Global growth uncertainty, mixed inflation signals and shifting central bank expectations have pushed many investors to look for themes with clear, long term drivers. Artificial intelligence and ChatGPT style tools sit at the centre of that search. The AI Stocks screener focuses on companies directly involved in this trend, from semiconductors and chips to software, LLMs, cloud and broader transformation. It helps you cut through noise and find stocks that are closely tied to real AI infrastructure and adoption. This article highlights 3 notable stocks from that screener for readers to research further.

Monolithic Power Systems (MPWR)

Overview: Monolithic Power Systems designs and sells semiconductor based power management chips that help control and convert electricity inside a wide range of electronics, from AI data center servers and storage to cars, home appliances, communications gear and industrial equipment.

Operations: The company generates US$3.3b in revenue primarily from its Semiconductors segment.

Market Cap: US$66.1b

Monolithic Power Systems sits in the flow of AI and data center spending, supplying power electronics for AI servers, enterprise data gear and automotive electrification at a time when these markets are drawing intense attention. Forecasts point to fast revenue and earnings growth, high return on equity near 20.6% and strong profitability. However, the stock trades on a very high P/E and recent earnings volatility and insider selling present risks to consider. Management is expanding capacity, has launched a US$1b buyback program and is repositioning the company as a full solutions provider, which could justify a premium if growth and margins hold up. The full story extends beyond the headline AI label.

High growth expectations, a premium P/E and fresh capacity plans raise a crucial question for Monolithic Power Systems. Get the full context with the 2 key rewards and 2 important warning signs

Zeta Global Holdings (ZETA)

Overview: Zeta Global Holdings runs an AI driven marketing cloud that helps large enterprises understand consumer behaviour and automate campaigns across email, mobile, web, connected TV and social channels using its own data cloud and decisioning tools.

Operations: Zeta Global Holdings generates about US$1.44b in revenue from Internet Software & Services, with roughly US$1.35b from the United States and US$85.3m from international markets.

Market Cap: US$5.6b

Investors looking at AI infrastructure beyond chips may find Zeta Global Holdings interesting because its AI native marketing platform, large first party data assets and Palantir alliance aim to turn trillions of behavioural signals into real time customer targeting and automation. Analysts currently expect strong revenue and earnings growth over the next few years, and management has recently secured a new US$1b credit facility and guided toward GAAP profitability, which together improve financial flexibility. The flip side is that Zeta is still loss making today, relies entirely on external borrowing and faces tighter privacy rules and intense competition from much larger software companies. How those trade offs play out will be central to the investment case.

Accelerating interest in Zeta Global Holdings centres on whether its AI driven data cloud and new US$1b credit facility can really shift the earnings profile. Get a clearer picture with the analyst forecasts for Zeta Global Holdings

Advanced Micro Devices (AMD)

Overview: Advanced Micro Devices is a large semiconductor company that designs CPUs, GPUs, AI accelerators and adaptive chips that power everything from AI data centers and cloud infrastructure to gaming consoles, PCs and embedded devices.

Operations: Advanced Micro Devices generates about US$11.2b from Client, US$4.0b from Gaming, US$3.5b from Embedded and US$18.7b from Data Center products.

Market Cap: US$790.3b

Advanced Micro Devices sits at the heart of AI infrastructure, with EPYC server chips, Instinct accelerators and the new Helios rack scale systems lined up behind multi gigawatt deals with Microsoft, Meta, OpenAI, Anthropic and others. Revenue and earnings forecasts are very ambitious and recent data center growth has fueled strong share price gains. This means expectations are high and execution, competition from Nvidia and Intel, export controls and heavy AI R&D spend all matter more than ever. For investors, the interest lies in whether AMD can turn this wave of AI demand and adaptive computing expansion into sustained profitability and cash generation that supports a premium valuation without leaving late entrants overexposed if the AI server cycle cools or slips.

Accelerating AI orders and Helios hype keep Advanced Micro Devices in the spotlight, but expectations are sky high. See how the story lines up with the analyst forecasts for Advanced Micro Devices and which pressure points could flip the script.

The three stocks here are just a starting point, with the full Artificial Intelligence/ AI Stocks screener surfacing another 668 companies that each carry their own AI story across chips, software, cloud and data. Use Simply Wall St to identify, filter and analyze the specific catalysts and narratives that matter to you, and focus on the AI stocks 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.