Zeta Global Holdings And 2 Top AI Stocks To Watch

Global rivals are racing to control artificial intelligence, and the recent Trump Xi meeting underlined how critical AI leadership has become for economic and political power. When governments treat AI as a strategic priority, capital, talent, and data tend to follow. That urgency can leave some direct AI players mispriced. This article highlights three publicly listed companies tied to chips, cloud, and software that screen as undervalued by our AI-focused tool.

The stocks covered below are just a sample of what screens as potentially mispriced, with the full list surfacing 135 more AI linked businesses with equally compelling narratives that are not covered in this article. To identify and analyze the highest conviction opportunities tied to chips, cloud and software, head straight into the Undervalued Artificial Intelligence/ AI Stocks screener.

Overview: Zeta Global Holdings runs an AI infused cloud marketing platform that helps large enterprises use data to target, message, and retain consumers across channels.

Operations: The business generates about US$1.57b from internet software and services, with roughly US$1.46b from the United States and US$116 million from international customers.

Market Cap: US$7.6b

For investors hunting pure software exposure to the AI and ChatGPT buildout, Zeta Global offers a direct line into marketing teams that want decisioning, targeting, and execution powered by an AI native backbone rather than bolt on tools.

“Zeta’s AI-driven platform and unique data approach are described by some observers as positioning it for rapid market share gains, stronger revenue growth, and superior customer retention as industry adoption accelerates.”

What happens to future earnings power if a single unseen pressure on the business model ends up supporting a faster margin shift?

That margin question sits at the center of the full narrative for Zeta Global Holdings and shows how a single overlooked pressure could be masking a far more powerful earnings story.

Overview: Cerebras Systems designs wafer scale AI chips and rack based compute platforms that power large language model and generative AI workloads.

Operations: Cerebras Systems generates about US$680.7 million from semiconductors, with roughly US$236.6 million from the United States and US$443.5 million from Europe, the Middle East, and Africa.

Market Cap: US$50.5b

Cerebras Systems matters for this AI themed screen because its wafer scale hardware and racks are built specifically for training and running ChatGPT class models at data center scale.

“In late 2025, Cerebras signed a transformative Master Relationship Agreement with OpenAI, contractually bound to procure 750 megawatts of inference capacity through 2028 and backing the company with a $1.0 billion working capital loan to fund manufacturing scale-up.”

What happens to Cerebras Systems’ long term earnings power if a single assumption about that multi year demand pipeline shifts under pressure?

If that assumption feels fragile, read the full narrative for Cerebras Systems to see how the demand curve, capital intensity, and AI chip competition could be quietly decoupling.

Overview: Oracle Corporation runs a global cloud and software platform, with Oracle Cloud Infrastructure and AI services helping enterprises deploy large language model workloads.

Operations: Oracle generates about US$62.8b from cloud and software, US$5.8b from services, and US$3.2b from hardware products.

Market Cap: US$451.1b

Oracle matters for this AI focused screen because its OCI platform, autonomous database, and managed LLM services give enterprises a direct route into ChatGPT style workloads without rebuilding their entire IT stack.

“In 2024, OpenAI made headlines by expanding its cloud footprint to include Oracle Cloud Infrastructure (OCI), a move described as strategic, reflecting the growing demand for massive compute power and the need for multi-cloud resilience.”

What happens to Oracle’s future cash generation if a single assumption about how quickly that AI backlog converts into paid usage shifts?

As that timing risk looms, the full narrative for Oracle shows where Oracle’s AI demand, multi cloud footing, and cash flows could still be quietly accelerating.

Seeking Fresh Alternatives Before They Fly

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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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