AI stocks sit at the crossroads of powerful themes investors are watching right now, from global manufacturing PMIs supported by semiconductor demand to central banks weighing data on inflation and growth. This AI Stocks screener filters for companies directly involved in chips, software, LLMs, ChatGPT, cloud and broader digital transformation, so you are not guessing where the real AI spending is happening. As rate expectations, trade flows and energy costs keep shifting, targeted exposure can help you focus on clearer business links to AI. Below, the article highlights 3 notable AI-related stocks currently surfacing in this screener.

Monolithic Power Systems (MPWR)

Overview: Monolithic Power Systems designs and sells power management chips that help control and convert electricity inside everything from AI data center servers and automotive systems to consumer devices and industrial equipment. These chips act as a key enabler for efficient, reliable electronics across multiple end markets.

Operations: Monolithic Power Systems generates about US$3.3b in revenue entirely from its Semiconductors segment.

Market Cap: US$66.1b

Investors watching AI infrastructure and electrification trends may find Monolithic Power Systems noteworthy, given its role in power solutions for AI data centers, advanced autos and broader computing. The company is also moving toward full-service solutions rather than just standalone chips. Forecasts for strong revenue and earnings growth, high future ROE and record recent quarterly revenue tied to AI server demand highlight areas some investors may monitor closely, even as current margins sit below last year and the stock trades on a premium valuation. In addition, significant insider selling, a funding structure reliant on external borrowings and elevated analyst expectations may warrant careful review before deciding how the stock fits into an AI-focused portfolio.

Monolithic Power Systems sits at the heart of AI hardware, yet its premium pricing and insider selling leave an unanswered question. Get the full context in the 2 key rewards and 2 important warning signs

Palo Alto Networks (PANW)

Overview: Palo Alto Networks is a cybersecurity company that helps enterprises and governments secure their networks, cloud environments and AI workloads, combining hardware firewalls, cloud security platforms and AI-driven threat detection tools to prevent and respond to cyber attacks.

Operations: Palo Alto Networks generates about US$10.6b in revenue from Security Software & Services, with sales spread across the United States and international markets in the Americas, EMEA and the Asia Pacific and Japan regions.

Market Cap: US$282.9b

Palo Alto Networks is positioned in AI-driven cybersecurity, with its Prisma and Cortex platforms used to protect cloud, code and AI systems. An AI-focused acquisition spree, including CyberArk and Chronosphere, is intended to expand coverage across network, cloud, endpoint and identity. Analyst forecasts for faster earnings and revenue growth than the wider US market, along with expanding AI partnerships with groups such as IBM, Red Hat and Wipro, give investors clear metrics to watch, including Next-Generation Security ARR and Remaining Performance Obligations. At the same time, high valuation multiples, margin pressure following last year’s reported profit decline and recent insider selling highlight that investors are paying a premium, and they may need to assess whether platform integration and AI-related demand can support that valuation over time.

Palo Alto Networks combines high AI spending, a rich valuation and insider selling. However, the real story lies in how its platform economics are evolving. Get the 1 key reward and 3 important warning signs

Microsoft (MSFT)

Overview: Microsoft is a global technology company that sells cloud services, productivity software like Microsoft 365 and Teams, Windows, LinkedIn, Xbox and a growing range of AI tools such as Copilot to individuals, businesses and governments.

Operations: Microsoft generates about US$140b from Productivity and Business Processes, US$138b from Intelligent Cloud and US$54.1b from More Personal Computing, with revenue split between the United States and other countries.

Market Cap: US$3,621.1b

Investors watching AI stock leaders cannot ignore Microsoft, which is pouring tens of billions into Azure data centers and Copilot while still producing high net margins around 40% and strong returns on equity. Azure growth above 40% and a commercial backlog of about US$678b show how much contracted AI and cloud demand is lined up. Yet the stock has already seen a sharp pullback that leaves it trading close to many fair value estimates rather than at euphoric levels. At the same time, heavy insider selling, high CEO pay and active antitrust investigations around Azure and Microsoft 365 licensing mean the story is not risk free. The real question is whether this AI cash machine is being misunderstood or fairly discounted by the market.

Microsoft’s AI engine, rich margins and thick backlog suggest the story is still evolving, not fading. See how the analyst forecasts for Microsoft could reshape expectations and where the real pressure point might quietly sit.

The three AI stocks covered here are only a starting point, since the full screener has surfaced 203 more companies with equally compelling AI, semiconductor, software and cloud narratives inside the Artificial Intelligence/ AI Stocks screener. Use Simply Wall St to identify and analyze the specific catalysts, business models and storylines that match your view of the ChatGPT and AI transformation so you can focus on 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.