AI Stocks to Watch Now for Software Growth and Data Center Demand

Simply Wall St.08-01 03:27

Artificial intelligence sits at the crossroads of powerful themes right now, from central banks watching inflation to businesses pushing for productivity gains. While policy signals from the Fed, ECB ...

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While policy signals from the Fed, ECB ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nasdaq-rop/roper-technologies/news/ai-stocks-to-watch-now-for-software-growth-and-data-center-d\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI Stocks to Watch Now for Software Growth and Data Center Demand</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI Stocks to Watch Now for Software Growth and Data Center Demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-01 03:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/software/nasdaq-rop/roper-technologies/news/ai-stocks-to-watch-now-for-software-growth-and-data-center-d><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Artificial intelligence sits at the crossroads of powerful themes right now, from central banks watching inflation to businesses pushing for productivity gains. While policy signals from the Fed, ECB ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nasdaq-rop/roper-technologies/news/ai-stocks-to-watch-now-for-software-growth-and-data-center-d\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2506952097.USD","symbol_name":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) ACC","start_time":0,"source_url":"https://simplywall.st/stocks/us/software/nasdaq-rop/roper-technologies/news/ai-stocks-to-watch-now-for-software-growth-and-data-center-d","article_id":"2656396172","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/company-cover/22751-main-header/1756252603349"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/software/nasdaq-rop/roper-technologies/news/ai-stocks-to-watch-now-for-software-growth-and-data-center-d","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2656396172","pubTimestamp":1785526027,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Artificial intelligence sits at the crossroads of powerful themes right now, from central banks watching inflation to businesses pushing for productivity gains. While policy signals from the Fed, ECB and BoJ keep markets focused on inflation, services and energy costs, the AI Stocks screener zeroes in on companies directly tied to the ChatGPT and AI build out in semiconductors, software, LLMs, cloud and digital transformation. This article walks through that theme in clear terms and...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU2506952097.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) ACC","BK6051":"信息科技咨询与其它服务","QTOC":"Innovator Growth Accelerated Plus ETF - October","BK4585":"ETF&股票定投概念","LU0823417737.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU2506951958.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) INC","IGM":"iShares Expanded Tech Sector ETF","ROP":"儒博实业","KVYO":"Klaviyo, Inc.","VGT":"信息技术ETF-Vanguard","LU0950375773.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC A","HUT":"Hut 8 Mining Corp","LYY.SI":"中云集团","DTCR":"Global X Data Center & Digital Infrastructure ETF","ARTY":"ISHARES FUTURE AI & TECH ETF","LU2506952170.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) INC","IE0008368304.USD":"STEWART INVESTORS WORLDWIDE LEADERS SUSTAINABILITY FUND \"I\" (USD) ACC","BK4613":"AI应用软件","BK4206":"工业集团企业","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","LU0823417653.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) ACC","VTHR":"Vanguard Russell 3000 ETF","DAPP":"VanEck Digital Transformation ETF","HUTG":"Leverage Shares 2X Long HUT Daily ETF","BK4588":"碎股","MNRS":"GRAYSCALE BITCOIN MINERS ETF","BK4600":"加密货币概念","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","AIPO":"Defiance AI and Power Infrastructure ETF","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","BK4595":"比特币概念","BLCK":"Corgi Crypto Infrastructure ETF","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","BK4023":"应用软件","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","BLOK":"Amplify Transformational Data Sharing ETF","QQH":"HCM Defender 100 Index ETF","LU2506951875.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) ACC","AGIX":"通用人工智能 ETF-AGIX"},"translate_title":"软件增长和数据中心需求值得关注的人工智能股票","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"QQH":0.8,"BLCK":0.6,"VTHR":1.5,"IGM":0.8,"ROP":1,"ARTY":1.5,"DTCR":1.5,"HUT":1,"KVYO":1,"VGT":0.9,"AGIX":1.5,"LYY.SI":1.5,"DAPP":0.62,"HUTG":0.6,"BLOK":1.5,"QTOC":1.5,"AIPO":1.5,"MNRS":0.6,"CHAT":1.5},"content_text":"Artificial intelligence sits at the crossroads of powerful themes right now, from central banks watching inflation to businesses pushing for productivity gains. While policy signals from the Fed, ECB and BoJ keep markets focused on inflation, services and energy costs, the AI Stocks screener zeroes in on companies directly tied to the ChatGPT and AI build out in semiconductors, software, LLMs, cloud and digital transformation. This article walks through that theme in clear terms and highlights 3 stocks from the screener that many investors are watching as potential ways to get targeted exposure to the AI trend. AdvertisementRoper Technologies (ROP) Overview: Roper Technologies is a US based group of software and technology businesses that focus on niche, mission critical markets such as healthcare, insurance, education, industrial measurement and faith based organizations, with many products delivered as cloud and AI enabled software. Operations: Roper Technologies generates most of its revenue from Application Software at about US$4.7b, with additional contributions from Network Software at about US$1.7b and Technology Enabled Products at about US$1.9b. Market Cap: US$40.4b Roper Technologies sits at an intersection of AI powered vertical software and cash generative technology products, which is why many investors are paying closer attention. A large and growing mix of recurring SaaS and data rich platforms, together with Q2 2026 revenue growth of 9% and raised guidance, appeals to investors who want exposure to AI being built into real world workflows. At the same time, heavy use of acquisitions, high debt, earnings boosted by a US$1.1b one off gain and insider selling in recent months mean the story is not without risk. The key question is whether the AI driven software mix and cash returns can justify the current valuation as analysts debate future earnings paths and price targets. Roper Technologies’ AI heavy software mix and cash rich products story looks powerful, yet the real test sits in the numbers investors are debating. Get the full picture with the 3 key rewards and 4 important warning signs (1 is major!) ROP Discounted Cash Flow as at Jul 2026 Hut 8 (HUT) Overview: Hut 8 is an energy and compute infrastructure company that runs large scale power, data center and cloud facilities across the US and Canada, supporting Bitcoin mining, high performance computing and AI workloads for customers. Operations: Hut 8 generates most of its revenue from Compute at about US$252.3m and Digital Infrastructure at about US$113.5m, with Power contributing about US$45.6m and segment adjustments of US$127.1m. Market Cap: US$9.9b Hut 8 is drawing attention because it sits where AI data centers, Bitcoin mining and long term power contracts meet. Recent 15 year leases at its Beacon Point site, including capacity tied to Nvidia and nearly 1 GW of contracted AI data center power, give Hut 8 multi year visibility on large rental inflows and help shift its story away from pure Bitcoin price swings. At the same time, the company is still unprofitable, carries a very high P/S multiple, leans on fossil fuel based power and relies on external funding, while insiders have been selling and governance experience is thin. That mix of growth potential and elevated risk is why many investors are watching Hut 8 closely. Hut 8 sits where AI, power and Bitcoin are starting to decouple, yet the real story is still forming. See how the 1 key reward and 2 important warning signs (1 is major!) could reframe the risk reward balance in one chart that most investors overlook. NasdaqGS:HUT P/S Ratio as at Jul 2026 Klaviyo (KVYO) Overview: Klaviyo is a Boston based software company that gives consumer brands a single cloud platform to run email, SMS, social and other customer communications, powered by unified first party data and AI assistants for marketing and support teams. Its tools are used by everyone from entrepreneurs to large enterprises to personalize campaigns, automate workflows and measure how customer engagement translates into sales. Operations: Klaviyo generates all of its US$1.31b in revenue from Internet Software, with the United States contributing about US$778.7m and the rest coming from regions including Other EMEA at about US$202.1m, the United Kingdom at about US$132.0m, Asia Pacific at about US$136.0m and Other Americas at about US$63.4m. Market Cap: US$5.8b Klaviyo sits at the heart of AI powered marketing, where first party data, automation and customer service converge. Revenue is firmly tied to its software platform and recent results show solid top line momentum, a move into profitability and active share buybacks. New AI products like Composer AI, Customer Agent and Helpdesk aim to lift how much each customer spends over time. On the flip side, the company is still early in monetising these tools, relies on smaller business customers that can be more sensitive to slowdowns and faces intense competition from larger software groups and newer AI specialists. That mix of strong growth forecasts, margin potential and execution risk is why many investors are watching Klaviyo closely. Klaviyo’s AI tools, rising profitability and buybacks suggest a business that could scale faster than many expect, yet the real twist sits inside the analyst forecasts for Klaviyo that most investors have not fully unpacked NYSE:KVYO Earnings & Revenue Growth as at Jul 2026 The three AI stocks in this article are just a starting point. The full screener surfaced 203 more companies with equally compelling AI narratives that many investors may want to analyze. Identify and analyze the highest conviction AI opportunities by filtering for specific catalysts and themes using the Artificial Intelligence/ AI Stocks screener. Take Control of Your Investment Journey  If Klaviyo or any of these companies have caught your attention, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value and track any new developments as they happen.\n            Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates.\n            Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives.\n            By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.\n         Seeking Fresh Alternatives Before They Fly New themes are gaining breakout momentum while many investors stay caught on yesterday’s stories. Scan fresh stock ideas that are under the radar for now and consider acting while it matters.  Spot sturdy businesses before broader attention hits by scanning a curated list of solid balance sheet and fundamentals (46 results) that can help keep financial stress in check while others chase headlines. Explore potential income momentum from companies offering substantial yields by reviewing the hand picked 8 dividend fortresses that may help stabilize total returns when growth stories cool. Track where capital might rotate next by checking the focused 8 top copper producer stocks aligned with long term demand for electrification and large scale infrastructure build outs.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        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\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Klaviyo might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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