- The AI buildout trend is expected to continue at full speed, benefiting cloud infrastructure companies due to increased AI demands.
- Stocks that underperformed in 2025 may bounce back in 2026, making it a good time for investors to plan their portfolios.
- Nvidia remains a top pick for 2026 as it leads the AI buildout trend with projections of significant global data center capital expenditures.
- AMD is expected to close the gap with Nvidia in the GPU market and grow its data center revenue at a compound annual growth rate of 60%.
- Broadcom’s custom AI accelerators are gaining traction with hyperscalers, leading to significant growth in AI semiconductor revenue.
- Taiwan Semiconductor Manufacturing, the world’s largest chip foundry, is poised to benefit from continued high AI infrastructure spending in 2026.
- Alphabet’s strong presence in AI, generative AI model, Google Cloud, and Google Search makes it a force to be reckoned with in the AI realm.
- Meta Platforms, despite high capital expenditure plans, showed strong revenue growth in Q3, driven by AI effects on its platforms.
- Amazon, with strong revenue growth in Q3 from advertising and cloud computing, is expected to thrive in 2026.
- PayPal, despite a stock decline, delivered strong diluted EPS growth in 2025 and remains an attractive buy with a low forward earnings multiple.
- The Trade Desk, despite a stock drop, is expected to grow revenue at a 16% pace in 2026, making it a potential outperformer.
- MercadoLibre, the dominant e-commerce company in Latin America, is expected to continue its growth trajectory in 2026, presenting a buying opportunity.
- Considerations for buying stock in Nvidia include the company’s leadership in the AI buildout trend and the potential for significant returns.
- The author has positions in various companies mentioned, and the views expressed are based on the potential of these companies in the AI and tech sectors.
Read more at Nasdaq: Here Are My Top 10 Stocks for 2026