead of expectations.

AMD Earnings: Why It's Selling Off And Why I'm Doubling Down
Advanced Micro Devices, Inc. is dropping following Q4 earnings. Data center continues to lead the way as AI accelerator and server CPU sales accelerate. With success in the consumer market as well, AMD's current valuation looks attractive.

Palantir: The Last Bear Still Standing
Palantir has smashed expectations and stands alone at the top. I expect the company to blow past 2025 guidance, and I am modeling 46% YoY revenue growth for the full year. With another tech bubble in full swing, one should not ignore the valuation elephant in the room.

AMD Q4: DeepSeek Is A Tailwind In Hiding
The market has fundamentally misjudged the potential impact of DeepSeek's AI progress, interpreting it as a headwind. This misjudgment has also caused a biased interpretation of AMD's Q4 earnings report, causing its valuation to be further compressed. I expect the more efficient (i.e., cheaper) AI algorithms to be tailwind for AMD, whether they come from DeepSeek or not.

AMD Stock: Outsmart The Market And Buy The Post-Q4 Dip
Advanced Micro Devices, Inc.'s Q4 results disappointed Wall Street, but revenue grew 14% YoY, and strong long-term fundamentals remain intact despite short-term volatility. Market pessimism is sentiment-driven; AI growth uncertainty is overstated, and AMD is positioned for substantial gains post-heavy R&D investments. With a projected 36.5% three-year CAGR and undervaluation, AMD is a Strong Buy for long-term investors despite near-term technical weakness.

Nvidia revenue forecast questioned as hyperscalers adjusted 2025 capex
There remains a gap between Nvidia Corp (NASDAQ:NVDA, ETR:NVD)'s revenue forecast and the planned capital expenditure (capex) of major hyperscalers but this gap has narrowed slightly as capex expectations for 2025 have increased, analysts at UBS believe. Large cloud service providers like Meta, Alphabet, Amazon and Microsoft have raised their capex expectations for 2025 from $293 billion to $303 billion since the start of the year.

Activision and Call of Duty VPPA Violation - Levi & Korsinsky, LLP Launches Investigation
NEW YORK, NY / ACCESS Newswire / February 6, 2025 / Levi & Korsinsky, LLP is investigating potential claims on behalf of individuals who purchased video games through Call of Duty's Website (https://www.callofduty.com/). Levi & Korsinsky, LLP's investigation indicates that legally protected data may have been unlawfully intercepted during transactions with the Call of Duty Website, particularly affecting customers who purchased video games on the Call of Duty Website.

AMD: Don't Speculate, Just Accumulate
Advanced Micro Devices, Inc.'s Q4 2024 report showed strong revenue growth, particularly in the Data Center and Client segments. Despite some near-term uncertainties around product transition, I rate AMD stock a “Buy” at current levels due to its robust long-term growth potential. The upcoming MI350 and MI400 accelerators are expected to enhance AMD's competitiveness in the AI GPU market, supporting a steep growth trajectory for the Data Center segment.

Frequently Asked Questions
- Large Language Models - Text generation and understanding
- Image Generation - Creating and editing visuals
- Code Generation - Automated programming
- Audio/Video Creation - Synthetic media
- Creative Tools - AI-assisted design and content
- NVDA - NVIDIA Corporation
- MSFT - Microsoft Corporation
- GOOGL - Alphabet Inc.
- META - Meta Platforms, Inc.
- CRM - Salesforce, Inc.
- Foundation Models - Core AI models and training
- Enterprise AI - Business applications
- Creative Tools - Design and content creation
- Developer Tools - Coding and automation
- Infrastructure - Hardware and cloud services
- Transformative technology potential
- Massive productivity gains
- Wide range of applications
- Strong competitive moats
- Network effects and data advantages
- Model capabilities and breakthroughs
- Enterprise adoption rates
- Computing infrastructure costs
- Regulatory environment
- Competition and market share
- Talent acquisition and retention