The AI sector continues to grow and there are many promising investment avenues.
Investing in artificial intelligence (AI) continues to be a big theme on Wall Street heading into 2026. While some investors may be getting tired of it, the reality is that it's been around forever. So if you're looking for investment ideas right now, these 10 stocks should be on your shortlist.
Image source: Getty Images.
1. Nvidia
This list is not in order from best to worst, but I would still like to rank them Nvidia (NVDA 0.10%) The company is at the core of building AI infrastructure, and its graphics processing units (GPUs) remain the best and most popular parallel processing option available.
As long as the AI hyperscaler continues to spend billions on expanding its data centers, Nvidia should be fine. The company's management believes that global data center capital spending will increase from $3 trillion to $4 trillion by 2030. If that's true, Nvidia would be a great stock to own not just in 2026, but for the next five years as well.
2.Broadcom
tech giant broadcom (AVGO +3.79%) takes a different approach to AI computing hardware. Instead of designing general-purpose GPUs like Nvidia, it has focused its chip segment on developing application-specific integrated circuits (ASICs) to meet customer needs. Although these processors are not well-suited to handling a wide variety of tasks, they can outperform GPUs at lower cost for certain workloads for which they are designed.
Today's changes
(3.79%) $12.59
current price
$345.07
Key data points
Market capitalization
$1.6 trillion
daily range
$333.62 – $347.36
52 week range
$138.10 – $414.61
volume
946K
average volume
29M
gross profit
64.71%
dividend yield
0.70%
The trade-off of sacrificing flexibility for performance and cost savings is often worth it for hyperscalers who expect their chips to withstand certain types of workloads over their lifetime. Broadcom should see significant growth in this business segment from 2026 onwards.
3.AMD
AMD (AMD 0.67%) has long been in second place behind Nvidia in the GPU business. The company's initial AI accelerator products were disappointing and were only seen as viable alternatives to Nvidia products at a cheaper price. However, AMD's GPUs are gaining momentum and Nvidia's GPUs are currently sold out, so we could see more adoption.
AMD predicts a compound annual growth rate (CAGR) of more than 60% in data center revenue over the next three to five years, with a company-wide CAGR of more than 35%. If it can live up to those expectations, it could be a great stock to own into 2026 and beyond.
4. Taiwan Semiconductor
None of the companies mentioned above actually manufacture their own chips. They do the design work, but the manufacturing is carried out by foundry operators, especially taiwan semiconductor (TSM +1.77%)the world's leading third-party chip manufacturer. Without TSMC's cutting-edge foundry capabilities (some of the best on the market), AI technology will never be the same, and TSMC's success will continue to depend on the strength of its AI builds.
Nvidia, AMD, and Broadcom are all bullish on the industry's five-year outlook, making Taiwan Semiconductor a good neutral vehicle for this unprecedented growth.
5. Alphabet
A year ago alphabet (GOOG +0.96%) (Google +0.96%) wasn't expected to be as successful as it once was in 2025, but now that the script has been flipped, it's once again a force to be reckoned with. The tech giant has resources that most generative AI companies can only dream of, and it's starting to show in the performance of its large-scale language model, Gemini.
Today's changes
(0.96%) $3.13
current price
$328.57
Key data points
Market capitalization
$4.0 trillion
daily range
$325.80 – $330.83
52 week range
$140.53 – $330.83
volume
26M
average volume
36M
gross profit
59.18%
dividend yield
0.25%
Alphabet's core business is also doing quite well thanks to a strong advertising market, and it expects that momentum to continue through 2026.
6. Metaplatform
meta platform (meta +1.08%) It owns social media sites such as Facebook and Instagram. We are investing heavily to bring AI capabilities to these platforms and drive ad conversions. But perhaps the most exciting project Meta is working on is developing new products like AI-enabled glasses that can move the generated AI away from computer and smartphone screens.
If Meta can meet this challenge and deliver a new product that gains mainstream adoption, it will provide Meta with a revenue stream that investors haven't yet factored into its stock price. Even if it wasn't, Meta's social media platform is still dominant and a huge cash cow.
7. Amazon
Amazon (AMZN +0.50%) The stock underperformed the market in 2025, gaining just 5% for the year. However, I think 2026 could be a better year for the company as its main business unit, Amazon Web Services (AWS), gains momentum.
Amazon's cloud computing platform provides businesses with the computing power they need to train and run AI models. Its accelerating growth is a great sign as more companies are using it for their AI workflows.
8. Soundhound AI
The following three companies are all small, risky investments that could potentially yield larger returns. Soundhound AI (Thorn +6.62%) It combines generative AI and voice recognition technology. This is useful in multiple applications, such as drive-thru, customer service, or serving as an interface for a digital assistant in a vehicle.
SoundHound AI's sales are growing rapidly and its products are gaining momentum. If these are widely adopted, the upside potential for this stock could be significant.
9. Nevius
Nevius (NBIS +0.65%) is a data center operator focused on the AI market, purchasing large quantities of Nvidia GPUs and renting them out to clients who need that processing power. Management expects tremendous growth in 2026. As of the third quarter of 2025, the company's annual revenue run rate was $551 million, and this number is expected to reach $7 billion to $9 billion by the end of 2026.
Today's changes
(0.65%) $0.63
current price
$97.93
Key data points
Market capitalization
25 billion dollars
daily range
$97.10 – $104.97
52 week range
$18.31 – $141.10
volume
12M
average volume
17M
gross profit
-1312.43%
Nebius has incredible upside potential and could perform even better if management's guidance strengthens throughout the year.
10. Applied Digital
applied digital (APLD +17.97%) is also a data center company, but its model is a little different than Nebius. After building a data center, we lease the space to clients who install their own servers. This makes Applied Digital more of a real estate business, but the company's 15-year lease gives investors long-term visibility into the company's earnings.
Applied Digital sees revenue steadily increase as more space comes online each month in the data centers it builds. The stock is another way to build AI, but it's a solid choice for a stock with low risk and big upside potential.
