Artificial intelligence is starting to touch everything from chips and cloud infrastructure to everyday software, and investors are searching for clear ways to focus on companies at the heart of this shift. With inflation trends, interest rates and energy prices still shaping capital flows across regions, many are looking for targeted themes rather than broad market exposure. This AI Stocks screener is designed to do exactly that, filtering for businesses directly tied to semiconductors, large language models and ChatGPT style tools. In this article, three stand-out stocks from the screener will be highlighted to help you sharpen your watchlist.

Astera Labs (ALAB)

Overview: Astera Labs focuses on semiconductor-based connectivity solutions that link high-performance chips and memory inside cloud and AI data centers, using a mix of custom silicon and its COSMOS software to manage and optimize these complex systems at scale. Its products, such as PCIe/CXL retimers, ethernet smart cable modules, CXL memory controllers and smart fabric switches, are sold primarily to large cloud providers and system manufacturers in the United States and Taiwan.

Operations: Astera Labs currently generates all of its US$1.0b in revenue from semiconductors, with a global footprint that is most exposed to Singapore (US$336.7m), China (US$301.2m) and Taiwan (US$263.8m).

Market Cap: US$71.5b

Astera Labs sits at the center of AI data center buildouts, with strong revenue and earnings growth, and expanding Scorpio AI fabric switches and COSMOS software that deepen its role inside high value AI racks. At the same time, the stock trades on very rich multiples and a P/B far above the US semiconductor average. Analysts see a lower consensus price target and highlight potential pressure if AI capex or hyperscaler demand cools. In addition, the company faces concentrated customers, funding risks and heavy insider selling, which means it is a high quality AI infrastructure story that also carries meaningful downside scenarios the market may be underestimating.

Astera Labs sits on accelerating AI infrastructure demand while its rich multiples raise hard questions. Walk through the 2 key rewards and 2 important warning signs to see what might be masking the real turning point in this story.

Salesforce (CRM)

Overview: Salesforce is a global software company that helps businesses manage sales, service, marketing and commerce in one place, using its CRM platform plus AI tools like Agentforce, Data 360 and Slack so teams and AI agents can work together on the same customer data in real time.

Operations: Salesforce generates US$42.8b in revenue from its enterprise cloud computing platform, with most coming from the United States and the rest spread across Europe, Asia Pacific and other Americas markets.

Market Cap: US$124.3b

Investors watching AI may pay attention to Salesforce, which is building an “agentic” platform where AI agents, data and human workflows sit on top of a large installed CRM base. Agentforce ARR has passed US$1.2b and management has raised revenue guidance. The stock trades on a P/E below the broader US software group, and recent DCF work cited by some analysts suggests a fair value above the current price. At the same time, high debt, a large buyback, CEO pay and a long list of acquisitions and AI investments, including a US$5b Anthropic stake, raise execution and balance sheet questions. The key issue for investors is whether Salesforce’s AI strategy and capital returns adequately compensate for those risks.

Salesforce’s AI push looks like it could be outpacing the skepticism around its P/E and Anthropic stake, yet the real tension sits beneath the headlines in the 4 key rewards and 1 important warning sign

Intel (INTC)

Overview: Intel is a global semiconductor company that designs and manufactures chips and related technology for personal computers, data centers, AI workloads, and connected devices. It also offers foundry services that produce wafers and advanced packaging for other chip designers. Its customers range from PC makers and cloud providers to automotive and industrial players that need computing power at the edge.

Operations: Intel generates most of its revenue from Intel Products, with US$32.3b from Client Computing Group and US$17.8b from Data Center and AI. This is supported by US$18.6b from Intel Foundry and US$3.2b from All Other, offset by US$18.2b of intersegment eliminations.

Market Cap: US$673.4b

Intel offers a combination of a global chip manufacturer reshaping itself for AI while working to rebuild credibility in foundry services, supported by government backing and long-standing relationships with customers such as cloud providers and large technology groups. Analysts expect earnings and revenue to improve, helped by progress on advanced nodes like 18A and 18A P and new partnerships that could expand the foundry arm into a more meaningful business over time. At the same time, current losses, funding needs, dilution and significant insider selling contribute to execution risk. For investors, a key consideration is whether the emerging AI and foundry opportunity can justify a rich valuation before organizational complexity, capital intensity and modest forecast ROE become more challenging.

Intel’s AI and foundry pivot could be masking the real inflection point in its story, and the full picture only comes into focus when you line up the 1 key reward and 3 important warning signs

The three AI stocks covered here are only a small slice of what is happening around chips, LLMs and ChatGPT style tools. The full Artificial Intelligence/ AI Stocks screener surfaces 199 more companies that each carry their own potentially compelling narrative. Use Simply Wall St to identify, filter and analyze the specific catalysts that matter to you, from semiconductor exposure and cloud buildouts to AI software adoption and data center transformation. This can help you focus on the AI opportunities that best fit your highest conviction ideas.

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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.