5 Top Artificial Intelligence (AI) Stocks Ready for a Bull Run

While there is still uncertainty surrounding the implementation of tariffs by the Trump administration, at least one sector -- artificial intelligence (AI) -- is starting to regain its momentum and could be set up for another bull run

The nology is being hailed as a once-in-a-generation opportunity, and the early signs are that this could indeed be the case

With AI still in its early innings, it's not too late to invest in the sector

Let's look at five AI stocks to consider buying right now

The company's graphics cessing units (GPUs) are the main chips used for training large language models (LLMs), and it's also seen strong traction in inference

These AI workloads both require a lot of cessing power, which its GPUs vide

In the years ing its launch, a collection of tools and libraries have also been built on top of CUDA that helps optimize Nvidia's GPUs for AI tasks

With the AI infrastructure buildout still appearing to be in its early stages, Nvidia continues to look well-positioned for the future

Meanwhile, it has also potential big emerging, such as the automobile space and autonomous driving

Inference is the cess in which an AI model applies what it has learned during training to make real-time decisions

Over time, the inference market is expected to become much larger than the training market due to increased AI usage

AMD's ROCm software, meanwhile, is largely considered "good enough" for inference workloads, and cost-sensitive buyers are increasingly giving its MI300 chips a closer look

Even modest market gains from a smaller base could translate into meaningful top-line growth for AMD

Importantly, one of the largest AI model companies is now using AMD's chips to handle a significant of its inference traffic

Cloud giants are also using AMD's GPUs for tasks and generative AI

Beyond GPUs, AMD remains a strong player in data center central cessing units (CPUs), which is another area benefiting from rising AI infrastructure spend

Taken altogether, AMD has a big AI opportunity in front of it

Image source: Getty Images

However, that would ignore the huge distribution and ad network advantages the company took decades to build

Meanwhile, it has quietly positioned itself as an AI leader

Its Gemini model is widely considered one of the best and getting better

It's now helping power its, and it's added innovative elements that can help monetize AI, such as "Shop with AI," which allows users to find ducts simply by describing them; and a new virtual try-on feature

Google Cloud, meanwhile, has been a strong growth driver, and is now fitable after years of heavy investment

The company also has developed its own custom AI chips, which OpenAI recently began testing as an alternative to Nvidia

Alphabet also has exposure to autonomous driving through Waymo, which now operates a paid robotaxi service in multiple cities, and quantum computing with its Willow chip

Alphabet is one of the world's most innovative companies and has a long runway of continued growth still in front of it

A key part of its transformation is its multimodal AI model that is trained on both images and text

This helps power its visual feature, as well as generate more personalized recommendations

Meanwhile, on the backend, its Performance+ platform combines AI and automation to help advertisers run better campaigns

The strategy is working, as the platform is both gaining more users and monetizing them better

Much of that user growth is coming from emerging

Through the help of Google's strong global ad network, with whom it's partnered, Pinterest is also much better at monetizing these users

In the first quarter, its "rest of world" segment's average revenue per user (ARPU) jumped 29%, while overall segment revenue soared 49%

With a large but still undermonetized user base, Pinterest has a lot of growth ahead

A leader in customer relationship management (CRM) software, the company is now looking to become a leader in agentic AI and digital labor

Salesforce's CRM platform was built to give its users a unified view of their siloed data all in one place

This helped create efficiencies and reduce costs by giving real-time insights and allowing for imved forecasting

With the advent of AI, it is now looking to use its platform to create a digital workforce of AI agents that can complete tasks with little human supervision

It believes that the combination of apps, data, automation, and metadata into a single framework it calls ADAM will give it a leg up in this new agentic AI race

With its consumption-based duct, the company has a huge opportunity ahead with AI agents

Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors

Geoffrey Seiler has positions in Alphabet, Pinterest, and Salesforce

The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Nvidia, Pinterest, and Salesforce

The Motley Fool has a disclosure policy.