Artificial intelligence stocks sit at the crossroads of powerful themes investors are watching right now, from AI driven capex and semiconductor trade flows to changing inflation and interest rate expectations. As central banks weigh mixed growth signals, many companies linked to AI are still investing heavily in chips, cloud and software that power tools like ChatGPT. The AI Stocks screener focuses on businesses directly tied to this transformation and can help you filter a crowded market. In this article you will see three of the strongest looking opportunities from that AI Stocks screener.

RingCentral (RNG)

Overview: RingCentral is a US-based provider of cloud business communications built around agentic voice AI, giving companies a single platform for phone, messaging, video, contact center and virtual events to manage customer and employee interactions.

Operations: RingCentral generates about US$2.58b in revenue primarily from Internet Software & Services.

Market Cap: US$4.75b

RingCentral provides direct exposure to AI in real-world workflows as enterprises bring voice AI into contact centers, sales teams and customer support. Products like RingCX and AI Receptionist sit inside core business communications rather than on the edge, which can support durable usage as customers modernize their technology stacks. At the same time, the company carries high debt and negative equity, and faces pressure from bundled suites such as Microsoft Teams and Zoom that could limit pricing power. Recent news highlights earnings results, revised guidance, a higher dividend and ongoing buybacks, which together raise important questions about how sustainable this AI-driven momentum may be and what it might mean for long-term returns.

RingCentral’s AI push, rising dividend and buybacks may present a very different picture compared with its high debt and negative equity. Get the full picture in the 3 key rewards and 4 important warning signs (1 is major!)

Nebius Group (NBIS)

Overview: Nebius Group is a Netherlands based technology company that builds full stack AI infrastructure, providing large scale GPU clusters, cloud platforms and developer tools, alongside its TripleTen tech reskilling platform and Avride autonomous driving technology.

Operations: Nebius Group generates around US$828.6m from its Nebius AI infrastructure business, US$55.2m from TripleTen, and US$2m from Avride, partly offset by US$7.9m of eliminations.

Market Cap: US$37.94b

Nebius Group puts investors directly in the middle of AI compute, with large GPU clusters, Nvidia backed infrastructure and long term contracts with customers such as Microsoft and Meta that provide visibility on future demand. The company has recently moved into profitability. The current valuation, the level of debt funding, customer concentration and Meta’s own cloud ambitions all contribute to an elevated risk profile. In addition, rapid international data center expansion and a relatively new board and management team mean that the balance between growth, pricing pressure and governance is likely to be an important factor, rather than headlines about GPUs alone.

Nebius Group’s move into profitability, large scale GPU contracts and rapid data center build out can look like the perfect AI infrastructure story, yet the full risk reward trade off is not obvious from headlines alone. Weigh those long term contracts, funding needs and governance shifts side by side in the 2 key rewards and 3 important warning signs (2 are major!)

Klaviyo (KVYO)

Overview: Klaviyo provides a cloud based B2C CRM platform that helps brands use first party customer data and AI tools to run targeted marketing, customer service and analytics across email, SMS, social and other digital channels. The company focuses on giving businesses of all sizes one system to manage customer relationships, automate campaigns and measure performance in real time.

Operations: Klaviyo generates about US$1.31b in revenue from Internet Software, with most sales coming from the United States, followed by Other EMEA, the United Kingdom, Asia Pacific and Other Americas.

Market Cap: US$5.65b

Klaviyo sits at the intersection of AI, ecommerce and first party data, which is why many investors are watching it closely. The business has moved from a loss to a profit in Q1 2026 and raised full year revenue guidance to about US$1.5b. It is rolling out AI agents that automate marketing and customer support across channels. At the same time, it still relies heavily on smaller businesses and faces tough competition from large software suites. It is also working through a CFO transition and using buybacks to reduce its share count. The key issue for investors is how this mix of strong growth, new AI products, margin pressures and index inclusion might influence expectations for Klaviyo in the years ahead.

Klaviyo’s shift to profitability, new AI agents and fresh revenue guidance could be reshaping expectations faster than many investors realise. See how the story fits together in the analyst forecasts for Klaviyo

The three AI stocks in this article are only a starting point, with the full screen surfacing 203 more companies tied to chips, software, LLMs, cloud and other parts of the ChatGPT and AI build out that could have equally compelling stories. Identify and analyze the specific catalysts that matter to you, from capex intensity to contract visibility and balance sheet strength, by using the Artificial Intelligence/ AI Stocks screener.

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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.