November 26, 3:33 pm
AI stocks have seen sharp swings in recent weeks as investors debate whether the sector is entering bubble territory. Even with the volatility, hiring data tells a clearer story. Many of the companies with the largest share of AI-related job postings are doubling down on long-term innovation rather than pulling back. These hiring trends can reveal meaningful early signals about future growth, product development, and where capital investment is flowing.
From our screening of the companies with the highest ratio of AI-focused roles since October 1, three stand out for investors looking to build or expand AI exposure: Nvidia, Teradata, and Intel. Each offers a different way to participate in the AI buildout, and all three show strong hiring momentum that aligns with their strategic direction.
Nvidia (NVDA) continues to be the most influential name in the AI ecosystem. Even after a 6% decline in the past month, the stock sits at $180 and remains at the center of the chips and data center expansion driving today’s AI infrastructure needs.
Nvidia’s open roles consistently focus on chip architecture, large-scale compute optimization, and applied AI engineering. These postings reflect ongoing investment despite short-term market worries about overheating valuations. The company’s hardware remains essential for model training and inference workloads, giving Nvidia a leadership position that hiring data suggests is not changing anytime soon.
For investors looking for long-term exposure to AI infrastructure, Nvidia still looks like the strongest pick in the category.
One of the biggest surprises in our hiring analysis is Teradata, which is aggressively adding AI-focused roles as it builds out its enterprise AI platform. Job postings show a strong emphasis on machine learning engineering, platform integration, and advanced analytics development.
The market seems to be rewarding this strategy. Teradata (TDC) trades at $28.2, up 32% over the past month. Its latest earnings report was equally impressive, with adjusted EPS hitting $0.72, well above the expected $0.54. This suggests not only strong demand but also tight operational performance.
If Teradata continues to execute and successfully expands its AI platform capabilities, it could become one of the more compelling under-the-radar AI plays for investors seeking mid-cap exposure.
Intel’s (INTC) share price has slipped 7% over the last month, now trading at $36.8, but hiring data points to an aggressive shift in the company’s long-term strategy. AI-focused engineering roles make up a substantial portion of new job listings, showing a meaningful push into advanced compute and accelerator development.
Crucially, the company is also benefiting from one of the largest government investments in semiconductor history. The U.S. Government purchased $8.9 billion worth of Intel common stock as the company moves forward with more than $100 billion in planned investments to build a resilient domestic semiconductor supply chain. Between hiring momentum and historic government backing, Intel is positioning itself as one of the most interesting value-driven AI opportunities in the market today.
If its AI-focused expansion pays off, Intel could see a stronger multi-year turnaround than the market currently expects.
Beyond these three names, our data shows a broader group of companies where AI roles make up a large share of all current openings. The table below highlights the top 10 companies by ratio of AI-related job postings since October 1.
| Company | AI Jobs Ratio | AI Score | |
|---|---|---|---|
|
TeradataTDC |
24.1% | 34 |
|
IntelINTC |
16.8% | 50 |
|
UpworkUPWK |
16.1% | 60 |
|
Extreme NetworksEXTR |
15.3% | 45 |
|
DanaherDHR |
14.5% | 43 |
|
NVIDIANVDA |
14.5% | 69 |
|
AMDAMD |
14.4% | 54 |
|
BlackbaudBLKB |
14.3% | 41 |
|
MicrosoftMSFT |
13.4% | 52 |
|
OneStreamOS |
12.2% | 56 |
This mix of large-cap leaders and mid-cap specialists shows how widespread AI investment has become. Some are building foundational chips and infrastructure, while others focus on platforms, software, and enterprise tools. The common thread is that all of them are actively scaling their AI capabilities through new hires.
AI-related job postings offer a unique perspective on company direction. They reveal:
When companies increase hiring even during volatile markets, it often signals confidence in their future demand and strategic positioning.
Investors searching for the best AI stocks right now should pay close attention to hiring trends. Nvidia’s leadership remains intact, Teradata’s platform push is gaining real momentum, and Intel’s combination of hiring strength and government-backed expansion makes it an intriguing opportunity.
Disclaimer: The information provided is for educational and informational purposes only and should not be construed as financial or investment advice. All investments involve risk, and you should conduct your own research or consult a qualified professional before making any investment decisions.
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