These stocks let you bet on artificial intelligence and welcome our robot overlords

Who knows where the Dow DJIA, -0.11% and the S&P 500 SPX, 0.01% are headed? Maybe only the algo traders, who are mostly calling the shots nowadays. Which brings us to this call from Jefferies analysts looking to make money on the artificial intelligence trend. They suggest betting on hot chip-stock Nvidia NVDA, -0.08% and car-parts supplier Delphi Automotive DLPH, -0.47%, as they're likely to benefit from the greater usage of AI across industries. "Artificial intelligence and deep learning will be among the most important investment themes in the next 3-5 years," says Jefferies in a note, citing research from its analyst Mark Lipacis. Nvidia has emerged as the de facto standard in AI, providing the graphic chips used in Amazon AMZN, 1.40% and Google's GOOG, -0.04% GOOGL, -0.03% personal assistants, Baidu's BIDU, 0.78% speech recognition, Skype's translation tool and Netflix's NFLX, 0.02% recommendations, according to Lipacis.