However, AI is just one part of Meta’s growth story. The company started serving ads on WhatsApp, which has over 3 billion users, and is gradually rolling out ads on Threads, its Twitter-like platform that’s already up to 350 million monthly users. These newer properties are just at the beginning of being monetized, which should lead to years of strong growth ahead.

Meta is investing heavily in AI talent, and looks to be one of the companies best positioned to benefit from the technology.

Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) is one of the most overlooked AI plays in the market. While some investors worry about AI disrupting its search business, the reality is that Alphabet still has big advantages in distribution as well as with its far-reaching ad network.

Meanwhile, Alphabet is investing heavily in AI and other emerging technologies. Its Gemini model is considered one of the best in independent tests, while Google Cloud is the third-largest cloud computing platform and is growing quickly. The company has developed its own custom AI chips, which it both uses internally and rents out. At the same time, the company has a first-mover advantage in autonomous driving and robotaxis with its Waymo unit, while it’s also a leader in quantum computing with its Willow chip.

Overall, Alphabet has a strong collection of leading and emerging businesses and a lot of growth opportunities ahead.

While Amazon (NASDAQ: AMZN) is most often viewed simply as an e-commerce company, its largest business by profitability and its fastest-growing segment is Amazon Web Services (AWS). Amazon is the market share leader in the cloud computing industry. AI is driving growth in the segment as customers use its services to build and deploy AI models and apps and then run them on its infrastructure. Amazon also designed its own custom chips specifically for AI training and inference, giving it an edge in cost and performance.

Not to be overlooked is the company’s leadership in robotics. While Tesla touted its Optimus robot, Amazon already has over 1 million robots working in its fulfillment centers globally. Its entire fleet of robots will soon be powered by a newly launched generative artificial intelligence model called DeepFleet that will coordinate the movement of its robots for faster and more cost-effective package deliveries.

The company even has robots that can spot damaged goods before they are shipped, which helps reduce costly returns. Between its use of AI and robots, Amazon is reducing costs and becoming more efficient within its e-commerce segment.

Amazon is a company at the cutting edge of AI and robotics, and one investors should not sleep on.

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Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool’s board of directors. Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, 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. Geoffrey Seiler has positions in Alphabet. The Motley Fool has positions in and recommends Alphabet, Amazon, Meta Platforms, Nvidia, Taiwan Semiconductor Manufacturing, and Tesla. The Motley Fool has a disclosure policy.

5 Top Tech Stocks to Buy in July was originally published by The Motley Fool