Three Solid Ways to Trade Explosive AI Spending

The artificial intelligence boom shows no signs of cooling.

Instead, it’s still heating up – with companies spending billions in capex on AI opportunities.

In fact, Alphabet just announced it will boost its capital-expenditure forecast for the year to $85 billion from $75 billion.

Even better, Meta, Amazon, Alphabet, and Microsoft intend to spend about $320 billion on AI technologies and data centers this year, as compared to the $230 billion capex in 2024. Plus, as noted by UBS, AI capex is expected to explode even higher, potentially reaching hundreds of billions of dollars a year.

That being said, here are just a few hot stocks to consider.

C3.AI (SYM: AI)

Specializing in enterprise AI, C3.AI has been pushing aggressively higher since bottoming out at around $18 in April. Now at $22.66, we’d like to see it test $30 shortly.

Fueling upside, C3.ai earnings have been impressive.

In its fourth quarter, its EPS loss of 16 cents per share beat by four cents. Revenue of $108.72 million, up 25.5% year over year, beat by $1.02 million. The company also extended its Baker Hughes partnership through 2028, referring to it as a “substantial tailwind” with over $500 million in revenue being generated.

Advanced Micro Devices (SYM: AMD)

AMD continues to be a standout stock for the AI boom.

Since April, AMD ran from a low of about $80 to a recent high of about $180. All as it challenges Nvidia for chip dominance. Helping, the company is exposed to a multi-billion-dollar addressable market for data center AI chips. In fact, according to company Chair and CEO Lisa Su, that addressable market for AI chips will reach $500 billion by 2028, which is up from her prior estimate for $400 billion by the time 2027 rolls around.

Plus, the company’s latest generation of AI chips, the MI300, is its fastest ramping product ever. Lisa Su added that AMD’s MI300X chip—which rivals dominant AI chipmaker Nvidia’s H100 is “the most advanced AI accelerator in the industry,” as noted by Time.com.

Global X Artificial Intelligence & Technology ETF (SYM: AIQ)

Or, if you want to diversify at a lower cost, there are ETFs like the AIQ ETF.

With an expense ratio of 0.68%, the ETF invests in companies that potentially stand to benefit from the further development and utilization of artificial intelligence (AI) technology.

Some of its top holdings include Palantir, Oracle, Broadcom, Netflix, Nvidia, Microsoft and Meta Platforms to name a few of its 86 total holdings.

Since bottoming out in April at around $31, the AIQ ETF is now up to about $45. From here, we’d like to see the AIQ ETF closer to $60.

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