ZETA

Trade rules are being pulled in different directions, AI is quietly rewiring how commerce works, and the gap between potential winners and everyone else is widening fast. For investors, that creates a real risk of being on the wrong side of change, but also a chance to back companies that could benefit if AI and digital services reshape global trade. This article unpacks three stocks exposed to these shifts and explains how the WTO’s warning and long-term AI forecasts intersect with their stories.

The stocks highlighted below are just a first sample. The full screen on Simply Wall St surfaced 54 more large AI and digital services players with equally compelling stories that are not covered here. To identify and analyze the highest conviction angles in this theme, head straight into the Artificial Intelligence and Digital Services Leaders screener.

Zeta Global Holdings (ZETA)

Zeta Global Holdings plugs directly into the Artificial Intelligence and Digital Services Leaders theme, using AI, cloud software and massive data sets to help brands run targeted marketing across channels.

Zeta Global runs an AI-driven cloud platform for consumer intelligence and marketing automation, generating about US$1.57b of revenue from internet software and services and carrying a market value of roughly US$7.8b.

"Zeta's AI-driven platform and unique data approach position it for rapid market share gains, stronger revenue growth, and superior customer retention as industry adoption accelerates."

What happens to that story depends heavily on how one emerging pressure on future profitability and cash generation plays out.

That pressure point is exactly what the full narrative for Zeta Global Holdings unpacks in detail, separating short term noise from where Zeta Global Holdings’ AI story could be accelerating next.

Tata Communications (NSEI:TATACOMM)

Tata Communications plugs into the Artificial Intelligence and Digital Services Leaders theme as the connective tissue behind AI-ready networks, cloud platforms and data-heavy workloads that keep cross border digital trade flowing.

Tata Communications runs a global communications technology platform, generating about ₹219.9b from Data Services, ₹9.1b from Campaign Registry, ₹9.3b from Transformation Services, ₹15.5b from Voice Solutions and ₹2.1b from Real Estate, and carries a market value near ₹498.3b.

For investors watching how AI and digital trade meet physical networks, Tata Communications provides exposure to the plumbing layer that links data centers, enterprises and emerging AI workloads without owning the front end apps.

"Tata Communications' robust double-digit growth in digital revenues, particularly in NextGen Connectivity, Cloud and Security Fabric, indicates demand for advanced connectivity, edge and cybersecurity solutions from enterprises undergoing digital transformation and rising data consumption."

What happens to that margin story depends on how far customers adopt higher value AI and cloud services compared with plain connectivity over the next few years.

How that mix tilts really matters, so read the full narrative for Tata Communications to see whether rising digital demand is masking risks or quietly setting Tata Communications up for a rerating.

Zscaler (ZS)

Zscaler is one of the clearest Artificial Intelligence and Digital Services Leaders in this list, securing the traffic, apps and AI agents that power cloud-based work while drawing about US$3.35b from subscription services and support and carrying a market value near US$31.3b.

For investors tracking how AI driven services reshape global trade, Zscaler offers pure cloud security delivered as SaaS, protecting user, workload and AI agent access to applications worldwide while its single subscription platform underpins every dollar of its US$3.35b in revenue and its roughly US$31.3b market cap.

"Accelerating customer adoption of Zero Trust Everywhere and Data Security Everywhere solutions, particularly among Global 2000 and Fortune 500 firms, is fueling large upsell deals and higher ARR per customer, which should drive sustained double-digit revenue growth and improve net retention rates."

What happens to that upbeat picture will likely hinge on how one unresolved pressure on future profitability and cash generation is resolved.

If that pressure point matters to your thesis, read the full narrative for Zscaler to see how Zscaler’s zero trust momentum and AI security bets could compound from here.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.