Agentic AI Investing

AI Investment Opportunities: The Next Wave with Agentic AI

Colby McFadden
Colby McFadden
June 11, 2025

Are Robots Coming for Your Portfolio (and Your Job!)?

Picture this: you’re sipping a margarita on a beach while your AI advisor is autonomously booking you reservations for dinner, updating you on your portfolios positions and performance, negotiating a deal for a home loan at the lowest rate, and maybe even writing you a witty thank-you note for trusting its algorithms. Welcome to the wild world of agentic AI, the tech revolution that’s making waves faster than a tsunami in a kiddie pool. Buckle up, because this blog is diving into the companies leading the agentic AI race, why they’re the next big thing, and how they might just outsmart most of your current service providers.

AI applications are transforming industries such as healthcare, security, and enterprise workflows, as major tech companies leverage these solutions to automate processes, improve services, and enable innovative products. These AI applications are driving business growth and technological advancement across sectors.

What’s Agentic AI, and Why Should You Care?

Agentic AI isn’t just your run-of-the-mill app that answers “What’s the weather?” with a 50% chance of making you ask more than once. These are autonomous systems that think, decide, and act like a human mainlining Red Bull into their veins, handling tasks from coding to legal research to healthcare diagnostics. Think of them as the lovechild of Doctor Spock and  Siri.  The market’s projected to skyrocket from $7.28 billion in 2025 to a jaw-dropping $41.32 billion by 2030. So, why could this be the next investment wave? Because these AI agents are about to automate everything, and the companies building them are printing money faster than Nancy Pelosi trading stocks.

For convenience, I will distill this down to the big public companies many of you are already familiar with, down to the smaller players that you may not have heard of yet.

The Big Dogs in the Agentic AI Race

Agentic AI Investing

1. NVIDIA: The GPU Godfather

NVIDIA’s not just making graphics cards for your nephew’s gaming rig anymore. They’re the Don Corleone of AI hardware, with their CUDA platform and DGX systems powering agentic AI like a rocket launcher. Their NVIDIA NIM™ Agent Blueprints let businesses build custom AI agents faster than you can get delivery of your next mail order robot bride. The bottom-line, NVIDIA has positioned itself as the backbone of the AI revolution with it’s chips and hardware. Processing power is critical for advanced AI applications, and NVIDIA’s hardware delivers the high-performance needed to support these demanding AI workloads.

2. Microsoft: The Enterprise Overlord

Microsoft’s Azure AI is like that kid in school who aced every subject and still had time to build a computer in the basement that could take over the world. Their AI platform powers agentic AI for businesses, integrating with everything from SAP to your coffee machine. With OpenAI in their corner and tools like Azure AI Content Safety, they’re making sure AI agents don’t go rogue and start tweeting conspiracy theories. Good luck with that.

3. Google: The Brainy Dreamer

Google’s out here trying to make AI agents cooler than their search engine, which could be threatened by this new tech. With projects like the Stanford AI Village and their Gemini models, they’re building agents that can run virtual worlds, answer your emails, and maybe even get you that perfect rate on that loan you were looking for. Their Jarvis assistant is giving Apple’s Siri nightmares, and their research muscle seems to give them an edge on other competitors. Google Search is being enhanced by generative AI capabilities, improving real-time search responses and data analysis for users and businesses alike.

4. OpenAI: The ChatGPT Showstopper

OpenAI, the folks who brought you ChatGPT, are basically the early rockstars of agentic AI. Their GPT-4 model is the brain behind agents that can write poetry, close sales deals, and probably convince your spouse to give you a shoulder rub. Their upcoming “computer use” feature will let ChatGPT take over your desktop to get tasks done faster without errors, a great tool for anyone tech challenged. With a massive developer ecosystem, OpenAI’s is one to watch—unless you’re worried about AI taking over the world, in which case, maybe hedge with some canned goods. Their artificial intelligence platform enables integration of advanced models like ChatGPT into business workflows, streamlining operations and automating complex tasks.

5. Anthropic: The Ethical Avengers

Founded by ex-OpenAI brainiacs, Anthropic’s Claude model is like ChatGPT’s goody-two-shoes cousin. They’re all about safe, interpretable AI that won’t accidentally start a robot uprising. Their agents are already automating enterprise tasks with a conscience, which is more than you can say for some CEOs. Anthropic’s focus on safe AI technology appeals to investors with an interest in ethical AI solutions. If you’re into AI that doesn’t make you question humanity’s future, Anthropic may be one to keep on the radar.

The Scrappy Startups Stealing the Show

Don’t sleep on the underdogs—these startups are punching above their weight and making the big dogs nervous. These companies are attracting AI investments, and investors have already invested significant capital in their rapid growth.

UiPath: These guys are turning robotic process automation (RPA) into an AI-powered circus. Their Test Cloud platform is like having a team of AI testers who never need coffee breaks. UiPath’s solutions help improve efficiency and lead to increased efficiency in business operations by automating repetitive tasks.

Hippocratic AI: Healthcare’s new best friend, offering AI agents at $9/hour compared to $60.26/hour for nurses. They’re partnered with NVIDIA for “empathy inference” (yes, that’s a thing), making AI doctors that actually care. If you’re betting on healthcare’s future, this is a unicorn to keep an eye on. AI applications in healthcare are driving interest from both users and investors, as these solutions promise better outcomes and cost savings.

Adept: These folks are building AI that can turn leads into sales faster than a used car salesman. With Amazon licensing their tech, Adept’s got the street cred to disrupt. Their automation tools are designed to improve efficiency and streamline enterprise workflows.

Cognition Labs: Their Devin AI is an autonomous coder that creates code faster than any human could ever dream of. With $175 million in funding and a $2 billion valuation, they have a warchest to create some disruption.  With Cognition Labs, revenge of the nerds has come back to haunt all the coders that coded their way out of a job.

Harvey: Legal eagles, rejoice! Harvey’s AI agents are making lawyers obsolete (just kidding… or are they?). With $300 million in Series D funding, they’re automating legal workflows like nobody’s business. If you’re into law and tech, Harvey’s one to watch. AI applications in the legal field are generating significant interest from both users and investors, as they automate complex legal processes.

All the companies in the agentic AI space are adopting advanced AI technology, reshaping industries and driving innovation across sectors. AI platforms and artificial intelligence platforms are enabling companies to automate workflows and deploy innovative solutions at scale.

Mercedes Benz is a prime example of a traditional company integrating conversational AI and generative AI into their vehicles and digital services, enhancing customer experience and in-vehicle functionality.

AI is also being used to optimize supply chains, with digital twins and risk monitoring improving logistics, transparency, and resilience in complex distribution networks.

AI-driven Interests features help identify new products or content that match user preferences, enhancing user experience and boosting sales through personalized recommendations.

The Bottom Line: Ride the Wave or Watch The Tide Roll Away

Agentic AI has quickly become a big investment wave, and companies like NVIDIA, Microsoft, Google, OpenAI, and Anthropic are surfing it with a quiver of products and services for both consumers and enterprises. Startups like UiPath, Hippocratic AI, Adept, Cognition Labs, and Harvey are the scrappy “groms” (young surfers) stealing the show as they work to get sponsored or acquired. Whether you’re saving for that beachside retirement or just want to know you have exposure to the next tech and investment wave, keeping these companies on your radar may be accretive to your long-term investment goals. Investing in AI and seeking direct exposure to AI companies can be a strategic move for capturing industry gains as the market continues to expand.

Introduction to Agentic AI

Agentic AI is the new kid on the artificial intelligence block, and it’s not just here to play—it’s here to run the show. Imagine intelligent agents that don’t just follow orders, but actually make decisions, interact with their environment, and get things done without constant human babysitting. This isn’t science fiction; it’s the next leap in ai technologies, and it’s already reshaping the business world. From automating repetitive tasks to delivering valuable insights that drive smarter decision making, agentic AI is poised to transform industries at a global scale.

The global artificial intelligence market is on a rocket ride, with projections soaring higher every year. Businesses that harness the power of agentic AI tools and applications are finding new ways to boost efficiency, cut costs, and outpace the competition. Whether you’re a tech enthusiast, a business leader, or an investor looking for the next big thing, understanding agentic AI is crucial. As we dive deeper, keep an eye on the ai technologies and tools fueling this revolution—because the future of technology is agentic, and the world is taking notice.


AI Industry Overview

The ai industry is experiencing an unprecedented boom, fueled by relentless innovation and a tidal wave of investment. From Silicon Valley giants to nimble startups, ai companies are racing to develop smarter, faster, and more capable artificial intelligence solutions. The surge in ai development and research has given rise to groundbreaking ai technologies like machine learning, deep learning, and natural language processing, each unlocking new possibilities for businesses and consumers alike.

These advances have paved the way for intelligent agents—think virtual assistants that actually understand you, chatbots that don’t sound like robots, and autonomous vehicles that can navigate city streets. The ai revolution is also driving the creation of powerful ai products and services, from large language models that can write essays to voice recognition software that powers your favorite smart devices. As the industry evolves, savvy investors are keeping a close eye on ai stocks and ai related companies, knowing that today’s innovations are tomorrow’s market leaders. In this fast-moving world of artificial intelligence, staying informed is your best strategy for riding the next big wave.


Key AI Technologies Powering the Agentic Revolution

What’s under the hood of the agentic AI revolution? It’s a potent mix of cutting-edge ai technologies that are changing the game. At the core are machine learning models and generative ai tools, which allow intelligent agents to learn from massive amounts of data, identify patterns, and make decisions on the fly. Artificial neural networks—loosely inspired by the human brain—are giving these agents the ability to process information and solve problems with uncanny accuracy.

But the story doesn’t end there. Advances in computer science, like the rise of quantum computers, promise to supercharge ai capabilities, making today’s breakthroughs look quaint by comparison. Meanwhile, robust data management systems, along with platforms like google cloud and google workspace, are providing the backbone for developing and deploying agentic AI at scale. And let’s not forget the latest in facial recognition, human intelligence emulation, and technologies that enable autonomous driving—each pushing the boundaries of what’s possible. As the ai industry continues to evolve, expect even more jaw-dropping innovations to emerge from this technological gold rush.


Transformative Applications of Agentic AI

Agentic AI isn’t just a buzzword—it’s already making waves across industries you interact with every day. In healthcare, medical providers are using agentic AI to automate repetitive tasks, streamline patient care, and even help diagnose diseases with greater accuracy. Finance is getting a facelift too, with AI-powered systems handling risk management, optimizing portfolios, and enabling autonomous trading that never sleeps.

Transportation is on the brink of a revolution, as agentic AI powers self driving cars, smart cities, and intelligent infrastructure that could make traffic jams a thing of the past. Education is getting smarter, with AI tools personalizing learning, automating grading, and helping students reach their full potential. And let’s not forget e-commerce, meta platforms, and emergency medicine, where agentic AI is driving everything from content creation to rapid decision making in high-stakes situations. As adoption accelerates, expect to see even more innovative applications that automate repetitive tasks, solve complex problems, and unlock new levels of efficiency and creativity.


Investing in Agentic AI: Opportunities and Strategies

If you’re looking to ride the next big wave in the stock market, investing in agentic AI could be your ticket. The demand for artificial intelligence solutions is exploding, and there are plenty of ways to get in on the action. You can invest directly in ai stocks, back leading ai companies, or look for opportunities with ai related companies that are pushing the boundaries of what’s possible. Don’t overlook the potential in ai development, machine learning, deep learning, and natural language processing—these are the engines driving the industry forward.

Popular picks like palantir technologies, google, and meta platforms are already making headlines, but the field is wide open for new players, especially in areas like autonomous vehicles and smart cities. As with any fast-moving industry, it’s essential to do your homework—research the companies, understand the technologies, and keep an eye on emerging trends. The ai industry is evolving at an incredible pace, and those who invest wisely today could be the big winners of tomorrow. Whether you’re a seasoned investor or just starting out, the world of agentic AI offers a tremendous amount of opportunity—and a few risks worth watching.

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