AI has become a key story for markets in 2026, yet fresh political scrutiny and warnings about an AI driven sell off mean the same theme that excites investors also carries clear risk. That mix of support for continued AI expansion and concern about a possible slowdown creates openings for investors who pick their spots carefully. This article walks through three AI enabler stocks from our screener that appear especially exposed to the latest headlines.
The three stocks below are just a small sample, while the full screen surfaced 27 more large cap U.S. AI enablers with equally compelling stories that are not covered here. If you want to go beyond headlines and identify your own high conviction AI infrastructure plays, head straight into the Artificial Intelligence Enablers (AI Infrastructure & Semiconductors) screener.
ON Semiconductor (ON)
ON Semiconductor plugs directly into the AI enabler theme through its power and sensing chips for data centers and edge hardware, while still running a broad electronics business that investors can size up through its segment mix and overall scale.
ON Semiconductor is a US$27.9b chip maker. Its Power Solutions Group provides about US$3.0b of revenue, with another US$2.2b from Analog & Mixed-Signal and US$945m from Intelligent Sensing, giving investors a diversified way to access AI infrastructure demand.
"Rapid secular growth in AI data center infrastructure, coupled with ON's unique position as a US-based provider of intelligent power semiconductors, is generating strong early revenue momentum. Ongoing adoption of power-dense, energy-efficient solutions is expected to support sustained revenue increases and potential long-term operating margin expansion."
What happens to this upbeat story if one pressure quietly reshapes how much AI infrastructure customers are willing to pay for efficiency gains?
If pricing pressure on AI efficiency really starts to bite, read the full narrative for ON Semiconductor to see how ON Semiconductor’s power mix could still reshape the story.
Jabil (JBL)
Jabil plugs into the AI enabler theme as the behind the scenes engineer and manufacturer for hardware that powers data centers, connected devices and cloud infrastructure, giving investors exposure to AI related buildouts without relying on a single end product or sector.
Jabil Inc. is a US$31.3b manufacturing specialist that designs and builds electronics and embedded systems for sectors from healthcare and autos to cloud and AI hardware. It generated about US$12.4b from Regulated Industries, US$15.8b from Intelligent Infrastructure and US$5.4b from Connected Living and Digital Commerce.
"Jabil's expansion in India, particularly in Gujarat, to support photonics capabilities reflects growth potential in a promising market and may influence future revenues from domestic demand and infrastructure projects."
What happens to that AI heavy manufacturing story if one unseen pressure quietly shifts how much customers are willing to pay for capacity?
If that pricing power story matters to you, read the full narrative for Jabil to see how Jabil’s India build out could be masking much bigger AI leverage.
Super Micro Computer (SMCI)
Super Micro Computer is one of the purest AI infrastructure stories in this screen, building GPU heavy servers and storage that sit inside the data centers training and running models that headlines keep talking about.
Super Micro Computer develops high performance server and storage solutions for AI and data centers, generating about US$39.1b from its single high performance server segment and carrying a market cap of roughly US$24.1b.
"The company's launch and rapid expansion of its Data Center Building Block Solution (DCBBS) enables customers to deploy turnkey, energy-efficient, and customized AI data centers faster than traditional solutions, supporting higher-margin product mix and improving gross and operating margins over time."
What really matters now is how pressure on AI server pricing shapes whether that margin story holds or starts to fray.
That pricing pressure is exactly why reading the full narrative for Super Micro Computer can help you see whether Super Micro Computer’s AI server story is accelerating or quietly stalling.
Seeking Alternatives Before Momentum Flies
Fresh ideas tend to move first. Breakout themes, new momentum, and under the radar stocks can move quickly as prices shift. Scan these curated lists while it matters to explore opportunities early.
- Identify resilient cash generators before others react by running the list of solid balance sheet and fundamentals (23 results) and filtering for businesses that can continue funding growth even when conditions get rough.
- Explore potential income-oriented stocks while yields remain elevated by using the 6 dividend fortresses and focusing on companies built to keep paying when sentiment weakens.
- Monitor early robotics momentum before broader coverage increases by scanning the 38 robotics and automation stocks and concentrating on operators generating revenue from automation demand.
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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