AI Is Making These 10 Stock Market Giants More Profitable

In Today’s Masters in Trading: Live

LIVE: AI Is Making These 10 Stock Market Giants More Profitable

For the last two years, markets rewarded the companies building the physical architecture fueling AI: semiconductors, hyperscale infrastructure, GPU capacity.

But right now, the bigger structural opportunity is shifting toward what I call the wallpaper phase. That’s when AI stops being a feature and starts becoming invisible.

The winners in this phase won’t be startups. They’re incumbents with billions of users, recurring revenue, and ecosystems that are nearly impossible to displace.

Companies like Microsoft embedding Copilot directly into Office for 400+ million users.

Or Apple Inc. pushing on-device intelligence across more than two billion active devices — privacy-first, frictionless, and already paid for.

And then you have the toll booths of AI’s next phase.

Companies like Mastercard are using AI to screen billions of transactions in milliseconds. AI is being leveraged to improve authorization rates and fraud detection – all without the customer ever noticing a thing.

On the enterprise side, names like Adobe Inc. and ServiceNow are embedding AI directly into workflows that companies can’t rip out.

AI is making the services these companies provide even more indispensable.

That’s the transition I’m focused on right now.

Not speculative moonshots. Not headline AI hype.

Just large-scale distribution platforms where AI gets layered onto recurring revenue streams and seamlessly serves millions of users.

While I’ve highlighted a few strong use cases here, I want to turn your attention to 10 stocks I’m watching as they spark this massive AI transition.

So join me for today’s episode of Masters in Trading LIVE at 11AM EST, where I’ll break down 10 AI stalwarts — how they’re positioned in the wallpaper phase of AI — and where I see potential volatility dislocations forming around earnings and forward guidance.

ALL ACCESS MEMBERS ALERT: In today’s All Access, I’ll review our open positions and answer questions from viewers. Don't have All Access? Call 1-800-784-0871 to learn more.

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Be sure to join me live on YouTube and ask me anything. It’s a great way to connect directly with our trading community and make sure you’re getting the insights you need to help build a deeper understanding of the markets.

Remember, the creative trader wins,

Jonathan Rose
Founder, Masters in Trading

Who is Jonathan Rose?

In 1997, Jonathan got his start as a floor trader at the Chicago Mercantile Exchange. He traded futures on the Nasdaq and S&P 500 during the dot-com boom and bust.

In 2003, he became Director of Trading at a leading proprietary trading firm. His job was to manage the risk for the entire firm… with dozens of traders under his supervision.

In 2010, the firm sold to a billion-dollar hedge fund. And Jonathan took a career break to train for the Wisconsin Ironman.

After completing the 140-mile triathlon, in 2011, he took his trading career in a new direction. He became a market maker at the world’s largest at the Chicago Board Options Exchange. It’s the world's largest and most influential options exchange.

But it wasn’t until 2015 that he found his true passion – teaching regular folks how to trade like the pros at Masters in Trading.

Since then, he’s trained more than 100 professional traders and helped thousands of folks learn to trade options like pros. These folks not only get to learn the ropes with Jonathan. They can also follow his trade recommendations in real time.

To learn more about joining Jonathan’s thriving community, and becoming the best trader you can be, visit here.

90-Day Trade Hall of Fame

Company (Ticker)	Portfolio	Gain	Duration
Bristol-Myers Squibb Co	Advanced Notice	331%	74 days
Fastly	Earnings Advantage	300%	31 days
BHP Group Ltd.	Divergence Trader	189%	17 days
Strategic Minerals	All Access	139%	34 days
Viavi Solutions	Earnings Advantage	138%	24 days
Note: These trades represent previously closed positions.

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