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.

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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.

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Applovin Emerges As Nasdaq 100's Dark Horse In A Market Fixated On Nvidia, Tesla, Palantir

In a market obsessed with the usual suspects—Nvidia Corp, Tesla Inc and Palantir Technologies Inc — one stock has been quietly stealing the show: AppLovin Corp. APP.

Applovin Emerges As Nasdaq 100's Dark Horse In A Market Fixated On Nvidia, Tesla, Palantir

In a market obsessed with the usual suspects—Nvidia Corp, Tesla Inc and Palantir Technologies Inc — one stock has been quietly stealing the show: AppLovin Corp. APP.

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.

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Analyst updates Nvidia stock price target ahead of earnings

Nvidia (NASDAQ: NVDA) closed higher on Thursday, February 7, gaining 3.08% to finish at $128.68.

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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.

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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.

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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.

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Nvidia Investors Got Amazing News From Super Micro Computer

In today's video, I discuss Nvidia (NVDA 3.08%) and recent updates impacting the AI market. To learn more, check out the short video, consider subscribing, and click the special offer link below.

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Why Is Everyone Talking About Palantir Stock?

Palantir (PLTR 9.79%) is demonstrating phenomenal growth on the top and bottom lines and is getting investors excited about its future.

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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.

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Is AMD Stock a Buy Now?

In today's video, I discuss Advanced Micro Devices (AMD -1.65%) and its recently reported earnings. To learn more, check out the short video, consider subscribing, and click the special offer link below.

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1 Magnificent Stock That Could Join Nvidia, Microsoft, and Apple in the $3 Trillion Club

Eight American technology companies joined the exclusive $1 trillion club since Apple blazed the trail in 2018, but only three have gone on to amass valuations of $3 trillion or more:

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1 Magnificent Stock That Could Join Nvidia, Microsoft, and Apple in the $3 Trillion Club

Eight American technology companies joined the exclusive $1 trillion club since Apple blazed the trail in 2018, but only three have gone on to amass valuations of $3 trillion or more:

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Massive News for Palantir Stock Investors

Palantir (PLTR 9.79%) stock is soaring following another fantastic quarterly update.

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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.

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Nvidia Stock Is Slipping. But Investors Are Looking Past DeepSeek.

The chip maker got a shout out from Amazon CEO Andy Jassy on a fourth-quarter earnings call with analysts.

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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).

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Why Is AMD Stock Falling, and Is It a Buying Opportunity?

AMD's (AMD -1.65%) data center growth failed to impress investors.

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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:

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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.

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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.

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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.

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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.

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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.

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Palantir Soars Again. How High Can the AI Stock Go?

Palantir (PLTR 9.79%) came into its fourth-quarter earnings report with its shares priced to perfection, but the AI stock lived up to the markets' expectations.

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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.

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Nvidia Stock Investors Just Got the Best News of 2025 So Far

It's been a rocky year for Nvidia (NVDA 3.08%) investors. After soaring to new heights, the chipmaker was taken out behind the woodshed and soundly thrashed, at one point losing as much as 22% of its value.

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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.

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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.

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The Zacks Analyst Blog Robinhood, NVIDIA, Visa and Interactive Brokers

Robinhood, NVIDIA, Visa and Interactive Brokers are included in this Analyst Blog.

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Alphabet's Verily to sell Granular insurance business to Elevance Health

Alphabet's Verily is selling its subsidiary, Granular Insurance Company, to Elevance Health. Verily launched Granular in 2020 with financial backing from the commercial insurance unit of the Swiss Re Group.

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Here's Why Cadence Design Systems (CDNS) Gained But Lagged the Market Today

In the closing of the recent trading day, Cadence Design Systems (CDNS) stood at $302.91, denoting a +0.09% change from the preceding trading day.

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Synopsys (SNPS) Rises Higher Than Market: Key Facts

Synopsys (SNPS) reachead $533.30 at the closing of the latest trading day, reflecting a +0.92% change compared to its last close.

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Palantir could become victim of its own success, says Jefferies' Brent Thill

Brent Thill, Jefferies, joins 'Fast Money' to talk Palantir and where the stock goes from here after record run.

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Why Salesforce Stock Is Sinking Today

Shares of Salesforce (CRM -4.92%) were trading lower on Thursday. The company's stock lost 4.5% as of 3:30 p.m.

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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.

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Why Palantir Technologies Stock Popped (Again) on Thursday

Palantir Technologies (PLTR 8.31%) stock continued its winning streak on Thursday, climbing as much as 7.9%. As of 3:23 p.m.

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Google retracts promise not to use AI for weapons or surveillance — prompting employee backlash: ‘Are we the baddies?'

Google did not explicitly acknowledge the removal of its AI weaponry ban in its official communications.

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NVDA & A.I. Hardware Risk, Software Safer for 2025

In the A.I. trade, Logan Gilland believes hardware is on its way out, and software will become the primary tech play.

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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.

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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.

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Palantir Stock (PLTR) Jumps 7% Thursday – 3 Reasons Its Soaring

Palantir (Nasdaq: PLTR) opened Thursday trading slightly below where it closed yesterday.

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Advanced Micro's AI Outlook Shows Impact of Being Late to the Game

Semiconductor leader Advanced Micro Devices ( NASDAQ:AMD ) just underscored the adage, he who hesitates is lost.

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Palantir Stock is Melting Up—Is it Too Risky to Chase?

Palantir (NASDAQ:PLTR) shares are off to a hot start to the year, now up close to 35% year to date.

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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.

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Nvidia Stock Remains Analyst's Top Pick: 'DeepSeek Selloff Is A Buying Opportunity'

NVIDIA Corporation NVDA was one of several technology stocks hit by the emergence of Chinese AI competitor DeepSeek.

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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.

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3 ETFs That Have Quietly Loaded Up on Palantir Stock

Palantir (NASDAQ:PLTR) stock has been the talk of the town again after shares skyrocketed more than 22% following an incredible quarterly earnings report.

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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.

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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.

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Frequently Asked Questions

Generative AI encompasses:
  • 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

The leading generative AI companies by market cap include:
  • NVDA - NVIDIA Corporation
  • MSFT - Microsoft Corporation
  • GOOGL - Alphabet Inc.
  • META - Meta Platforms, Inc.
  • CRM - Salesforce, Inc.

Major segments include:
  • 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

Key investment considerations include:
  • Transformative technology potential
  • Massive productivity gains
  • Wide range of applications
  • Strong competitive moats
  • Network effects and data advantages

Key factors affecting generative AI stocks include:
  • Model capabilities and breakthroughs
  • Enterprise adoption rates
  • Computing infrastructure costs
  • Regulatory environment
  • Competition and market share
  • Talent acquisition and retention