Artificial intelligence is no longer a niche story; it now sits at the centre of global trade, powering 43% of trade growth while still only 15% of overall volume. Trade in AI-related hardware grew over 20% in the first half of 2025, even as wider goods trade stayed closer to 4% growth and global export growth is expected to cool in 2026. For investors, that mix of strength and friction can reward companies with scale, quality and real AI exposure. This article looks at 3 stocks from our screener that are directly exposed to these shifts.

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Zeta Global Holdings (ZETA)

Overview: Zeta Global runs a data-rich cloud platform that helps large enterprises understand consumer behavior and automate marketing across email, mobile, social, connected TV and other channels using AI. Its Athena AI engine and tools like Zeta Marketing Platform, Zeta Messaging and CDP+ aim to turn customer data into targeted campaigns and measurable returns.

Operations: Zeta generates about US$1.44b in revenue from Internet Software & Services, with roughly US$1.35b from the United States and about US$85 million from international markets.

Market Cap: US$5.04b

For an investor looking at the AI trade story, Zeta stands out because its platform sells AI not as a bolt-on feature but as the core “operating system” for marketing, backed by proprietary data and products like Athena that clients already use to target spend and measure return. Recent guidance upgrades, a growing role in AI-related collaborations and a history of customers treating the platform as a revenue driver rather than a cost centre all speak to how closely Zeta is tied to the real economy benefits of AI. The flip side is meaningful execution risk around debt, data privacy rules and competition from larger cloud and ad platforms. This makes the entry point and risk tolerance especially important for you to think through.

Zeta’s pitch as a marketing “operating system” backed by Athena and rich data is powerful, but the real story sits in the numbers. Start with the DCF valuation analysis for Zeta Global Holdings to see what the current price might be missing.

Cellebrite DI (CLBT)

Overview: Cellebrite DI provides software and services that help law enforcement agencies and corporations legally access, organize and analyze digital evidence from phones, computers, cloud services and other sources to solve complex investigations, from child exploitation and homicide to cybercrime and financial crime.

Operations: Cellebrite generates about US$496.4m in revenue from Internet Software & Services.

Market Cap: US$3.2b

Cellebrite operates at the intersection of AI, security and rising digital crime, with tools like Genesis, Guardian and Pathfinder using AI to reduce investigation times and analyze large data sets while preserving chain of custody and privacy. The company has FedRAMP High authorization for its cloud platform, which opens more U.S. federal work at a time when AI is becoming a core part of public safety and defense spending. At the same time, heavy exposure to U.S. government budgets, a relatively high P/E and ongoing pressure to keep up with fast-changing device security mean investors need to weigh significant opportunities against meaningful execution and regulatory risks.

Cellebrite’s AI fueled investigation tools and FedRAMP High status put it at the centre of digital evidence, but the real tension is how its P/E connects to future contracts. Scan the analyst forecasts for Cellebrite DI to see what expectations might be missing.

Klaviyo (KVYO)

Overview: Klaviyo provides a cloud based B2C CRM platform that helps brands bring their customer data, marketing and service into one system so they can run targeted email, SMS, social and on site experiences powered by AI. Its tools range from data infrastructure and analytics to AI agents that automate campaign creation, customer support and personalization across digital channels.

Operations: Klaviyo generates about US$1.31b in revenue from Internet Software, with most revenue from the United States alongside meaningful contributions from EMEA and Asia Pacific.

Market Cap: US$4.25b

For investors looking at the AI trade story, Klaviyo sits where data, automation and global ecommerce meet, with AI agents, Composer and integrations into platforms like ChatGPT and Claude aiming to turn first party data into higher value marketing and service. The company is still loss making and relies on external borrowing, and competition from large software suites and AI native rivals is intense. It reports revenue growth, has raised 2026 guidance and has a US$500m buyback in place. It trades at a P/S close to the broader software industry, while Simply Wall St estimates a materially higher fair value. The key consideration is how that mix of AI tailwinds, margin pressure and valuation evolves.

Klaviyo’s AI agents, increased 2026 guidance and US$500m buyback suggest a story investors may not be fully pricing against its P/S. Pull up the analyst forecasts for Klaviyo and see what the market might be missing

The three stocks in this article are just a starting point, and the full screener surfaces 15 more companies with equally compelling AI driven narratives that you have not seen yet in the Artificial Intelligence and AI Hardware Sector screener. Use Simply Wall St to identify and analyze the specific catalysts, financial strength and AI exposure that matter to you so you can focus on your highest conviction ideas.

Take Control of Your Investment Journey

If Cellebrite DI or any of these companies sound like a great opportunity, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value the ideal entry point. 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 Fresh Alternatives Before They Fly?

New themes can gain momentum fast. By the time many investors notice, the most attractive entry points may already be fading. Review these ideas early and decide if any align with your objectives.

• Spot potential high yield anchors by reviewing the 8 dividend fortresses while payouts, balance sheets and share prices still sit under the radar. Then decide if any fit your income goals.
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• Hunt for companies with cleaner finances using the list of solid balance sheet and fundamentals (48 results), then filter for those that match your risk comfort before sentiment and valuation multiples change.

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.