In 2025, Wall Street’s rally of U.S. stocks continued, driven by the technology sector’s adoption of generative and agentic AI technology. NVIDIA Corp. (NVDA), Micron Technology Inc. (MU), and Marvell Technology Inc. (MRVL) are recommended as top AI chipset manufacturers for 2026, each sporting a Zacks Rank #1 (Strong Buy).

NVIDIA reported strong fiscal 2026 Q3 earnings, with Data Center revenues up 66% YoY. The company plans to launch Rubin Next in 2027 and Feynman AI chips in 2028, expecting $3-4 trillion in AI infrastructure spending by the end of the decade.

Marvell Technology saw a 37.8% YoY increase in data center revenues in Q3 FY26. The acquisition of Celestial AI aims to bolster its position in the AI infrastructure space, with strong fourth-quarter revenue expectations.

Micron Technology’s solid Q1 FY26 earnings were driven by high-bandwidth memory (HBM) chip sales. The company expects even stronger results in Q2 FY26, with revenues between $18.3-19.1 billion and diluted EPS of $8.22-$8.62.

Zacks Investment Research is naming the top 10 stocks for 2026, with historical performance showing significant gains. Director of Research Sheraz Mian will handpick these stocks for release on January 5th, offering investors a chance to get in early on the top picks for the year.

Read more at Nasdaq: Buy 3 AI Semiconductor Powerhouses Poised to Dominate 2026