{"id":162888,"date":"2025-09-23T03:40:10","date_gmt":"2025-09-23T03:40:10","guid":{"rendered":"https:\/\/www.newsbeep.com\/ca\/162888\/"},"modified":"2025-09-23T03:40:10","modified_gmt":"2025-09-23T03:40:10","slug":"missed-nvidia-3-picks-and-shovels-ai-stocks-id-buy-instead","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ca\/162888\/","title":{"rendered":"Missed Nvidia? 3 Picks-and-Shovels AI Stocks I\u2019d Buy Instead"},"content":{"rendered":"<p>    <img fetchpriority=\"high\" decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" alt=\"A robotic hand interacting with a visual AI touchscreen display.\" loading=\"eager\" height=\"540\" width=\"960\" class=\"yf-1gfnohs loader\"\/> Source: Getty Images      <\/p>\n<p class=\"yf-1090901\">Written by <a href=\"https:\/\/www.fool.ca\/author\/alegatewolfe\/\" rel=\"sponsored nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Amy Legate-Wolfe;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">Amy Legate-Wolfe<\/a> at The Motley Fool Canada<\/p>\n<p class=\"yf-1090901\">Artificial intelligence (AI) stocks continue to be some of the most popular options for investors these days. We\u2019ve all seen the benefits of AI in our daily lives, and that goes far beyond ChatGPT. It\u2019s clear why a stock like NVIDIA (<a class=\"link \" href=\"https:\/\/www.fool.ca\/company\/nasdaq-nvda-nvidia\/363794\/\" rel=\"sponsored nofollow noopener\" target=\"_blank\" data-ylk=\"slk:NASDAQ:NVDA;elm:context_link;itc:0;sec:content-canvas\">NASDAQ:NVDA<\/a>) has been so popular and surged to become one of the largest stocks in the world.<\/p>\n<p class=\"yf-1090901\">Yet if you\u2019re worried that you\u2019ve missed the boat on AI stocks, there are still amazing options out there. In fact, some are still undervalued! So today, we\u2019re going to look at why investors may instead want to consider these three AI stocks.<\/p>\n<p class=\"yf-1090901\">First off, we\u2019re going to look at what makes AI work in the first place, and that\u2019s infrastructure. This is why Canadian option Brookfield Infrastructure Partners LP (<a class=\"link \" href=\"https:\/\/www.fool.ca\/company\/tsx-bip-un-brookfield-infrastructure-partners-l-p\/339275\/\" rel=\"sponsored nofollow noopener\" target=\"_blank\" data-ylk=\"slk:TSX:BIP.UN;elm:context_link;itc:0;sec:content-canvas\">TSX:BIP.UN<\/a>) is a top choice. It provides you with exposure to AI, plus delivers a <a href=\"https:\/\/www.fool.ca\/investing\/how-are-dividends-taxed-in-canada\/\" rel=\"sponsored nofollow noopener\" target=\"_blank\" data-ylk=\"slk:dividend;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">dividend<\/a> yield.<\/p>\n<p class=\"yf-1090901\">And right now, it\u2019s a great time to buy. During its most recent earnings report, BIP reported funds from operations (FFO) were up 5% year over year to $638 million, or $0.81 per share. This was driven by inflation-linked pricing as well as strong data and midstream performance. Yet more is on the way.<\/p>\n<p class=\"yf-1090901\">Colonial Pipeline, Hotwire FTTH, and a railcar platform are three growth catalysts to watch. Plus, it holds $1.5 billion in commissioned projects. Of particular interest? Data centres. Yet right now, the AI stock offers a 5.6% dividend yield you can\u2019t get from other AI stocks. It\u2019s therefore a great core investment for those wanting income, AI growth, and lower <a href=\"https:\/\/www.fool.ca\/investing\/average-tfsa-balance\/\" rel=\"sponsored nofollow noopener\" target=\"_blank\" data-ylk=\"slk:volatility;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">volatility<\/a>.<\/p>\n<p class=\"yf-1090901\">Then we have an operator in an essential AI space. WELL Health Technologies (<a class=\"link \" href=\"https:\/\/www.fool.ca\/company\/tsx-well-well-health-technologies-corp\/377244\/\" rel=\"sponsored nofollow noopener\" target=\"_blank\" data-ylk=\"slk:TSX:WELL;elm:context_link;itc:0;sec:content-canvas\">TSX:WELL<\/a>) uses AI in the healthcare space, whether through e-documents or telehealth, it\u2019s an area that\u2019s only going to expand further. A driver of growth we\u2019ve seen time and time again from WELL stock.<\/p>\n<p class=\"yf-1090901\">During the second quarter, WELL stock reported record results yet again, with revenue up 57% to $356.7 million and adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) hitting $49.7 million, up 231%! Management has now increased its guidance for full-year 2025 to the upper half of between $1.4 and $1.45 billion in revenue.<\/p>\n<p class=\"yf-1090901\">The AI stock is, therefore, a great way to get into an area where AI adoption is only becoming stronger. It also holds a reasonable valuation, trading at just 11.5 times forward earnings per share (EPS). While there isn\u2019t a dividend, the AI stock focuses on mergers and acquisitions (M&amp;A). This allows you to continue seeing those record results again and again.<\/p>\n<p class=\"yf-1090901\">Finally, we have Celestica (<a class=\"link \" href=\"https:\/\/www.fool.ca\/company\/tsx-cls-celestica-inc\/342113\/\" rel=\"sponsored nofollow noopener\" target=\"_blank\" data-ylk=\"slk:TSX:CLS;elm:context_link;itc:0;sec:content-canvas\">TSX:CLS<\/a>), supporting that AI growth through hardware. While there is momentum, investors will be a bit more careful with this one because more momentum means more risk. Still, it\u2019s a strong AI stock that seems to be operating at a solid click.<\/p>\n<p class=\"yf-1090901\">Most recently, the company\u2019s second-quarter earnings reported a 21% increase in revenue to $2.9 billion and adjusted EPS at $1.39. Management also raised its guidance to $11.6 billion in full-year revenue. All this positive performance does mean one thing, though: it\u2019s on the pricier side, trading up over 400% in the last year alone.<\/p>\n<p class=\"yf-1090901\">Still, if you want direct exposure to AI stocks, this is the biggest pure play. It gives you the same AI compute cycle as NVIDIA, with guidance for momentum to boot. Though if you\u2019re looking for less risk, it might not be your safest option.<\/p>\n<p class=\"yf-1090901\">NVIDIA stock is a strong investment showing strong momentum, though for a high share price. Plus, it\u2019s looking like a riskier option. If you want a balanced choice, go with BIP, a cheap stock. WELL is your best bet, or a Canadian momentum AI stock, Celestica offers that up as well. All together, this trio won\u2019t replace NVIDIA, but can certainly help you get into the AI space with a better balance of income, valuation, and risk.<\/p>\n<p class=\"yf-1090901\">The post <a href=\"https:\/\/www.fool.ca\/2025\/09\/22\/missed-nvidia-3-picks-and-shovels-ai-stocks-id-buy-instead\/\" rel=\"sponsored nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Missed Nvidia? 3 Picks-and-Shovels AI Stocks I\u2019d Buy Instead;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">Missed Nvidia? 3 Picks-and-Shovels AI Stocks I\u2019d Buy Instead<\/a> appeared first on <a href=\"https:\/\/www.fool.ca\" rel=\"sponsored nofollow noopener\" target=\"_blank\" data-ylk=\"slk:The Motley Fool Canada;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">The Motley Fool Canada<\/a>.<\/p>\n<p class=\"yf-1090901\">Before you buy stock in Nvidia, consider this:<\/p>\n<p class=\"yf-1090901\">The Motley Fool Stock Advisor Canada analyst team identified what they believe are the 15 best stocks for investors to buy now\u2026 and Nvidia wasn\u2019t one of them. The 15 stocks that made the cut could potentially produce monster returns in the coming years.<\/p>\n<p class=\"yf-1090901\">Consider MercadoLibre, which we first recommended on January 8, 2014 \u2026 if you invested $1,000 in the \u201ceBay of Latin America\u201d at the time of our recommendation, you\u2019d have $24,780.76!*<\/p>\n<p class=\"yf-1090901\">Now, it\u2019s worth noting Stock Advisor Canada\u2019s total average return is 101%* \u2013 a market-crushing outperformance compared to 66%* for the S&amp;P\/TSX Composite Index. Don\u2019t miss out on our top 15 list, available when you join Stock Advisor Canada.<\/p>\n<p class=\"yf-1090901\"><a class=\"link \" href=\"https:\/\/www.fool.ca\/free-stock-report\/top-stocks\/?source=ix9spp7410000244&amp;adname=ca_sa_starterstocks_starterstocks_fr_acq_prospects_nonbbn_pitch&amp;placement=pitch\" rel=\"sponsored nofollow noopener\" target=\"_blank\" data-ylk=\"slk:See the 15 Stocks;elm:context_link;itc:0;sec:content-canvas\"> See the 15 Stocks <\/a><\/p>\n<p class=\"yf-1090901\">* Returns as of September 2nd, 2025<\/p>\n<p class=\"yf-1090901\">More reading<\/p>\n<p class=\"yf-1090901\">Fool contributor <a href=\"https:\/\/www.fool.ca\/author\/alegatewolfe\/\" rel=\"sponsored nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Amy Legate-Wolfe;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">Amy Legate-Wolfe<\/a> has no position in any of the stocks mentioned. The Motley Fool recommends Brookfield Infrastructure Partners and Nvidia. The Motley Fool has a <a href=\"https:\/\/www.fool.ca\/fool-disclosure-policy\/\" rel=\"sponsored nofollow noopener\" target=\"_blank\" data-ylk=\"slk:disclosure policy;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">disclosure policy<\/a>.<\/p>\n<p class=\"yf-1090901\">2025<\/p>\n","protected":false},"excerpt":{"rendered":"Source: Getty Images Written by Amy Legate-Wolfe at The Motley Fool Canada Artificial intelligence (AI) stocks continue to&hellip;\n","protected":false},"author":2,"featured_media":162889,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[62,6305,276,277,49,48,6494,61],"class_list":{"0":"post-162888","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-ai-stock","10":"tag-artificial-intelligence","11":"tag-artificialintelligence","12":"tag-ca","13":"tag-canada","14":"tag-nvidia","15":"tag-technology"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/162888","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/comments?post=162888"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/162888\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media\/162889"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media?parent=162888"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/categories?post=162888"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/tags?post=162888"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}