Top AI stocks usually means top market caps. That is a popularity contest, not an AI ranking. A better question: which companies actually spend on AI and say so in their filings, year after year? Market cap tells you who won the last cycle. It says nothing about who is building for the next one.
AI mentions in 10-Ks are a crude but honest signal. A company going from 8 mentions to 16 is ramping its AI talk. Cross that with R&D dollars and you get a rough map of who is investing versus who is narrating. A flat mention count with rising R&D can mean quiet execution. A soaring count with flat R&D usually means a marketing department at work.
GPTTicker pairs mention counts with R&D spend and genuine AI signals for every S&P 500 company in its database. The database covers two full filing years, so every trend has a before and an after. No estimates, no surveys, just counted words and disclosed dollars.
Rank by spending and filings, not by headlines.
