Investment in artificial intelligence just became more than a tech story. As Anthropic and OpenAI sketch plans to share future AI wealth with the broader public, the focus shifts to which listed businesses could quietly benefit if that vision takes hold. This article looks at three stocks linked to the AI and ChatGPT boom that our screener currently views as underpriced, and explains why they may deserve a closer look.
The stocks covered below are just a small sample, and the full screen surfaced 128 more listed businesses tied to the AI and ChatGPT theme with equally compelling stories that are not featured in this article.
To identify and analyze the ideas that fit your own risk profile and time horizon, go straight to the Undervalued Artificial Intelligence/ AI Stocks screener .
Broadcom (AVGO)
Overview:Broadcom is a digital infrastructure supplier that builds AI-focused networking chips and enterprise software powering high-performance data centers worldwide.
Operations:Broadcom generates about US$59.4b from Semiconductor Solutions and US$29.7b from Infrastructure Software. Chips are the main AI revenue driver.
Market Cap:US$1.57t
Broadcom matters in this AI screener because its hardware and software help large AI models like ChatGPT actually run at scale, not just exist on paper.
"Broadcom is generating substantial free cash flow, expanding its custom silicon business, strengthening its position in networking, and integrating software assets that further diversify earnings."
What happens to those AI-fuelled cash flows if a single key assumption about future data center demand quietly shifts?
If that question is on your mind, the full narrative for Broadcom explains how shifting data center demand could reshape Broadcom's AI momentum and where the risk and upside may be starting to move in different directions.
Marketingforce Management (SEHK:2556)
Overview:Marketingforce Management runs an AI-driven cloud platform that helps Chinese enterprises manage marketing campaigns, sales funnels, and talent decisions across multiple industries.
Operations:Marketingforce Management reports around CN¥2.1b from AI Application Business and CN¥1.7b from Precision Marketing Service, all generated in Mainland China.
Market Cap:HK$13.2b
Marketingforce Management provides exposure to AI in the marketing stack, with its cloud-based DHR platform using machine learning and NLP to tune campaigns and customer journeys instead of focusing on generic software tools. Profitability and recent revenue and earnings figures support that AI focus. The key risk factor is how sensitive its business may be to any change in customer ROI expectations.
That sensitivity question is exactly why the analysis report for Marketingforce Management could be useful for you, as it unpacks where Marketingforce Management's AI thesis could decouple from customer returns expectations.
Alphabet (GOOGL)
Overview:Alphabet runs Google Search, YouTube, Android, and Google Cloud, where Vertex AI and Gemini power enterprise-grade AI and LLM services.
Operations:Alphabet generates about US$367.1b from Google Services, US$77.6b from Google Cloud, and US$1.5b from Other Bets, primarily across the Americas, EMEA, and APAC.
Market Cap:US$4,145.1b
Alphabet matters for this AI screener because Google Cloud and its Gemini and Vertex AI stack give enterprises a direct path into large scale AI workloads without relying solely on consumer search or ads.
"Google Cloud has gone from "meh" to money-maker. • Now #3 globally behind AWS and Azure, with over 11% market share."
What happens to Alphabet's earnings power if a single assumption about how aggressively enterprises commit long term to that AI platform quietly shifts?
That quiet shift could be the real story, and the full narrative for Alphabet shows where Alphabet's AI momentum may be accelerating, stalling, or quietly masking new risks.
Seeking Alternatives Before Momentum Flies
Fresh ideas move first, not last. New themes build momentum while most investors stay caught on yesterday's stories. Scan these curated shortlists that are under the radar for now and consider them carefully.
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Target steady income while prices swing and track curated high-yield payers screened as 8 dividend fortresses before dividend momentum gets fully priced in.
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Spot early-stage disruption and review carefully selected high-conviction opportunities through the 20 high quality undiscovered gems while they are still dropping clues, not headlines.
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Position ahead of infrastructure upgrades and assess power-grid specialists using the focused 42 power grid technology and infrastructure stocks before their order books and earnings stories draw wider attention.
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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