Artificial intelligence is no longer a niche theme; it is a core driver of how chips, software, cloud platforms and large language models are being built and used. With central banks weighing inflation trends, energy markets reacting to geopolitics and bond markets reacting to every policy hint, many investors are looking for growth stories that are tied to real technology adoption rather than short term macro swings. This AI Stocks screener focuses on companies directly involved in the ChatGPT and AI build out, helping you narrow a crowded field. Ahead, the article highlights 3 stocks from this screener worth a closer look.

Monolithic Power Systems (MPWR)

Overview: Monolithic Power Systems designs and sells semiconductor-based power management chips that convert and control electricity inside everything from AI data center servers and storage to cars, industrial equipment and consumer devices, helping customers run power hungry electronics more efficiently and reliably.

Operations: The company generates about US$3.0b in revenue, almost entirely from semiconductors, with sales spread across regions including China, Taiwan, South Korea, Southeast Asia, Europe, Japan and the United States.

Market Cap: US$64.5b

Monolithic Power Systems sits at the heart of the AI build out, supplying power management chips to AI data centers and electrified vehicles. Design wins with large customers and exposure to 48V and high voltage architectures could be important drivers for future earnings. At the same time, the stock trades on a rich P/E multiple and has recently seen profit margins fall to 23%, while insiders have been selling and the balance sheet relies on external funding. All of this raises questions about how much optimism is already priced in. For investors weighing strong growth forecasts against these pressures, the full story around AI demand, automotive content and valuation tension is critical to understand.

Monolithic Power Systems sits at the intersection of rich AI optimism, a high P/E, and falling margins, and the missing link is how those expectations stack up against the 2 key rewards and 2 important warning signs

Microsoft (MSFT)

Overview: Microsoft is a global software and cloud company whose products span Microsoft 365 productivity tools, LinkedIn, Dynamics business applications, the Azure cloud platform, Windows, Surface devices and Xbox gaming, increasingly tying these together with Copilot and other AI services.

Operations: Microsoft generates most of its roughly US$318.3b in annual revenue from Productivity and Business Processes (US$135.3b) and Intelligent Cloud (US$128.4b), with the remainder from More Personal Computing (US$54.6b), and splits sales broadly between the United States (US$162.8b) and other countries (US$155.4b).

Market Cap: US$2.7t

Investors looking at Microsoft today are really assessing whether its heavy AI and cloud buildout can justify the cash going into data centers and OpenAI partnerships. The company combines high profitability, strong free cash flow and a large commercial AI backlog with a P/E that screens below many software peers. Azure, Copilot and in-house MAI models aim to turn that spending into durable cash flows. At the same time, concentrated reliance on external borrowing for liabilities, intense hyperscaler competition, significant insider selling and active antitrust scrutiny around Azure and Microsoft 365 keep the risk side of the ledger very real. How those tensions resolve is what makes Microsoft one of the most closely watched stocks in this AI screener.

Microsoft’s AI push may look fully priced in, but Azure, Copilot and MAI could be reshaping the profit mix in ways headline figures miss, so the real test is in the analyst forecasts for Microsoft

ServiceNow (NOW)

Overview: ServiceNow provides cloud software that helps large organisations run their core workflows, from IT support and cybersecurity to HR, finance and customer service. It also increasingly manages how artificial intelligence tools are deployed, governed and monitored across the business.

Operations: ServiceNow generates about US$14.0b in revenue from Internet Software & Services, with around US$8.3b from the United States and the rest from EMEA, Asia Pacific and other North American markets.

Market Cap: US$101.4b

ServiceNow is attracting attention because it sits where AI meets day to day operations, using its workflow platform and AI Control Tower to help enterprises put AI to work while keeping risk and compliance in check. Forecast earnings growth of about 23% a year, Q1 2026 revenue of US$3.77b and high quality earnings make the stock a focus for some investors at a time when it is reportedly trading well below some fair value estimates, even on a high P/E. At the same time, richer CEO pay, a reliance on external borrowing, slimmer margins and recent insider selling highlight the risk side. The missing piece is how those trade offs look once you line them up against the 3 key rewards and 1 important warning sign

ServiceNow’s AI workflow engine, high quality earnings and reported Q1 2026 revenue of US$3.77b hint at a story that could be stronger than it looks on headline multiples, but the real tension sits inside the 3 key rewards and 1 important warning sign

The three AI stocks covered here are only a small slice of what is happening around chips, software, LLMs and cloud, with the full screen surfacing around 200 more companies tied to the ChatGPT and AI build out that may have equally compelling stories. To identify the specific catalysts that matter to you, from data center exposure and AI tooling to balance sheet strength and profitability, take a closer look at 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.