An Upcoming Artificial Intelligence (AI) Overhaul Is Imminent. Three Shares to Acquire Before They Transform the Entire Economic Landscape

An Upcoming Artificial Intelligence (AI) Overhaul Is Imminent. Three Shares to Acquire Before They Transform the Entire Economic Landscape

In just a few short years, artificial intelligence (AI) has transformed numerous industries. From machine learning and generative AI to agentic AI, this cutting-edge technology has seeped into practically every business sphere. The last decade has shown us that technology doesn't stand still, and many companies are looking to build upon the breakthroughs of generative AI to fuel a new AI revolution: agentic AI.

Agentic AI agents go beyond generating text or images. They can understand tasks and objectives, make decisions, and take actions with minimal human supervision. With the capacity to significantly improve workforces, agentic AI could make humans more productive as they team up with AI agents to tackle tasks humans aren't suited for.

Three prominent companies are driving this agentic AI revolution, each with the potential to significantly benefit businesses and investors alike. Let's explore their promising AI initiatives.

1. Salesforce (CRM 0.74%)

Salesforce is a trailblazer in enterprise business software, offering a range of leading solutions in fields such as sales, customer service, marketing, and data storage and analysis. Its cloud-based software-as-a-service model has been a game-changer, and as its suite expands, it attracts more customers, who often invest in multiple services.

By storing a wealth of data on the inner workings of various companies' businesses, Salesforce has a significant advantage when it comes to AI. CEO Marc Benioff calls this data their "unfair advantage," as it makes Salesforce's AI more precise and intuitive.

Salesforce introduced its Einstein Copilot about a year ago, designed to assist with various tasks within Salesforce software. However, its launch of AgentForce last Fall took agentic AI to a whole new level, enabling thousands of businesses to automate tasks more effectively.

With the stock trading at approximately 29-times analysts' consensus estimate for fiscal 2026 earnings, the investment opportunity looks promising, considering Salesforce's clear growth potential and the value that agentic AI could bring to its customers.

2. Microsoft (MSFT 0.30%)

Microsoft is a dominant force in enterprise software, thanks to its Windows operating system and Office productivity suite. Its strategic acquisitions (such as Github) and adoption of the software-as-a-service approach have placed it at the forefront of AI advancements.

In recent years, Microsoft has seen significant gains from its Azure cloud computing platform and AI services. Azure AI services grew 157% year over year in the last quarter, and it continues to be capacity-constrained relative to demand. Adoption of its Copilot AI, which can assist with tasks from building spreadsheets to coding, has been strong.

As customers look to integrate Microsoft's AI capabilities into their operations, Microsoft should see continued growth in its enterprise software segment. With over 400 million potential users who could leverage custom AI agents built using Microsoft's Copilot Studio, Microsoft's growth runway is vast.

With shares trading around 31-times forward earnings, the stock might not be the cheapest on the market, but the financial strength and growth opportunities that Microsoft presents make it a worthy investment.

3. Meta Platforms (META -2.76%)

Meta Platforms, the operator of Facebook, Instagram, Messenger, and WhatsApp, is a dominant force in digital advertising. Its AI capabilities have long played a crucial role in ensuring effective targeting and delivery of ads. With the rise of generative AI, Meta has incorporated advanced AI tools into its marketing solutions, fostering a positive response from its marketers. In fact, Meta’s Advantage+ shopping campaigns surpassed a $20 billion run rate, up 70% year over year, and over 4 million marketers are leveraging these tools.

CEO Mark Zuckerberg envisions a future where advertisers can simply state their business objectives and budget, and Meta's AI will handle the rest, effectively providing free AI agents for businesses to streamline their ad campaigns. As more advertisers adopt this approach, Meta's revenue and profits should experience significant growth.

With shares trading at 29-times forward earnings, investing in Meta Platforms presents a promising opportunity for those seeking exposure to the dynamic world of agentic AI.

These three companies are at the forefront of the agentic AI revolution, presenting a lucrative investment opportunity for those who recognize their potential. As AI continues to redefine various industries, it's worth monitoring the progress of these and other AI pioneers to capitalize on the benefits of this transformative technology.

1. Incorporating AI into their services, Salesforce's Einstein Copilot and AgentForce have the potential to significantly boost productivity for businesses, offering a promising investment opportunity due to the company's growth potential and the value of agentic AI.
2. With its Copilot AI tool assisting in tasks from coding to spreadsheet building, Microsoft's Azure cloud computing platform and AI services have seen strong growth, making its stock a worthy investment despite its higher price-to-earnings ratio, given its financial strength and vast growth opportunities.
3. Meta Platforms, with its dominant digital advertising presence, has incorporated advanced AI tools into its marketing solutions, leading to a positive response from advertisers. With the vision of providing free AI agents for businesses, Meta's revenue and profits could grow substantially, making it an attractive investment opportunity.
4. WhatsApp, a service under Meta Platforms, has started offering business solutions powered by AI, such as message templates and AI-assisted responses. This could further enhance Meta's growth prospects, making it an appealing investment for those looking to capitalize on the benefits of agentic AI.

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