3 Great AI Stocks To Own In September 2026

When the US Treasury Secretary publicly links artificial intelligence to productivity gains and urges the Federal Reserve to keep an open mind on interest rates, it shows how central this technology has become to the economic story. That spotlight creates an opening for investors looking at companies powering AI, yet still priced as if this shift is optional. This article highlights three attractively valued AI focused stocks from our screener.

The stocks below are a sample of that opportunity set. The full screen surfaced 135 more companies linked to the AI buildout that carry equally compelling narratives but are not covered here.

To go beyond this short list and start identifying your own highest conviction ideas across semiconductors, infrastructure and software, head straight to the Undervalued Artificial Intelligence/ AI Stocks screener.

Broadcom (AVGO)

Overview: Broadcom is a digital infrastructure giant that supplies AI focused semiconductors and enterprise software that connect, move, and manage data globally.

Operations: Broadcom generates about US$59.4b from Semiconductor Solutions and US$29.7b from Infrastructure Software, reflecting a heavily chip skewed business mix.

Market Cap: US$1.68t

Broadcom matters for this AI screener because its custom chips and networking hardware form much of the unseen plumbing behind today’s largest AI models and cloud platforms.

"Broadcom benefits from that outcome regardless of which AI model wins, which cloud provider gains share, or which software platform becomes dominant."

What really moves the Broadcom story from interesting to important for AI investors is how one unseen pressure could reshape future returns.

That unseen pressure is exactly what the full narrative for Broadcom unpacks, showing how AI demand, custom silicon and capital intensity could be quietly reshaping Broadcom’s risk reward profile.

Cerebras Systems (CBRS)

Overview: Cerebras Systems builds wafer scale AI chips and full rack systems that power large language models and high speed generative AI inference.

Operations: Cerebras Systems generates about US$680.7 million from semiconductors, with revenue primarily from Europe, the Middle East, and Africa, then the United States.

Market Cap: US$49.1b

Cerebras Systems matters for this Undervalued Artificial Intelligence/ AI Stocks screener because its wafer scale engines and AI racks are purpose built for running and training the kinds of ChatGPT style models investors increasingly track.

"In late 2025, Cerebras signed a transformative Master Relationship Agreement with OpenAI, under which OpenAI is contractually bound to procure 750 megawatts of inference capacity through 2028, backed by a $1.0 billion working capital loan to fund Cerebras's manufacturing scale-up."

The real swing factor for Cerebras Systems is what happens to profitability as that contracted AI demand collides with capital intensive build outs.

That profitability tension is exactly where the full narrative for Cerebras Systems goes further, mapping how accelerating OpenAI demand, capital intensity, and AI economics could reshape Cerebras Systems' risk reward profile.

Tencent Holdings (SEHK:700)

Overview: Tencent Holdings runs a broad digital ecosystem across social media, gaming, fintech and cloud services, with Tencent Cloud and AI Lab supplying large language models and generative AI tools for customers and its own apps.

Operations: Tencent generates about CN¥380.3b from Value-Added Services, CN¥239.2b from Fintech and Business Services, CN¥159.1b from Marketing Services, and CN¥9.9b from Others.

Market Cap: HK$3,928.7b

Tencent matters for this AI focused screen because its cloud and AI stack quietly underpins everything from enterprise agents to AI enriched consumer experiences across WeChat and beyond.

"AI reduces profit growth from 17% to 9%, implying that as of today AI is not efficiency accretive but margin dilutive."

The real investment tension lies in how that upfront drag interacts with one unproven piece of the AI cloud business model.

That unresolved profit drag is exactly what the full narrative for Tencent Holdings unpacks, showing where Tencent Holdings' AI bets could be masking stronger long term earnings power.

Curious About High Conviction Alternatives

Fresh opportunities do not sit still. Before momentum really starts flying and the best entry points get caught by the crowd, scan these under the radar ideas and consider them promptly.

• Identify cash rich compounders before momentum funds become more active by scanning the list of solid balance sheet and fundamentals (24 results) while the fundamentals are still doing the quiet heavy lifting.
• Focus on cash generating AI platforms instead of story only hype by running through the curated 37 profitable AI stocks that aren't just burning cash while they are still priced for hesitation.
• Review potential grid upgrade cycles by examining the hand picked 40 power grid technology and infrastructure stocks while critical infrastructure stocks are still flying under the radar.

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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