Artificial intelligence is at the center of almost every market conversation right now, from chips and cloud to software and large language models such as ChatGPT. With energy costs, inflation trends and central bank decisions all in focus, many investors are looking for companies that are directly tied to this AI shift rather than just broadly exposed to tech. This AI Stocks screener filters for businesses working on semiconductors, LLMs, ChatGPT infrastructure and related software, helping you cut through the noise. In this article, you will see 3 stocks from the screener that stand out for closer research.

Intel (INTC)

Overview: Intel is a US$465.7b semiconductor company that designs and manufactures chips and platforms for PCs, data centers, AI workloads, networking, and automotive, selling primarily to major equipment makers, cloud providers, and other large enterprises worldwide.

Market Cap: US$465.7b

Intel is one of the few companies trying to be both an AI chip supplier and a contract manufacturer, with Q2 2026 news pointing to strong AI server demand, capacity constraints, and early traction with external foundry clients like Fortinet and Google Cloud. Investors watching the AI infrastructure build out may find the combination of forecast earnings growth, US government backing for domestic manufacturing, and high independence on the board appealing. However, there are real trade offs, including current losses, dilution, share price volatility, and heavy spending on new fabs and advanced packaging. The key question is whether Intel can execute on its AI and foundry plans fast enough to justify the expectations now being priced in by the market.

Intel’s twin push into AI chips and foundry services could be masking a far more complicated picture than the headlines suggest, so it is worth reading the 1 key reward and 3 important warning signs

Keel Infrastructure (KEEL)

Overview: Keel Infrastructure is a New York based company that owns and operates power rich data centers in North America, mainly supporting high performance computing and AI workloads, while still earning income from bitcoin mining, hosting third party mining hardware, and offering electrician services in Quebec.

Operations: Keel Infrastructure generates US$218.6 million in revenue from cryptocurrency mining, with around US$101.4 million from Canada and US$117.2 million from the United States.

Market Cap: US$2.6b

Keel Infrastructure sits at the intersection of AI data centers and scarce grid power, with access to around 575 MW of approved capacity and a pipeline tied to multi gigawatt campuses in Pennsylvania, Washington State and Quebec that are being repositioned from bitcoin mining to AI and HPC tenants. For investors, the interest lies in the potential for long term, lease backed revenue from hyperscalers and neoclouds, supported by what management calls the strongest balance sheet in the company’s history and recent inclusion in several Russell indices. The other side of the story is meaningful losses, a high P/S multiple, funding needs and execution risk around permitting, construction and customer onboarding that could keep earnings under pressure if things slip.

Keel Infrastructure is rapidly shifting from bitcoin exposure to long term AI data center leases, but the full picture is buried in the analysis report for Keel Infrastructure

ServiceNow (NOW)

Overview: ServiceNow is a US software company that runs cloud based workflow tools, helping large organisations manage IT, HR, customer service, security and other day to day processes on a single platform, and increasingly using AI to automate and govern those workflows.

Operations: ServiceNow generates around US$14.7b in revenue from its Internet Software & Services business.

Market Cap: US$102.1b

ServiceNow attracts attention because it sits at the heart of how enterprises actually work, handling critical IT, HR, security and customer workflows that are hard to rip out. At the same time, it is layering on AI agents and an AI Control Tower that help companies use artificial intelligence without losing oversight. Earnings have grown strongly, renewal rates are high, and recent AI driven subscription growth has supported a much larger annual contract value base. However, the stock still trades on a high P/E and has seen significant insider selling and pressured margins, which some investors may see as red flags rather than entry points. The real question is whether the market is still treating ServiceNow like just another software stock while its role looks more like essential digital infrastructure.

ServiceNow’s AI driven workflows and high renewal rates suggest the story may be bigger than a typical software stock, so it is worth reading the analyst forecasts for ServiceNow to see what the market might be missing next.

The three AI stocks in this article are only a starting point, the full Artificial Intelligence/ AI Stocks screener flags 202 more companies that are directly plugged into chips, cloud, LLMs and the broader ChatGPT build out, each with compelling stories to investigate. Use Simply Wall St to identify, filter and analyze the exact catalysts and narratives that matter to you so you can focus on the AI opportunities that best fit your highest conviction ideas.

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Seeking Fresh Alternatives For Your Curiosity?

Markets move fast, and the most interesting stocks rarely stay under the radar for long. Scan these fresh ideas before momentum is fully caught and prices start flying, and review them while they are still developing.

• Consider companies with solid balance sheets and steady fundamentals by reviewing the curated list of solid balance sheet and fundamentals (49 results) while that strength remains relatively unnoticed.
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• Review infrastructure-related opportunities by assessing the focused 35 power grid technology and infrastructure stocks while it is still less prominent in many portfolios.

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.