When investors discuss the artificial intelligence (AI) market, they often focus on GPU makers like Nvidia, generative AI software developers like OpenAI, AI-driven cloud giants like Microsoft, and data center and networking chipmakers like Broadcom.

Rather than focusing on quarterly earnings beats or temporary market sentiment, my investment strategy centers on identifying companies that can compound value over many years or even decades. While many view the current AI boom skeptically,

Artificial intelligence continued to be a driving force behind stock market returns in 2024. Here are some of the stocks that have benefited the most.

S&P 500 index notching a 23% gain. The broader market rose by over 53% over the last two years. A big reason for this incredible gain is artificial intelligence (AI). However, many AI stocks now trade at tall valuations because investors only see an expanding market for AI and expect AI companies to

Alphabet continues to innovate in AI. It launched the newest version of its large language model (Gemini 2.0) in December, along with AI agents built on the model to help with browser navigation and debugging computer code. Alphabet's scale and distribution capabilities give it an advantage in developing and popularizing its AI-driven software.

Even though Tesla stock soared last year because of the potential of its FSD technology, EV sales still account for 79% of the company's revenue. Therefore, if this part of its business isn't performing, it becomes hard to justify further upside in its stock price (more on that later).

Palo Alto Networks must execute well in a competitive market. Learn why PANW stock’s pricey valuation leads to a cautious outlook until a better price is found.