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Claude AI Says Zeta Global (ZETA) Is a Better Buy Than Microsoft (MSFT)

Zeta Global Holdings (NASDAQ:ZETA) is one of the top picks of Claude AI. According to “The Claude Portfolio” account on X, which is associated with Autopilot, a fintech investment platform, the AI chatbot swapped MSFT for Zeta earlier this year, citing strong revenue growth and increasing usage of the omnichannel data-driven cloud platform company.

In its recent bull case, Claude AI highlighted Zeta (NASDAQ:ZETA) partnership with Palantir to build an enterprise AI infrastructure layer that connects operational intelligence, customer intelligence, and marketing execution.

But what does Zeta Global Holdings (NASDAQ:ZETA) do, and how is it an AI stock? The company makes marketing software. Its main product is the Zeta Marketing Platform, which helps businesses find customers, send them targeted emails and ads, and measure what worked. Its customers are large enterprises like retailers, banks, insurers, and airlines. Its moat is data. Zeta has built a database covering about 245 million US consumers with signals showing what those people are shopping for and researching right now. It sells subscriptions to its platform, and its AI agent Athena sits on top, letting marketers ask questions in plain English like “which customers are about to leave?” and get answers pulled straight from that data.

Zeta Global Holdings (NASDAQ:ZETA) has posted 19 consecutive beat-and-raise quarters. In Q1 2026, its revenue rose about 50% year over year to $396 million, and underlying growth excluding the Marigold acquisition and political revenue came in at 29%, the fourth straight quarter of acceleration. The company has also increased its full-year 2026 revenue and EBITDA guidance at the same time.

Bulls also point to Athena, Zeta’s AI agent that went live for all customers in March 2026. Athena generated 7 times more agent interactions than Zeta Global Holdings’ (NASDAQ:ZETA) older tools and drove about 60% of AI platform usage shortly after launch. It works as an expansion engine, pushing multi-use-case customers up more than 50% and lifting ARPU for super-scaled accounts 21% year over year to $1.7 million.

Pixabay/Public Domain

While we acknowledge the risk and potential of ZETA as an investment, our conviction lies in the belief that some AI  stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than ZETA and that has 10,000% upside potential, check out our report about the cheapest AI stock.

READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy. 

Disclosure: None. Follow Insider Monkey on Google News.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

My name is Inan Dogan. I’m the co-founder and Research Director of Insider Monkey. I have an important message for you today.

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Now if you had invested just $10,000 in BTI in June 2024, you’d be sitting on $19,000 in October 2025.

Today, we have identified a nearly identical pattern in a digital-first giant trading at $3.

While the market panics over a surface-level revenue decline, our PhD-led research shows management has actually surgically cut $100 million in waste to focus on high-margin growth.

This pattern is a hallmark of our 16.5% annual return track record. The current opportunity offers a 400% upside potential—dwarfing even our 90% BTI return.

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