"In sum, our message is not to be overly deterred by the significant year-to-date move in profitable AI stocks," the bank said in a Friday note to clients. Citi expects many names to meet accelerated growth expectations and views free cash flows as "increasingly compelling." Given this setup, Citi screened for AI-related stocks expected to outpace market growth expectations and experience an uptick in free cash flow margins. Consensus estimates peg long-term growth at more than 17%, with a near-term free cash flow margin of nearly 24%. Mastercard offers the greatest near-term free cash flow yield of the group, at 48.4%.

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Persons: Andy Jassy soothed, Bard, ServiceNow, — CNBC's Michael Bloom Organizations: Citigroup, Nvidia, Citi, CNBC, Amazon, Amazon Web Services, Microsoft, Mastercard, Ford