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These Artificial Intelligence (AI) Stocks Are Quietly Outperforming the Market

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Key Points

  • Investors have had their eye on big AI names such as Nvidia and Palantir, two stocks that have soared.

  • But other AI investing opportunities exist, and the following two that delivered in the first half could continue to climb.

The S&P 500 has recovered and advanced after a rough patch in the middle of the first half. Investors, initially worried about the impact of President Trump’s import tariffs at home, are feeling more optimistic that the economy and companies can manage the challenge. As a result, they’ve once again started piling into the growth stocks that led indexes higher last year, from Nvidia to Palantir Technologies.

But while these companies are attracting a lot of attention, they aren’t the only ones that have benefited from positive sentiment in recent days. In fact, two artificial intelligence (AI) stocks in particular have been quietly outperforming the market. They’ve climbed in the double digits since the start of the year, while the S&P 500 has advanced a little more than 6%. Let’s check out these market-beating players.

Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue »

Image source: Getty Images.

Oracle

Oracle(NYSE: ORCL) stock has jumped 38% since the start of the year, buoyed by demand from AI customers. You may associate Oracle most with database management software, and that was the company’s bread and butter for years, but Oracle has built upon those strengths — adding cloud infrastructure and related services to its offerings.

In fact, Oracle recently said it’s on track to become the world’s top cloud application company and one of the biggest cloud infrastructure players, with a total cloud growth rate to increase from 24% in the recently completed fiscal year to 40% in this new fiscal year. This is music to the ears of customers looking to build AI platforms as well as those seeking general cloud capacity. During the recent quarter, a customer asked Oracle for all available capacity — regardless of the location — and regarding this level of demand, Oracle co-founder Larry Ellison said he’s “never seen anything remotely like this.”

Customers also like Oracle because it offers them a multicloud experience, or the ability to leverage the Oracle database and accomplish their projects across many clouds. So they don’t have to choose just one cloud. Multicloud database revenue from Amazon, Alphabet‘s Google Cloud, and Microsoft Azure, surged 115% last quarter from the previous quarter, and the company expects this triple-digit growth to continue.

All of this, along with the idea that the general AI market is expected to reach into the trillions in the coming decade, should drive Oracle’s earnings and share price higher. So this AI stock may have what it takes to outperform the market over the long term.

CrowdStrike

CrowdStrike Holdings(NASDAQ: CRWD) has seen its shares advance 39% this year, recovering and going on to gain after a major challenge last July. A bug in a software update led to the world’s biggest information technology outage — halting everything from air travel to scheduled surgeries as CrowdStrike customers couldn’t access data. The AI-driven cybersecurity giant took immediate action to remedy the problem, showing its proactive nature, and maintained solid relationships with most customers.

Of course, the incident weighed on earnings as CrowdStrike offered customers compensation packages, and this effort continues to represent a headwind. But in spite of this, CrowdStrike has continued to grow, and its Falcon Flex system, allowing customers to pick and choose CrowdStrike services as needed, has been a big growth driver.

In the recent quarter, Falcon Flex deals surpassing $3.2 billion increased by more than six times year over year. Total revenue and annual recurring revenue both increased in the double digits, and net cash from operations reached a record level of more than $384 million. The company predicts Falcon Flex deal momentum will boost annual recurring revenue and margin expansion in the second half of the year. Another reason to be optimistic? CrowdStrike just announced a $1 billion share repurchase authorization, a sign it’s confident in its future.

So as CrowdStrike’s earnings continue to recover from the outage last year — and as growth potentially accelerates — this AI cybersecurity company may continue to roar higher, making it a top growth stock to own in the second half.

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Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool’s board of directors. John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool’s board of directors. Adria Cimino has positions in Amazon and Oracle. The Motley Fool has positions in and recommends Alphabet, Amazon, CrowdStrike, Microsoft, Nvidia, Oracle, and Palantir Technologies. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.



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AI isn’t just for coders: 7 emerging non-tech career paths in artificial intelligence

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7 emerging non-tech career paths in artificial intelligence

Artificial intelligence is no longer the future. It’s already shaping how we live, work, and learn. From smart assistants to personalised learning apps and automated hiring tools, AI is now part of everyday life. But here’s something many students still don’t realise — you don’t have to be a computer science genius to build a meaningful career in AI.In 2025, AI needs more than just coders. It needs people who understand ethics, design, communication, psychology, policy, and human behaviour. Whether you’re studying law, liberal arts, design, economics, or media, there is space for you in this fast-growing field. These emerging roles are all about making AI more responsible, more human, and more useful.Here are seven exciting non-tech career paths in artificial intelligence that you can start exploring now.

AI ethics specialist

AI systems make decisions that can affect real lives — from who gets hired to who receives a loan. That’s why companies and governments need experts who can guide them on what’s fair, what’s biased, and what crosses a line. Ethics specialists work closely with developers, legal teams, and product leaders to make sure AI is built and used responsibly.Best suited for: Students from philosophy, sociology, law, or political science backgroundsWhere to work: Tech companies, research institutes, policy think tanks, or digital rights NGOs

AI UX and UI designer

AI tools need to be easy to use, intuitive, and accessible. That’s where design comes in. AI UX and UI designers focus on creating smooth, human-centered experiences, whether it’s a chatbot, a virtual assistant, or a smart home interface. They use design thinking to make sure AI works well for real users.Best suited for: Students of psychology, graphic design, human-computer interaction, or visual communicationWhere to work: Tech startups, health-tech and ed-tech platforms, voice and interface design labs

AI policy analyst

AI raises big questions about privacy, rights, and regulation. Governments and organisations are racing to create smart policies that balance innovation with safety. AI policy analysts study laws, write guidelines, and advise decision-makers on how to manage the impact of AI in sectors like education, defense, healthcare, and finance.Best suited for: Public policy, law, international relations, or development studies studentsWhere to work: Government agencies, global institutions, research bodies, and policy units within companies

AI behavioural researcher

AI tools influence human behaviour — from how long we scroll to what we buy. Behavioural researchers look at how people respond to AI and what changes when technology gets smarter. Their insights help companies design better products and understand the social effects of automation and machine learning.Best suited for: Students of psychology, behavioural economics, sociology, or educationWhere to work: Tech companies, research labs, social impact startups, or mental health platforms

AI content strategist and explainer

AI is complex, and most people don’t fully understand it. That’s why companies need writers, educators, and content creators who can break it down. Whether it’s writing onboarding guides for AI apps or creating videos that explain how algorithms work, content strategists make AI easier to understand for everyday users.Best suited for: Students of journalism, English, media studies, marketing, or communicationWhere to work: Ed-tech and SaaS companies, AI product teams, digital agencies, or NGOs

AI program manager

This role is perfect for big-picture thinkers who love connecting people, processes, and purpose. Responsible AI program managers help companies build AI that meets ethical, legal, and user standards. They coordinate between tech, legal, and design teams and ensure that AI development stays aligned with values and global standards.Best suited for: Business, liberal arts, management, or public administration studentsWhere to work: Large tech firms, AI consultancies, corporate ethics teams, or international development agencies

AI research associate (non-technical)

Not all AI research is about coding. Many labs focus on the social, psychological, or economic impact of AI. As a research associate, you could be studying how AI affects jobs, education, privacy, or cultural behaviour. Your work might feed into policy, academic papers, or product design.Best suited for: Students from linguistics, anthropology, education, economics, or communication studiesWhere to work: Universities, research labs, global think tanks, or ethics institutesThe world of AI is expanding rapidly, and it’s no longer just about math, code, and machines. It’s also about people, systems, ethics, and storytelling. If you’re a student with curiosity, critical thinking skills, and a passion for meaningful work, there’s a place for you in AI — even if you’ve never opened a programming textbook.TOI Education is on WhatsApp now. Follow us here.





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Google AI Mode is getting a bigger AI brain from Gemini

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  • Google has upgraded its AI Mode with the advanced Gemini 2.5 Pro
  • AI Mode has also added Deep Search, which can now run hundreds of background searches
  • A new calling tool built into Search lets Google call businesses on your behalf

Google is continuing to try to get you to use its AI Mode when searching online with new and enhanced AI tools. The conversational search tool has made Google’s Gemini 2.5 Pro AI model available in AI Mode, along with the long-form report writing tool Deep Search.

Google AI Pro and AI Ultra subscribers in the U.S. who are also part of the AI Mode experiment in Search Labs will now see an option to choose Gemini 2.5 Pro when asking tough questions as well.



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Teachers gather to talk artificial intelligence in the classroom

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HUNTSVILLE, Ala (WHNT) — Our world is constantly evolving, and lately, a lot of that evolution has been in the form of artificial intelligence.

“This is the future,” Kala Grice-Dobbins said. “It’s not going away, and we want our teachers to be informed, but also our students to be informed.”

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Grice-Dobbins is a cybersecurity teacher with the Madison County School System.

Thursday, more than 150 teachers from across North Alabama gathered to talk about AI and the use of it in the classroom.

“It’s clearly a novel technology– new for kids, new for teachers, and they’re trying to figure out how to use it,” Randy Sparkman said. “So we’re just trying to bring resources and bring these, Madison County districts, particularly, together to talk about strategies for using AI in the new school year.”

Sparkman is a part of Mayor Tommy Battle’s AI task force. They put on the AI in education event.

Gov. Ivey announces more than $3.7 Million in Rebuild Alabama Funding for local road projects across Alabama

Grace-Dobbins said she uses AI for help with things like lesson plans and recommendation letters.

“All of us use templates every day,” she said. “Why can’t it be our template to start with, and then we edit it because nothing’s perfect when it comes out.”

She said it’s easier than you think to spot students plagiarizing by using the tool.

“It’s not going to be your top of the line type paper,” she said. “It’s not going to be written in their kind of language. It’s not going to have their kind of thoughts involved, and so the more you know your students, you’re going to know this is not you.”

Angela Evans is also a teacher. She said she’s already been using AI in her classroom for years.

She has a message for those who may be skeptical. What she’d tell people.

“Don’t be scared because change is nature,” she said. “We are going to progress our humanity. Our intelligence is going to continue to progress.

Copyright 2025 Nexstar Media, Inc. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed.

For the latest news, weather, sports, and streaming video, head to WHNT.com.



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