Artificial intelligence is moving beyond chatbots, and the latest funding surge for AMI Labs and its JEPA project is a reminder that investors are now paying close attention to AI systems that can reason about the real world. That shift in research focus and capital flows can ripple through established companies that already reference AI or robotics in their business descriptions. This article looks at 3 stocks from the Artificial Intelligence Innovation Leaders screener that appear closely tied to this news event, helping you evaluate which exposures might still fit your approach and which ones may warrant more caution.

Tennant (TNC)

Overview: Tennant is a long-established cleaning equipment company that builds manual and autonomous machines, eco-focused cleaning technologies, and service solutions used in places like warehouses, hospitals, schools, offices, and large public venues across the Americas, EMEA, and Asia Pacific.

Operations: Tennant generates about US$1.2b from designing, manufacturing, and selling equipment and solutions used to maintain nonresidential surfaces worldwide.

Market Cap: US$1.47b

Investors looking at practical AI and robotics may pay attention to Tennant, which is expanding into autonomous scrubbers and sweepers as funding and research shift toward AI that interacts with the physical world. Tennant is targeting a sizeable robotics revenue opportunity while also using buybacks and equipment-as-a-service models to support a higher mix of recurring income. At the same time, softer profitability, debt that is not fully covered by operating cash flow, and intense price competition in regions such as APAC keep the risk side of the ledger meaningful. How these AI-driven products scale, and whether management can translate them into durable margins and cash generation, is an important focus for investors.

Tennant’s push into autonomous scrubbers could be masking a much bigger shift in how the business earns and defends cash flow, and the full story only comes into focus in the 2 key rewards and 4 important warning signs (1 is major!)

Cellebrite DI (CLBT)

Overview: Cellebrite DI provides software and services that help law enforcement agencies and corporations legally access, process, and analyze digital evidence from devices, apps, and cloud sources across investigations ranging from child exploitation and homicide to financial crime and corporate security issues.

Operations: Cellebrite generates about US$496.4m in revenue from Internet Software & Services related to digital forensics and investigation platforms.

Market Cap: US$3.9b

Cellebrite DI operates at the intersection of rising digital crime, AI driven analytics, and governments moving investigations into the cloud, which is why investors are watching its subscription based forensic platforms and tools like Genesis, Guardian, and Pathfinder so closely. The company is already profitable with high quality earnings, strong subscription and ARR momentum, and FedRAMP High authorization that can support deeper US federal adoption. It also faces clear risks from heavy exposure to federal budgets, premium P/E expectations, and intense competition as mobile operating systems become harder to access. How Cellebrite converts early AI traction into durable, fairly valued growth while managing these pressures is central to its longer term opportunity and risk profile.

Cellebrite DI’s subscription and ARR story is accelerating, but many investors still treat it like a typical software vendor tied to government budgets. Before you decide how it fits your watchlist, review the analyst forecasts for Cellebrite DI and what they might be missing.

Viant Technology (DSP)

Overview: Viant Technology runs a cloud based demand side platform that helps advertisers buy and measure digital ads across channels like connected TV, streaming audio, digital out of home, mobile, and desktop, using tools such as ViantAI, Household ID, IRIS_ID, and its data platform to stitch together audiences and campaign performance.

Operations: Viant Technology generates about US$362.1m from Internet Information Providers, with all reported revenue coming from the United States.

Market Cap: US$866.9m

Viant Technology operates at the intersection of AI, privacy focused advertising, and connected TV. ViantAI already handles most platform ad spend and new products aim to automate more of the campaign workflow, in line with management’s view that large language models are a commodity and proprietary data is the core competitive advantage. The stock screens as strongly undervalued against some estimates of fair value, while revenue growth, improving margins, and a large pipeline of new advertiser spend have attracted investor attention following very large earnings growth last year. At the same time, there are notable risks, including heavy competition from larger DSPs, customer concentration, insider selling, and one off items affecting recent results, so the Viant case may warrant closer scrutiny rather than a focus on headlines.

Viant Technology’s ad engine appears to be decoupling from traditional DSPs, yet the market reaction still seems cautious. Before that gap closes or widens further, walk through the analysis report for Viant Technology

The three stocks covered here are only a starting point, and the full Artificial Intelligence Innovation Leaders screener surfaces 31 more companies with equally compelling AI and robotics narratives that might not yet be on your radar. Use Simply Wall St to identify and analyze the specific catalysts, financial traits, and business stories that matter most to you so you can focus on the highest conviction ideas in this theme.

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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.