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Agentic AI Is the Next Big Thing in AI. Here Are the 5 Best Stocks to Capitalize on It.

Artificial intelligence (AI) technology is starting to move beyond chatbots. Next up is agency AI software, which can independently perform complex tasks on your behalf with only minimal prior instructions. AI agents are already widely used in the coding world, and the same type of automation will likely come to other parts of the economy.

These five companies are well positioned to benefit from this trend, and investors should consider loading up on their stocks now before agent AI becomes mainstream.

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Coding software is only a small subset of the economy. But the world does not yet have enough AI-powered online processing power to meet current demand. If AI agents are going to penetrate every aspect of the economy, we will need much more. This means continued growth for AI computing hardware companies. My two favorite investments in this space are: Nvidia (NASDAQ:NVDA) And broadcom (NASDAQ:AVGO).

Nvidia is probably the obvious choice because graphics processing units (GPUs) have been the primary computing units used for AI workloads for years. GPUs are incredibly flexible and can handle a wide range of parallel processing tasks; This makes them a perfect contender for continuous deployment as agency AI expands.

Broadcom is taking a different approach to the AI chip space; It partners with hyperscaler clients to develop custom chips designed to handle the sensitive computing workloads in which they will be used. Broadcom’s application-specific integrated circuits (ASICs) may be inflexible, but they are very good at the tasks they were designed for and perform them at lower costs.

Both Nvidia and Broadcom are expected to deliver massive revenue growth over the next few years. I believe they will be among them. best performing investments in the next five years.

Most companies do not have the capital or expertise to build high-end data centers to meet their internal AI usage needs. Instead, they rent computing capacity from the cloud. The three major cloud computing providers Amazon (NASDAQ: AMZN) Web Services (AWS), Microsoft (NASDAQ:MSFT) Azure and Alphabet‘s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google Cloud. All three are currently seeing great success, and more will likely come their way as agency AI becomes more mainstream.

Each of these business units experienced significant growth in the last quarter. AWS posted its best quarter in three years, growing revenue 24% year over year. Azure grew 39%. Google Cloud also takes the cake, having increased its revenue by an impressive 48%.

These divisions are highly profitable, and all three companies have informed investors that they have huge backlogs of businesses in demand for AI computing capacity; This justifies the hundreds of billions of dollars they spend. Creating artificial intelligence infrastructure. The old saying is that you have to spend money to make money, and these companies are doing just that.

Another bonus for investors considering these today is that all five of these stocks are currently at least 10% off their all-time highs. This may come as a surprise to many investors, given how much attention the AI sector has received on Wall Street over the past few years, but these deals won’t last forever. Any significant good news from the macroeconomic or geopolitical fronts could send these stocks back towards new all-time highs. If they deliver breakout results next earnings season, similar volatility could emerge. These five stocks that are leaders in agency AI are excellent buys right now.

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Keithen Drury He has positions in Alphabet, Amazon, Broadcom, Microsoft and Nvidia. The Motley Fool has positions in and recommends Alphabet, Amazon, Microsoft and Nvidia. The Motley Fool recommends Broadcom. The Motley Fool has a feature disclosure policy.

Agency AI is the Next Big Thing in AI. Here are the 5 Best Stocks to Convert into Capital. originally published by The Motley Fool