AI Stocks Likely to Seek Advantage From the Renewed Push

U.S. has taken a decisive step towards AI leadership with President Trump’s announcement of the "Genesis Mission" which is a national effort to expand AI computation, deepen access to federal datasets and push scientific applications forward at rapid pace. This mission is said to strengthen national security and enhance workforce productivity which opens new doors for increased demand across the tech sector. This creates a phenomenal opportunity for the following undervalued tech stocks that are well positioned to benefit from this acceleration.

Salesforce, Inc. (NYSE: CRM)

had a great July 2025 quarter as total revenue reached US$10.23 billion which grew from US$9.32 billion last year.

A key highlight was the launch of Agentforce, the new AI agent layer within Salesforce’s unified platform that allows companies to build and deploy autonomous AI agents across sales, service, marketing and commerce.

This rollout supports Salesforce’s long-term plan to integrate AI into every workflow while strengthening its position as an AI-first CRM leader.

Net income rose to US$1.89 billion compared to US$1.43 billion last year and the company also repurchased US$2.23 billion of shares and paid US$404 million in dividends.

Salesforce looks well positioned for steady growth in FY26 and most importantly at the current stock price it appears to be undervalued.

Micron Technology, Inc. (NASDAQ: MU)

is moving into a new growth phase as demand from AI, data centers and high-performance computing is reshaping global semiconductor markets.

Micron has become a key part of the AI supply chain because modern AI workloads require very high memory bandwidth, fast storage and this shift pushed DRAM revenue to US$28.58 billion and NAND revenue to US$8.50 billion in FY25.

The company is also expanding manufacturing capacity in the United States with support from the CHIPS Act as several advanced fabs are being developed to secure long term supply for hyperscalers and enterprise clients.

Management highlighted that Micron now holds more than 60,000 granted patents worldwide which strengthens its innovation edge across memory technologies.

Adobe Inc. (NASDAQ: ADBE)

had a phenomenal quarter as Q3 revenue was US$5.99 billion led by subscription revenue of US$5.79 billion.

Net income reached US$1.77 billion for the quarter, reflecting solid operating leverage and very high margins across Creative Cloud.

A major structural advantage for Adobe remains its extremely high switching costs because Creative Cloud and Experience Cloud are deeply tied into workflows for designers, marketers, enterprises and content creators.

The company continues to expand AI features across its portfolio which strengthens competitive positioning around Photoshop, Premiere, Acrobat and other flagship products which widen its competitive advantage.

With demand growing for generative AI-powered creative tools and enterprise automation and it appears to be undervalued at current valuation.

(Source: Company Reports)