These companies are the top dogs in chips, physical AI, and software.

The tech boom has driven the Nasdaq Composite up 18% year to date. It's been a remarkable turnaround after the market sold off in March over worries around tariffs and how that might slow the economy. But recent earnings reports from large tech firms make it clear that the artificial intelligence (AI) opportunity is substantial.

The following companies are changing the world with their technology. If you have extra cash to invest, these are excellent stocks to profit from the AI boom.

1. Nvidia

It's appropriate to list Nvidia ( NVDA -0.23% ) as the first stock to consider, since it makes the chips that make AI possible. The most powerful computers and data centers use Nvidia's graphics processing units (G

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