Mark Zuckerberg Just Said That Everyone Will Have "An Exceptionally Capable Personal Agent." These 3 AI Stocks Will Benefit

Meta Platforms (NASDAQ: META) Chief Executive Officer Mark Zuckerberg recently released a manifesto that outlines how the company will harness artificial intelligence (AI) and where he believes the industry is heading. It contained details on national security, job growth, and the balance of power.

There also happened to be a golden nugget for investors who are looking for ways to make money in AI and assess whether stocks can continue to go up.

Zuckerberg believes everyone will have "an exceptionally capable personal agent," and that statement means that these three stocks should continue to rally.

Image source: Getty Images.

Micron

AI agents need vast amounts of memory to record each user's preferences and respond to each query within seconds. Zuckerberg's statement about everyone having access to agentic AI means that Meta Platforms will have to invest heavily in Micron (NASDAQ: MU) chips.

Although this news is beneficial for the entire memory sector, Micron has established itself as a stand-out company with its high bandwidth memory chips.

Micron anticipates roughly $50 billion in fiscal 2026 fourth-quarter sales, which would be more than 20% sequential growth. The company has been crushing its forecasts in recent quarters while delivering net profit margins above 70%.

Some investors have shied away from memory chipmakers in recent weeks due to concerns about the sector's boom-and-bust cyclicality. However, Zuckerberg's manifesto implies a multi-year investment in memory chips and AI infrastructure. With that context, and the fact that competitors won't just sit back and let Meta Platforms take all of the agentic AI market share, Micron looks quite compelling with its 5.5 forward price-to-earnings (P/E) ratio.

Advanced Micro Devices

Any top AI chipmaker could have earned mention here. However, Advanced Micro Devices (NASDAQ: AMD) is worth extra emphasis, since it makes graphics processing units (GPUs) and central processing units (CPUs).

GPUs use the chips that turned Nvidia (NASDAQ: NVDA) into the world's most valuable publicly traded company. Advanced Micro Devices makes them too, but the company also specializes in CPUs, which act as the "brains" for GPUs.

Agentic AI will require more CPUs for each GPU than the current ratios that have worked for existing AI infrastructure. That translates into more long-term demand for Advanced Micro's GPUs and CPUs.

The company's revenue has accelerated in recent quarters, with 50% year-over-year growth headlining superb second-quarter results. Data center revenue made up 58% of total sales, and Advanced Micro Devices Chief Financial Officer Jean Hu told investors to expect data center sales to accelerate in the second half of the year.

Meta Platforms and Advanced Micro Devices deepened their partnership earlier this year, with GPUs and CPUs as key components. Zuckerberg touted the partnership as a key step to "deliver personal superintelligence," which connects directly with AI agents.

CrowdStrike

Zuckerberg's manifesto mentioned cybersecurity multiple times and pointed to open source systems as a way to patch vulnerabilities.

"Over time, I expect that widely deployed AI models with strong cybersecurity capabilities will lead to systems that are more secure, not less," Zuckerberg said in his manifesto.

CrowdStrike (NASDAQ: CRWD) deserves the spotlight for this one. Last year, it established a partnership with Meta Platforms "for evaluating how AI systems perform in real-world security operations."

The companies jointly introduced CyberSOCEval, a rulebook that determines which AI tools and resources are effective for cyber defense. That type of foundation explains why CrowdStrike outperformed the S&P 500 with an 88% year-to-date gain (as of Aug. 12).

The cybersecurity provider also delivered 32% year-over-year net new annual recurring revenue growth in its fiscal 2027 first quarter. Those results indicate momentum is building for CrowdStrike's cybersecurity solutions.

"CrowdStrike is AI security infrastructure, critical to successful AI adoption," CrowdStrike CEO George Kurtz told investors when discussing recent results. Its close partnership with Meta Platforms suggests that it will be one of the winners as Zuckerberg's company expands its agentic AI pursuits.

Marc Guberti has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices, CrowdStrike, Meta Platforms, Micron Technology, and Nvidia. The Motley Fool has a disclosure policy.