Artificial intelligence stocks sit at the crossroads of several powerful forces right now, from shifting inflation and interest-rate expectations to uneven global growth and sector cycles. With bond yields and energy prices under close watch, many investors are looking for companies directly tied to the ChatGPT and broader AI build out, including semiconductors, software, cloud and large language models. This AI stocks screener filters for businesses at the center of that transformation, aiming to separate long-term themes from short-term noise. In this article, you will see three notable stocks identified by this AI-focused tool.

Datavault AI (DVLT)

Overview: Datavault AI is a data sciences company that runs cyber-secure, privacy-focused platforms for managing and monetizing data, using artificial intelligence agents such as Data Vault and DataValue across North America, Asia Pacific, Europe, and other regions. It also develops wireless audio standards and data over sound technologies used for audio experiences, secure data transfer, credentialing, and tokenization of real world assets.

Operations: Datavault AI generates about US$41.9 million in revenue primarily from Wireless Audio Products, with most sales in North America (around US$38.8 million), and smaller contributions from Asia Pacific (about US$2.2 million) and Europe (about US$0.8 million).

Market Cap: US$328.6 million

Datavault AI sits at the intersection of AI, data monetization, and real world asset tokenization, with a portfolio of more than 100 patents and recent licensing and platform agreements that link its technology to digital asset exchanges and regulated trading venues. The stock trades on a P/S ratio that screens as inexpensive relative to some AI peers, which is why value focused investors are paying attention. The flip side is significant, including ongoing losses, heavy reliance on external funding, recent dilution and a volatile share price, and this is underscored by an auditor change that adds an extra layer of caution. For investors comfortable with higher risk, the mix of ambitious revenue targets and new financing proposals makes Datavault AI a high-conviction story to watch closely.

Datavault AI’s mix of AI agents, data monetization and real world asset tokenization has investors asking whether the current P/S is masking something bigger or a red flag, so it is worth reading the 2 key rewards and 3 important warning signs (1 is major!)

Cerebras Systems (CBRS)

Overview: Cerebras Systems builds wafer scale AI chips and full racks of compute systems designed to run demanding inference and generative AI workloads at very high speed for data centers and supercomputers. Its platforms serve hyperscalers, AI labs, enterprises, and Sovereign AI projects across the United States and internationally.

Operations: Cerebras Systems generates about US$603.9 million in revenue entirely from Semiconductors, with roughly US$182.8 million from the United States, US$420.8 million from Europe, the Middle East, and Africa, and a small contribution from other regions.

Market Cap: US$46.4b

Cerebras Systems sits at the heart of the AI infrastructure story, pairing its wafer scale engine with a US$24.6b backlog anchored by multi year OpenAI and AWS agreements that provide unusually clear revenue visibility for a relatively young public company. At the same time, the stock comes with several tension points, including negative equity, heavy reliance on external funding, significant insider selling, and a complex lock up schedule that could add to volatility. For investors tracking AI inference and agentic AI, the combination of differentiated hardware and governance credentials has put Cerebras firmly on the radar. However, the quality of earnings, balance sheet pressure, and customer concentration suggest that the headline numbers only tell part of the story.

Cerebras Systems appears to be an AI infrastructure heavyweight, but its US$24.6b backlog, negative equity, and significant customer concentration leave a lot to unpack in the 4 key rewards and 3 important warning signs (1 is major!)

CrowdStrike Holdings (CRWD)

Overview: CrowdStrike Holdings is a cybersecurity company that delivers cloud based protection for laptops, servers, cloud workloads, identities, and data through its Falcon software platform, sold on a subscription basis. Its tools are used by enterprises worldwide to detect and respond to threats, manage security operations, and secure AI related workloads and data.

Operations: CrowdStrike generates about US$5.1b in revenue from Security Software & Services, with around US$3.4b from the United States and the balance mainly from Europe, the Middle East and Africa, and Asia Pacific.

Market Cap: US$197.5b

CrowdStrike Holdings sits at the intersection of AI and cybersecurity, with its Falcon platform and AI tools like Charlotte at the center of demand for securing cloud and generative AI workloads. The company has growth expectations, a track record of earnings expansion and an ecosystem of partners such as AWS, Cognizant, Google Cloud and Databricks. It also trades at a high P/S multiple, reports ongoing losses and shows heavy reliance on external funding. In addition, it has premium executive pay, insider selling and elevated market expectations. As a result, execution on AI security and new products such as Next Gen SIEM and Exposure Management is critical, which is one reason many investors follow CrowdStrike closely.

CrowdStrike’s AI driven security story, premium P/S and big partner ecosystem hint that the headline narrative may be missing a key twist, so it is worth reading the 2 key rewards and 1 important warning sign

The three AI stocks in this article are just a starting point, with the full Artificial Intelligence/ AI Stocks screener surfacing more than 200 additional companies tied to semiconductors, software, cloud, LLMs and the broader ChatGPT build out. Use Simply Wall St to identify and analyze the specific catalysts and narratives that matter to you so you can focus on the highest conviction AI opportunities across that wider universe.

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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.