Central banks are watching energy driven inflation closely, yet corporate spending on artificial intelligence infrastructure keeps pushing forward. That gap between policy caution and ongoing AI investment creates an opening for investors who want exposure to the ChatGPT and AI trend through semiconductors, software and cloud. This article highlights 3 stocks from our AI Stocks screener that sit at the heart of this shift.
The three stocks covered next are just a sample, and the full AI screen surfaced 204 more companies with equally compelling stories that are not included here.
If you want to identify and analyze your own highest conviction ideas tied to ChatGPT and broader AI adoption, head straight to the Artificial Intelligence/ AI Stocks screener.
Overview: Palo Alto Networks is a cybersecurity company that helps businesses and governments secure their networks, cloud environments and AI workloads using a broad platform of software, hardware firewalls and AI driven security tools. Its offerings span secure remote access, cloud native protection, security operations automation and threat intelligence services delivered to customers worldwide.
Operations: Palo Alto Networks generates all of its roughly US$10.6b in revenue from security software and services, with most sales coming from the United States and the rest spread across EMEA, APAC and other Americas regions.
Palo Alto Networks operates at the intersection of two key forces for investors: rapid AI adoption and rising cyber risk. Its AI driven platforms, from Prisma to Cortex XSIAM, are tied directly to demand for cloud and data center security. Management is pursuing larger multi product deals and platform consolidation, which can support recurring revenue and high free cash flow margins. The valuation, however, reflects elevated expectations and the stock had already rallied strongly into August 2026. Recent acquisitions such as CyberArk and Chronosphere, along with regulatory scrutiny in China, create a combination of potential growth drivers and execution risk that may warrant closer attention to this AI security provider.
AI fueled security spending is intersecting with a rich valuation story at Palo Alto Networks, and the missing piece is how that balance appears on a full risk and opportunity scorecard through the 1 key reward and 3 important warning signs
Build your own AI security shortlist
Palo Alto Networks and the two other stocks in this article all came from a single screener, but the real value is in building filters that match how you invest. Use our customisable Screener to mix valuation, growth, quality and risk metrics into your own watchlist, or lean on any of our curated Investing Ideas.
Overview: Atlassian is a Sydney based software company whose tools like Jira, Confluence, Trello and Loom help teams around the world plan projects, share knowledge and manage day to day workflows, with newer AI products such as Rovo built in to search, chat and automate work across those tools.
Operations: Atlassian generates about US$6.6b in revenue entirely from software and programming related products and services.
Atlassian sits squarely in the AI productivity story, with Rovo and AI native features inside Jira and Confluence already tied to stronger cloud revenue trends and higher engagement. Analysts expect earnings to move from a loss today to profitability over the next few years and recent results have included double digit revenue and cloud growth. This helps explain why multiple banks raised price targets in early August 2026. At the same time, the stock is not cheap on P/S, insider selling has picked up and the company is still working through complex cloud migrations and questions around how fully AI can be monetized. For investors who want AI exposure through everyday software workflows, the full Atlassian analysis is worth a closer look.
Atlassian’s AI fueled cloud story is accelerating, yet the real question is how that promise, ongoing losses and a full valuation fit together on one page. Read the analyst forecasts for Atlassian to see what might be missing
Overview: Rubrik is a data security company that focuses on protecting and recovering critical information for organisations, using tools that cover backups, cloud data, SaaS applications and identity systems, with AI products like RUBY and SENTRYAI aimed at automating cyber resilience. Its platform is used across sectors such as finance, healthcare, government, education and technology to help defend against ransomware, manage data risks and restore operations after an attack.
Operations: Rubrik generates about US$1.4b in revenue from software and services, with most of it coming from the United States and the rest from EMEA, APAC and other Americas markets.
Rubrik sits at the intersection of AI and cyber resilience, with products like Rubrik Security Cloud and new offerings such as Rubrik Agent Identity and Agent Cloud aimed at securing fast growing AI agent workflows. Partnerships with Microsoft, MEDITECH, Internet2 and the Cloud Security Alliance extend its reach into cloud, healthcare and public sector use cases. Analysts point to growth in revenue and a larger data security footprint. At the same time, Rubrik is still reporting losses, carries negative shareholders’ equity and relies entirely on external borrowing, so its financial risk profile is higher than that of many software peers. For investors who are considering AI security exposure but are wary of unprofitable growth stories, the mix of revenue growth, valuation signals and balance sheet pressure may make Rubrik a company for further research.
Rubrik’s AI driven security story is expanding fast, but the balance between growth, losses and leverage is easy to underestimate. Get the full picture with the 2 key rewards and 2 important warning signs (1 is major!)
Seeking Fresh Alternatives Before They Fly
Fresh ideas tend to move first, and slow research gets caught reacting. Scan stocks building quiet breakout momentum while it matters and still sit under the radar for now, and consider acting early rather than late.
- Spot cash generative companies before momentum headlines form by running the 49 high quality undervalued stocks while they are still priced for doubt, rather than chasing after prices start moving sharply.
- Track miners and producers positioned for potential metals strength using the curated 29 elite gold producer stocks while attention remains limited and before broader interest develops.
- Follow structural electrification themes by scanning grid and transmission players through the hand picked 36 power grid technology and infrastructure stocks while their stories remain relatively under the radar.
This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.
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About NYSE:RBRK
Rubrik
Provides data security solutions to individuals and businesses worldwide.
Imperfect balance sheet with very low risk.
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