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Investors are always on the lookout for the next big technological breakthrough. And in recent years, artificial intelligence (AI) has emerged as a real game changer. The idea is that AI will make the world more efficient and, most importantly, help businesses save money and increase their ability to innovate quickly.
Many companies in the sector – those that develop or use AI – have already seen their revenues skyrocket, and investors have taken notice. They piled on these stocks and often reaped the rewards as AI stocks generated gains in the S&P500. And with the AI market expected to reach billions of dollars in just a few years, there could be a lot more to gain in the future.
Of course, there are many AI actions, so choosing just a few can seem overwhelming. It is important to consider each company’s journey so far, competition, and future prospects. And with all that in mind, two in particular seem like obvious AI stocks to buy hand in hand for 2026. Let’s take a look at them.
Nvidia (NASDAQ:NVDA) is perhaps the most well-known AI stock on the planet thanks to its dominance in the AI chip market. The company manufactures the graphics processing units (GPUs) that power major AI tasks such as training and inference large language models (LLM). The tech giant benefits from its early entry into the AI market and its focus on innovation has allowed it to maintain the top spot.
All of this has led to huge profit gains, with revenue and net profit growing by double and triple digits in recent quarters – and revenues reaching record levels. Nvidia fueled the early phases of the AI boom, but the company is also perfectly positioned to lead the next chapters. Indeed, Nvidia has adapted its chips to serve inference – seen as the next big growth area in AI – and has expanded its offerings to a variety of products and services to meet customers’ AI needs.
Nvidia has also made smart strategic moves, such as partnering with Nokia develop AI for telecoms, and very recently, acquire inference technology from the start-up Groq.
So it’s very likely that Nvidia will continue to deliver significant growth as the AI story unfolds, making it an obvious buy for the year ahead.
Amazon (NASDAQ:AMZN) is both a user and seller of AI, which has helped it become one of the early winners in the AI race. The company is applying AI to its e-commerce business, helping it, for example, design more efficient delivery routes and offer assistance to customers when shopping. By making shopping easier and faster delivery for customers, they’re likely to come back – and the efficiency also helps Amazon reduce its service costs.
