By Simply Wall St
Publication Date: 2026-09-23 03:32:00
AI policy is suddenly front-page politics again, with US President Trump tying “super intelligence” to a race with China and signaling lighter-touch rules for American platforms and chipmakers. That mix of regulatory relief, funding talk, and geopolitical noise is already reshaping expectations around AI infrastructure and semiconductor leaders. This piece walks through three US-listed stocks exposed to that storyline so you can judge whether they deserve a closer look now.
The companies covered next are just a sample set, and the full screen surfaced 66 more large US-listed AI infrastructure and semiconductor groups with equally compelling narratives that are not included in this article.
To move straight from headlines to hands-on analysis, head into the US AI Infrastructure and Semiconductor Leaders screener to identify, filter, and analyze the highest conviction plays across this theme.
Zeta Global Holdings (ZETA)
Overview: Zeta Global Holdings runs an AI-heavy cloud marketing platform that turns large-scale consumer data into targeted, automated campaigns for big brands.
Operations: The business generates US$1.57b in revenue from internet software and services, with about US$1.46b from the United States and US$116 million internationally.
Market Cap: US$7.82b
For the US AI Infrastructure and Semiconductor Leaders theme, Zeta Global Holdings matters because its AI-native marketing cloud turns raw data and compute capacity into practical tools that large…
