Considering how well artificial intelligence (AI) stocks have done over the past two years, it's hard to imagine some of them going even higher. However, this industry still has significant tailwinds as we have barely scratched the surface of what is possible with AI.

For its first few years as a public company, Palantir Technologies (NASDAQ: PLTR) struggled mightily to capture meaningful market share in the enterprise software space. The company's sluggish growth and heavy reliance on lumpy federal contracts fueled a perception that Palantir was really more of a government consulting operation and less so a legitimate player in the software arena.

With agentic AI, meanwhile, automated AI agents will go out and complete assigned tasks autonomously without constant human supervision. Let's look at two stocks looking to benefit from agentic AI. UiPath (NYSE: PATH) started out as a robotic automation company that helped customers build out tools whereby software robot agents could complete mundane tasks,

This top-performing ETF's largest three stock holdings are Nvidia, Taiwan Semiconductor Manufacturing, and Broadcom.