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NVIDIA is the backbone of AI infrastructure, becoming the best AI stock of 2026, with continued strong demand for its advanced data center chips.
Alphabet, the Google parent, is committing $175-$185 billion toward AI infrastructure by 2026, strengthening its cloud, search, and custom chip capabilities.
Microsoft is turning AI into steady income, with over 65% of Fortune 500 companies using its Azure AI and productivity tools.
Artificial intelligence is like salt, a quiet necessity for every dish, aka technology out there. Tech companies are struggling to stay relevant, making investors fearful and flock towards their biggest disruptor, AI. Other sectors are not faring well either. Wealth, logistics, management, and transport are all feeling the selling pressure and obsolescence fears. This has resulted in a massive global sell-off in markets, with Nasdaq and S&P 500 falling for 4 of the past 5 weeks.
For investors, this means finding safe haven in the very thing that’s causing this upheaval. If you are one of them struggling to find the next safe investment or the one that will actually make you money in 2026, then don’t worry!
Here are the best AI stocks for 2026 based on The Motley Fool report.
NVIDIA is the most important name in the world of AI hardware. Its chips are the industry standard for training large language models, which has led to a market cap of around $4.6 trillion. In 2024, the company saw its full-year sales jump to $130.5 billion, a 114% increase from the year before.
By the end of 2026, the global chipmaking giant plans to release its new ‘Rubin’ platform, which will offer even more power to data centers. Almost every major tech firm needs NVIDIA's GPUs today. This means the demand for its tech is higher than the actual production, thus making NVIDIA stock one of the most coveted in 2026.
Also Read: Should You Buy NVIDIA in 2026? Best AI Stock or Not?
Alphabet has become a staple in the AI market, especially after buying DeepMind in 2014. Today, its Gemini AI models are part of everything from Google Search to YouTube. The company is not just using AI; it is building the tools for it too. Alphabet plans to spend between $175 billion and $185 billion on AI infrastructure by 2026.
It also competes with chip makers by designing its own AI chips called TPUs. This allows the company to run its cloud business more cheaply than others while offering faster AI services to the customers. With such a growth trajectory, Alphabet stock seems to be a sure bet to get returns in 2026.
Microsoft has used its partnership with OpenAI to become a leader in AI software. This move has helped its Azure cloud service grow very fast. Over 65% of Fortune 500 companies now use Microsoft AI tools. The company embeds AI into everyday products like Office 365 and GitHub, making it a natural part of how people work.
By 2026, their focus on ‘agentic AI’, tools that can do tasks on their own, will likely drive even more revenue. The company’s market cap of $3.0 trillion shows just how much investors believe in its long-term AI plan. This makes Microsoft stock a stable option with high-growth potential.
CoreWeave is a smaller but very fast-growing player in the sector. It focuses only on AI cloud work. Its entire platform is built to handle AI tasks for customers like Microsoft and OpenAI. In 2022, the company had almost no sales, but it grew to $1.9 billion in 2024.
Analysts expect CoreWeave to hit more than $10 billion in revenue by 2026. While it carries more risk because it has a lot of debt, it offers a rare pure play on the physical infrastructure needed to keep the AI world running.
Meta is using AI to change how we use social media and how brands show us ads. Meta AI assistant already reached 1 billion monthly users in 2025. By using AI to automate the creative side of advertising, the Mark Zuckerberg-led company helps businesses get better results with less work.
It is also famous for its open-source ‘Llama’ models, which are now in their fourth generation. This strategy helps Meta stay at the center of the AI world without charging for its models. Meta stock had a market cap of around $1.6 trillion at the time of writing.
Also Read: NVIDIA Stock Rises as Meta Commits to Millions of AI GPUs in Expanded Deal
When you decide to invest in AI stocks, it is important to look at more than just the name of a company. You have to look at the company’s value in the sector. Some firms like NVIDIA are pure plays that make almost all their money from AI. Others, like Alphabet or Meta, use AI to make their existing businesses, like search or ads, work better.
You should also consider the high costs; many of these companies are spending billions on new data centers. A good way to lower your risk is to spread your money in different firms rather than picking just one. These can be hardware makers, software builders, and more. A balanced approach across these leaders can help investors tap into AI’s long-term growth while managing risk.
1. What are the best AI stocks to buy now?
The best AI stocks to buy in 2026 are companies already generating strong AI revenue and investing heavily in infrastructure. NVIDIA leads with $130.5 billion revenue in 2024, driven by AI chip demand. Microsoft is expanding Azure AI, now used by over 65% of Fortune 500 companies. Alphabet plans to spend up to $185 billion on AI infrastructure by 2026. These firms combine scale, cash flow, and strong market demand.
2. Should I buy NVIDIA stock in 2026?
NVIDIA remains central to the AI boom. Its GPUs power most large AI models, and demand still exceeds supply. The company is launching next-generation AI platforms like Rubin in 2026, which could drive further growth. However, with a $4.6 trillion market cap, short-term price swings are possible. Long-term investors focus on NVIDIA’s dominance in AI infrastructure rather than short-term timing.
3. Is Apple stock better than NVIDIA?
NVIDIA offers direct exposure to AI growth, as most of its revenue now comes from AI-driven data centers. Apple focuses mainly on consumer devices and services. If you want higher AI growth potential, NVIDIA may offer stronger upside. If you prefer stability and steady consumer demand, Apple could be safer. The better choice depends on your risk tolerance and growth goals.
4. Is CoreWeave a good AI stock to buy now?
CoreWeave is a pure-play AI cloud company. Revenue grew from almost zero in 2022 to $1.9 billion in 2024 and could exceed $10 billion in 2026. That growth is strong, but the company carries higher debt and depends heavily on large clients. It offers high upside but also higher volatility compared to larger tech firms.
5. Should I invest in one AI stock or diversify across several?
Diversification is usually safer. NVIDIA focuses on AI chips, Microsoft and Alphabet lead in cloud AI, and Meta uses AI to improve advertising. Each company earns money in different ways. If one stock faces pressure, others may still perform well. Spreading investments across multiple AI leaders can balance growth potential and reduce risk.
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