Group 1 - The article emphasizes that investors do not need to pay high premiums to invest in stocks with AI exposure, highlighting three technology stocks that are currently trading at attractive valuations while benefiting from AI integration [1] - PTC's software plays a crucial role in the digital transformation of the industrial sector, enabling manufacturers to integrate digital processes for continuous system analysis and actionable insights [2] - PTC's software allows manufacturers to continuously monitor and improve processes through digital analysis, enhancing the quality of insights as AI technologies like deep learning and machine learning advance [3] Group 2 - PTC has been growing its recurring revenue at high single-digit percentage rates and free cash flow at mid-teens percentage rates, trading at less than 21 times its expected 2026 free cash flow, making it an attractive value stock for growth investors [4] - Trimble is also integrating AI into its solutions, which connect the digital and physical worlds, providing value to customers in construction, geospatial, and transportation sectors through precise positioning and data analysis [5] - Trimble's solutions allow for real-time tracking of structural elements in construction projects and logistics fleets, presenting opportunities for enhanced AI analytics [6] - The CEO of Trimble noted the company's long-standing work with AI, emphasizing the connection between physical and digital solutions [7]