In this article, we will take a look at the Top 10 Stocks That Will Profit From AI.
With the rapid growth of generative artificial intelligence (AI), capital flows in the market are showing notable shifts, targeting infrastructure, chipmakers, and cloud computing. Investors are on the lookout for companies that profit from this AI boom. However, there are also concerns about the time constraints of these emerging opportunities.
Billionaire hedge fund manager Paul Tudor Jones, founder of Tudor Investment, offered a bullish outlook for the sector during a CNBC “Squawk Box” interview on May 7, 2026. Jones believes that the current AI-fueled market will run out in a year or two. He compared today’s environment with the productivity miracles sparked by Microsoft’s early dominance in the 1980s and the commercialization of the internet in 1995. While doing so, Jones noted that the launch of advanced models like Claude in January 2026 reflects a transformation stage similar to the 1981 Microsoft era. Based on his estimates, we have run through 50% to 60% of a cycle that potentially lasts five years.
Although he has long expressed concerns about regulation and the potential for breathtaking corrections once the cycle reaches its peak, Jones confirmed that he holds several AI-related securities in his portfolio. This echoes enthusiasm in the market, where investors are seeking stocks that could capture the ongoing opportunity before it passes.
Against this backdrop, we have come up with 10 picks that are anticipated to profit from AI.
Our Methodology
We identified our top 10 stocks by screening the stocks that will benefit from AI growth. We classified the list as AI Enablers (companies developing AI models, chips, and cloud infrastructure) or AI Adopters (companies leveraging AI for efficiency and innovation) and selected stocks with high growth potential. We ranked these stocks by the number of hedge funds holding a stake in each. The fourth-quarter hedge fund data available in the Insider Monkey database has been used for this purpose.
We limited our final selection to companies that have recently reported noteworthy developments likely to impact investor sentiment. All the pricing data are current as of market close on May 13, 2026.
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).
10. HCA Healthcare, Inc. (NYSE:HCA)
Number of Hedge Fund Holders: 74
HCA Healthcare, Inc. (NYSE:HCA) is one of the Top 10 Stocks That Will Profit From AI. The Tennessee-based company has been integrating generative AI into clinical workflows to automate medical documentation and administrative tasks.
Among the most recent developments, HCA Healthcare, Inc. (NYSE:HCA) announced that, through its wholly owned subsidiary, HCA Inc., it completed a $3 billion public offering of senior unsecured notes on April 30, 2026. The offering includes three tranches maturing in 2031, 2033, and 2036. Their interest rates ranged from 4.7% to 5.3%. These notes are fully guaranteed by the parent company, and they aim to diversify long-term funding and improve the company’s financial flexibility. The notes were issued under an existing base indenture and new supplemental indentures following an underwriting agreement signed on April 27, 2026, and include customary covenants, optional redemption features, and change-of-control repurchase rights.
Separately, on April 28, 2027, Bernstein lowered its price target on HCA Healthcare, Inc. (NYSE:HCA) from $541 to $503 while maintaining a Market Perform rating on the stock. The firm modestly lowered the company’s long-term EBITDA forecasts, projecting a 5.1% CAGR. Bernstein’s analyst cites risks from slowing state supplemental payments, insurance coverage reductions, and potential bad debt growth. On the other hand, the firm also noted that strong operating execution and well-controlled margins could potentially offset these financial challenges.
Founded in 1968, HCA Healthcare, Inc. (NYSE:HCA) is a leading American for-profit company, providing healthcare services through its 186 hospitals and approximately 2,400 sites of care in 20 states and the United Kingdom.
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