AMD Stock And Two AI Shares Worth A Closer Look

Artificial intelligence is back in the spotlight after Elon Musk’s bold claims about “incredible abundance,” alarming reports of an autonomous cyberattack by an advanced OpenAI model, and fresh questions around tech leadership and new IPOs. That mix of excitement and risk is reshaping how investors think about AI related stocks, from companies building the technology to those simply linked to the theme in their business descriptions. This article looks at 3 stocks from an AI Trend screener that appear positively exposed to the latest news, helping you decide whether they deserve a closer look or a place on your watchlist.

Agora (API)

Overview: Agora operates a real-time engagement platform that lets developers embed video and voice calls, live streaming, chat, and conversational AI into their apps so users can interact in real time. Its tools sit behind use cases like virtual events, customer support, online education, and AI powered assistants that need reliable low latency audio and video.

Operations: Agora generates all of its reported revenue from Internet Telephone services, totaling about US$145.5 million.

Market Cap: US$334.0 million

Agora is tied into the AI theme investors are watching, because its APIs help handle the real time voice and video traffic that AI models increasingly rely on, and management has positioned the company as AI infrastructure for human like interactions. The stock has recently turned profitable with high quality earnings and analysts expect earnings growth, while revenue guidance for 2026 points to ongoing expansion. At the same time, Agora faces funding risk from a balance sheet reliant on external borrowing and operates against intense competition and geopolitical pressure. If you are weighing whether this AI facilitator deserves a spot on your watchlist, the details behind its AI partnerships, expectations, and key risks matter.

Agora’s shift to profitable, high quality earnings could be masking what really matters here: the AI infrastructure angle. Compare that story with the analyst forecasts for Agora to see what expectations might quietly hinge on one key assumption.

Advanced Micro Devices (AMD)

Overview: Advanced Micro Devices is a global semiconductor company that designs CPUs, GPUs, AI accelerators and adaptive chips used in data centers, PCs, gaming consoles and a wide range of embedded devices for enterprises and cloud providers.

Operations: AMD generates most of its revenue from Data Center at about US$18.7b, followed by Client at around US$11.2b, Gaming at roughly US$4.0b, and Embedded at about US$3.5b.

Market Cap: US$887.7b

Advanced Micro Devices sits at the center of the AI hardware build out, supplying CPUs and Instinct data center GPUs that hyperscalers and AI labs use for training and inference. Recent deals with partners such as Microsoft, Meta, OpenAI and Anthropic point to multi gigawatt deployments of its Helios systems. Earnings and revenue forecasts, along with improving profit margins, help explain why expectations around AMD are high. However, that enthusiasm also brings concentration risk in large customers, fierce competition from Nvidia and custom chips, and sensitivity to regulation and export controls. For investors tracking AI infrastructure, a key question is whether current optimism already assumes too smooth a path for AMD’s AI roadmap.

Advanced Micro Devices’ AI story appears compelling, but the real question is how much is already priced in. Get the fuller context with the analyst forecasts for Advanced Micro Devices before one key assumption is tested.

Viant Technology (DSP)

Overview: Viant Technology runs a cloud based demand side platform that helps advertisers and agencies buy digital ads programmatically across connected TV, streaming audio, out of home screens, mobile, and desktop, using its ViantAI tools, Household ID, IRIS_ID and data platform to target, measure and optimize campaigns.

Operations: Viant Technology generates about US$362.1 million in revenue from Internet Information Providers, all from the United States.

Market Cap: US$770.7 million

Viant Technology is interesting for investors watching the AI theme because management is openly pursuing an “autonomous ad platform” vision. It is using ViantAI to automate bidding and campaign decisions, while its CTV integrations and privacy focused Household ID and IRIS_ID aim to address the post cookie environment. Recent revenue of US$88.5 million in Q1 2026, expanding AI products, new publisher tools and partnerships in CTV indicate that the business may be gaining relevance in key ad channels. At the same time, the company reports a small loss and faces powerful competitors and higher funding risk. For investors seeking exposure to AI in digital advertising rather than core model providers, the full story around Viant’s growth pipeline, earnings profile and execution risks may warrant closer attention.

Viant Technology’s push toward an autonomous ad platform could be a notable development in AI advertising that many investors have not fully priced in yet, so it may be worth reading the analysis report for Viant Technology

The three AI related stocks in this article are only a starting point, with the full Artificial Intelligence (AI) Trend screener surfacing 44 more companies whose links to artificial intelligence and financial profiles could be just as compelling. Use Simply Wall St to identify, analyze and filter for the specific catalysts and narratives that matter to you so you can focus on the highest conviction AI plays across this wider set of stocks.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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