Best AI stocks 2026
Artificial-intelligence stocks span four layers: silicon (Nvidia, AMD, TSMC), infrastructure (hyperscalers, networking, memory), models (Microsoft, Alphabet, Meta) and applications (CRM, security, productivity). The names that matter for revenue are concentrated in mega-cap technology — small-caps with "AI" in the description rarely have meaningful AI-attributable earnings.
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Selection criteria
- Technology or communications sector
- Material AI revenue exposure (per company filings)
- Market cap above $50B
- Positive 12-month relative strength vs S&P 500
| # | Symbol | Last | Change | RSI(14) |
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Frequently asked questions
- Is Nvidia still the best AI stock?
- Nvidia retains the dominant share of accelerator revenue, but concentration risk is high; institutions usually balance with hyperscalers (MSFT, GOOGL, META) and equipment makers (TSM, ASML).
- What about pure-play AI software?
- Most AI-only software companies are pre-profit or sub-scale. The investable AI exposure is mostly inside diversified mega-caps.
- How concentrated should an AI sleeve be?
- Professional allocators rarely exceed 25% of an equity sleeve in any single theme. AI is a sector exposure, not a portfolio.
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