The video highlights three stocks benefiting from AI integration: IBKR (Interactive Brokers Group) for its operational efficiency, ROKU for its targeted advertising leveraging user data, and TEL (TE Connectivity) for its role in the burgeoning IoT market. The analysis emphasizes how these companies are using AI to drive growth and gain competitive advantages, with IBKR and ROKU noted for their strong performance and TEL for its manufacturing prowess in connectivity solutions.