{"id":89311,"topic":"ai","source":"Yahoo Finance","title":"Zeta Global Holdings And 2 Top AI Stocks To Watch - Yahoo Finance","url":"https://finance.yahoo.com/technology/ai/articles/zeta-global-holdings-2-top-043117038.html","url_hash":"4cf9a1b413e7450ea57221943e1cf736a7f2b19e","author":"","summary":"Zeta Global Holdings And 2 Top AI Stocks To Watch Yahoo Finance","content":"Global rivals are racing to control artificial intelligence, and the recent Trump Xi meeting underlined how critical AI leadership has become for economic and political power. When governments treat AI as a strategic priority, capital, talent, and data tend to follow. That urgency can leave some direct AI players mispriced. This article highlights three publicly listed companies tied to chips, cloud, and software that screen as undervalued by our AI-focused tool.\nThe stocks covered below are just a sample of what screens as potentially mispriced, with the full list surfacing 135 more AI linked businesses with equally compelling narratives that are not covered in this article. To identify and analyze the highest conviction opportunities tied to chips, cloud and software, head straight into the Undervalued Artificial Intelligence/ AI Stocks screener.\nOverview: Zeta Global Holdings runs an AI infused cloud marketing platform that helps large enterprises use data to target, message, and retain consumers across channels.\nOperations: The business generates about US$1.57b from internet software and services, with roughly US$1.46b from the United States and US$116 million from international customers.\nMarket Cap: US$7.6b\nFor investors hunting pure software exposure to the AI and ChatGPT buildout, Zeta Global offers a direct line into marketing teams that want decisioning, targeting, and execution powered by an AI native backbone rather than bolt on tools.\n\"Zeta's AI-driven platform and unique data approach are described by some observers as positioning it for rapid market share gains, stronger revenue growth, and superior customer retention as industry adoption accelerates.\"\nWhat happens to future earnings power if a single unseen pressure on the business model ends up supporting a faster margin shift?\nThat margin question sits at the center of the full narrative for Zeta Global Holdings and shows how a single overlooked pressure could be masking a far more powerful earnings story.\nOverview: Cerebras Systems designs wafer scale AI chips and rack based compute platforms that power large language model and generative AI workloads.\nOperations: Cerebras Systems generates about US$680.7 million from semiconductors, with roughly US$236.6 million from the United States and US$443.5 million from Europe, the Middle East, and Africa.\nMarket Cap: US$50.5b\nCerebras Systems matters for this AI themed screen because its wafer scale hardware and racks are built specifically for training and running ChatGPT class models at data center scale.","image_url":"https://s.yimg.com/lo/mysterio/api/92b869571ca5b7ab086f3ea98c1d96ba3f25cf704f8d08d3e44d25e323a8f1b6/lightyear_networkapi/resizefill_w1200%3Bquality_80%3Bformat_webp/https%3A%2F%2Fmedia.zenfs.com%2Fen%2Fsimply_wall_st__316%2Ff9563a7ba9d7550a7453b52641b98e31.jpg","lang":"en","published_at":"2026-09-24T04:31:00+00:00","fetched_at":"2026-09-24T05:15:06+00:00","status":"read","starred":0,"extract_state":"ok","summary_auto":"Global rivals are racing to control artificial intelligence, and the recent Trump Xi meeting underlined how critical AI leadership has become for economic and political power. 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When governments treat AI as a strategic priority, capital, talent, and data tend to follow. That urgency can leave some direct AI players mispriced. This article highlights three publicly listed companies tied to chips, cloud, and software that screen as undervalued by our AI-focused tool.\nThe stocks covered below are just a sample of what screens as potentially mispriced, with the full list surfacing 135 more AI linked businesses with equally compelling narratives that are not covered in this article. To identify and analyze the highest conviction opportunities tied to chips, cloud and software, head straight into the Undervalued Artificial Intelligence/ AI Stocks screener.\nOverview: Zeta Global Holdings runs an AI infused cloud marketing platform that helps large enterprises use data to target, message, and retain consumers across channels.\nOperations: The business generates about US$1.57b from internet software and services, with roughly US$1.46b from the United States and US$116 million from international customers.\nMarket Cap: US$7.6b\nFor investors hunting pure software exposure to the AI and ChatGPT buildout, Zeta Global offers a direct line into marketing teams that want decisioning, targeting, and execution powered by an AI native backbone rather than bolt on tools.\n\"Zeta's AI-driven platform and unique data approach are described by some observers as positioning it for rapid market share gains, stronger revenue growth, and superior customer retention as industry adoption accelerates.\"\nWhat happens to future earnings power if a single unseen pressure on the business model ends up supporting a faster margin shift?\nThat margin question sits at the center of the full narrative for Zeta Global Holdings and shows how a single overlooked pressure could be masking a far more powerful earnings story.\nOverview: Cerebras Systems designs wafer scale AI chips and rack based compute platforms that power large language model and generative AI workloads.\nOperations: Cerebras Systems generates about US$680.7 million from semiconductors, with roughly US$236.6 million from the United States and US$443.5 million from Europe, the Middle East, and Africa.\nMarket Cap: US$50.5b\nCerebras Systems matters for this AI themed screen because its wafer scale hardware and racks are built specifically for training and running ChatGPT class models at data center scale.","excerpt":"Global rivals are racing to control artificial intelligence, and the recent Trump Xi meeting underlined how critical AI leadership has become for economic and political power. 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To identify and analyze the highest conviction opportunities tied to chips, cloud and software, head straight into the Undervalued Artificial Intelligence/ AI Stocks screener.\nOverview: Zeta Global Holdings runs an AI infused cloud marketing platform that helps large enterprises use data to target, message, and retain consumers across channels.\nOperations: The business generates about US$1.57b from internet software and services, with roughly US$1.46b from the United States and US$116 million from international customers.\nMarket Cap: US$7.6b\nFor investors hunting pure software exposure to the AI and ChatGPT buildout, Zeta Global offers a direct line into marketing teams that want decisioning, targeting, and execution powered by an AI native backbone rather than bolt on tools.\n\"Zeta's AI-driven platform and unique data approach are described by some observers as positioning it for rapid market share gains, stronger revenue growth, and superior customer retention as industry adoption accelerates.\"\nWhat happens to future earnings power if a single unseen pressure on the business model ends up supporting a faster margin shift?\nThat margin question sits at the center of the full narrative for Zeta Global Holdings and shows how a single overlooked pressure could be masking a far more powerful earnings story.\nOverview: Cerebras Systems designs wafer scale AI chips and rack based compute platforms that power large language model and generative AI workloads.\nOperations: Cerebras Systems generates about US$680.7 million from semiconductors, with roughly US$236.6 million from the United States and US$443.5 million from Europe, the Middle East, and Africa.\nMarket Cap: US$50.5b\nCerebras Systems matters for this AI themed screen because its wafer scale hardware and racks are built specifically for training and running ChatGPT class models at data center scale.","confidence":0.9,"diagnostics_url":"/api/diagnose?url=https%3A//finance.yahoo.com/technology/ai/articles/zeta-global-holdings-2-top-043117038.html","quality_bucket":"high","failure_kind":"none","retryable":false,"quality_reason":"High confidence: full text extraction produced 2563 characters.","quality_profile":{"profile_version":"extraction_quality.v2","bucket":"high","confidence":0.9,"failure_kind":"none","retryable":false,"retry_after_attempts":0,"reason":"High confidence: full text extraction produced 2563 characters.","operator_guidance":{"severity":"ok","recommended_action":"trust_full_text","next_step":"Use the extracted full text as the primary article source.","operator_label":"Ready","can_retry":false,"can_use_summary":false,"diagnostics_required":false},"content_depth":{"contract_version":"content_depth.v1","category":"full_text","label":"Full text","has_full_text":true,"has_summary":true,"content_length":2563,"summary_length":268,"usable_text_length":2563,"source_field":"content"},"legacy_collapsed":false,"signals":{"extract_state":"ok","extract_error":null,"extract_retries":0,"content_length":2563,"summary_length":268}},"tags":[]},"fallback_formats":["markdown","json","html"],"actions":{"read":"/item/89311","export_markdown":"/api/items/89311/export?format=markdown","export_json":"/api/items/89311/export?format=json","diagnose":"/api/diagnose?url=https%3A//finance.yahoo.com/technology/ai/articles/zeta-global-holdings-2-top-043117038.html"},"formats":{"full":{"id":89311,"title":"Zeta Global Holdings And 2 Top AI Stocks To Watch - Yahoo Finance","url":"https://finance.yahoo.com/technology/ai/articles/zeta-global-holdings-2-top-043117038.html","source":"Yahoo Finance","author":null,"published_at":"2026-09-24T04:31:00+00:00","locale":"en","topic":"ai","tags":[],"excerpt":"Global rivals are racing to control artificial intelligence, and the recent Trump Xi meeting underlined how critical AI leadership has become for economic and political power. When governments treat AI as a strategic priority, capital, talent, and data tend to follow.","full_text":"Global rivals are racing to control artificial intelligence, and the recent Trump Xi meeting underlined how critical AI leadership has become for economic and political power. When governments treat AI as a strategic priority, capital, talent, and data tend to follow. That urgency can leave some direct AI players mispriced. This article highlights three publicly listed companies tied to chips, cloud, and software that screen as undervalued by our AI-focused tool.\nThe stocks covered below are just a sample of what screens as potentially mispriced, with the full list surfacing 135 more AI linked businesses with equally compelling narratives that are not covered in this article. To identify and analyze the highest conviction opportunities tied to chips, cloud and software, head straight into the Undervalued Artificial Intelligence/ AI Stocks screener.\nOverview: Zeta Global Holdings runs an AI infused cloud marketing platform that helps large enterprises use data to target, message, and retain consumers across channels.\nOperations: The business generates about US$1.57b from internet software and services, with roughly US$1.46b from the United States and US$116 million from international customers.\nMarket Cap: US$7.6b\nFor investors hunting pure software exposure to the AI and ChatGPT buildout, Zeta Global offers a direct line into marketing teams that want decisioning, targeting, and execution powered by an AI native backbone rather than bolt on tools.\n\"Zeta's AI-driven platform and unique data approach are described by some observers as positioning it for rapid market share gains, stronger revenue growth, and superior customer retention as industry adoption accelerates.\"\nWhat happens to future earnings power if a single unseen pressure on the business model ends up supporting a faster margin shift?\nThat margin question sits at the center of the full narrative for Zeta Global Holdings and shows how a single overlooked pressure could be masking a far more powerful earnings story.\nOverview: Cerebras Systems designs wafer scale AI chips and rack based compute platforms that power large language model and generative AI workloads.\nOperations: Cerebras Systems generates about US$680.7 million from semiconductors, with roughly US$236.6 million from the United States and US$443.5 million from Europe, the Middle East, and Africa.\nMarket Cap: US$50.5b\nCerebras Systems matters for this AI themed screen because its wafer scale hardware and racks are built specifically for training and running ChatGPT class models at data center scale.","reading_time_min":2,"extraction":{"state":"ok","confidence":0.9,"error":null,"explanation":"High confidence: full text extraction produced 2563 characters.","diagnostics_url":"/api/diagnose?url=https%3A//finance.yahoo.com/technology/ai/articles/zeta-global-holdings-2-top-043117038.html","quality_profile":{"profile_version":"extraction_quality.v2","bucket":"high","confidence":0.9,"failure_kind":"none","retryable":false,"retry_after_attempts":0,"reason":"High confidence: full text extraction produced 2563 characters.","operator_guidance":{"severity":"ok","recommended_action":"trust_full_text","next_step":"Use the extracted full text as the primary article source.","operator_label":"Ready","can_retry":false,"can_use_summary":false,"diagnostics_required":false},"content_depth":{"contract_version":"content_depth.v1","category":"full_text","label":"Full text","has_full_text":true,"has_summary":true,"content_length":2563,"summary_length":268,"usable_text_length":2563,"source_field":"content"},"legacy_collapsed":false,"signals":{"extract_state":"ok","extract_error":null,"extract_retries":0,"content_length":2563,"summary_length":268}}},"quality_profile":{"profile_version":"extraction_quality.v2","bucket":"high","confidence":0.9,"failure_kind":"none","retryable":false,"retry_after_attempts":0,"reason":"High confidence: full text extraction produced 2563 characters.","operator_guidance":{"severity":"ok","recommended_action":"trust_full_text","next_step":"Use the extracted full text as the primary article source.","operator_label":"Ready","can_retry":false,"can_use_summary":false,"diagnostics_required":false},"content_depth":{"contract_version":"content_depth.v1","category":"full_text","label":"Full text","has_full_text":true,"has_summary":true,"content_length":2563,"summary_length":268,"usable_text_length":2563,"source_field":"content"},"legacy_collapsed":false,"signals":{"extract_state":"ok","extract_error":null,"extract_retries":0,"content_length":2563,"summary_length":268}},"actions":{"read":"/item/89311","export_markdown":"/api/items/89311/export?format=markdown","export_json":"/api/items/89311/export?format=json","diagnose":"/api/diagnose?url=https%3A//finance.yahoo.com/technology/ai/articles/zeta-global-holdings-2-top-043117038.html"}},"digest":{"id":89311,"title":"Zeta Global Holdings And 2 Top AI Stocks To Watch - Yahoo Finance","url":"https://finance.yahoo.com/technology/ai/articles/zeta-global-holdings-2-top-043117038.html","source":"Yahoo Finance","topic":"ai","published_at":"2026-09-24T04:31:00+00:00","excerpt":"Global rivals are racing to control artificial intelligence, and the recent Trump Xi meeting underlined how critical AI leadership has become for economic and political power. 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To identify and analyze the highest conviction opportunities tied to chips, cloud and software, head straight into the Undervalued Artificial Intelligence/ AI Stocks screener.\nOverview: Zeta Global Holdings runs an AI infused cloud marketing platform that helps large enterprises use data to target, message, and retain consumers across channels.\nOperations: The business generates about US$1.57b from internet software and services, with roughly US$1.46b from the United States and US$116 million from international customers.\nMarket Cap: US$7.6b\nFor investors hunting pure software exposure to the AI and ChatGPT buildout, Zeta Global offers a direct line into marketing teams that want decisioning, targeting, and execution powered by an AI native backbone rather than bolt on tools.\n\"Zeta's AI-driven platform and unique data approach are described by some observers as positioning it for rapid market share gains, stronger revenue growth, and superior customer retention as industry adoption accelerates.\"\nWhat happens to future earnings power if a single unseen pressure on the business model ends up supporting a faster margin shift?\nThat margin question sits at the center of the full narrative for Zeta Global Holdings and shows how a single overlooked pressure could be masking a far more powerful earnings story.\nOverview: Cerebras Systems designs wafer scale AI chips and rack based compute platforms that power large language model and generative AI workloads.\nOperations: Cerebras Systems generates about US$680.7 million from semiconductors, with roughly US$236.6 million from the United States and US$443.5 million from Europe, the Middle East, and Africa.\nMarket Cap: US$50.5b\nCerebras Systems matters for this AI themed screen because its wafer scale hardware and racks are built specifically for training and running ChatGPT class models at data center scale.","confidence":0.9,"diagnostics_url":"/api/diagnose?url=https%3A//finance.yahoo.com/technology/ai/articles/zeta-global-holdings-2-top-043117038.html","quality_bucket":"high","failure_kind":"none","retryable":false,"quality_reason":"High confidence: full text extraction produced 2563 characters.","quality_profile":{"profile_version":"extraction_quality.v2","bucket":"high","confidence":0.9,"failure_kind":"none","retryable":false,"retry_after_attempts":0,"reason":"High confidence: full text extraction produced 2563 characters.","operator_guidance":{"severity":"ok","recommended_action":"trust_full_text","next_step":"Use the extracted full text as the primary article source.","operator_label":"Ready","can_retry":false,"can_use_summary":false,"diagnostics_required":false},"content_depth":{"contract_version":"content_depth.v1","category":"full_text","label":"Full text","has_full_text":true,"has_summary":true,"content_length":2563,"summary_length":268,"usable_text_length":2563,"source_field":"content"},"legacy_collapsed":false,"signals":{"extract_state":"ok","extract_error":null,"extract_retries":0,"content_length":2563,"summary_length":268}},"tags":[],"format_contract_version":"news_item_formats.v1"}}}