AI Agent Stocks to Watch: Nvidia, Amazon, and SoundHound Set to Capitalize on the Next AI Revolution

Artificial intelligence (AI) stocks have been the major winners of the last year, propelling the S&P 500, Nasdaq, and Dow Jones Industrial Average to impressive double-digit gains. Among the top performers were Nvidia (NASDAQ: NVDA) and Palantir Technologies, two companies that have capitalized on the early stages of the AI boom. But as the AI landscape evolves, a new trend is emerging—AI agents—and some companies are positioning themselves to lead this next phase of the AI revolution.

The Rise of AI Agents: A Game-Changer for Business Efficiency

AI agents represent a shift in the AI space, where the technology goes beyond training and inference models to solving complex problems autonomously. The efficiency gains for companies adopting AI agents could be profound, making them an exciting investment opportunity. Let’s take a closer look at three stocks that could benefit greatly from this new wave of AI.

1. Nvidia: Leading the Charge in AI and AI Agents

While Nvidia’s stock has already surged thanks to its dominance in AI chips, the company is now poised to take a significant role in the burgeoning field of AI agents. Nvidia is expanding its reach beyond chips to include software that supports AI development, making it a one-stop shop for businesses looking to build AI models and deploy AI agents.

At the recent CES event, CEO Jensen Huang revealed Nvidia’s partnerships and new AI blueprints, such as a solution to quickly analyze video footage for operational efficiencies. This move puts Nvidia at the forefront of both AI infrastructure and AI agent creation, creating a new growth avenue for the company.

2. Amazon: A Strong Contender in AI Agent Services

As the world’s top cloud service provider, Amazon (NASDAQ: AMZN) is well-positioned to benefit from the growing demand for AI agents. Amazon Web Services (AWS) already leads in cloud infrastructure, and its AI offerings, including the Amazon Bedrock platform, make it easy for developers to build custom AI agents.

With a $110 billion annualized revenue run rate, Amazon’s AWS division is already a powerhouse, and the addition of AI agents could further fuel its growth. Furthermore, Amazon itself stands to benefit from AI agents internally, such as Project Amelia, which helps e-commerce sellers analyze data and solve complex challenges. As AI agent demand rises, Amazon is poised to capture a significant share of the market.

3. SoundHound AI: Pioneering Conversational AI with Agentic Capabilities

SoundHound AI (NASDAQ: SOUN) has become a leader in conversational AI, with its technology used in industries ranging from automotive to hospitality. The company stands out for its ability to turn speech directly into meaning, skipping traditional text interpretation for faster, more accurate results.

SoundHound is expanding its capabilities into the AI agent space, creating solutions for various industries, including financial services and telecoms. The company’s AI agents are already improving customer service by streamlining processes like payment and plan upgrades. With 89% revenue growth in its latest quarter, SoundHound is poised to see further gains as AI agents continue to gain traction.

The Future of AI Agents: Why Now is the Time to Invest

AI agents are poised to reshape industries by offering businesses a new way to solve complex problems efficiently. Companies like Nvidia, Amazon, and SoundHound are already laying the groundwork to capitalize on this emerging trend, making them strong candidates for growth in 2025 and beyond. As the AI agent space grows, investors who get in early could see significant returns as these companies take the lead in revolutionizing business operations.