Higher interest rates, stickier inflation and shifting central bank signals are pushing investors to look for themes that do not rely solely on cheap money. Artificial intelligence sits right at that crossroads, with companies behind chips, cloud, software and large language models all tied directly to the current ChatGPT and AI build out. This AI Stocks screener filters for businesses that are closely linked to that trend, so you can focus on companies where AI is central to what they do rather than a side project. Below are 3 stocks from the screener that stand out for further research.

Adobe (ADBE)

Overview: Adobe is a US technology company best known for creative and content tools like Photoshop, Premiere Pro and Acrobat, while also selling software that helps enterprises run and measure digital marketing and customer experiences.

Operations: Adobe does not break out revenue by business line here, but geographically it reports US$14.84b of segment adjustments alongside US$3.56b from Asia-Pacific and US$6.79b from Europe, Middle East and Africa. This highlights a broad global footprint.

Market Cap: US$78.0b

Adobe stock sits at the center of the AI build out in creative and marketing software. Recent pessimism around leadership changes, a freemium AI strategy and questions about near term monetization have left it trading well below one estimate of fair value. The company reports high margins, strong Return on Equity and growing AI related annual recurring revenue, while expanding Firefly and agentic tools into products used in design, video and customer experience workflows. At the same time, heavy insider selling, softer growth than the broader US market and reliance on higher risk external funding sources raise questions about how this AI transition will play out. This is an area where deeper research can matter most.

Adobe’s high margins and AI focused recurring revenue suggest the story may be more about quality than hype, but the real tension is how risks stack up against those strengths in the 4 key rewards and 1 important warning sign

Salesforce (CRM)

Overview: Salesforce is a US software company that helps businesses manage sales, marketing, customer service and data on one cloud based platform, increasingly embedding AI agents through products like Agentforce, Data 360 and Slack so humans and AI can work together across customer workflows.

Operations: Salesforce generates about US$42.8b in revenue from its multiple enterprise cloud computing market, with geographic exposure across the United States, Europe, Asia Pacific and the rest of the Americas.

Market Cap: US$127.0b

Salesforce operates in AI enabled enterprise software, using Agentforce, Data 360 and Slack to turn traditional CRM into an AI agent platform that can automate sales, service and analytics at scale. Investors monitor this closely because AI related annual recurring revenue, partnerships and the Anthropic stake all point to AI exposure, while the stock trades on a P/E that is described as good value versus peers and one estimate of fair value. At the same time, higher debt, reliance on external funding and intense competition from other large tech companies introduce risk. A key consideration for investors is whether AI driven usage, margins and buybacks can offset those pressures over the long term.

Salesforce is turning CRM into an AI agent hub, but the real story may be how its margins, buybacks and competitive pressures all fit together in the analysis report for Salesforce

Teradyne (TER)

Overview: Teradyne is a US company that supplies automated test equipment for semiconductor chips and other electronics, and also sells collaborative robots and mobile robots that help factories and warehouses automate physical work.

Operations: Teradyne generates the bulk of its revenue from Semiconductor Test at about US$3.1b, alongside US$364.2m from Product Test and US$330.6m from Robotics.

Market Cap: US$64.0b

Teradyne provides exposure to testing equipment and physical AI robots that support AI and data center build outs. Semiconductor Test brings in about US$3.1b, and robotics adds an additional growth angle. Earnings grew 48.1% over the past year and Q1 2026 revenue reached US$1,282.49m, supported by AI related chip demand. High margins and a 27.2% Return on Equity indicate efficient use of capital. However, a high 80.3x P/E, tariff and trade uncertainty, and weaker robotics revenue highlight risks if expectations cool. The open question for investors is how these positives and pressure points balance as AI test demand, robotics adoption, and buybacks influence Teradyne’s earnings profile over the next few years.

Teradyne’s earnings surge, high margins and 80.3x P/E suggest a story in which AI test demand and robotics potential may be masking a key swing factor in the 2 key rewards and 1 important warning sign

The three AI stocks in this article are only a starting point. The full screener surfaces 638 more companies tied directly to chips, cloud, software and large language models through the Artificial Intelligence/ AI Stocks screener.

Use Simply Wall St to identify and analyze the specific catalysts and narratives that matter most to you, so you can filter this wider AI universe down to the 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.