Ai stocks to invest I | AIME by AInvest

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Ai stocks to invest I

6/5/2025 11:45pm

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The deep research logic is organized as follows: 

Okay, let's tackle this question about AI stocks to invest in. The user is asking for recommendations, so I need to provide a comprehensive analysis based on the data provided in the references and background. 

First, I'll look at the references. There's a query result (Number 1) that lists top AI stocks meeting specific criteria: Revenue YoY >15%, EPS YoY >10%, 3-month price change >10%, Market Cap >$1B, and sorted by quantitative recommendation. The results include companies like AMD, Microsoft, AppLovin, Broadcom, Micron, C3.ai, and Tempus AI. 

I should start by summarizing these companies, highlighting their key metrics. The quantitative recommendation score is important here, so AMD is top with a score of 0.82, followed by Microsoft at 0.6. The market caps vary widely, from Micron at $106B to C3.ai at $3.11B. Revenue growth is strong across the board, with AppLovin leading at 40.25% YoY. 

Next, I need to check if there are any recent articles or earnings calls that might add more context. Looking at Number 2, there's an article suggesting Dell Technologies as an AI stock, but it's not in the initial list. However, the user's query is about the top 10 from the initial screening, so maybe Dell isn't relevant here. 

Number 4 and 5 mention other AI stocks, but they don't fit the criteria in the initial query. Number 6 has a broader list but again, the user's focus is on the top 10 from the first query. 

The earnings call transcripts for C3.ai (Numbers 7-10) show strong partnerships with Microsoft and AWS, which could be a positive sign. However, their financials (Number 16) show a net loss, which might be a concern. 

I should structure the answer by first presenting the top picks from the query result, then adding context from the articles and earnings calls. Highlighting the quantitative scores, revenue growth, and market positions. Also, mention any risks, like C3.ai's losses. 

Make sure to include the visualization as per the user's instructions. The query result is Number 1, so the visualization tag should be inserted after the relevant section. 

I need to ensure the answer is clear, starts with a conclusion, and uses markdown tables for the data. Also, incorporate emojis to make it engaging. 

Let me organize the data into a table, then add analysis for each company, citing the relevant references. Make sure to mention the key points from the earnings calls and recent articles where applicable. 

Finally, wrap it up with a conclusion that summarizes the top picks and the rationale behind them, emphasizing the quantitative scores and growth metrics.

🚀 Top AI Stocks to Invest In (2025-06-05)

Based on quantitative criteria (Revenue YoY >15%, EPS YoY >10%, 3-month price change >10%, Market Cap >$1B) and qualitative insights from recent earnings calls and industry reports, here’s a data-driven analysis of the best AI stocks to consider:

📊 Top 7 AI Stocks (Sorted by Quantitative Recommendation Score)

Rank	Stock Name	Stock Code	Market Cap (2025-06-05)	Revenue YoY (2025-03-31)	EPS YoY (2025-03-31)	3-Month Price Change	Quantitative Score	Key Differentiator
1	Advanced Micro	AMD.O	$186.45B	35.9%	450%	13.79%	0.82	Leading AI-optimized GPUs for data centers ¹²
2	Microsoft	MSFT.O	$3,367.91B	16.04%	10.67%	16.62%	0.6	Strategic AI partnerships (e.g., ChatGPT integration) ¹³
3	AppLovin	APP.O	$124.06B	40.25%	142.86%	30.23%	0.4	Mobile AI applications & rapid growth ¹⁴
4	Broadcom	AVGO.O	$1,093.86B	24.71%	303.45%	35.68%	0.37	AI semiconductor revenue projected to exceed 25% of total ¹⁵
5	Micron Technology	MU.O	$106.67B	84.28%	250%	12.67%	0.16	Memory solutions for AI workloads (HBM3E) ¹²
6	C3.ai	AI.N	$3.11B	20.52%	10.71%	11.93%	0.14	Enterprise AI applications with Microsoft partnership ¹⁶
7	Tempus AI	TEM.O	$10.84B	75.38%	72.79%	10.55%	0.06	AI in healthcare diagnostics ¹

tag include ai(34)

total revenue yoy increase rate greater than 15%(1105)

basic eps yoy increase rate greater than 10%(2400)

3-month's percentage change greater than 10%(1387)

market capitalization>$1 billion(2461)

Quantitative Recommendation Score(6503)

Quantitative Recommendation Score top #, rank from largest to smallest 10(7)

last-price	last-change%	Quantitative Recommendation Score	Quantitative Recommendation Score ranking	Theme	Theme Description	Inclusion Reason	Total Revenue YoY%2025.03.31	Basic EPS YoY%2025.03.31	Interval Percentage Change%2025.03.06-2025.06.05	Market Cap(USD)2025.06.05
115.69	-2.44%	0.82	1/7	Artificial Intelligence	Artificial intelligence, often abbreviated as AI, It is a new technological science for researching and developing theories, methods, technologies and application systems for simulating, extending and expanding human intelligence. Artificial intelligence is developing rapidly, from virtual assistants to face recognition At the end of 2022, OpenAI launched an epic product, ChatGPT based on generative AI, which once again set off a global AI frenzy.	AMD specializes in designing and manufacturing a variety of innovative microprocessors, flash memory, and low-power processor solutions for the computer, communication, and consumer electronics industries. AMD is committed to providing standards-based, customer-centric solutions for technology users ranging from enterprises and government agencies to individual consumers.	35.90	450	13.79	186.45B
467.68	0.82%	0.60	2/7	Artificial Intelligence	Artificial intelligence, often abbreviated as AI, It is a new technological science for researching and developing theories, methods, technologies and application systems for simulating, extending and expanding human intelligence. Artificial intelligence is developing rapidly, from virtual assistants to face recognition At the end of 2022, OpenAI launched an epic product, ChatGPT based on generative AI, which once again set off a global AI frenzy.	Microsoft was founded on April 4, 1975. The company develops and supports software, services, devices and solutions that bring new value to customers and help individuals and businesses realize their full potential. The company provides a range of services, including cloud-based solutions, providing software, services, platforms and content to customers, and the company provides solution support and consulting services. The company also provides relevant online advertising to a global audience. The company's products include operating systems; cross-device productivity applications; server applications; business solution applications; desktop and server management tools; software development tools and video games. The company also designs, manufactures and sells equipment including PCs, tablets, gaming and entertainment consoles, other smart devices and related accessories.	16.04	10.67	16.62	3367.91B
414.14	-0.57%	0.40	3/7	Artificial Intelligence	Artificial intelligence, often abbreviated as AI, It is a new technological science for researching and developing theories, methods, technologies and application systems for simulating, extending and expanding human intelligence. Artificial intelligence is developing rapidly, from virtual assistants to face recognition At the end of 2022, OpenAI launched an epic product, ChatGPT based on generative AI, which once again set off a global AI frenzy.	AppLovin Corp is a mobile application technology company. The company focuses on developing the mobile application ecosystem by helping mobile application developers achieve success. The company's software solution provides tools for mobile application developers to develop their businesses through automation and optimization of marketing and monetization of their applications.	40.25	142.86	30.23	124.06B
259.93	-0.44%	0.37	4/7	Artificial Intelligence	Artificial intelligence, often abbreviated as AI, It is a new technological science for researching and developing theories, methods, technologies and application systems for simulating, extending and expanding human intelligence. Artificial intelligence is developing rapidly, from virtual assistants to face recognition At the end of 2022, OpenAI launched an epic product, ChatGPT based on generative AI, which once again set off a global AI frenzy.	Broadcom CEO Hock Tan has stated that the company has made significant progress in its investments in the field of artificial intelligence (AI). Semiconductor revenue supporting AI systems currently constitutes 15% of the company's total chip sales, and it is projected to exceed 25% by the fiscal year 2024.	24.71	303.45	35.68	1093.86B
106.29	2.94%	0.16	5/7	Artificial Intelligence	Artificial intelligence, often abbreviated as AI, It is a new technological science for researching and developing theories, methods, technologies and application systems for simulating, extending and expanding human intelligence. Artificial intelligence is developing rapidly, from virtual assistants to face recognition At the end of 2022, OpenAI launched an epic product, ChatGPT based on generative AI, which once again set off a global AI frenzy.	Micron Technology, Inc. and its consolidated subsidiaries are industry leaders in innovative memory and storage solutions. Through its global brands Micron and Critical, its broad portfolio of high-performance memory and storage technologies, including DRAM, NAND, 3 D XPointTM memory and NOR, is changing how the world uses information to enrich everyone's lives. With more than 40 years of technology leadership, the company's memory and storage solutions are realizing disruptive trends in key market segments such as mobile, data center, client, consumer, industrial, graphics, automotive and networking, including artificial intelligence, 5G, machine learning and autonomous vehicles.	84.28	250.00	12.67	106.67B
25.34	-3.50%	0.14	6/7	Artificial Intelligence	Artificial intelligence, often abbreviated as AI, It is a new technological science for researching and developing theories, methods, technologies and application systems for simulating, extending and expanding human intelligence. Artificial intelligence is developing rapidly, from virtual assistants to face recognition At the end of 2022, OpenAI launched an epic product, ChatGPT based on generative AI, which once again set off a global AI frenzy.	C3 AI is a leading Enterprise AI software provider for accelerating digital transformation. The proven C3 AI Platform provides comprehensive services to build enterprise-scale AI applications more efficiently and cost-effectively than alternative approaches.	20.52	10.71	11.93	3.11B
58.66	-6.56%	0.06	7/7	Artificial Intelligence	Artificial intelligence, often abbreviated as AI, It is a new technological science for researching and developing theories, methods, technologies and application systems for simulating, extending and expanding human intelligence. Artificial intelligence is developing rapidly, from virtual assistants to face recognition At the end of 2022, OpenAI launched an epic product, ChatGPT based on generative AI, which once again set off a global AI frenzy.	The company creates intelligent diagnosis and strives to unleash the true power of precision medicine through the practical application of artificial intelligence (AI) in the healthcare field. They connect laboratory results with patients' own clinical data to make testing intelligent and personalized.	75.38	72.79	10.55	10.84B

Ticker
AMDAdvanced Micro
MSFTMicrosoft
APPApplovin
AVGOBroadcom
MUMicron Technology
AIC3.ai
TEMTempus AI

View 7 results more

🌟 Key Takeaways

AMD.O leads with the highest quantitative score (0.82) and massive EPS growth (450%), driven by AI-optimized GPUs for data centers ¹².
Microsoft (MSFT.O) benefits from ChatGPT integration and AI server demand, with a 16.62% 3-month price surge ¹³.
AppLovin (APP.O) stands out with 40.25% revenue growth and mobile AI applications, making it a high-growth bet ¹⁴.
Broadcom (AVGO.O) sees AI semiconductor revenue growing to 25% of total by 2024, supported by networking and custom silicon ¹⁵.
Micron (MU.O) dominates memory solutions for AI workloads, with 84.28% revenue growth ¹².
C3.ai (AI.N) leverages enterprise AI applications and a Microsoft partnership, though caution is needed due to losses ¹⁶.
Tempus AI (TEM.O) focuses on healthcare AI, with 75.38% revenue growth ¹.

📊 Risks & Considerations

C3.ai (AI.N) reports net losses (-$69.78M) despite revenue growth ⁸.
Market Volatility: AI stocks are sensitive to regulatory risks (e.g., China-US chip restrictions) ⁵.
Competition: NVIDIA (NVDA) remains dominant in AI chips, but Broadcom (AVGO.O) and AMD (AMD.O) are gaining traction ²⁵.

🎯 Final Call

For high-growth exposure, prioritize AppLovin (APP.O) and Micron (MU.O). For strategic partnerships, focus on Microsoft (MSFT.O) and C3.ai (AI.N). For hardware dominance, AMD (AMD.O) and Broadcom (AVGO.O) are top picks.

Source:

1. Theme is AI; Revenue YoY Growth Rate > 15%; EPS YoY Growth Rate > 10%; 3-Month Percentage Change > 10%; Market Capitalization > $1 billion; Top 10 Sorted by Quantitative Recommendation Score