Artificial intelligence is no longer a niche topic. Currently, it is at the center of global trade, supporting 43% of trade growth, despite accounting for only 15% of total trade volume. Trade in AI-related hardware increased by more than 20% in the first half of 2025. Meanwhile, global export growth is expected to slow in 2026, with broad goods trade growing close to 4%. For investors, this combination of strengths and frictions could reward companies with scale, quality, and exposure to real-world AI. This article highlights three stocks that are directly exposed to these changes from the screener.
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Zeta Global Holdings (ZETA)
overview: Zeta Global runs a data-rich cloud platform that enables large enterprises to understand consumer behavior and use AI to automate marketing across email, mobile, social, connected TV, and other channels. The company’s Athena AI engine and tools like Zeta Marketing Platform, Zeta Messaging, and CDP+ aim to turn customer data into targeted campaigns and measurable profits.
operation: Zeta generates approximately US$1.44 billion in revenue from Internet software and services, of which approximately US$1.35 billion comes from the United States and approximately US$85 million from international markets.
Market capitalization: 5.04 billion USD
For investors focused on the AI trading story, Zeta stands out because its platform sells AI not as a bolt-on feature but as a core “operating system” for marketing, backed by proprietary data and products like Athena that customers already use to target spending and measure returns. Recent guidance upgrades, an increased role in AI-related collaboration, and a history of customers treating platforms as revenue drivers rather than cost centers all speak to how closely Zeta is aligned with the real economic benefits of AI. On the flip side, there are significant execution risks around debt, data privacy regulations, and competition from large cloud and advertising platforms. This makes it especially important to think carefully about your entry point and risk tolerance.
Zeta’s pitch as a marketing “operating system” backed by Athena and a wealth of data is strong, but the real story is in the numbers. Let’s start with Zeta Global Holdings’ DCF valuation analysis to see what’s missing at its current price.
Celebrite DI (CLBT)
overview: Cellebrite DI provides software and services that help law enforcement agencies and businesses legally access, organize and analyze digital evidence from phones, computers, cloud services and other sources to solve complex investigations ranging from child exploitation and murder to cyber and financial crimes.
operation: Cellebrite generates approximately US$496.4 million in revenue from Internet software and services.
Market capitalization: USD 3.2 billion
Cellebrite operates at the intersection of AI, security, and the rise of digital crime, using tools such as Genesis, Guardian, and Pathfinder to use AI to reduce investigation times and analyze large datasets while preserving chain of custody and privacy. The company has received FedRAMP High clearance for its cloud platform, creating more jobs for the U.S. federal government as AI becomes central to public safety and defense spending. At the same time, significant exposure to the U.S. government’s budget, relatively high P/E ratios, and continued pressure to respond to rapidly changing device security require investors to weigh significant opportunities against meaningful enforcement and regulatory risks.
Cellebrite’s AI powers its investigative tools and its FedRAMP High status puts it at the center of digital evidence, but the real tension is how its P/E translates into future contracts. Check out Cellebrite DI’s analyst forecasts to see what expectations are missing.
Klavyo (KVYO)
overview: Klaviyo provides a cloud-based B2C CRM platform that enables brands to unify customer data, marketing, and service into one system and run targeted email, SMS, social, and AI-powered onsite experiences. The tools range from data infrastructure and analytics to AI agents that automate campaign creation, customer support, and personalization across digital channels.
operation: Klaviyo generates approximately US$1.31 billion in revenue from Internet software, most of which comes from the United States, with significant contributions from EMEA and Asia Pacific.
Market capitalization: 4.25 billion USD
For investors focused on the AI trade story, Klaviyo sits at the intersection of data, automation, and global e-commerce, aiming to turn first-party data into more valuable marketing and services through AI agents, Composer, and integrations into platforms like ChatGPT and Claude. The company remains loss-making and reliant on external borrowing, and faces stiff competition from larger software suites and AI-native rivals. The company reported revenue growth, raised its outlook for 2026 and conducted a $500 million share buyback. The company trades at a P/S similar to the broader software industry, but Simply Wall Street estimates a fairly high fair value. A key consideration is how the combination of AI tailwinds, margin pressures, and valuations evolve.
Klaviyo’s AI agent, 2026 guidance hike, and US$500 million share buyback suggest investors may not be fully pricing in the company’s earnings. Get Klaviyo analyst forecasts and see what the market is missing
The three stocks in this article are just a starting point. The full screener reveals 15 more companies with equally compelling AI-driven narratives that you haven’t seen yet in the Artificial Intelligence and AI Hardware sector screener. Use Simply Wall St to identify and analyze the specific catalysts, financial strengths, and AI exposures that matter to you, so you can focus on the ideas with the highest conviction.
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If you think Cellebrite DI or any of these companies is a great opportunity, sign up for free on Simply Wall St and add the companies to your watchlist to watch stock prices relative to fair value, the ideal entry point. Once migrated, manage your holdings with a portfolio command center that filters out the noise and delivers only the most important and actionable updates. Our community allows you to filter the best ideas from thousands of investor perspectives throughout your journey. Discover hidden catalysts and risks early to accelerate decision-making and stay ahead of the market.
Looking for a fresh alternative before you leave?
New themes can quickly gain momentum. By the time many investors realize, the most attractive entry points may have already faded. Consider these ideas early to determine if any fit your purpose.
- While dividends, balance sheets, and stock prices are still out of the spotlight, check out our eight dividend fortresses to find potential high-yield anchors. Next, determine if something fits your income goals.
- Track where money is gaining momentum among 48 AI Infrastructure stocks and see which stocks already support AI capabilities before that momentum is fully reflected in the headlines.
- Find financially sound companies using our list of strong balance sheets and fundamentals (48 results) and filter companies that match your risk comfort before sentiment and valuation multiples change.
This article by Simply Wall St is general in nature. We provide commentary using only unbiased methodologies, based on historical data and analyst forecasts, and articles are not intended to be financial advice. This is not a recommendation to buy or sell any stock, and does not take into account your objectives or financial situation. We aim to provide long-term, focused analysis based on fundamental data. Note that our analysis may not factor in the latest announcements or qualitative material from price-sensitive companies. Simply Wall St has no position in any stocks mentioned.
Evaluation is complex, but we will simplify it here.
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