Several companies are making significant strides in the AI sector, drawing attention from investors and analysts alike. Arm Holdings, which designs microchips and licenses them to manufacturers like Apple, along with Taiwan Semiconductor, a key manufacturer for companies like Nvidia and Qualcomm, are being highlighted as potentially attractive AI stocks. DigitalOcean, providing cloud services for AI, is also in the mix. Meanwhile, AMD is poised for a potential $800 million boost following a possible renewal of its license to export MI308 AI chips to China. Noma Security secured $100 million to advance its AI security platform, which focuses on protecting AI models and agents. The AGIX ETF has expanded its AI investments by adding xAI, now comprising 3.31% of the fund. Microsoft's AI business is reportedly thriving, with strong earnings driven by its Azure cloud infrastructure. ServiceNow is also experiencing revenue growth through AI adoption, particularly with its Now Assist AI solutions and the introduction of AI Control Tower. In the quantum computing realm, Nvidia is emerging as a standout investment option, given its dominance in data centers and chips, while companies like Microsoft, Amazon and Google also have quantum computing ventures. Finally, OpenText is integrating AI into its enterprise tools, reporting $1.254 billion in revenue for the third quarter of fiscal year 2025, with its Titanium X platform leveraging OpenText Aviator AI.
Key Takeaways
- Arm Holdings and Taiwan Semiconductor are highlighted as potentially attractive AI stocks due to their roles in chip design and manufacturing.
- Noma Security raised $100 million to expand its AI security platform, focusing on protecting AI models and autonomous agents.
- AMD could recover $800 million in sales in the second half of 2025 if its license to export MI308 AI chips to China is renewed.
- The AGIX ETF added xAI to its holdings, now representing 3.31% of the fund, which has increased by 29.99% since July 2024.
- Jim Cramer reports Microsoft's AI business is performing strongly, contributing to the company's overall financial success.
- ServiceNow is experiencing revenue growth through AI adoption, driven by its Now Assist AI solutions and AI Control Tower.
- Nvidia is identified as a standout quantum computing stock due to its dominance in data centers and chips.
- OpenText reported $1.254 billion in revenue for Q3 2025, integrating AI into its enterprise tools via the Titanium X platform.
- DigitalOcean is considered a potentially valuable addition to an investment portfolio because it offers cloud services for AI.
- Microsoft, Amazon and Google are also key players in the quantum computing space, with established businesses supporting their ventures.
Buffett-Style Investing Three AI Stocks to Consider Now
According to The Motley Fool, Arm Holdings, Taiwan Semiconductor, and DigitalOcean are three AI stocks that Warren Buffett might find appealing. Arm Holdings profits from high-performance AI hardware. Taiwan Semiconductor dominates high-performance processor manufacturing. DigitalOcean offers cloud services for AI, making these companies potentially valuable additions to an investment portfolio.
AI Stocks for Buffett Fans Arm Holdings, Taiwan Semiconductor, DigitalOcean
Motley Fool reports that Warren Buffett, who prefers predictable and profitable companies, might approve of Arm Holdings, Taiwan Semiconductor, and DigitalOcean. Arm Holdings designs microchips and licenses them to manufacturers like Apple. Taiwan Semiconductor makes high-performance chips for companies like Nvidia and Qualcomm. DigitalOcean provides cloud-based services. These AI stocks could be good additions to an investment portfolio.
Noma Security Gets $100M to Protect AI Agents
Noma Security, a startup founded in 2023, raised $100 million to expand its AI security platform. The company helps businesses secure AI models and agents that take actions on their own. Noma's platform offers discovery, governance, risk management, and AI runtime protection. The funding will help Noma increase its research and development and expand its sales globally.
AMD Stock Could Jump $800M After Export Ban Update
Susquehanna analyst Christopher Rolland increased the price target for Advanced Micro Devices (AMD) stock. The upgrade follows news that the government may renew AMD's license to export MI308 AI chips to China. This could reverse a potential $1.5 billion revenue loss, with AMD expected to recover $800 million in sales during the second half of 2025. AMD develops and sells semiconductors, processors, and GPUs for various applications.
AGIX ETF Adds xAI to Its AI Investments
The AGIX ETF, which invests in both public and private AI companies, has added xAI to its holdings. xAI now makes up 3.31% of the fund. AGIX tracks the Solactive Etna Artificial General Intelligence Index and invests in AI infrastructure, hardware, and applications. The ETF is up 29.99% since its launch in July 2024.
Cramer Microsoft's AI Business Is On Fire
Jim Cramer says Microsoft's AI business is doing very well. He noted that Microsoft had strong earnings, with its Azure cloud infrastructure business growing significantly. Cramer highlighted the company's success in AI, contributing to its overall financial performance. Microsoft develops software, cloud platforms, and other tech solutions.
ServiceNow Stock A Buy As AI Use Grows
ServiceNow's stock is down 7% this year, but the company is seeing strong revenue growth thanks to AI adoption. The company's Now Assist AI solutions are performing well, and it introduced AI Control Tower for managing AI agents. Revenue rose 22.5% to $3.22 billion, and the company raised its guidance for the year. ServiceNow is becoming an AI agent hub, making it a potential winner in the AI market.
Quantum Computing Stocks To Watch Nvidia Stands Out
Quantum computing stocks are gaining attention in the AI space. While smaller companies like IonQ and Rigetti are popular, investing in larger tech companies like Microsoft, Amazon, Alphabet, and Nvidia may be more prudent. These companies have the resources and established businesses to support their quantum computing ventures. Nvidia, with its dominance in data centers and chips, is a standout choice for quantum computing investment.
OpenText Is an AI Stock to Watch
OpenText, a Canadian company, is integrating AI into its enterprise tools. In the third quarter of fiscal year 2025, OpenText reported $1.254 billion in total revenue. The company's Titanium X platform uses OpenText Aviator AI to help customers make smarter decisions. OpenText is focused on AI, cybersecurity, and cloud growth, making it a compelling investment.
Sources
- Undervalued and Profitable: 3 Artificial Intelligence (AI) Stocks for Buffett-Minded Investors @themotleyfool #stocks $ARM $AAPL $TSM $INTC $BRK.A $BRK.B $NVDA $AMD $QCOM $AVGO $DOCN
- Undervalued and Profitable: 3 Artificial Intelligence (AI) Stocks for Buffett-Minded Investors
- Noma Raised $100M to Expand Agentic AI Security Platform
- AMD Stock Gets Bullish Re-Rating as Export Ban Relief Sparks $800M Upside
- AGIX ETF Expands AI Private Equity Holdings With xAI
- Jim Cramer on Microsoft: “Their AI Business is On Fire”
- As AI Momentum Grows, Should Investors Buy ServiceNow Stock? @themotleyfool #stocks $NOW $LSE
- 8 Quantum Computing Stocks Artificial Intelligence (AI) Investors Should Have on Their Radars. Here's the Best of the Bunch. @themotleyfool #stocks $IONQ $QUBT $QBTS $RGTI
- Why This AI Stock Makes Me More Excited Than Any Other Investment