Zacks Investment Ideas highlight Constellation Energy, Meta, Arista Networks, and Microsoft as top AI stocks to buy and hold. AI spending by big tech is projected to reach $400 billion in 2025. Constellation Energy secured long-term power purchase agreements with Microsoft and Meta. Arista Networks provides networking infrastructure for AI data centers and is expected to double revenue by 2026. Both stocks are long-term buy-and-hold candidates poised for growth.

Constellation Energy is set to become a key player in the AI-driven energy age with a $27 billion deal to acquire Calpine. The company is expanding into nuclear and natural gas to support tech-heavy regions like Texas and California. Constellation’s stock has outperformed the S&P 500 and other tech stocks, with strong earnings growth projections and a 10% dividend increase in 2025.

Arista Networks, a client-to-cloud networking powerhouse, serves AI hyperscalers like Meta and Microsoft. The company has seen rapid revenue growth and is expected to continue expanding its reach within the AI industry. Arista’s balance sheet is strong, with zero debt and impressive earnings growth projections. The stock has surged over the last decade and could see further growth in Q4.

Investors are urged to explore Zacks’ top stock picks for opportunities in the second wave of AI explosion. The report highlights under-the-radar companies that could lead the next leap forward in AI technology. Access the report for free to discover potential investment opportunities in this evolving sector.

Read more at Nasdaq: Zacks Investment Ideas feature highlights: Constellation Energy, Meta, Arista Networks and Microsoft