3 Stocks That Could Soar in the AI Agent Boom

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Investors piled into artificial intelligence (AI) stocks last year, which helped all three benchmarks advance in the double digits. The S&P 500, the Nasdaq, and the Dow Jones Industrial Average climbed 23%, 28%, and 12%, respectively.

And the top performers in all three indexes were companies heavily involved in AI, including chip designer Nvidia (NASDAQ: NVDA) and software company Palantir Technologies. They scored the biggest wins in the Dow Average and the S&P 500, respectively.

Why have AI stocks been so popular? AI has the potential to transform many industries, with certain market experts, such as JPMorgan Chase CEO Jamie Dimon, saying it could be as revolutionary as electricity or the internet. So, investors who get in early on AI stocks could win big over time. The first success stories have been companies fueling the initial stages of AI, such as the training and inferencing of AI models, and these players could continue to gain.

But a new AI investing theme has emerged to share the spotlight, and that's the area of AI agents. This involves using AI to solve complex problems, a move that could help companies gain efficiency. Investors who get in on certain AI agent companies today may have reason to cheer as this AI boom advances. Let's check out three of these stocks that could soar.

An investor smiles while looking at a phone in a living room.
Image source: Getty Images.

1. Nvidia

"Nvidia, again?" you might ask. After all, the stock has already climbed thanks to its strength in AI chips, the key element involved in the first wave of AI growth. But Nvidia also may become a key player in the world of agentic AI. This is because of the company's expansion well beyond just chips and into software to support AI development.

Today, Nvidia and its partners are offering customers blueprints to build their own AI agents. At CES last week, Nvidia Chief Executive Officer Jensen Huang spoke of five blueprints from partners integrating the Nvidia Enterprise software platform. Huang talked about Nvidia's own new AI blueprint to summarize video footage -- imagine thousands of hours of video quickly analyzed to help a business make factory operations more efficient, for example.

So, right now, AI customers can not only turn to Nvidia for building blocks like graphics processing units (GPUs) to train their models but also go to Nvidia when they're looking to build and use an AI agent. And this equals yet another source of growth for this top AI stock moving forward.

2. Amazon

Amazon (NASDAQ: AMZN), the world's No. 1 cloud service provider, is well positioned to benefit from the growth of AI agents. First, Amazon Web Services' (AWS) leadership position means customers are already right there, so it makes sense for them to opt for AWS AI agent services. And these services are up and running.