Artificial intelligence stocks sit right at the crossroads of what markets are watching in 2026. Inflation, interest rates and energy costs all influence which companies can keep investing in cutting edge AI, from semiconductors and cloud infrastructure to software and large language models such as ChatGPT. A focused AI Stocks screener helps you cut through noise and find companies that are directly involved in this shift, rather than just talking about it. In this article you will see 3 stocks from that screener that illustrate how different parts of the AI ecosystem can offer very different types of exposure.

RingCentral (RNG)

Overview: RingCentral is a cloud communications company that uses agentic voice AI to power business phone systems, messaging, video meetings, contact centers and virtual events on a single platform for organisations of all sizes.

Operations: RingCentral generates about US$2.6b in revenue, almost entirely from its Internet Software & Services segment, with most activity tied to North America and related segment adjustments.

Market Cap: US$4.48b

RingCentral gives you a focused way to tap into AI in everyday business communications, with products like RingCX and AI Receptionist already embedded in contact centers and phone systems and supported by partnerships with groups such as AT&T and OpenAI. The company has moved into consistent profitability, is growing earnings faster than revenue and recently raised its 2026 revenue and EPS guidance after a stronger Q2, while also increasing its dividend and executing buybacks. At the same time, high debt, negative equity and a relatively high P/E mean you are not getting a free ride. The real question is whether RingCentral’s AI product uptake and cash discipline are enough to offset those balance sheet and competition risks.

RingCentral’s earnings momentum and richer P/E point to a story the market may not fully be pricing in yet. For the full context on cash generation, AI adoption and balance sheet pressure, see the 3 key rewards and 4 important warning signs (1 is major!)

Intel (INTC)

Overview: Intel is a global semiconductor company that designs and manufactures chips and related hardware that power PCs, servers, data centers, AI workloads, networking, and edge devices for customers ranging from original equipment manufacturers to cloud providers.

Operations: Intel generates about US$33.3b in revenue from Client Computing and Physical AI, US$20.2b from Data Center and AI, US$19.9b from Intel Foundry, and US$2.9b from All Other, partly offset by US$19.3b of intersegment eliminations.

Market Cap: US$462.38b

Intel sits at the heart of AI infrastructure, with strong data center and AI growth, early traction in its foundry business, and deep manufacturing know how that many competitors lack. Analysts expect solid revenue and earnings growth over the next few years, and recent Q2 2026 results, including 59% Data Center and AI growth and higher guidance, show why AI server demand has become such a focus. The catch is that Intel is still reporting losses, is ramping capital spending above US$20b a year, and its foundry operations are not yet profitable. Execution risk and shareholder dilution therefore remain front of mind. The open question is whether AI demand and foundry customer wins can outweigh these balance sheet and profitability pressures over time.

AI server demand is surging, yet Intel is still wrestling with heavy capital spending and loss making foundry operations. To see how this trade off really stacks up for shareholders, review the 2 key rewards and 3 important warning signs

Klaviyo (KVYO)

Overview: Klaviyo is a cloud based B2C CRM platform that helps brands bring their marketing, service and analytics into one system, using AI agents to automate campaigns, personalize messages and manage customer conversations across email, SMS, social and web.

Operations: Klaviyo generates about US$1.31b in revenue, all from its Internet Software segment, with most sales coming from the United States and the rest spread across Europe, Asia Pacific and the Americas.

Market Cap: US$5.31b

Klaviyo sits at the intersection of AI and e commerce, with products like its AI Marketing Agent, Customer Agent and Helpdesk aiming to turn real time customer data into higher sales and leaner support. Revenue guidance for 2026 points to solid double digit growth, the company has recently shifted from a loss to a small profit and is running an active buyback, which can support per share metrics if execution holds. At the same time, flat to pressured gross margins, heavy reliance on SMBs and competition from large cloud suites mean the path to the forecast 22.1% ROE is not guaranteed. Investors who want to understand whether Klaviyo’s AI rollout and first party data focus justify the current valuation will need to weigh those trade offs carefully.

Klaviyo’s AI agents and revenue guidance suggest a business that could scale faster than many expect. However, the mix of SMB exposure and margin pressure still raises key questions covered in the analyst forecasts for Klaviyo

The three stocks covered here are only a starting point, since the full Artificial Intelligence/ AI Stocks screener surfaced 203 more companies that are directly tied into semiconductors, cloud, software and LLMs shaping the ChatGPT and AI shift. Use Simply Wall St to identify and analyze the specific catalysts and narratives that matter to you, so you can focus on the AI stocks that best match your highest conviction ideas.

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Seeking Fresh Alternatives Beyond These AI Stocks

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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.