Artificial intelligence is reshaping how companies use data, automate tasks and deliver services, just as investors weigh oil supply shocks, inflation risks and shifting central bank policies. While rates, currencies and commodity prices move around, one clear trend is the growing focus on AI infrastructure, tools and platforms that support this transformation. The AI Stocks screener filters for companies directly tied to this shift, from semiconductors and cloud to large language models and software. In this article, you will see 3 stocks from that screener that can help you explore this theme in a more targeted way.

Tenable Holdings (TENB)

Overview: Tenable Holdings is a cybersecurity company that helps organizations understand and reduce their exposure to digital threats, from traditional IT systems and cloud infrastructure to operational technology and AI driven environments. Its platforms scan for vulnerabilities, misconfigurations and identity risks, turning that data into practical guidance so security teams can prioritise what to fix first.

Operations: Tenable generates about US$1.0b in revenue, primarily from Security Software & Services, with sales spread across the United States, Europe, the Middle East, Africa, Asia Pacific and the rest of the Americas.

Market Cap: US$4.26b

Investors looking at AI infrastructure may consider Tenable Holdings as it sits at the intersection of AI adoption and cybersecurity. Its AI Exposure and Tenable One platforms are aimed at helping customers manage risks created by advanced models and cloud heavy systems. Recent analyst updates describe growing interest in its AI focused offerings. In addition, US federal certifications such as FedRAMP High and Impact Level 5 are opening doors to sensitive public sector work, although that also adds reliance on government budgets. The company is currently loss making, and the combination of this, its valuation signals and funding risks makes this a stock where the details really matter.

Tenable Holdings sits at the point where fast evolving AI security demand meets a still loss making business model, which makes its true potential easy to misread. Before you decide how it fits into your portfolio, review the analysis report for Tenable Holdings

Oracle (ORCL)

Overview: Oracle is a global enterprise software and cloud company that runs core systems for businesses and governments, from finance and supply chains to HR and healthcare, and now powers large scale AI workloads through its Oracle Cloud Infrastructure and database platforms.

Operations: Oracle generates about US$65.4b in revenue, with around US$58.5b from cloud and software, US$5.7b from services and US$3.1b from hardware, supported by a large US$39.8b contribution from the United States and the remainder from Japan, Germany, the United Kingdom and other countries.

Market Cap: US$404.0b

Investors looking at AI infrastructure may find Oracle interesting because it now sits at the heart of some of the largest AI compute projects, including OpenAI superclusters, backed by a contract backlog reported at US$638b and growth in Oracle Cloud Infrastructure. At the same time, this AI build out is tied to heavy capex, high debt, planned equity issuance of up to US$40b and workforce restructuring, so execution on turning that backlog into profitable cash flows is critical. With growing cloud revenues, high reported margins and what some analysts view as an undervalued stock, the key consideration is how this balance of opportunity and funding risk develops from here.

Oracle’s accelerating cloud and AI contracts sit on top of heavy capex and debt that many investors may be glossing over, so it is worth reading the 4 key rewards and 3 important warning signs (1 is major!)

SentinelOne (S)

Overview: SentinelOne is a cybersecurity company that uses artificial intelligence to automatically prevent, detect and respond to cyber attacks across laptops, servers, cloud workloads and identity systems, aiming to give security teams a single platform to handle threats in real time. Its Singularity Platform and tools like Purple AI and Wayfinder focus on automating investigation and protection so organisations can stay ahead of increasingly complex attacks.

Operations: SentinelOne generates about US$1.0b in revenue from Security Software & Services, with around US$635.7m from the United States and US$413.2m from international customers.

Market Cap: US$6.00b

Investors watching AI infrastructure may consider SentinelOne as it sits at the crossroads of AI driven security, rising cyber budgets and growing demand for integrated platforms. The company is still loss making, but annual recurring revenue growth, expanding products beyond endpoint protection into cloud, identity and GenAI risk, and partnerships with hyperscalers like AWS and channel leaders such as Pax8 point to a business that is trying to scale into a broader platform. At the same time, heavy reliance on partners, continued operating losses and industry consolidation all raise questions about pricing power and long term margins, which is an area where deeper analysis becomes essential.

SentinelOne’s effort to turn AI driven security into a full platform story is only half the picture; the other half sits in the 2 key rewards and 2 important warning signs that could reshape how you view its path from here

The three AI stocks in this article are just a starting point, and the full screener has surfaced 200 more companies tied to this theme, each with its own potential catalysts and story arcs inside the Artificial Intelligence/ AI Stocks screener. Use Simply Wall St to identify, filter and analyze the specific AI catalysts that matter to you, from chips and cloud capacity to LLM tooling and transformation software, so you can focus on the highest conviction ideas in this space.

Take Control of Your Investment Journey

If Tenable Holdings or any of these companies have caught your attention, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value and track any new developments as they happen. Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates. Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives. By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.

Seeking Alternatives Before Momentum Flies Past?

Fresh stock ideas can move from quiet to crowded fast, and once momentum starts flying, entry points can vanish. Scan these under the radar opportunities now and act early, get in early.

• Spot cash rich compounders before they break out by reviewing the curated 41 high quality undervalued stocks that pair balance sheet strength with earnings power while it still matters.
• Target potential yield anchors while prices are still settling by checking the hand picked 8 dividend fortresses built for investors who want income that keeps working.
• Track the power grid rebuild as it gathers momentum with a focused 35 power grid technology and infrastructure stocks highlighting companies tied to transmission upgrades and electrification, before the crowd catches on.

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.