All three of these AI stocks should have big momentum this year.
No one knows what will happen in the stock market this year. Some think the artificial intelligence (AI) bubble is bursting. Some predict that the AI boom will continue almost uninterrupted.
Barring major disruption at the macroeconomic level, I’m firmly in the second camp. In my view, the demand for AI is not going to wane anytime soon. Which stocks will benefit the most? Again, there’s no way to know for sure. But I predict three AI stocks will be the best performers in 2026.
Image source: Getty Images.
1. Nvidia
Nvidia (NVDA 0.72%) It’s probably the safest bet to rank among the best-performing AI stocks this year. I predict this could be the biggest winner for three main reasons.
First, I think the introduction of agent AI will be a big tailwind for Nvidia in 2026. Nvidia CEO Jensen Huang referred to agent AI as a “new wave” of emerging AI during the company’s third-quarter earnings call in November 2025. He is a member of OpenAI, Anthropic, xAI, and alphabet‘s (GOOG 0.02%) (Google 0.05%) The Google division is “pioneering agent AI.”
Today’s changes
(-0.72%) $-1.39
current price
$191.12
Key data points
Market capitalization
$4.6 trillion
daily range
$189.47 – $194.49
52 week range
$86.62 – $212.19
volume
5.6M
average volume
182M
gross profit
70.05%
dividend yield
0.02%
Second, Nvidia is launching the Rubin GPU platform, the successor to the highly successful Blackwell chips. The Vera Rubin architecture, which combines Vera CPUs and Rubin GPUs, has the potential to reduce inference costs by 10x and the number of GPUs needed to train large AI models by 4x. In addition to very strong demand for Blackwell, we expect demand for Rubin to be amazing as well. Nvidia CFO Colette Kress said in November that the company already “could reach $5 trillion in Blackwell and Rubin revenue” by the end of 2026.
Third, NVIDIA’s main growth bottleneck is easing this year. Taiwan semiconductor manufacturing company (TSM 2.66%) plans to increase its advanced packaging capacity to 130,000 wafers per month by the end of 2026. Wedbush estimates that Nvidia has secured about 60% of this capacity, which puts it in the best position for growth among AI chipmakers.
2.Broadcom
Which AI chip maker will have the second highest growth rate this year? I’ll join you broadcom (AVGO +0.15%).
The more powerful Nvidia becomes, the more hyperscalers will try to build their own custom AI chips (as they already do). Broadcom, with an estimated 60% market share in the AI server application-specific integrated circuit (ASIC) market, has been selected as a partner for these efforts.
Today’s changes
(0.15%) $0.49
current price
$331.22
Key data points
Market capitalization
$1.6 trillion
daily range
$328.34 – $338.11
52 week range
$138.10 – $414.61
volume
1M
average volume
30M
gross profit
64.71%
dividend yield
0.73%
Data centers are also moving toward 1 million GPU clusters. However, this migration requires a major network upgrade. This should significantly increase sales of Broadcom’s Tomahawk 6 switches.
Broadcom has a staggering $73 billion in AI-related backlogs. We believe this backlog will lead to significant revenue and profit growth for the company in 2026. We also expect Broadcom’s stock price to move in line with improvements in sales and bottom line profits.
3. Metaplatform
Maybe I didn’t put it in. meta platform (meta 2.95%) It was among the best-performing AI stocks in 2026 that I predicted before the company released its fourth quarter update. However, after digesting everything the management has reported, I have high expectations for this year’s meta.
The main reason I’m bullish on Meta is its solid ad revenue growth. In the fourth quarter, the company’s advertising revenue increased 24% year over year. Meta made several changes to its ad ranking model that resulted in a 3.5% increase in ad clicks on Facebook and a more than 1% increase in ad conversions on Instagram in the fourth quarter. These improvements have led to increased revenue and profits for the company, and Meta expects further performance improvements going forward.
Today’s changes
(-2.95%) $-21.81
current price
$716.50
Key data points
Market capitalization
$1.8 trillion
daily range
$713.59 – $732.17
52 week range
$479.80 – $796.25
volume
24M
average volume
19M
gross profit
82.00%
dividend yield
0.29%
I’m also enthusiastic about Meta’s potential in the AI smart glasses market. Sales of Meta’s AI glasses more than tripled in 2025. The smart glasses market is huge and growing, and Meta is leading the way.
The AI glasses represent the biggest success so far for Meta’s Reality Labs division. We’re glad that the company is currently focusing most of its investments in this space on AI glasses and wearables. This change will not lead to improved earnings in 2026, but will likely improve from 2027 onwards. Meta’s new investment focus could help drive the stock higher, especially in the second half of this year, as investors look to the future.
