[US Stock Trends] Four AI-related stocks besides Nvidia: Meta Platforms [META], Amazon.com [AMZN], Aurora Innovation [AUR], Uber Technologies [UBER] | Motley Fool US Stock Information | Moneyクリ MoneyCross Securities Investment Information and Money Useful Media

Motley Fool U.S. Headquarters – Article posted on July 29, 2025

AI companies with long-term growth potential that are worth holding over the next few years

NVIDIA [NVDA] is considered an overwhelming leader in the field of artificial intelligence (AI) and a wise investment choice. However, there may be other companies expected to gain significant profits from the rise of AI. These companies occupy different positions within the AI ecosystem, but all of them have the potential to provide attractive returns in the long term.

1. Meta Platforms [META]: Unmatched Engagement

Meta Platforms [META] has a competitive advantage in the social media sector that sets it apart from other companies. It operates multiple applications that are among the most widely used in the world, with over 3.4 billion daily active users. As a result, its revenue for 2024 reached $165 billion, with profits exceeding $62 billion.

The company is not satisfied with its past achievements and continues to make significant investments, especially in the AI field, with an eye on the future. The strength of Meta Platforms lies in its user base. This provides access to vast amounts of data and creates an environment where AI products can be tested by actual consumers. Furthermore, the company can continue its investments because it has the financial flexibility to wait for the results of those investments. In fact, despite spending nearly $40 billion on capital expenditures (CapEx), the company reported free cash flow (FCF) exceeding $36 billion in 2024.

2. Amazon.com [AMZN]: Cloud Dominance

Amazon.com [AMZN]'s core business, e-commerce (EC), still holds overwhelming strength. It can be said that it is very difficult for other companies to threaten this position. Amazon has built an astonishing level of brand loyalty, and the cost for new entrants to replicate the backend systems is considered to be very high.

The company's Amazon Web Services (AWS) is the world's largest cloud service provider and has experienced rapid growth as more companies invest in the competition for AI model development. In the first quarter of 2025, AWS's revenue increased by 17% compared to the same period last year.

CEO Andy Jassy stated about the scale of this business opportunity, "Before the era of AI arrived, we saw the potential for AWS to ultimately achieve hundreds of billions of dollars in revenue. Now, we believe it could be even larger in scale," emphasizing the magnitude of that potential.

3. Aurora Innovation Inc [AUR]: Leader in Robotic Trucks

There is a lot of attention being paid to consumer-oriented autonomous driving, but autonomous trucks represent a market with great potential. Truck transportation is a huge industry, and due to high labor costs, the introduction of autonomous driving technology presents a clear cost advantage for trucking companies.

Aurora Innovation Inc. [AUR] is a leader in this field. The company's technology is proven, it has sufficient funding, and it is advancing partnerships with key partner companies. Indeed, the company is still a non-profitable entity and poses higher risks compared to other companies introduced here, and with a market capitalization close to $10 billion, its stock price can hardly be considered low.

However, considering the potential for future sales, this valuation is deemed reasonable. A recent analysis by McKinsey estimates that the global market will grow to over $60 billion by 2035.

4. Uber Technologies [UBER]: Gateway to Robotaxi

Uber Technologies [UBER] sold its self-driving technology development to Aurora Innovation in 2020 and is not developing technology in-house. Nevertheless, the company aims for success in the robo-taxi market. While other companies focus on developing their own vehicles and self-driving technology, Uber is taking a different approach.

The company does not develop its own technology or manufacture vehicles, but collaborates with other companies that are engaged in these areas. It is considered a rational strategy to focus on linking the robo-taxi to its vast customer base. This is because, first, the capital intensity is kept low. Second, regardless of which company wins in the robo-taxi competition, Uber can still gain profits.

If the autonomous driving system of the partner company proves to be successful and scalable, the company will play a crucial role in connecting technology with end users and will be able to reap the benefits.

Disclaimer and Disclosure The article is intended solely for general informational purposes and does not constitute investment advice for investors. The author of the original article, Johnny Rice, does not hold shares in any of the mentioned stocks. The Motley Fool US headquarters holds and recommends shares of Amazon.com, Meta Platforms, NVIDIA, and Uber Technologies. The Motley Fool has established an information disclosure policy.