Top picks.

These stocks appear most often in institutional AI investment baskets and have the highest liquidity. They cover the primary layers of the AI stack: compute, memory, manufacturing, and cloud.

Nvidia NVDA

NASDAQ · Mega cap

Nvidia designs the GPUs that train and serve virtually every frontier AI model. Its H100 and Blackwell platforms set the...

AMD AMD

NASDAQ · Large cap

AMD is the main alternative AI accelerator supplier as labs and hyperscalers look to diversify away from a single chip v...

NASDAQ · Large cap

Micron is one of the world's largest memory chip makers and a growing supplier of high-bandwidth memory (HBM), the speci...

TSMC TSM

NYSE (ADR) · Mega cap

TSMC fabricates the advanced processors behind the AI boom, including Nvidia GPUs, AMD accelerators, and Google's TPUs u...

ASML ASML

NASDAQ · Large cap

ASML holds a near-monopoly on extreme ultraviolet (EUV) lithography, the equipment required to pattern the most advanced...

Amazon AMZN

NASDAQ · Mega cap

Amazon is Anthropic's largest strategic investor and primary cloud partner through AWS. It has committed billions to Ant...

Microsoft MSFT

NASDAQ · Mega cap

Microsoft is OpenAI's largest backer and primary infrastructure partner through Azure, making it Anthropic's main compet...

CoreWeave CRWV

NASDAQ · Mid cap

CoreWeave is a GPU-focused cloud built for AI training and inference, with direct capacity deals to Anthropic, Microsoft...

SpaceX SPCX

NASDAQ · Large cap

SpaceX completed a major IPO in 2026 and sits at the intersection of launch services, Starlink satellite internet, and f...

AI chip designers

The GPUs and custom accelerators that train and serve every frontier AI model. Chip designers sit at the center of the AI hardware stack.

Memory and HBM

High-bandwidth memory is the bottleneck alongside compute. These suppliers ride every new AI training cluster build-out.

Foundries and chip equipment

The fabs and lithography tools that make advanced AI silicon possible. Capacity here constrains the whole industry.

Cloud and AI infrastructure

Where models actually run: hyperscale cloud, GPU clouds, and the server builders wiring up the racks for AI workloads.

AI software and platforms

Companies building AI-native products, enterprise software, and data platforms on top of the hardware and cloud layers.

Recent AI-era IPOs

Newly public companies riding the same AI wave that Anthropic and OpenAI will list into. A live read on how the market prices frontier-AI growth.

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