3 US AI Software Stocks Investors Are Screening As Enterprise Spending Builds

AI has moved from buzzword to real economic force, with Q2 U.S. GDP revised to 2.2% and domestic demand running at 4.6% as households and companies lean into the AI story. That momentum can lift certain stocks tied to chips, cloud and AI platforms, but it can also stretch expectations. This article unpacks three US-listed AI enablers and beneficiaries exposed to this news catalyst, and shows where investor attention is quietly concentrating.

The three stocks highlighted next are only a sample, with the full screen surfacing 37 more US-listed AI enablers and beneficiaries that share similar quality, value and recent performance traits but are not covered in this article. To see the wider opportunity set, head into the US-listed Artificial Intelligence Enablers and Beneficiaries screener to analyze, filter and identify the AI plays that best fit your risk profile and thesis.

Zeta Global Holdings (ZETA)

Zeta Global Holdings plugs directly into the screener’s AI theme, using its cloud marketing platform and AI tools to help large enterprises run smarter, data‑driven campaigns across channels.

Zeta Global runs a data driven cloud marketing platform that uses AI to personalize and automate campaigns for enterprises, primarily within Internet Software & Services, which generated about US$1.57b of revenue, and the business is valued at roughly US$7.27b by the market.

"Zeta's deep penetration into independent agencies and global agency holdcos, where only a tiny fraction of brands have adopted the platform, points to a vast, under-tapped market; even modest share gains here can drive exponential revenue and ARPU growth as penetration scales far beyond current levels."

The real swing factor is how a single, emerging shift in customer buying behavior filters through into pricing power and long run margins.

If that margin story is what you care about, the full narrative for Zeta Global Holdings walks through how Zeta Global Holdings could see that shift accelerate or stall.

Five9 (FIVN)

Five9 plugs neatly into the AI enablers theme, since its cloud contact-center tools use machine learning to handle more of the heavy lifting in customer conversations while enterprises keep shifting call volumes and workflows into AI-ready cloud platforms.

Five9 provides intelligent cloud contact-center software through a CX platform that supports AI agents and automation, generating about US$1.2b of Internet Software & Services revenue and carrying a market value near US$2.5b.

"Five9's accelerated adoption of AI-driven solutions, highlighted by 42% Enterprise AI revenue growth and a surge in AI bookings (representing over 20% of Enterprise new ACV), positions the company to benefit from increasing enterprise investment in AI and automation for customer experience."

What really matters next is how one quiet shift in contract mix filters through to pricing power, margin strength and investor patience.

That quiet contract shift is the real tell, and the full narrative for Five9 maps how Five9’s AI bookings, pricing mix and margin story could be decoupling from headline CX software peers.

Klaviyo (KVYO)

Klaviyo leans into the screener’s AI theme through its cloud-based B2C CRM, using automation and data driven tools to help brands personalize marketing and customer service at scale, which fits rising corporate AI spend tied to stronger U.S. demand.

Klaviyo runs a cloud based B2C CRM and marketing platform that sits in Internet Software, which generated about US$1.39b of revenue, and the stock carries a market value near US$4.34b.

"The regulatory and technical shift away from third-party cookies and toward first-party data benefits Klaviyo's unified, vertically integrated platform, positioning them to capture more wallet share from brands seeking compliant, data-driven personalization solutions, supporting future revenue and margin resiliency."

What happens if one quiet change in how brands allocate AI budget across channels shifts the balance between Klaviyo’s growth and margin profile.

That budget shift is the real hinge, and the full narrative for Klaviyo explains how Klaviyo’s first party data focus could turn cautious AI spending into accelerating customer lifetime value.

Seeking Fresh Alternatives Before They Fly

Fresh ideas move first, and the strongest stories often break out before most investors even notice. Scan these curated shortlists while the data still matters and act now.

• Spot resilient compounding machines early by running the 31 resilient stocks with low risk scores that filters for sturdier balance sheets and steadier fundamentals before the crowd catches on.
• Hunt for robust cash generators using the 32 high quality undervalued stocks that highlights financially solid businesses still priced as if momentum has not arrived yet.
• Zero in on future-facing infrastructure by checking the 40 power grid technology and infrastructure stocks where capital intensive projects and grid upgrades are already drawing fresh institutional attention.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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