Asset-management giant BlackRock has drawn up a list of what it considers the 30 most important AI stocks for investors, and two names on that list are getting particular attention: Arista Networks and Palantir Technologies.

According to Yahoo Finance, Arista Networks, which trades under the ticker ANET, is one of the 30 companies BlackRock singled out. In a separate report, Yahoo Finance notes that Palantir Technologies, ticker PLTR, also earned a spot on the same list.

The sources here are framed around explaining why each of these two companies qualifies for BlackRock's roster, rather than laying out the full list or the firm's selection methodology. In other words, the coverage spotlights individual members of the group — Arista and Palantir — as examples of the kinds of businesses BlackRock views as central to the artificial-intelligence buildout.

Beyond the two named companies and the existence of a 30-stock list attributed to BlackRock, the available reporting does not detail the other 28 names, the criteria used, or any price targets or performance figures.

Why it matters: when one of the world's largest asset managers publicly flags a specific set of AI stocks, it can shape how everyday investors think about where to put their money in one of the market's most closely watched themes.