Story · Salesforce
3 Not-So-Obvious AI Stocks to Buy in July
This financial analysis article from Yahoo Finance, published July 20, 2026, recommends three AI stocks beyond the typical mega-cap names like NVIDIA. It highlights Dell Technologies (DELL) as a key AI hardware play, noting its AI-optimized server revenue surged 757% YoY to $16.13 billion in Q1 FY27. Salesforce (CRM) is presented as an enterprise software beneficiary, with its Agentforce ARR growing over 200% to $3.4 billion, despite a 35% year-to-date stock decline. The article also mentions Arista Networks for its AI Fabrics target. The analysis frames these picks as capturing the second wave of AI infrastructure and software monetization, driven by hyperscaler CapEx and enterprise adoption.
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