AI and tech related earnings updates are back in focus, with companies such as Applied Materials and Cisco under close watch for how much capital is now flowing into artificial intelligence infrastructure. This wave of spending interest puts stocks tied to chips, cloud and software in the spotlight. This article highlights three stocks from the Artificial Intelligence Stocks screener that sit at the heart of this shift and explains what makes each one stand out.
The three companies featured below are only a small sample of the opportunities tied to this AI build out. The full screen surfaces 204 more stocks with similarly compelling stories around chips, cloud and software that are not covered in this article. To go deeper into this theme, identify your own ideas and analyze them side by side, head straight to the Artificial Intelligence/ AI Stocks screener.
Five9 (FIVN)
Overview: Five9 is a cloud software company that helps contact centers handle customer interactions across voice, chat, email, social media and mobile, using AI agents and automation tools to support customer service, sales and marketing teams. Its platform connects into systems like CRM software so agents see real time customer data and can work more efficiently.
Market Cap: US$2.5b
Five9 sits at the center of the shift toward AI powered customer service, with its Voice AI Agents and CX platform already embedded in large enterprises, including a recent Fortune 100 financial services deal worth about US$100 million in total contract value. Earnings growth has been very strong relative to revenue growth, profit margins are improving, and analysts see attractive long term earnings expansion, yet the stock is still trading below some fair value estimates. However, investors need to weigh a relatively new leadership team, heavy use of external funding and recent insider selling, along with intense competition in contact center AI. The full picture of how those factors interact is where this story becomes particularly relevant for AI focused investors.
Five9’s earnings momentum and Fortune 100 traction hint at a story that many investors may be underestimating. Get the full context, including how competition and funding choices fit in, in the analysis report for Five9
Build your own AI customer experience shortlist
Five9 and the other two AI stocks in this list came from a single filter set, but the real edge comes when you tailor the criteria to your own style. Use our flexible Screener to mix filters like valuation, growth expectations and balance sheet strength, or start with one of our curated Investing Ideas.
Atlassian (TEAM)
Overview: Atlassian builds cloud based software that helps teams plan projects, share knowledge, track work and respond to IT and security issues, with products like Jira, Confluence, Trello and newer AI tools such as Rovo and Loom used by technical and non technical teams worldwide.
Operations: Atlassian generates about US$6.6b in revenue from software and programming products that support collaboration, workflow management and developer productivity.
Market Cap: US$37.8b
Atlassian sits at the intersection of AI and cloud workflows, with tools that are becoming central to how software teams and an increasing number of business users get work done. The launch of AI products like Rovo and AI native Jira features, combined with strong cloud adoption and a growing base of large enterprise deals, has attracted renewed investor attention. At the same time, Atlassian is still moving toward consistent profitability and is investing heavily in AI and product development, so execution on cloud migrations, AI monetization and sales strategy remains critical. For investors focused on AI infrastructure and recurring software revenue, the balance between this growth story and its risks is worth a closer look.
Atlassian’s AI push is reshaping how teams work, and the real story lies in how cloud momentum, spending on new tools and profitability ambitions fit together. Get the full picture in the analysis report for Atlassian
Corsair Gaming (CRSR)
Overview: Corsair Gaming sells gear and systems for gamers and content creators, from keyboards, mice, headsets and streaming tools like Elgato to PC components, prebuilt gaming rigs and AI workstations that target both play and professional production.
Operations: Corsair Gaming generates about US$517 million from Gamer and Creator Peripherals and around US$935 million from Gaming Components and Systems, with sales spread across the United States, Europe, the Middle East, Asia Pacific and the rest of the Americas.
Market Cap: US$1.6b
Corsair Gaming sits at the crossroads of gaming, streaming and AI hardware, which may be relevant if you care about how creator and PC demand is evolving. Growth in higher margin peripherals, Elgato creator tools and sim racing is helping support profitability, and the newer CORSAIR PRO AI workstations and servers indicate that the company is focusing on AI infrastructure alongside enthusiast PCs. At the same time, earnings have been under pressure, the P/E multiple is high and tariffs, intense competition and reliance on upgrade cycles all leave little room for error. Key considerations include whether the mix of premium products, direct to consumer channels and AI focused systems can offset those pressures.
Corsair Gaming’s push into premium peripherals and AI workstations could be masking a very different earnings story. Get the full context in the analysis report for Corsair Gaming
Seeking Fresh Alternatives Before They Fly
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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.
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