Blue-chip AI stocks

The giants of AI and semiconductors: the largest companies, profitable from their operations.

US-listed, market capitalization of at least $200 billion, and a positive operating margin in the latest reported quarter (the latest fiscal year for a company that reports once a year), from SEC filings. Sorted by market capitalization. Prices as of Oct 6, 2026.

CompanyPriceYear to dateMarket capRevenue growthOperating marginPrice / salesTrend
NVIDIA (NVDA)$241.49+29.5%$5.8T+105.9%66.2%19.2Uptrend
Apple (AAPL)$332.94+22.5%$4.9T+16.4%32.6%10.4Uptrend
Alphabet (GOOGL)$348.97+11.5%$4.3T+24.2%34.0%9.6Uptrend
Microsoft (MSFT)$533.09+10.2%$4.0T+17.7%45.1%11.9Uptrend
Amazon (AMZN)$255.74+10.8%$2.8T+19.6%13.7%3.6Mixed
TSMC (TSM)$482.93+58.9%$2.5T+36.0%60.3%17.5Uptrend
Meta Platforms (META)$743.89+12.7%$1.9T+28.0%30.9%8.3Uptrend
Broadcom (AVGO)$378.37+9.3%$1.8T+85.5%53.9%20.3Uptrend
Micron (MU)$1,064.24+272.9%$1.2T+345.7%80.4%13.3Uptrend
AMD (AMD)$655.19+205.9%$1.1T+50.1%17.3%25.9Uptrend
ASML (ASML)$1,844.42+72.4%$710.9B+15.6%34.6%—Uptrend
Intel (INTC)$113.78+208.3%$573.9B+25.4%11.1%10.1Uptrend
Palantir (PLTR)$192.66+8.4%$463.0B+92.8%47.1%75.2Uptrend
Cisco (CSCO)$115.22+49.6%$454.3B+17.6%24.7%7.2Uptrend
Oracle (ORCL)$144.91-25.7%$438.2B+29.6%34.8%6.1Mixed
Applied Materials (AMAT)$530.00+106.2%$420.6B+24.8%33.7%13.6Uptrend
Lam Research (LRCX)$333.70+94.9%$417.6B+30.0%37.4%18.0Uptrend
Caterpillar (CAT)$864.59+50.9%$397.4B+24.0%20.9%5.3Uptrend
Dell (DELL)$577.46+358.7%$367.2B+57.7%11.5%2.4Uptrend
Palo Alto Networks (PANW)$419.93+128.0%$343.5B+34.5%5.0%29.9Uptrend
Arm Holdings (ARM)$305.33+179.3%$324.9B+22.4%7.1%63.0Uptrend
GE Vernova (GEV)$1,038.36+58.9%$276.6B+21.9%5.9%6.7Uptrend
Texas Instruments (TXN)$296.64+71.0%$270.9B+22.8%42.3%13.9Uptrend
Arista Networks (ANET)$213.06+62.6%$268.7B+37.7%45.4%25.5Uptrend
Marvell (MRVL)$288.29+239.2%$252.8B+36.5%16.8%26.8Uptrend
Sandisk (SNDK)$1,674.53+605.4%$245.2B+371.6%78.5%12.1Uptrend
Amphenol (APH)$89.79+32.9%$221.4B+55.0%29.5%7.6Uptrend
Analog Devices (ADI)$419.43+54.7%$203.2B+39.6%40.1%14.6Uptrend

More lists of AI stocks

A list filtered by published criteria, not a recommendation: not investment advice, not a pick.

All AI stocks · Screener · The AI market