Oracle Stock And 2 AI Infrastructure Picks Worth A Closer Look

Artificial intelligence is becoming a core input for everything from chip design to cloud software, just as inflation, energy prices and interest rate expectations keep markets on edge. While some economies report cooling inflation and others face stickier pressures, investors are looking for companies that are directly building the tools behind the ChatGPT and AI shift, rather than just talking about it. This AI Stocks screener focuses on semiconductors, software, large language models and cloud providers linked to real AI adoption. In this article, you will see three of the most notable stocks from that screener to consider for further research.

Cellebrite DI (CLBT)

Overview: Cellebrite DI provides digital forensics and AI powered investigative software that helps law enforcement agencies and corporates legally collect, decrypt, analyze and manage evidence from devices, apps and cloud services across complex cases like child exploitation, financial crime and cyber threats.

Operations: Cellebrite generates about US$496.4 million in revenue from its Internet Software & Services segment.

Market Cap: US$4.0b

Cellebrite DI gives you exposure to a core part of AI in public safety and cyber investigations, where agencies need tools that can handle growing data volumes while meeting strict privacy and security rules. The company’s shift toward subscription and cloud based offerings, plus products like Genesis AI and Inseyets, points to a business that aims for recurring, software style economics rather than one off hardware sales. At the same time, a high P/E multiple, heavy dependence on US federal contracts and ongoing regulatory scrutiny over digital evidence create real risk if spending slows or rules tighten. For investors, the key question is whether Cellebrite’s AI and cloud momentum can justify that premium and offset its concentration and funding risks.

Cellebrite DI’s shift to AI driven, recurring software economics could be more important than its headline P/E, especially with government contracts in the mix. Review the 3 key rewards and 1 important warning sign

Everpure (P)

Overview: Everpure, formerly Pure Storage, provides all flash data storage hardware and software that help enterprises manage, protect and move data across on premises and cloud environments, with products tailored for traditional databases as well as AI and high performance computing workloads.

Operations: Everpure generates about US$3.94b in revenue from its Computer Storage Devices segment, with around US$2.67b from the United States and US$1.26b from the rest of the world.

Market Cap: US$25.61b

Everpure stands out because its DirectFlash architecture, AI focused Purity software and Portworx cloud tools aim to address a practical bottleneck in AI infrastructure by getting data to GPUs quickly and reliably, rather than focusing solely on additional compute. Earnings have been growing faster than many tech peers, analysts expect earnings growth above 25% a year, and some valuation work suggests the stock trades below estimated fair value relative to this profile. In addition, activist investor Jana Partners has taken a stake and the company is deepening partnerships with NVIDIA, Veeam and Red Hat for AI ready storage. The trade off is a high P/E, insider selling and a funding structure entirely reliant on wholesale borrowing, so the AI oriented thesis involves significant risk if sentiment or credit conditions change.

Everpure’s accelerating AI storage story, activist interest and wholesale funding mix leave a lot to unpack, and the real tension sits in the valuation. Get the full picture in the analysis report for Everpure

Oracle (ORCL)

Overview: Oracle is a global enterprise software and cloud company that runs critical systems for businesses and governments, from finance and HR to supply chains and healthcare, while also providing the databases and infrastructure that power many AI workloads.

Operations: Oracle generates about US$58.5b in revenue from cloud and software, US$5.7b from services and US$3.1b from hardware, with roughly US$39.8b coming from the United States and US$27.5b from Japan, Germany, the UK and other countries.

Market Cap: US$368.5b

Oracle gives you direct exposure to the plumbing behind generative AI, with its Gen2 infrastructure hosting large GPU superclusters for OpenAI and a contract backlog that has reached very high levels, supported by long-term AI data center deals. Analysts currently forecast earnings and revenue to grow in the mid 20% range, the P/E is below many software peers, and its 25.2% net margin and high ROE indicate a business that generates substantial profits. On the other hand, heavy debt, a planned US$40b funding raise, significant dependence on OpenAI and questions about earnings quality make execution and governance important issues to monitor as Oracle expands its AI infrastructure operations at scale.

Oracle’s accelerating AI infrastructure build, sizeable contract backlog and lower P/E compared with many software peers suggest that the full story is not yet priced in, but the real twist may sit inside the analyst forecasts for Oracle

The three AI stocks in this article are just a starting point, and the full screener uncovered 661 more companies with equally compelling AI narratives across chips, software, large language models and cloud infrastructure in the Artificial Intelligence/ AI Stocks screener. Use Simply Wall St to identify the specific catalysts, business models and AI use cases that matter to you so you can analyze and rank the highest conviction ideas in minutes.

Take Control of Your Investment Journey

If Cellebrite DI or any of these companies have caught your attention, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value and track any new developments as they happen. Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates. Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives. By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.

Seeking Fresh Alternatives Before They Fly?

Markets move fast and the next breakout ideas rarely stay under the radar for long. Track fresh momentum while it matters, before the crowd catches on and before you get in early.

• Spot early movers with strong balance sheets by scanning the curated list of solid balance sheet and fundamentals (48 results) that keeps fragile, overleveraged companies out of your shortlist.
• Target potential growth stories in smaller companies using the hand picked 20 high quality undiscovered gems that highlights businesses many investors have not caught up with yet.
• Focus on resilience when conditions get rough by reviewing the carefully filtered 78 resilient stocks with low risk scores that surfaces stocks with historically steadier risk profiles.

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.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com