Key Points
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Amazon may be a less obvious AI play, but this storied business is making impressive progress in a dynamic industry.
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Marvell Technology enjoys the rewards of market-leading data center solutions.
If your nest eggs are reinforced and you can afford it not needed for your bills or other short-term financial needs, you might consider investing it in the stock market. While artificial intelligence (AI) stocks are not for everyone, companies that have the habit of leading growth to investors through both economic disruption and mildness can move their portfolios forward in the long term.
Before adding it to your portfolio, it is important to carefully study inventory, AI play, and more to ensure that your business model is consistent with your financial goals and risk tolerance. In that memo, we consider two top AI stocks that offer more than just hype.
Where would you invest $1,000 now? Our team of analysts revealed what they believe 10 Best Stocks Buy now. learn more “
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1. Amazon
Amazon (NASDAQ: AMZN) AI stocks still earn the majority of their revenue from online stores and third-party seller services, but the majority of their operating profit comes from the cloud computing business, Amazon Web Services (AWS). The company's extensive use of AI in a variety of businesses, and its enormous investments in AI infrastructure and development (management forecasts $100 billion in capital investments in 2025 alone) make it an interesting option to consider in this rapidly evolving industry.
Amazon uses AI for everything from personalizing shopping experiences on the flagship marketplace to optimizing product listings and seller performance. Amazon also uses AI to allocate inventory, forecast demand, and streamline delivery operations for its e-commerce business. Some of its fulfillment centers utilize AI-powered robots to automate tasks such as picking, packing and sorting.
Of course, AWS is the business aspect that most investors consider when discussing Amazon's advancement in the AI world. AWS provides computing power, storage, and tools that enable businesses to build and deploy AI applications.
The company has developed its own custom chips, Trainium and Imeferntia. This can provide the best cost alternative to traditional GPUs. AWS also features a wide range of AI and machine learning services for its customers, including machine learning models, natural language processing, and computer vision.
Amazon's net sales increased 9% to $155.7 billion in the first quarter of 2025. Net profit rose by more than 64% to $17.1 billion. In the AWS division alone, sales increased 17% year-on-year to $29.3 billion in the first quarter. Despite factors like tariffs can be heavier on the e-commerce side of the business, Amazon's ongoing AI expansion and more asset lighting businesses like AWS can continue to be a trend that lifts all boats.
2. Marvel Technology
Marvel Technology (NASDAQ: MRVL) Fabless Semiconductor Company, which designs and sells data infrastructure solutions. The company's focus is on enabling technologies such as AI, cloud computing, 5G and high-performance networking. Marvell products include data center chips, enterprise networking, and automotive applications.
Marvell's Ethernet and custom silicon solutions are used in major data centers and are therefore the leading supplier of hyperscalers like AWS. Microsoftazure, and alphabetGoogle Cloud. The company is experiencing strong growth in this sector due to increased demand for AI-driven computing and cloud networking. Marvell also specializes in creating custom chips tailored to specific AI workloads.
A significant portion of Marvell's revenue comes from data center solutions that include AI-centric custom chips and infrastructure components. In the first quarter of 2026, Marvel was shy of $2 billion, achieving record revenue of 63% year-on-year. Its data center segment is the largest driver of Marvel's total revenue, providing revenue of $1.5 billion in the first quarter, up 76% from a year ago.
Marvel also reported a quarterly net profit of $178 million compared to a loss of $216 million a year ago. Cash flow from operations for three months totaled $332.9 million. Marvell has numerous collaborations with the Cloud Giants, including a multi-year agreement with AWS.
The company has also announced a new long-term partnership with South Korean AI semiconductor company Rebellions Inc., developing custom AI infrastructure solutions for sovereignty support initiatives in the Asia-Pacific and Middle East and regional cloud providers. Investors with a long-term buyout horizon who want to put cash into the AI infrastructure sector may want to reconsider this top stock.
Should I invest $1,000 in Amazon now?
Consider this before purchasing stock on Amazon.
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Rachel Warren has roles in the alphabet and Amazon. Motley Fool has positions for Alphabet, Amazon and Microsoft, and is recommended. Motley Fool recommends Marvell Technology and recommends the following options: A $395 phone at Microsoft for January 2026 length and a $405 phone at Microsoft for January 2026 short term. Motley Fools have a disclosure policy.
