AI is no longer just a story about big ideas and bigger budgets. With mixed signals on growth, uneven inflation trends and shifting rate expectations, many investors are looking for companies that already turn AI spending into clear profits and cash flow. That is exactly what the Profitable AI Stocks screener focuses on. It highlights businesses that use AI as a real earnings engine rather than a costly experiment. In this article, you will see three stocks from this screener that show how AI can support solid business models, not just headlines.

Celestica (TSX:CLS)

Overview: Celestica is a Toronto based manufacturer and supply chain partner that designs, builds and manages complex hardware platforms for customers such as cloud service providers, hyperscalers and equipment makers across sectors including aerospace, industrial and HealthTech.

Operations: Celestica generates revenue primarily from two segments, with about US$3.3b from Advanced Technology Solutions and US$12.3b from Connectivity & Cloud Solutions.

Market Cap: CA$51.7b

Celestica is involved in the AI theme because it helps hyperscalers and other large customers design and manufacture the hardware that powers AI and cloud data centers, and its earnings have recently grown at triple digit rates. The company reports rising margins, strong ROE metrics and has raised its 2026 revenue and earnings guidance, supported by demand for AI and machine learning infrastructure. At the same time, a relatively high P/E multiple, heavy use of external funding and questions around earnings quality mean the bar for future execution is high. Recent board turnover and elevated CEO pay also give investors governance questions to weigh before deciding how much exposure they want to Celestica’s AI story.

Celestica’s triple digit earnings growth and raised 2026 guidance suggest an AI story that looks powerful, yet the high P/E and funding mix leave big questions. Get the full context in the 3 key rewards and 1 important major warning sign

Intel (INTC)

Overview: Intel is a US based semiconductor company that designs and manufactures chips and related hardware for PCs, data centers, AI workloads, networking, automotive and other connected devices, and sells them to large equipment makers and cloud providers around the world.

Operations: Intel generates most of its revenue from Intel Products, with about US$33.3b from Client Computing and Physical AI Group, US$20.2b from Data Center and AI, and US$19.9b from Intel Foundry, partly offset by intersegment eliminations and US$2.9b from All Other.

Market Cap: US$462.4b

Intel sits at the center of the AI build out, with its Data Center & AI segment and growing foundry business tied directly to the chips and manufacturing capacity that large customers need. Recent results that beat expectations and strong interest in its 18A and 14A manufacturing processes have helped support a more confident outlook for AI servers and external foundry demand. In addition, government support under the CHIPS Act adds another layer of backing for its large capital expenditure plans. At the same time, Intel is still loss making, is increasing spending above US$20b a year, and has to simplify a complex organization and improve returns in its foundry unit. For investors who want the full context on this trade off between AI exposure and execution risk, there is more to consider in Intel’s story.

Intel’s AI and foundry story is accelerating; the real question is how that heavy US$20b plus annual spend could reshape the business. Get the full picture in the 2 key rewards and 3 important warning signs

Klaviyo (KVYO)

Overview: Klaviyo is a Boston based software company that gives consumer facing businesses a single cloud platform to manage marketing, customer service and analytics across email, SMS, social and web. Its tools use AI to automate campaigns, personalise messages and turn real time customer data into targeted communications that aim to drive higher sales and retention.

Operations: Klaviyo generates all of its US$1.3b in revenue from its Internet Software segment, with US$778.7m from the United States and the rest spread across Europe, Asia Pacific and the Americas.

Market Cap: US$5.3b

Investors looking at profitable AI stocks may find Klaviyo interesting because it sits where AI, ecommerce and first party data meet, and is already using AI agents and analytics to support real marketing and customer service workloads for thousands of brands. The company is moving from serving mainly small merchants into larger mid market and enterprise customers, supports meaningful international growth and has begun returning cash through buybacks. At the same time, Klaviyo is still early in its profitability journey, faces margin pressure from messaging channel costs, and operates in a crowded space that includes large cloud suites. That mix of strong growth drivers and real competitive and execution risk makes the next phase of Klaviyo’s AI rollout important to understand in more depth.

Klaviyo’s push from small merchants into larger enterprises could be more important than many investors assume, because it reshapes how AI, cash generation and competition all fit together. Get the missing context in the analysis report for Klaviyo

The three stocks in this article are only a starting point, and the full Profitable AI Stocks screener has surfaced 63 more companies with equally compelling AI earner stories inside the Profitable AI Stocks screener. Use Simply Wall St to identify and analyze the specific catalysts and narratives that matter most to you so you can focus on the highest conviction opportunities in this AI cash flow cycle.

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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.