AI-related goods now account for 15% of global trade and drive 43% of its growth, even as tariffs expand and the World Trade Organization’s authority weakens. At the same time, the closure of the Strait of Hormuz and the end of the e-commerce moratorium put supply chains and digital trade under pressure. For investors, that mix of risk and opportunity can make stock selection more important. This article highlights 3 stocks from the AI and semiconductor sector screener that are directly exposed to these catalysts, helping you decide which opportunities might deserve a closer look.

CCC Intelligent Solutions Holdings (CCC)

Overview: CCC Intelligent Solutions Holdings provides cloud-based SaaS tools that connect insurers, repair shops, automakers, parts suppliers, lenders, and other partners to manage auto and property claims using AI supported digital workflows in the US and China.

Operations: CCC Intelligent Solutions generates approximately US$1,086.7 million in annual revenue, with about US$1,079.9 million from domestic operations and US$6.8 million from other sources, closely mirroring its US and China geographic exposure.

Market Cap: US$2.8b

CCC Intelligent Solutions Holdings is notable for using AI to automate complex insurance and collision repair workflows, supported by a large, interconnected customer network and a predominantly subscription-based revenue model that can help soften the impact of tariffs or shifting claim volumes. Recent results show higher revenue and a move from a loss to profitability, while analysts currently expect strong earnings growth and some valuation models indicate that the shares trade below certain estimates of fair value. Offsetting factors include modest revenue growth, a high P/E, reliance on external borrowing, and sensitivity to large customers, so execution on AI rollouts and balance sheet discipline remain important. Investors focusing on AI infrastructure in real-world industries may find additional points of interest beyond headline valuation multiples.

CCC Intelligent Solutions’ shift to profitability, high P/E and subscription-heavy model raise a key question: do current expectations fully capture its AI rollout and customer risk profile or miss a crucial twist in the 3 key rewards and 1 important major warning sign

InTest (INTT)

Overview: InTest Corporation supplies equipment that tests and controls temperature for semiconductor chips and other electronics, as well as induction heating and imaging systems used across auto/EV, defense, industrial, life sciences, and security markets worldwide.

Operations: InTest generates about US$60.3 million from Electronic Test, US$31.4 million from Environmental Technologies, and US$29.4 million from Process Technologies, with roughly US$67.6 million from foreign customers and US$53.5 million from the US.

Market Cap: US$220.2 million

InTest stock sits at the intersection of growing AI chip demand and more fragmented global trade, supplying test and thermal gear that chipmakers and electronics manufacturers increasingly need as tariffs, supply chains, and regional capacity all shift. The company recently moved from a loss to profitability, raised its 2026 revenue guidance to US$130 million to US$135 million, and trades on a P/S below both peers and the broader US Semiconductor industry. It also carries funding risk, earnings volatility, and meaningful exposure to still soft semiconductor and auto/EV cycles. With new leadership, a record opportunity pipeline, and higher margin products gaining traction, the central question is whether current expectations fully reflect its AI testing exposure, geographic expansion, and debt load or overlook crucial details investors should not ignore.

InTest’s shift to profitability, lower P/S and exposure to AI chip testing suggest that the current story might be only half told, and the real tension sits inside the 3 key rewards and 2 important warning signs

Informatica (INFA)

Overview: Informatica provides an AI powered cloud data management platform that helps large enterprises connect, clean, govern, and share data across multiple clouds and on premises systems so they can run analytics and AI at scale.

Operations: Informatica generates about US$1.68b from Software & Programming, with roughly US$1.04b from the United States and the rest spread across EMEA, Asia Pacific, Latin America, and other parts of North America.

Market Cap: US$7.64b

Informatica sits at the heart of the AI trade, selling the data plumbing that lets global companies use AI in production. This helps explain why earnings are forecast to grow quickly, even though revenue growth is expected to be more modest than many software peers. The cloud only shift, partnerships with platforms like Snowflake, and growing AI features such as CLAIRE GPT give the company leverage to AI related workloads. These factors also bring execution risk around renewals, subscription credits, and near term margin pressure. With the stock priced close to some fair value estimates and insiders recently selling, a key question is whether the market is underestimating how critical Informatica’s data layer could become as AI related trade keeps expanding.

Informatica’s AI data layer story looks powerful, but the real tension is how fast earnings may scale relative to the stock price, so the analyst forecasts for Informatica could reveal what the market might be missing

The three stocks in this article are only a starting point, with the full AI and Semiconductor Sector screener surfacing 26 more companies that share similar AI, semiconductor, chip, and data center narratives. Use Simply Wall St to identify, filter, and analyze the exact catalysts and storylines that matter to you, so you can focus on the opportunities in this theme that best match your own convictions.

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If CCC Intelligent Solutions Holdings or any of these companies sound like a great opportunity, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value the ideal entry point. Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates. Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives. By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.