Investors should look at companies with strong AI technology for future growth.

From Morningstar: 2025-06-26 04:23:00

Investors seeking opportunities in the AI industry should consider companies that are not only developing the technology, but also those best positioned to utilize it effectively in the future. Morningstar experts believe that AI will continue to improve over the next five to 10 years, with strong supply and demand economics driving growth. Stocks in differentiated hardware, scale and distribution, and successful early AI utilization/unique data are expected to benefit the most.

Nvidia is recognized for its strong competitive advantage in AI hardware, software, and network, making it a top choice for investors looking to capitalize on the AI industry. Taiwan Semiconductor is also a standout stock with the best technology for designing and manufacturing high-end chipsets. Marvell International stands to benefit from networking chipsets and AI accelerators, while Meta Platforms, Amazon, Microsoft, and Alphabet are leveraging AI in various ways to enhance their products and services.

Companies like Palo Alto Networks, Salesforce, and ServiceNow are incorporating AI into their cybersecurity, customer service, and business solutions, respectively. These firms are expected to see significant growth as they continue to integrate AI into their operations. Overall, the AI industry is poised for further expansion, with companies at the forefront of AI utilization and data innovation likely to experience significant growth in the near future.



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