{"id":94542,"topic":"ai","source":"Yahoo Finance","title":"Got $1,000? 2 Growth Stocks Building the Software Backbone of Artificial Intelligence. - Yahoo Finance","url":"https://finance.yahoo.com/technology/ai/articles/got-1-000-2-growth-085000209.html","url_hash":"be7204f36140e629f0fe3ddc3e5fcbdc23efe260","author":"","summary":"Got $1,000? 2 Growth Stocks Building the Software Backbone of Artificial Intelligence. Yahoo Finance","content":"Companies that provide infrastructure for artificial intelligence (AI) are getting a lot of attention right now because tech companies are expected to spend an estimated $1.3 trillion on AI infrastructure next year alone.\nAnd while that's certainly fueling share price gains for some companies, the main driver of demand for such hardware is the advancement of AI software and models.\nMissed AI's \"Act 1\"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our analysts, we're only at the end of \"Act 1\"—the R&D phase. \"Act 2\" is the global rollout. Continue »\nTwo growth stocks that are at the forefront of AI software are Microsoft (NASDAQ: MSFT) and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL). Here's why it's worth putting $1,000 toward these stocks right now.\nMicrosoft's early AI lead is already paying off\nMicrosoft was an early investor in OpenAI and benefited from early access to ChatGPT and the ability to integrate the chatbot into many of its business software products. And although Microsoft doesn't have the same exclusivity with ChatGPT as it once did, it is a leading AI software company more than ever.\nThe latest example of this is the company's new Copilot app, which is an AI hub to help workers and consumers be more productive. Copilot can be downloaded to your desktop and includes an AI agent called Autopilot, Code for programming, Cowork for getting tasks done, and AI-powered Office apps all in one place. Microsoft calls it \"your new OS for work.\"\nThe company is betting that it can build AI services on top of its solid enterprise software foundation. Even before the new Copilot app was launched, Microsoft already had 30 million paid Copilot subscribers, a 50% increase from just a few months earlier.\nCopilot is a crucial new piece of the company's expanding AI menu, which includes its increasingly important Azure AI cloud computing business. By offering more advanced AI software to its customers, management will likely not only increase its paid Copilot subscriptions but also its AI cloud sales.\nMany of its business customers use Azure for their cloud needs because it integrates easily with their existing software. In its fiscal 2026 fourth quarter ended June 30, Azure AI cloud revenue reached an annual run rate of $100 billion. Reaching that milestone means that Microsoft AI services are resonating with customers and that they are already a success.","image_url":"https://s.yimg.com/lo/mysterio/api/b917137034935861ae7066693c02d75d3711b93086057d4e1d9861a83bdbc946/lightyear_networkapi/resizefill_w1200%3Bquality_80%3Bformat_webp/https%3A%2F%2Fmedia.zenfs.com%2Fen%2Fmotleyfool.com%2Fb499f16dbb434b7ae4b6216575882499.jpg","lang":"en","published_at":"2026-10-02T08:50:00+00:00","fetched_at":"2026-10-02T09:15:04+00:00","status":"read","starred":0,"extract_state":"ok","summary_auto":"Companies that provide infrastructure for artificial intelligence (AI) are getting a lot of attention right now because tech companies are expected to spend an estimated $1.3 trillion on AI infrastructure next year alone. And while that's certainly fueling share price gains for some companies, the main driver of demand for such hardware is the advancement of AI software and models.","cluster_id":3548921,"extract_retries":0,"extract_error":null,"contract_version":"news_item.v1","format_contract_version":"news_item_formats.v1","dedup_url":"https://finance.yahoo.com/technology/ai/articles/got-1-000-2-growth-085000209.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 2472 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":2472,"summary_length":384,"usable_text_length":2472,"source_field":"content"},"legacy_collapsed":false,"signals":{"extract_state":"ok","extract_error":null,"extract_retries":0,"content_length":2472,"summary_length":384}},"news_item":{"id":94542,"canonical_url":"https://finance.yahoo.com/technology/ai/articles/got-1-000-2-growth-085000209.html","source_url":"https://finance.yahoo.com/technology/ai/articles/got-1-000-2-growth-085000209.html","title":"Got $1,000? 2 Growth Stocks Building the Software Backbone of Artificial Intelligence. - Yahoo Finance","source_name":"Yahoo Finance","author":null,"published_at":"2026-10-02T08:50:00+00:00","locale":"en","topic":"ai","tags":[],"rss_summary":"Got $1,000? 2 Growth Stocks Building the Software Backbone of Artificial Intelligence. Yahoo Finance","full_text":"Companies that provide infrastructure for artificial intelligence (AI) are getting a lot of attention right now because tech companies are expected to spend an estimated $1.3 trillion on AI infrastructure next year alone.\nAnd while that's certainly fueling share price gains for some companies, the main driver of demand for such hardware is the advancement of AI software and models.\nMissed AI's \"Act 1\"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our analysts, we're only at the end of \"Act 1\"—the R&D phase. \"Act 2\" is the global rollout. Continue »\nTwo growth stocks that are at the forefront of AI software are Microsoft (NASDAQ: MSFT) and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL). Here's why it's worth putting $1,000 toward these stocks right now.\nMicrosoft's early AI lead is already paying off\nMicrosoft was an early investor in OpenAI and benefited from early access to ChatGPT and the ability to integrate the chatbot into many of its business software products. And although Microsoft doesn't have the same exclusivity with ChatGPT as it once did, it is a leading AI software company more than ever.\nThe latest example of this is the company's new Copilot app, which is an AI hub to help workers and consumers be more productive. Copilot can be downloaded to your desktop and includes an AI agent called Autopilot, Code for programming, Cowork for getting tasks done, and AI-powered Office apps all in one place. Microsoft calls it \"your new OS for work.\"\nThe company is betting that it can build AI services on top of its solid enterprise software foundation. Even before the new Copilot app was launched, Microsoft already had 30 million paid Copilot subscribers, a 50% increase from just a few months earlier.\nCopilot is a crucial new piece of the company's expanding AI menu, which includes its increasingly important Azure AI cloud computing business. By offering more advanced AI software to its customers, management will likely not only increase its paid Copilot subscriptions but also its AI cloud sales.\nMany of its business customers use Azure for their cloud needs because it integrates easily with their existing software. In its fiscal 2026 fourth quarter ended June 30, Azure AI cloud revenue reached an annual run rate of $100 billion. Reaching that milestone means that Microsoft AI services are resonating with customers and that they are already a success.","excerpt":"Companies that provide infrastructure for artificial intelligence (AI) are getting a lot of attention right now because tech companies are expected to spend an estimated $1.3 trillion on AI infrastructure next year alone. And while that's certainly fueling share price gains for some companies, the main driver of demand for such hardware is the advancement of AI software and models.","extraction":{"state":"ok","confidence":0.9,"error":null,"explanation":"High confidence: full text extraction produced 2472 characters.","diagnostics_url":"/api/diagnose?url=https%3A//finance.yahoo.com/technology/ai/articles/got-1-000-2-growth-085000209.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 2472 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":2472,"summary_length":384,"usable_text_length":2472,"source_field":"content"},"legacy_collapsed":false,"signals":{"extract_state":"ok","extract_error":null,"extract_retries":0,"content_length":2472,"summary_length":384}}},"display_formats":["compact","card","full","digest_section","json"]},"daily_stack_record":{"title":"Got $1,000? 2 Growth Stocks Building the Software Backbone of Artificial Intelligence. - Yahoo Finance","url":"https://finance.yahoo.com/technology/ai/articles/got-1-000-2-growth-085000209.html","summary":"Companies that provide infrastructure for artificial intelligence (AI) are getting a lot of attention right now because tech companies are expected to spend an estimated $1.3 trillion on AI infrastructure next year alone. And while that's certainly fueling share price gains for some companies, the main driver of demand for such hardware is the advancement of AI software and models.","source":"Yahoo Finance","date":"2026-10-02T08:50:00+00:00","content":"Companies that provide infrastructure for artificial intelligence (AI) are getting a lot of attention right now because tech companies are expected to spend an estimated $1.3 trillion on AI infrastructure next year alone.\nAnd while that's certainly fueling share price gains for some companies, the main driver of demand for such hardware is the advancement of AI software and models.\nMissed AI's \"Act 1\"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our analysts, we're only at the end of \"Act 1\"—the R&D phase. \"Act 2\" is the global rollout. Continue »\nTwo growth stocks that are at the forefront of AI software are Microsoft (NASDAQ: MSFT) and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL). Here's why it's worth putting $1,000 toward these stocks right now.\nMicrosoft's early AI lead is already paying off\nMicrosoft was an early investor in OpenAI and benefited from early access to ChatGPT and the ability to integrate the chatbot into many of its business software products. And although Microsoft doesn't have the same exclusivity with ChatGPT as it once did, it is a leading AI software company more than ever.\nThe latest example of this is the company's new Copilot app, which is an AI hub to help workers and consumers be more productive. Copilot can be downloaded to your desktop and includes an AI agent called Autopilot, Code for programming, Cowork for getting tasks done, and AI-powered Office apps all in one place. Microsoft calls it \"your new OS for work.\"\nThe company is betting that it can build AI services on top of its solid enterprise software foundation. Even before the new Copilot app was launched, Microsoft already had 30 million paid Copilot subscribers, a 50% increase from just a few months earlier.\nCopilot is a crucial new piece of the company's expanding AI menu, which includes its increasingly important Azure AI cloud computing business. By offering more advanced AI software to its customers, management will likely not only increase its paid Copilot subscriptions but also its AI cloud sales.\nMany of its business customers use Azure for their cloud needs because it integrates easily with their existing software. In its fiscal 2026 fourth quarter ended June 30, Azure AI cloud revenue reached an annual run rate of $100 billion. Reaching that milestone means that Microsoft AI services are resonating with customers and that they are already a success.","confidence":0.9,"diagnostics_url":"/api/diagnose?url=https%3A//finance.yahoo.com/technology/ai/articles/got-1-000-2-growth-085000209.html","quality_bucket":"high","failure_kind":"none","retryable":false,"quality_reason":"High confidence: full text extraction produced 2472 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 2472 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":2472,"summary_length":384,"usable_text_length":2472,"source_field":"content"},"legacy_collapsed":false,"signals":{"extract_state":"ok","extract_error":null,"extract_retries":0,"content_length":2472,"summary_length":384}},"tags":[]},"fallback_formats":["markdown","json","html"],"actions":{"read":"/item/94542","export_markdown":"/api/items/94542/export?format=markdown","export_json":"/api/items/94542/export?format=json","diagnose":"/api/diagnose?url=https%3A//finance.yahoo.com/technology/ai/articles/got-1-000-2-growth-085000209.html"},"formats":{"full":{"id":94542,"title":"Got $1,000? 2 Growth Stocks Building the Software Backbone of Artificial Intelligence. - Yahoo Finance","url":"https://finance.yahoo.com/technology/ai/articles/got-1-000-2-growth-085000209.html","source":"Yahoo Finance","author":null,"published_at":"2026-10-02T08:50:00+00:00","locale":"en","topic":"ai","tags":[],"excerpt":"Companies that provide infrastructure for artificial intelligence (AI) are getting a lot of attention right now because tech companies are expected to spend an estimated $1.3 trillion on AI infrastructure next year alone. And while that's certainly fueling share price gains for some companies, the main driver of demand for such hardware is the advancement of AI software and models.","full_text":"Companies that provide infrastructure for artificial intelligence (AI) are getting a lot of attention right now because tech companies are expected to spend an estimated $1.3 trillion on AI infrastructure next year alone.\nAnd while that's certainly fueling share price gains for some companies, the main driver of demand for such hardware is the advancement of AI software and models.\nMissed AI's \"Act 1\"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our analysts, we're only at the end of \"Act 1\"—the R&D phase. \"Act 2\" is the global rollout. Continue »\nTwo growth stocks that are at the forefront of AI software are Microsoft (NASDAQ: MSFT) and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL). Here's why it's worth putting $1,000 toward these stocks right now.\nMicrosoft's early AI lead is already paying off\nMicrosoft was an early investor in OpenAI and benefited from early access to ChatGPT and the ability to integrate the chatbot into many of its business software products. And although Microsoft doesn't have the same exclusivity with ChatGPT as it once did, it is a leading AI software company more than ever.\nThe latest example of this is the company's new Copilot app, which is an AI hub to help workers and consumers be more productive. Copilot can be downloaded to your desktop and includes an AI agent called Autopilot, Code for programming, Cowork for getting tasks done, and AI-powered Office apps all in one place. Microsoft calls it \"your new OS for work.\"\nThe company is betting that it can build AI services on top of its solid enterprise software foundation. Even before the new Copilot app was launched, Microsoft already had 30 million paid Copilot subscribers, a 50% increase from just a few months earlier.\nCopilot is a crucial new piece of the company's expanding AI menu, which includes its increasingly important Azure AI cloud computing business. By offering more advanced AI software to its customers, management will likely not only increase its paid Copilot subscriptions but also its AI cloud sales.\nMany of its business customers use Azure for their cloud needs because it integrates easily with their existing software. In its fiscal 2026 fourth quarter ended June 30, Azure AI cloud revenue reached an annual run rate of $100 billion. Reaching that milestone means that Microsoft AI services are resonating with customers and that they are already a success.","reading_time_min":2,"extraction":{"state":"ok","confidence":0.9,"error":null,"explanation":"High confidence: full text extraction produced 2472 characters.","diagnostics_url":"/api/diagnose?url=https%3A//finance.yahoo.com/technology/ai/articles/got-1-000-2-growth-085000209.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 2472 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":2472,"summary_length":384,"usable_text_length":2472,"source_field":"content"},"legacy_collapsed":false,"signals":{"extract_state":"ok","extract_error":null,"extract_retries":0,"content_length":2472,"summary_length":384}}},"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 2472 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":2472,"summary_length":384,"usable_text_length":2472,"source_field":"content"},"legacy_collapsed":false,"signals":{"extract_state":"ok","extract_error":null,"extract_retries":0,"content_length":2472,"summary_length":384}},"actions":{"read":"/item/94542","export_markdown":"/api/items/94542/export?format=markdown","export_json":"/api/items/94542/export?format=json","diagnose":"/api/diagnose?url=https%3A//finance.yahoo.com/technology/ai/articles/got-1-000-2-growth-085000209.html"}},"digest":{"id":94542,"title":"Got $1,000? 2 Growth Stocks Building the Software Backbone of Artificial Intelligence. - Yahoo Finance","url":"https://finance.yahoo.com/technology/ai/articles/got-1-000-2-growth-085000209.html","source":"Yahoo Finance","topic":"ai","published_at":"2026-10-02T08:50:00+00:00","excerpt":"Companies that provide infrastructure for artificial intelligence (AI) are getting a lot of attention right now because tech companies are expected to spend an estimated $1.3 trillion on AI infrastructure next year alone. And while that's certainly fueling share price gains for…","quality_bucket":"high","quality_reason":"High confidence: full text extraction produced 2472 characters.","reading_time_min":2,"cluster_id":3548921},"card":{"display_title":"Got $1,000? 2 Growth Stocks Building the Software Backbone of Artificial Intelligence. - Yahoo Finance","subtitle":"Yahoo Finance · 2026-10-02","summary":"Companies that provide infrastructure for artificial intelligence (AI) are getting a lot of attention right now because tech companies are expected to spend an estimated $1.3 trillion on AI infrastructure next year…","badges":["quality:high"],"links":{"read":"/item/94542","original":"https://finance.yahoo.com/technology/ai/articles/got-1-000-2-growth-085000209.html","diagnose":"/api/diagnose?url=https%3A//finance.yahoo.com/technology/ai/articles/got-1-000-2-growth-085000209.html"},"quality_warning":null},"export":{"title":"Got $1,000? 2 Growth Stocks Building the Software Backbone of Artificial Intelligence. - Yahoo Finance","url":"https://finance.yahoo.com/technology/ai/articles/got-1-000-2-growth-085000209.html","summary":"Companies that provide infrastructure for artificial intelligence (AI) are getting a lot of attention right now because tech companies are expected to spend an estimated $1.3 trillion on AI infrastructure next year alone. And while that's certainly fueling share price gains for some companies, the main driver of demand for such hardware is the advancement of AI software and models.","source":"Yahoo Finance","date":"2026-10-02T08:50:00+00:00","content":"Companies that provide infrastructure for artificial intelligence (AI) are getting a lot of attention right now because tech companies are expected to spend an estimated $1.3 trillion on AI infrastructure next year alone.\nAnd while that's certainly fueling share price gains for some companies, the main driver of demand for such hardware is the advancement of AI software and models.\nMissed AI's \"Act 1\"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our analysts, we're only at the end of \"Act 1\"—the R&D phase. \"Act 2\" is the global rollout. Continue »\nTwo growth stocks that are at the forefront of AI software are Microsoft (NASDAQ: MSFT) and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL). Here's why it's worth putting $1,000 toward these stocks right now.\nMicrosoft's early AI lead is already paying off\nMicrosoft was an early investor in OpenAI and benefited from early access to ChatGPT and the ability to integrate the chatbot into many of its business software products. And although Microsoft doesn't have the same exclusivity with ChatGPT as it once did, it is a leading AI software company more than ever.\nThe latest example of this is the company's new Copilot app, which is an AI hub to help workers and consumers be more productive. Copilot can be downloaded to your desktop and includes an AI agent called Autopilot, Code for programming, Cowork for getting tasks done, and AI-powered Office apps all in one place. Microsoft calls it \"your new OS for work.\"\nThe company is betting that it can build AI services on top of its solid enterprise software foundation. Even before the new Copilot app was launched, Microsoft already had 30 million paid Copilot subscribers, a 50% increase from just a few months earlier.\nCopilot is a crucial new piece of the company's expanding AI menu, which includes its increasingly important Azure AI cloud computing business. By offering more advanced AI software to its customers, management will likely not only increase its paid Copilot subscriptions but also its AI cloud sales.\nMany of its business customers use Azure for their cloud needs because it integrates easily with their existing software. In its fiscal 2026 fourth quarter ended June 30, Azure AI cloud revenue reached an annual run rate of $100 billion. Reaching that milestone means that Microsoft AI services are resonating with customers and that they are already a success.","confidence":0.9,"diagnostics_url":"/api/diagnose?url=https%3A//finance.yahoo.com/technology/ai/articles/got-1-000-2-growth-085000209.html","quality_bucket":"high","failure_kind":"none","retryable":false,"quality_reason":"High confidence: full text extraction produced 2472 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 2472 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":2472,"summary_length":384,"usable_text_length":2472,"source_field":"content"},"legacy_collapsed":false,"signals":{"extract_state":"ok","extract_error":null,"extract_retries":0,"content_length":2472,"summary_length":384}},"tags":[],"format_contract_version":"news_item_formats.v1"}}}