Artificial intelligence sits at the center of global market conversations as central banks weigh inflation risks, bond yields stay elevated, and energy prices keep pressure on costs. While policy paths and growth signals vary by region, one clear thread is that companies tied directly to semiconductors, cloud, software, and large language models like ChatGPT are central to this technology shift. The AI Stocks screener focuses on businesses that are closely linked to this trend, helping you cut through noise and find targeted exposure. In this article, you will see three stocks highlighted from this AI-focused list.

C3.ai (AI)

Overview: C3.ai is an enterprise software company that helps large organizations build and run artificial intelligence applications, using its C3 Agentic AI Platform and prebuilt industry solutions to handle tasks like predictive maintenance, automation, and data analysis. Its tools are aimed at engineers, data scientists, and business teams that want to move from small AI pilots to full-scale deployments.

Operations: C3.ai generates about US$250.3 million in revenue, almost entirely from Software & Programming, with the bulk of sales in the United States and smaller contributions from Europe, the Middle East and Africa, other parts of North America, Asia Pacific, and the rest of the world.

Market Cap: US$1.34b

C3.ai sits at the intersection of large enterprise demand for practical AI and the reality that building these systems in-house is complex, but the picture is mixed. On one side, extended collaborations with customers like Shell and deep ties to cloud providers give C3.ai a route into sizable, long-term projects and help validate its platform. On the other side, revenue has recently declined, losses are large at more than US$470 million a year, and analysts do not expect profitability over the next 3 years, while insider selling and shareholder dilution add to caution. For investors who want targeted AI exposure rather than broad semiconductor or cloud stocks, the tension between growing partnerships and persistent losses is exactly what makes C3.ai worth a closer look.

C3.ai’s significant customer relationships and substantial annual losses point in different directions. That tension is exactly what the analysis report for C3.ai explores to identify where the real tipping point might be hiding.

HubSpot (HUBS)

Overview: HubSpot is a cloud-based CRM platform that helps mid-sized businesses attract, convert, and support customers through connected tools for marketing, sales, service, content, commerce, and AI assistants like Breeze that automate and personalize customer interactions.

Operations: HubSpot generates about US$3.3b in revenue, almost entirely from Internet Software & Services, with reported exposure to the Asia Pacific region.

Market Cap: US$11.19b

HubSpot stands out in the AI stocks universe because it sits where CRM, content, and AI-powered automation meet, turning customer data into practical workflows rather than just dashboards. The company is already profitable, with high 5-year earnings growth and forecasts for earnings to grow faster than the broader market, while gross margins around the mid 80% range highlight the power of its software model. At the same time, a very high P/E, reliance on external funding, intense competition, and the early stage of its AI monetization keep risk firmly on the table. The central question is whether HubSpot’s multi-hub adoption, AI agents, and expanding international footprint justify that profile or signal a need for more caution.

HubSpot’s high 5-year earnings growth, strong margins, and early AI tools raise a bigger question: are expectations already stretched or still underappreciating what comes next in the analyst forecasts for HubSpot

Super Micro Computer (SMCI)

Overview: Super Micro Computer builds high performance servers and storage systems for AI, cloud, and data center customers, using modular, open-standard designs that can be tuned for everything from hyperscale AI training clusters to edge computing and 5G deployments.

Operations: Super Micro Computer generates about US$33.7b in revenue, primarily from developing and providing high performance server solutions, with US$22.0b from the United States and the remainder from other regions and segment adjustments.

Market Cap: US$16.5b

Super Micro Computer has become a key supplier behind the surge in AI data centers, with more than US$60b of AI server orders and guidance for gross margins in the mid-teens. This points to how its modular, energy efficient racks are lining up with what large customers want. At the same time, dependence on a handful of very large buyers, price pressure in commodity hardware, export control investigations, and a balance sheet leaning on external funding mean the story is not risk free. For investors looking at AI infrastructure rather than just chip designers, the combination of current valuation metrics, peer comparisons, and margin dynamics makes Super Micro Computer a stock that may warrant closer scrutiny.

Super Micro Computer’s AI server momentum and mid teens gross margin guidance suggest a story that many investors may only be seeing halfway, and the full picture in the analysis report for Super Micro Computer could change how you think about its biggest risk and opportunity

The three stocks in this article are only a starting point, and the full Artificial Intelligence/ AI Stocks screener surfaced another 664 companies tied directly to AI chips, cloud infrastructure, software platforms, and large language models with equally compelling stories. Use Simply Wall St to identify, analyze, and filter for the exact 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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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.