3 Genius Artificial Intelligence Ai Stocks To Buy In August

Bonisiwe Shabane

-Dec 2, 2025, 11:28 PM

3 genius artificial intelligence ai stocks to buy in august

These three semiconductor industry stocks look like long-term AI winners. Artificial intelligence (AI) continues to be a driving theme in this market. One of the smartest ways to continue playing this trend could be with semiconductor-related stocks that are poised to continue to benefit from the ongoing data center buildout. Let's look at three stocks across three different areas of the semiconductor value chain that should be long-term winners -- and which investors can still scoop up this month. Nvidia (NVDA +2.20%) is still the undisputed leader in AI chips. It has taken an extraordinary market share in graphics processing units (GPUs), which are the primary chips used to train AI models and run inference.

Its dominance isn't the result of simply having better chips but rather the software ecosystem it has built around them. Years ago, Nvidia offered its CUDA software platform for free to universities and research labs, which led to an entire generation of developers being trained on its platform. The Artificial Intelligence boom began in the second half of 2022 and since then, we’ve had investors searching for AI stocks that can make big money. Companies are pouring billions into the business and as of 2024, AI has been a winner. Tech stocks have seen impressive returns and will continue moving in the same direction. While some companies are investing in research, many are pouring money into building new AI applications or creating data centers.

AI is set to dominate our lives and there are stocks with solid upside potential. In the past two years, Nvidia Corp. (NASDAQ: NVDA) stock soared over 600% while Super Micro Computer (Nasdaq: SMCI) was up 800%. While Nvidia managed to generate returns like no other company, it is time to look beyond Nvidia and pick AI stocks that show similar potential. Up 31% year-to-date and 18% in the past 12 months, Oracle (NYSE: ORCL) is exchanging hands for $136. I believe Oracle could emerge as one of the biggest AI stocks.

The legacy business has a solid backlog and deals which will help revenue growth. In the recent quarter, it saw a revenue of $64.7 billion, and a net income of $2 billion, a 10% jump year-over-year. Oracle’s cloud segment generated maximum revenue for the company at $28.5 billion, an impressive 29% YOY growth. It ended the quarter with the remaining performance obligations of $98 billion, up 44%. It signed 30 new AI deals with over $12 billion in the quarter alone. The management knows the market and has seen several ups and downs which show its strength in the competitive industry today.

Oracle is building 100 data centers and its advancement in the AI sector is strengthening. It has partnerships with Nvidia, Palantir Technologies Inc. (NYSE: PLTR), and OpenAI which work as a win-win for both companies. It has recently partnered with AT&T to enhance the 5G and IoT integration. Oracle is ready for a fantastic fiscal 2025 and its momentum is not going to stop anytime soon. The company’s AI investments will take the stock to record highs.

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Markets.com operates through the following subsidiaries: Safecap Investments Limited, which is regulated by the Cyprus Securities and Exchange Commission (“CySEC”) under license no. 092/08. Safecap is incorporated in the Republic of Cyprus under company number ΗΕ186196. Three major artificial intelligence stocks delivered strong second quarter 2025 earnings results that beat Wall Street expectations. ASML Holding, Alphabet, and Taiwan Semiconductor Manufacturing Company all reported revenue growth while trading at attractive valuations compared to their growth prospects.

These AI infrastructure companies play crucial roles in the semiconductor supply chain and cloud computing services. Their Q2 2025 performance demonstrates continued strength in artificial intelligence demand across multiple sectors. ASML Holding posted Q2 2025 earnings that exceeded analyst estimates for both revenue and profit margins. The Dutch semiconductor equipment manufacturer produces extreme ultraviolet lithography machines essential for manufacturing advanced AI chips. These EUV systems use concentrated ultraviolet light to create intricate patterns on silicon wafers. The company maintains a monopoly position as the world’s only producer of EUV lithography equipment.

This unique market position makes ASML stock critical to global semiconductor manufacturing and AI chip production. Major foundries depend on ASML’s advanced equipment to produce cutting-edge processors. Despite beating Q2 earnings expectations, ASML stock has declined nearly 40% from its 52-week high of $945.05. The semiconductor equipment stock currently trades at $690.75 with a market capitalization of $272 billion. This price decline occurred after management issued conservative 2026 guidance. Nvidia -- the chipmaking leader -- continues to maintain a wide moat in the GPU market.

TSMC is the world's leading foundry, and it continues to benefit from the proliferation of AI chips. With a monopoly on the technology used to make advanced chips, ASML is in a strong position. Artificial intelligence (AI) continues to be a driving theme in this market. One of the smartest ways to continue playing this trend could be with semiconductor-related stocks that are poised to continue to benefit from the ongoing data center buildout. Let's look at three stocks across three different areas of the semiconductor value chain that should be long-term winners -- and which investors can still scoop up this month. Written by Aniruddha Ganguly for Zacks->

An updated edition of the Oct. 9, 2025, article. Artificial intelligence (AI) is transforming industries by allowing machines to process massive volumes of data, uncover patterns and make intelligent decisions. The fast adoption of generative AI, agentic AI, and multimodal learning — accelerated by powerful hardware such as GPUs and TPUs — is driving breakthroughs across healthcare, finance, robotics, cybersecurity and e-commerce. AI now underpins capabilities ranging from chatbots and medical diagnostics to fraud detection and autonomous systems, enhancing organizational agility while significantly improving operational efficiency.Per Gartner, global AI spending is expected to hit $1.48 trillion... Per IDC, global spending on AI infrastructure is expected to reach $758 billion by 2029.

U.S. tech giants, including Microsoft MSFT, Adobe, Alphabet GOOGL and Meta Platforms META, have been at the forefront of bringing remarkable advances to AI technology, well supported by powerful AI chips from NVIDIA NVDA, Analog... The deals between OpenAI and AMD, as well as OpenAI and NVIDIA, reflect growing demand for AI chips. Alphabet’s Tensor Processing Units are also gaining traction. Per NVIDIA, spending on AI infrastructure by cloud service providers and hyperscalers is expected to hit $600 billion in 2026, an increase of more than $200 billion estimated at the beginning of 2025.AI models... Microsoft-backed OpenAI introduced GPT-5 in August, which offers multi-modal understanding across text, images, audio and more.

Anthropic’s latest Claude Opus 4.5 targets enterprise workflows and advanced agentic use cases. Expanding its generative AI footprint, Alphabet introduced Nano Banana Pro, which is built on Gemini 3 Pro. Alphabet is infusing AI into its search business in order to attract more users, while Meta Platforms’ focus on integrating AI into its platforms is driving user engagement. Both initiatives are driving ad revenue growth. We believe that the rapid deployment of AI technology and huge spending on its development efforts offer significant growth opportunities for investors. Our Artificial Intelligence Screen is an invaluable source for identifying AI stocks with massive growth prospects.Explore 36 cutting-edge investment themes with Zacks Thematic Investing Screens and uncover your next big opportunity.

NVIDIA is benefiting from the strong demand for AI and high-performance accelerated computing. The growing demand for generative AI and LLMs using graphics processing units (GPUs) based on NVIDIA’s Hopper and Blackwell architectures is aiding data center revenues. The Blackwell Ultra and upcoming Vera Rubin platforms are expected to strengthen NVIDIA’s leadership as the AI chip race intensifies. This Zacks Rank #1 (Strong Buy) company’s recent partnership with OpenAI, which involves the construction of massive AI data centers powered by NVIDIA systems, is expected to boost long-term demand for its GPUs. You can see the complete list of today’s Zacks #1 Rank stocks here.NVIDIA is rapidly gaining traction in enterprise AI, expanding its market beyond cloud providers. NVIDIA CUDA is helping hyperscalers to shift search, recommendations and content understanding from classical machine learning to generative AI.

The company’s foray into the autonomous vehicles and other automotive electronics space is a positive. NVDA, currently, is on a firmer footing in the autonomous vehicle market. NVIDIA is working with more than 320 automakers, tier-one suppliers, automotive research institutions, HD mapping companies and start-ups to develop and deploy AI systems for self-driving vehicles.Micron Technology is benefiting from surging demand for... The pricing benefits are likely to be driven by rising AI server demand, causing a scarcity in the availability of cutting-edge DRAM supplies. This will support Micron’s margin expansion and profitability.This Zacks Rank #1 company is capitalizing on the AI boom with its HBM3E solutions, which are increasingly being adopted by major hyperscalers and enterprise customers. Micron is poised to be the key beneficiary of surging AI-related infrastructure spending, as companies continue to build out GPU clusters and AI data centers that require advanced memory solutions.

AI PCs are an important part of Micron’s growth plan. MU’s new LPCAMM2 memory is made for AI-ready laptops and workstations that need to handle heavy workloads, such as AI tasks, simulations, and multitasking.An expanding partner base that includes the likes of NVIDIA, AMD... Deepening relationship with major cloud and enterprise customers ensures stable revenue streams and reduces the risk of pricing volatility. Analog Devices is benefiting from secular growth drivers in automation, AI infrastructure, and automotive electrification. This Zacks Rank #2 (Buy) company is riding on its strong market position in high-performance analog, especially in the industrial, communications infrastructure and consumer markets. ADI is benefiting from a diversified portfolio and a resilient business model.

The company believes that the industrial segment will remain one of its fastest-growing markets in fiscal 2026. Automation demand is rebounding, with increased adoption of software-defined connectivity solutions that enable decentralized intelligence in manufacturing. Additionally, AI-driven demand for automatic test equipment is fueling a surge in Analog Devices’ signal chain and power content. Accelerating AI investments bodes well for Analog Devices’ communications segment. Robust demand for ADI’s solutions across both wireline/data center and wireless markets is a key catalyst. Analog Devices is also targeting robotics and humanoid markets as a multi-year growth driver for its industrial automation business.

3 Genius Artificial Intelligence Ai Stocks To Buy In August

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