Key Points
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Generative artificial intelligence (AI) is positioning itself as a transformative technology in the 2020s.
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Meta Platforms (NASDAQ: META), Salesforce (NYSE: CRM), and Taiwan Semiconductor Manufacturing (NYSE: TSM) are highlighted as top stocks poised to benefit.
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All three companies have relatively low forward price-to-earnings ratios, with Meta at 22, Salesforce at 19, and TSMC at 23.
Meta Platforms experienced a 21% increase in ad revenue in the first nine months of 2025, driven by AI investments that are optimizing ad campaigns. The company plans to increase capital expenditures by over $30 billion in 2026, totaling more than $100 billion for that year.
Salesforce is seeing significant growth in its Agentforce platform, with annual recurring revenue climbing 330% in its latest quarter, contributing to an overall revenue projection of $60 billion by 2030. Meanwhile, TSMC reported a 35.9% sales growth in 2025 and holds 72% market share in contract chip manufacturing. The company expects a 31% increase in capital expenditures this year, indicative of strong demand for advanced AI chips.
