3 AI Stocks To Watch As The Fed Weighs Productivity And Interest Rates

Artificial intelligence is now sitting right at the heart of monetary policy debates, with Marc Andreessen and other AI backers helping the Federal Reserve assess whether AI could hold inflation in check and influence interest rate decisions. That link between AI adoption, productivity claims and borrowing costs creates both tailwinds and risks for companies tied to the AI theme. This article picks out three stocks from the AI and AI Infrastructure Stocks screener that appear closely exposed to this news, helping you think through where AI enthusiasm around productivity, inflation and rates might matter most for your own watchlist.

Riskified (RSKD)

Overview: Riskified is an e-commerce risk management company that uses AI and machine learning to help online merchants verify identities, prevent fraud and abuse, and reduce chargebacks across sectors like payments, money transfer, travel, electronics, home, and fashion.

Operations: Riskified currently generates about US$350.5 million in revenue from security software and services for online merchants.

Market Cap: US$739 million

Riskified sits at the intersection of AI, fraud prevention, and e-commerce, areas in which many investors closely track spending trends as online fraud becomes more complex and AI driven. The company is already using agentic AI flows internally to lift engineering productivity and automate finance and go-to-market workflows. Its ARIA and Policy Protect products are designed to help merchants address identity risk, refund abuse, and chargebacks without adding friction for genuine customers. Key factors to monitor include funding risk, competition from larger payment providers, and pressure in some verticals, which means execution remains important. For investors following how AI and Federal Reserve policy might influence digital commerce, Riskified may warrant closer attention.

Riskified’s AI driven fraud tools and agentic workflows could be reshaping e-commerce risk, but the real story sits in the numbers. Review the DCF valuation analysis for Riskified to see what the market might be missing.

i3 Verticals (IIIV)

Overview: i3 Verticals is a Nashville based software company that builds and operates payments enabled platforms for public sector customers, helping courts, transport departments, schools and local governments manage transactions, records, compliance and citizen services across web, mobile, chat and voice channels.

Operations: i3 Verticals currently generates about US$217.0 million in revenue from its public sector software and services in the United States.

Market Cap: US$587.4 million

i3 Verticals operates at the intersection of government software, payments and AI, which is why the Fed’s recent focus on AI driven productivity and inflation is relevant. The company is integrating AI into both its internal development and its public sector products to support agencies in handling complex workflows such as justice, transportation and tax, while maintaining human oversight. The balance sheet includes a large buyback program, but the stock trades on a relatively high P/E and depends heavily on public sector budgets, which can be slow to change. For investors monitoring how AI and interest rate discussions could influence GovTech and fintech, i3 Verticals is a notable company in this space.

i3 Verticals’ AI driven public sector platforms, large buyback and relatively high P/E leave a lot unsaid about what the market is really pricing in. Read the analysis report for i3 Verticals to see the twist that could matter most.

Viant Technology (DSP)

Overview: Viant Technology runs a cloud based demand side platform that uses ViantAI and other tools to help advertisers and agencies buy and measure digital ad campaigns across connected TV, streaming audio, digital out of home, mobile, and desktop.

Operations: Viant Technology generates about US$362.1 million in revenue from internet information provider services, all from the United States.

Market Cap: US$863.7 million

Viant Technology is tightly linked to the AI story that the Fed is now scrutinizing. ViantAI drives a large share of ad spend on its platform and supports new tools for planning, measurement and decisioning that relate directly to the productivity narrative. The company combines this with privacy focused products like Household ID and IRIS_ID for cookieless CTV, plus ties to premium publishers and recent product launches that target both large advertisers and smaller buyers. At the same time, investors need to weigh earnings volatility, insider selling and a higher risk funding structure against analyst expectations for growth and the Simply Wall St estimate that its current share price sits below fair value.

Viant Technology’s ViantAI engine sits at the center of ad spend and privacy trends, yet the real tension is how growth expectations stack up against funding and earnings risk. Weigh that balance in the analysis report for Viant Technology

The three stocks covered here are only a starting point, as the full Artificial Intelligence (AI) and AI Infrastructure Stocks screener surfaces 32 more companies with equally compelling AI linked narratives and financial profiles. Use Simply Wall St to identify and analyze the specific catalysts, balance sheet traits and business models that fit your own thesis so you can focus on the AI opportunities in this space that you have the highest conviction in.

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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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