In this article, we will list the Top 5 Stocks That Will Profit From AI. Please visit Top 10 Stocks That Will Profit From AI if you’d like to see the extended list and the methodology behind it.
5. Eli Lilly and Company (NYSE:LLY)
Number of Hedge Fund Holders: 137
Eli Lilly and Company (NYSE:LLY) is one of the Top 10 Stocks That Will Profit From AI. The company has recently introduced LillyPod, the pharmaceutical industry’s most powerful NVIDIA-powered supercomputer. Embedded with AI, Lillypod is part of a continuous learning system that accelerates drug discovery and development.
On May 12, 2026, Eli Lilly and Company (NYSE:LLY) announced late-phase trial results showing that Foundayo (orforglipron) and lower-dose Zepbound effectively maintain weight loss after patients switch from higher-dose injectables. The company’s ATTAIN-MAINTAIN study indicated that patients transitioning from Wegovy or Zepbound to oral Foundayo maintained most of their initial weight loss after one year. Similarly, the SURMOUNT-MAINTAIN trial showed that reducing Zepbound to 5 mg or continuing at the maximum tolerated dose will result in durable long-term weight maintenance. These findings were published in The Lancet and Nature Medicine and point to new flexible options for chronic obesity management while minimizing weight regain during the transition from one treatment to another.
Previously, on May 6, 2026, Eli Lilly and Company (NYSE:LLY) announced an additional $4.5 billion investment in its Indiana manufacturing sites. This brings the company’s total state commitment to $21 billion since 2020. With this additional commitment, the company intends to support its evolving pipeline and anticipated demand for its medicines. Eli Lilly and Company (NYSE:LLY) also opened its first dedicated genetic medicine facility to support advanced therapies from research to commercial supply.
Eli Lilly and Company (NYSE:LLY) is a healthcare company with headquarters in Indiana. Founded in 1876, the company develops human pharmaceutical products across cardiometabolic health, oncology, and immunology.
4. Micron Technology, Inc. (NASDAQ:MU)
Number of Hedge Fund Holders: 137
Micron Technology, Inc. (NASDAQ:MU) is one of the Top 10 Stocks That Will Profit From AI. The company is also one of the three major global memory manufacturers of High Bandwidth Memory (HBM3E), a critical component for the world’s most powerful AI GPUs.
On April 28, 2026, D.A. Davidson initiated coverage on Micron Technology, Inc. (NASDAQ:MU) with a Buy rating. The firm’s analyst, Gil Luria, has set a price target of $1,000 on the stock, according to a CNBC report. Luria cited the company’s node leadership and long-duration earnings power and further stated that the AI boom is creating a positive feedback loop as well as a structurally higher ceiling for memory pricing, thereby favoring the company. In addition to the analyst’s statements, CNBC noted that Micron Technology, Inc. (NASDAQ:MU) shares have risen 84% year-to-date in 2026, with 41 of 44 Wall Street analysts maintaining bullish ratings on the stock.
In another development, on May 5, 2026, Micron Technology, Inc. (NASDAQ:MU) announced that the company had begun shipping the 245TB Micron 6600 ION, the world’s highest-capacity commercial SSD. The drive was designed for AI and cloud workloads and is capable of performing with 82% fewer racks than HDD-based storage. According to Jeremy Werner, the company’s senior vice president and general manager of Micron’s Core Data Center Business Unit, the drive provides the data center operators a critical new lever to improve rack-level total cost of ownership.
Founded in 1978, the Idaho-based company Micron Technology Inc. (NASDAQ:MU) provides memory and storage solutions sold into client, cloud server, enterprise, graphics, networking, smartphone, mobile device, automotive, industrial, and consumer markets, among others.
3. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders: 264
NVIDIA Corporation (NASDAQ:NVDA) is one of the Top 10 Stocks That Will Profit From AI. As a leader in AI hardware, the company’s 2026 roadmap focuses on Physical AI, merging robotics and digital twins through their Omniverse and Blackwell platforms.
On May 12, 2026, Wells Fargo raised its price target on NVIDIA Corporation (NASDAQ:NVDA) from $265 to $315. The firm’s analyst maintained an Overweight rating on the shares. The update comes ahead of quarterly results, with the firm citing the company’s new capacity-driven model. Wells Fargo dismisses peak margin concerns and argues that the stock is a “buy” at less than 20x P/E. The firm maintains that NVIDIA Corporation (NASDAQ:NVDA)’s durable 2027 consensus estimates and favorable growth outlook justify further upside for the company.
Separately, on May 13, 2026, Reuters reported that NVIDIA Corporation (NASDAQ:NVDA)’s CEO Jensen Huang had joined President Donald Trump’s delegation to China. This new development is anticipated to spark optimism for a resolution to the stalled H200 AI chip sales. Huang boarded Air Force One following a last-minute invitation from Trump. The sales for the chips were authorized in January, but the shipments remain blocked by regulatory disagreements. Chinese tech firms view Huang’s presence as a signal of potential progress in the prolonged trade impasse, according to Reuters.
Founded in 1993, the California-based company, NVIDIA Corporation (NASDAQ:NVDA), is a fabless semiconductor and AI computing company that designs GPUs, AI accelerators, Application Programming Interfaces (APIs), and system-on-a-chip units.
2. Microsoft Corporation (NASDAQ:MSFT)
Number of Hedge Fund Holders: 312
Microsoft Corporation (NASDAQ:MSFT) is one of the Top 10 Stocks That Will Profit From AI. The company has strengthened its position over the recent years as the premier AI software provider through its multi-billion-dollar partnership with OpenAI and the deep integration of Copilot across its entire software stack.
On May 11, 2026, Microsoft Corporation (NASDAQ:MSFT) announced a new strategic partnership with Discord to integrate Xbox Game Pass benefits directly into the Discord Nitro subscription. Under this update, Discord Nitro members now receive a “starter edition” of Xbox Game Pass, which offers easier discovery and access to a massive library of titles. With the enhanced social features, users can jump into games directly from a friend’s Discord activity stream via a new “Play” button. The update also noted that eligible Xbox Game Pass subscribers will soon receive reciprocal Discord Nitro benefits as part of the ongoing collaboration.
Earlier, on April 30, 2026, Scotiabank cut the firm’s price target on Microsoft Corporation (NASDAQ:MSFT) from $600 to $550. The firm’s analyst Patrick Colville kept an Outperform rating on the stock. The analyst told the investors that though the results from the third quarter were positive, the full speed ahead Q4 guidance and “all systems go” for FY27 targets were the main highlights. The company, in its Q3 earnings call, has noted that it has increased its capital expenditure for 2026 to roughly $190 billion following the impact of higher component pricing.
Founded in 1975, Microsoft Corporation (NASDAQ:MSFT) is a global technology company that develops and sells a wide range of software, cloud services, devices, and business solutions, serving both individual users and enterprise customers worldwide.
1. Amazon.com, Inc. (NASDAQ:AMZN)
Number of Hedge Fund Holders: 381
Amazon.com, Inc. (NASDAQ:AMZN) is one of the Top 10 Stocks That Will Profit From AI. In addition to developing its own AI microchips to scale models cost-effectively, the company has been investing heavily in partnerships to integrate AI models such as Claude into AWS.
On May 12, 2026, Amazon.com, Inc. (NASDAQ:AMZN) announced the nationwide rollout of Amazon Now, an ultra-fast delivery service providing groceries and household essentials in 30 minutes or less. The service is currently available in major hubs including Atlanta, Dallas-Fort Worth, Philadelphia, and Seattle. Amazon.com, Inc. (NASDAQ:AMZN) is rapidly expanding this service in cities such as Austin, Houston, and Phoenix, with plans to reach tens of millions of customers by year-end. Using this initiative, the company scales its logistics and meets the increasing consumer demand for immediate access to locally relevant items and daily necessities. Udit Madan, Senior Vice President, Amazon Worldwide Operations, claimed the following.
Amazon Now is for when you need or want the convenience of getting your Amazon order delivered in 30 minutes or less
On May 11, 2026, AWS, a subsidiary of Amazon.com, Inc. (NASDAQ:AMZN), announced the general availability of the Claude Platform on AWS. AWS users can now access Anthropic’s native experience through their existing AWS accounts. The service integrates Anthropic-operated APIs and beta features, like Managed Agents, with consolidated AWS billing and IAM security controls.
Founded in 1994, Amazon.com Inc. (NASDAQ:AMZN) operates across e-commerce, digital content, advertising, and cloud computing. Its online and offline stores offer both in-house and third-party products, while its Amazon Web Services (AWS) division runs one of the world’s largest data center networks.
While we acknowledge the potential of AMZN to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than AMZN and that has 100x upside potential, check out our report about the cheapest AI stock.
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