C3.ai is capturing strong demand for commercial AI solutions with tools to improve productivity and operational efficiency. BigBear.ai has carved out a niche supporting mission-critical intelligence for the defense sector while moving forward with a unique focus on vision-enabled AI.

Countless companies stand to benefit from AI, but these stocks have AI and automation as a central part of their businesses.

Pat Gelsinger, former CEO at Intel (INTC), is not sweating over new, low-cost artificial intelligence models from Chinese startup DeepSeek. Instead, he believes that DeepSeek’s cost-effective AI model will be a net positive for the industry.

EUV machines are used to print the most advanced chips, such as the ones that are best suited to handle AI workloads. ASML received 3 billion euros worth of orders for these machines during the quarter, suggesting that demand for AI chips will remain healthy. As a result, ASML entered 2025 with a solid order backlog of 36 billion euros.