Sun, Sep 14, 2025, 6:05 PM 5 min read
-
Two of these companies are offering something in high demand: capacity for AI workloads.
-
The third company on this list just signed on a $10 billion AI customer.
The "Magnificent Seven" stocks, which drove indexes higher over the past couple of years, continued that job in recent months. And for good reason. Most of these tech giants are playing key roles in the high-growth industry of artificial intelligence (AI), a market forecast to reach into the trillions of dollars by the early 2030s. Investors, wanting to benefit from this growth, have piled into these current and potential AI winners.
But the Magnificent Seven stocks aren't the only ones that may be set to excel in AI and deliver growth to investors. As the AI story progresses, the need for infrastructure capacity and certain equipment could result in surging sales for other companies too. That's why my prediction is the following three stocks are on track for major strength in AI and may even outperform the Magnificent Seven over the coming decade. Let's check them out.
Oracle (NYSE: ORCL) started out as a database management specialist, and it still is a giant in this area, but in recent times it's put the focus on growing its cloud infrastructure business -- and this has supercharged the company's revenue.
AI customers are rushing to Oracle for capacity to run training and inferencing workloads, and this movement helped the company report a 55% increase in infrastructure revenue in the recent quarter. And Oracle predicts this may be just the beginning. The company expects this business to deliver $18 billion in revenue this year -- and grow that to $144 billion four years from now.
Investors were so excited about Oracle's forecasts that the stock surged about 35% in one trading session, adding more than $200 billion in market value. Customers are seeing the value of Oracle's database technology paired with AI -- a combination that allows them to securely apply AI to their businesses -- and this may keep the demand for Oracle's services going strong and the stock price heading higher as the AI story enters its next chapters.
CoreWeave (NASDAQ: CRWV) has designed its cloud platform specifically for AI workloads, and the company works closely with chip leader Nvidia. So far, this has resulted in CoreWeave's being the first to make Nvidia's latest platforms generally available to customers. This is a big plus as companies scramble to gain access to Nvidia's innovations as soon as possible.
Comments