In this article, we will discuss the 15 Best AI Stocks to Invest in According to Billionaires.
On March 3, Bill Brennan, the CEO of Credo Technology, appeared on CNBC to discuss the current state of the AI industry and his company’s role within the global infrastructure build-out. He firmly supported the current AI spending outlook and argued that the massive global investment in this technology is rooted in sound fundamentals. He rejected the idea that this is a typical cyclical market, instead describing it as a fundamental architectural shift and a structural build-out that will span the next five to ten years.
Regarding geopolitical tensions in the Middle East, including the conflict involving Iran and the strike against an AWS facility in Bahrain, Brennan noted that while the region faces short-term chaos, the AI build-out is global in nature. He described the Gulf states as resilient and noted significant long-term upside for the region as a hub for AI and data centers, though he does not believe the current conflict will have a material impact on the industry in the short term.
Earlier on February 26, Seana Smith of Global X ETFs and Eric Mandl of Guggenheim Securities joined CNBC to suggest that strong tech results eased AI fears, but volatility, geopolitics, and rotation into energy keep markets cautious. Smith characterized the then-overnight tech prints as impressive, particularly highlighting Nvidia’s 75% data center revenue growth as a factor capable of calming fears within the AI trade.
She contrasted this with the anxiety surrounding software names. While she does not expect a total collapse of software, Smith does anticipate a multi-year period where clear winners and losers will emerge. Mandl addressed the scale of the AI opportunity, citing Dan Ives’ figure of $6 billion year-to-date from physical AI and robotics at Nvidia. He described the massive CapEx flowing through the system as a way for the market to substantiate proper valuations. Mandl emphasized the interdependence between agentic AI platform providers and traditional software companies, stating that model training will require significant time, energy, and a reliance on established software relationships.
Our Methodology
We used screeners to identify AI stocks and limited our final selection to companies that have recently reported noteworthy developments likely to impact investor sentiment. We then screened 15 stocks with over 20 billionaire investors from Insider Monkey’s database of billionaire holdings. These stocks are also popular among analysts and elite hedge funds.
Note: All data was sourced on March 13.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
15 Best AI Stocks to Invest in According to Billionaires
15. Cognex Corporation (NASDAQ:CGNX)
Dollar Value of Billionaire Holdings: $0.48 billion
Number of Billionaire Investors: 20
Cognex Corporation (NASDAQ:CGNX) is one of the best AI stocks to invest in according to billionaires. On February 11, Cognex Corporation reported financial results for Q4 and the full-year 2025, marked by a return to profitable growth. Q4 revenue rose 10% year-over-year to $252 million, while full-year revenue reached $994 million, which was a 9% increase. This was supported by increased year-end spending in factory automation and steady performance in logistics.
Profitability metrics showed substantial improvement, as adjusted diluted EPS grew 35% in Q4 to $0.27 and 38% for the full year to $1.02. Cognex maintained a robust balance sheet with $642 million in cash and no debt, generating $237 million in free cash flow during 2025. The company returned $206 million to shareholders through dividends and $151 million in share buybacks. Following a strategic review, the board approved an additional $500 million share repurchase authorization and initiated the exit of $22 million in non-core and low-margin revenue to sharpen business focus.
Cognex Corporation (NASDAQ:CGNX) now expects continued momentum with Q1 2026 revenue guided between $235 million and $255 million. The company is implementing operating model optimizations projected to deliver $35 million to $40 million in annualized cost reductions by the end of 2026. These efforts, combined with a salesforce transformation and investments in AI-enabled machine vision, are intended to deepen competitive advantages and drive long-term shareholder value.
Cognex Corporation (NASDAQ:CGNX) provides machine vision products that capture and analyze visual information to automate manufacturing and distribution tasks in the US, Europe, Greater China, and internationally.
14. Cloudflare Inc. (NYSE:NET)
Dollar Value of Billionaire Holdings: $1.31 billion
Number of Billionaire Investors: 20
Cloudflare Inc. (NYSE:NET) is one of the best AI stocks to invest in according to billionaires. On February 17, Cloudflare and Mastercard (NYSE:MA) announced a strategic partnership to enhance cyber defense for small businesses, critical infrastructure, and government entities. By combining Mastercard’s Recorded Future and RiskRecon monitoring capabilities with Cloudflare’s Application Security portfolio, the collaboration aims to provide a unified solution for managing digital risks.
This initiative is designed to help underserved organizations protect themselves against sophisticated threats without hindering their ability to innovate and scale in an increasingly interconnected global economy. The partnership focuses on eliminating security blind spots by identifying hidden or unprotected web assets and shadow IT.
Through the integration of Recorded Future’s data into Cloudflare Inc.’s (NYSE:NET) dashboard, users receive real-time security ratings and prioritized insights into vulnerabilities, such as authentication weaknesses and exposed infrastructure. This comprehensive view allows organizations to map their entire internet-facing environment and understand the severity of potential risks across their digital footprint. Beyond identification, the collaboration enables organizations to translate risk insights into immediate, actionable protection.
Cloudflare Inc. (NYSE:NET) operates as a cloud services provider that delivers a range of services to businesses worldwide. The company provides a cloud-based security solution to secure a range of combinations of platforms, such as public & private clouds, SaaS applications, and IoT devices.
13. Equinix Inc. (NASDAQ:EQIX)
Dollar Value of Billionaire Holdings: $3.22 billion
Number of Billionaire Investors: 20
Equinix Inc. (NASDAQ:EQIX) is one of the best AI stocks to invest in according to billionaires. On March 10, Equinix officially named Olivier Leonetti as its new Chief Financial Officer, effective March 16. Leonetti, an experienced executive with over 30 years of financial leadership in the technology and infrastructure sectors, joins the digital infrastructure leader following his most recent role as CFO of Eaton. His extensive background also includes CFO positions at Johnson Controls, Zebra Technologies, and Western Digital, as well as senior leadership roles at Dell and Amgen.
This appointment follows the previously announced retirement of longtime CFO Keith Taylor, who has been with Equinix Inc. (NASDAQ:EQIX) since 1999. Over his 27-year tenure, Taylor was instrumental in guiding the company from its early stages as a venture-backed startup through its initial public offering and into its current status as a global industry leader with over $9 billion in annualized revenue. To ensure a seamless leadership transition, Taylor will remain with the company as a special advisor for approximately one year.
CEO and President Adaire Fox-Martin highlighted Leonetti’s strategic vision and operational rigor as key assets for the company’s future growth and value creation. The transition marks a significant milestone for the Equinix finance organization as it aims to build upon the foundation established during Taylor’s distinguished career.
Equinix Inc. (NASDAQ:EQIX) is a digital infrastructure company. Its platform, Equinix, combines a global footprint of International Business Exchange and xScale data centers, along with interconnection solutions, digital offerings, business & digital ecosystems, and consulting & support services.
12. Dell Technologies Inc. (NYSE:DELL)
Dollar Value of Billionaire Holdings: $0.84 billion
Number of Billionaire Investors: 20
Dell Technologies Inc. (NYSE:DELL) is one of the best AI stocks to invest in according to billionaires. On February 27, Morgan Stanley increased its price target for Dell Technologies to $110 from $101, while maintaining an Underweight rating. Although Dell’s FY2027 EPS guidance exceeded the firm’s previous estimates by 28%, the firm expressed difficulty in projecting simultaneous growth in pricing, demand, and margins during a significant memory cycle.
A day earlier, Dell Technologies reported financial results for FY2026, with full-year revenue reaching $113.5 billion, which was a 19% increase year-over-year. FQ4 was particularly strong, with revenue jumping 39% to $33.4 billion. This performance was driven by the Infrastructure Solutions Group, which saw quarterly revenue surge 73% to $19.6 billion. A primary catalyst for this growth was the demand for AI-optimized servers, which generated $9.0 billion in quarterly revenue, a 342% increase. Additionally, full-year diluted EPS rose 36% to $8.68, while non-GAAP diluted EPS reached $10.30.
For FY2027, Dell Technologies Inc. (NYSE:DELL) expects the full-year revenue to reach ~$140 billion, representing 23% growth. The company anticipates AI-optimized server revenue to double to ~$50 billion for the year. For FQ1 2027, revenue is projected between $34.7 billion and $35.7 billion, which would be a 51% increase year-over-year. Management expects this momentum to continue driving significant value, targeting non-GAAP diluted EPS of $12.90 at the midpoint for the full year.
Dell Technologies Inc. (NYSE:DELL) designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services internationally. The company has two segments: Infrastructure Solutions Group and Client Solutions Group.
11. Zscaler Inc. (NASDAQ:ZS)
Dollar Value of Billionaire Holdings: $1.35 billion
Number of Billionaire Investors: 21
Zscaler Inc. (NASDAQ:ZS) is one of the best AI stocks to invest in according to billionaires. On March 3, Zscaler and Singtel Singapore signed a Memorandum of Understanding to bring Zscaler Cellular to enterprises across Southeast Asia. This collaboration uses Singtel’s regional connectivity to provide secure, resilient Zero Trust protections for SIM-connected IoT and OT devices. The initiative aims to help organizations secure non-human identities and emerging use cases, such as connected vehicles and smart infrastructure, without the need for device-level agents or changes to existing carrier architecture.
The partnership addresses a rapidly expanding attack surface in Southeast Asia, where the IoT market is projected to grow significantly through 2030. With Singapore currently ranking high globally for observed IoT attacks, the region faces increasing risks of data exposure and operational downtime due to always-on devices and limited patchability. By implementing a Zero Trust approach, the joint solution is designed to provide the necessary visibility and control that traditional security methods often lack in modern industrial and mobile environments.
Technically, Zscaler Cellular allows teams to enforce fine-grained security policies using unique identifiers like IMEI or SIM IMSI to isolate devices and prevent lateral movement. This cloud-delivered security model enables centralized visibility into all cellular traffic while providing least-privilege access for critical infrastructure, retail, and mobility sectors. By combining advanced network connectivity with automated security controls, Singtel and Zscaler Inc. (NASDAQ:ZS) aim to accelerate digital transformation while ensuring that critical devices remain protected at scale.
Zscaler Inc. (NASDAQ:ZS) is a cloud-based internet security platform provider. The company is located in San Jose, California, and was founded in September 2007 by Jay Chaudhry and K. Kailash.
10. Rockwell Automation Inc. (NYSE:ROK)
Dollar Value of Billionaire Holdings: $1.72 billion
Number of Billionaire Investors: 21
Rockwell Automation Inc. (NYSE:ROK) is one of the best AI stocks to invest in according to billionaires. On March 12, Rockwell Automation and Laboratorios Farmacéuticos Rovi announced the successful implementation of a comprehensive digital batch execution system at Rovi’s pharmaceutical manufacturing facilities. In collaboration with specialized integrator Adasoft, the project transitioned Rovi from paper-based records to a fully digital environment using the FactoryTalk PharmaSuite manufacturing execution system/MES.
This integration connects core business platforms, such as ERP and LIMS, to enhance data integrity and operational excellence across Rovi’s specialty and contract manufacturing operations. The initial phase of the digitalization initiative was completed in less than a year, resulting in immediate improvements to traceability and a significant reduction in review times. By removing physical documentation and automating processes, Rovi established a standardized and replicable model for future digital rollouts across its additional facilities.
Rockwell Automation provided end-to-end support throughout the project lifecycle, including software licensing, recipe creation, staff training, and system validation tailored for highly regulated pharmaceutical environments. Adasoft, a Gold-level partner in the Rockwell Automation Inc. (NYSE:ROK) ecosystem, played a critical role in ensuring the seamless technical integration of the new digital tools. This partnership focused on empowering Rovi to maintain high standards of quality and safety while increasing its global competitiveness.
Rockwell Automation Inc. (NYSE:ROK), together with its subsidiaries, provides industrial automation & digital transformation solutions in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. It has three segments: Intelligent Devices, Software & Control, and Lifecycle Services.
9. Palo Alto Networks Inc. (NASDAQ:PANW)
Dollar Value of Billionaire Holdings: $1.85 billion
Number of Billionaire Investors: 21
Palo Alto Networks Inc. (NASDAQ:PANW) is one of the best AI stocks to invest in according to billionaires. On March 2, Palo Alto Networks announced an expanded security ecosystem aimed at protecting the infrastructure of high-performance AI Factories. Through collaborations with Nokia, U Mobile, Aeris, and Celerway, the company is integrating AI-powered security services directly into 5G and IoT networks. This initiative enables sovereign AI and secures the autonomous edge, ensuring that the digital backbone required for training massive AI models remains resilient and secure by design.
A highlight of the announcement is the partnership with Nokia to support European Gigafactories by merging AI data center infrastructure with industry-leading security platforms. This validated architecture allows organizations to scale high-performance workloads while strictly adhering to data sovereignty requirements. By extending protection from the network layer to specific workloads, the collaboration ensures the physical and digital integrity of industrial digitization at a multi-terabit scale.
Beyond the data center, Palo Alto Networks Inc. (NASDAQ:PANW) is extending its security perimeter through targeted regional and industrial partnerships. This includes an agreement with Malaysia’s U Mobile to embed security services directly into 5G infrastructure, an integration with Aeris to provide unified visibility for global IoT fleets, and a collaboration with Celerway to protect remote edge devices.
Palo Alto Networks Inc. (NASDAQ:PANW) provides cybersecurity solutions in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan.
8. Datadog Inc. (NASDAQ:DDOG)
Dollar Value of Billionaire Holdings: $0.86 billion
Number of Billionaire Investors: 22
Datadog Inc. (NASDAQ:DDOG) is one of the best AI stocks to invest in according to billionaires. On March 9, Datadog announced the general availability of its MCP Server, a purpose-built interface designed to provide AI agents with secure, real-time access to unified observability data. By integrating live telemetry directly into AI coding agents and Integrated Development Environments/IDEs, the tool allows developers to debug production issues without switching contexts.
This release aims to transform how engineering teams interact with cloud applications, moving beyond basic AI assistance toward agents that can operate autonomously on live systems. The new server addresses the growing complexity of operationalizing AI agents within professional workflows, where secure and governed access to production data is essential. It enables agents to ingest live logs, metrics, and traces, facilitating faster investigation and remediation of issues.
By using a dynamic protocol for agent communication, Datadog Inc. (NASDAQ:DDOG) reduces integration overhead and ensures that AI workflows remain compatible with strict corporate compliance and security requirements. Ultimately, the Datadog MCP Server empowers custom AI agents to leverage proactive detection and remediation signals for automated incident response.
Datadog Inc. (NASDAQ:DDOG) operates an observability and security platform for cloud applications in the US and internationally.
7. Fortinet Inc. (NASDAQ:FTNT)
Dollar Value of Billionaire Holdings: $2.12 billion
Number of Billionaire Investors: 22
Fortinet Inc. (NASDAQ:FTNT) is one of the best AI stocks to invest in according to billionaires. On March 10, Fortinet launched FortiOS 8.0, a major update to its security operating system designed to integrate networking and security across hybrid and multi-cloud environments. Introduced at Fortinet Accelerate 2026, the new release focuses on governing the use of AI, simplifying operations with fabric-based AI agents, and introducing quantum-safe protection.
By consolidating these capabilities into a single operating system, Fortinet Inc. (NASDAQ:FTNT) aims to reduce architectural complexity while ensuring security scales alongside the rapid adoption of generative AI and cloud-first strategies. To address the risks associated with AI, FortiOS 8.0 provides real-time visibility into shadow AI and introduces AI-aware application controls that block risky actions while permitting sanctioned tools.
The update includes a Model Context Protocol to manage interactions between autonomous agents and enhanced data loss prevention that uses optical character recognition to detect sensitive data in images. Additionally, conversational AI agents have been embedded across the security fabric to assist IT teams with complex configurations and troubleshooting for firewalls and SD-WAN environments. The release also advances secure edge connectivity through next-generation SASE and future-ready cryptography.
Fortinet Inc. (NASDAQ:FTNT) provides cybersecurity and convergence of networking and security solutions worldwide.
6. Marvell Technology Inc. (NASDAQ:MRVL)
Dollar Value of Billionaire Holdings: $1.74 billion
Number of Billionaire Investors: 23
Marvell Technology Inc. (NASDAQ:MRVL) is one of the best AI stocks to invest in according to billionaires. On March 12, Marvell Technology and Mojo Vision entered into a long-term collaboration to develop a new class of micro-LED-based optical interconnect solutions. This partnership, solidified by Marvell’s lead investment in Mojo Vision’s 2025 Series B financing, aims to address the limitations of traditional data center I/O infrastructure as AI workloads expand.
By combining Mojo Vision’s high-performance micro-LED platform with Marvell Technology Inc.’s (NASDAQ:MRVL) connectivity technology, the companies are designing ultra-dense interconnects that facilitate more efficient communication between large arrays of processors and shared memory pools. The core of this innovation lies in a massively parallel optical I/O design that supports thousands of optical lanes within a footprint as small as a grain of sand.
This architecture integrates electrical circuitry, micro-LED emitters, and custom multicore fiber bundles to move terabits of data per millimeter with significant improvements in power efficiency and latency. To ensure high reliability, the system uses proprietary software to dynamically map emitters to fiber channels, providing pixel-level redundancy that prevents performance degradation in next-gen AI clusters. This collaboration is specifically targeted at hyperscale and cloud data center customers who require scalable, high-bandwidth solutions that are also cost-effective and manufacturable at scale.
Marvell Technology Inc. (NASDAQ:MRVL), together with its subsidiaries, provides data infrastructure semiconductor solutions spanning the data center core to network edge in the US, Argentina, China, India, Israel, Japan, Singapore, South Korea, Taiwan, Vietnam, and internationally.
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