Trivariate CEO and founder wrote in a note to customers: “One of the biggest investment debates for U.S. stocks is the return on AI-related capital investments,” Parker wrote. “More growth and high-quality companies mentioned AI-related revenue and cost reduction topics on conference calls than value and low-quality stocks.” Trivariate named the 15 largest S&P 500 stocks that mentioned AI use cases in three or more revenue growth categories in their 2025 earnings calls, including monetizing AI products and infrastructure, optimizing monetization, and accelerating innovation and R&D. Parker said the highest revenue growth will be seen in companies with proven revenue from monetizing AI products and infrastructure, particularly those that sell AI (through models, data products, AI-enabled services, chips, and networking) where AI is the revenue product. These are some of the stocks nominated by Trivariate. Shopify appeared on our screen for AI stock ideas with revenue growth. The company expects sales to increase by nearly 33%. During its 2025 earnings call, Shopify executives touted the data analysis capabilities of Sidekick, an AI-powered commerce assistant for sellers. The Canadian internet infrastructure provider also launched Universal Cart last year, an AI-powered feature that allows shoppers to track items from multiple stores on one platform, and partnered with OpenAI to enable users to make purchases through ChatGPT. “We’re actively pursuing new opportunities and partnerships because we believe it’s critical to help our merchants thrive, no matter where their customers are. We have great relationships with all AI companies and will continue to work with them,” Shopify President Harley Finkelstein said during the company’s second-quarter earnings call last year. Shopify’s U.S.-traded stock has risen more than 54% over the past year on Wall Street’s enthusiasm for the AI partnership. ServiceNow has also created an AI revenue screen. The company’s stock price has plummeted 30% over the past year, in part due to concerns over its reported interest in acquiring security startup Armis. Still, Trivariate is bullish on the Silicon Valley workflow automation platform’s AI-driven revenue growth. ServiceNow projects revenue growth of nearly 24%. ServiceNow is a pioneer in bringing agent AI to every department within your company. ServiceNow CEO William McDermott said during last year’s second-quarter earnings call that the company has 450,000 agents working across its workflows, with agents performing more than 80% of the work in support functions such as customer support and compliance. “Agentic is the real deal. The business case is extraordinary… it will be worth $350 million to us this year,” McDermott said. “It could be even bigger,” he said, at least if you add happiness and productivity to it. “For example, if you just think about the sales curve, you can increase sales productivity by 50% just by eliminating the setup work.”Other companies that have screened Trivariate’s long-term AI revenue ideas include Google’s parent company Alphabet, Adobe, and Meta Platforms.
