An analyst has released a list of five artificial intelligence stocks recommended for purchase in 2026. The selections include Nvidia, Taiwan Semiconductor Manufacturing, Amazon, Alphabet, and CoreWeave.
Nvidia, trading on NASDAQ as NVDA, was described as a leading seller of AI chips. The company's earnings and stock price have increased, and it continues to launch annual product updates. Nvidia has also acquired technology and formed partnerships to expand its industry work.
Taiwan Semiconductor Manufacturing, listed on NYSE as TSM, manufactures chips for multiple companies, including Nvidia, Advanced Micro Devices, and Broadcom. In the fourth quarter of 2025, the company reported profit and revenue that exceeded analyst estimates. TSMC stated that discussions with cloud service providers indicated strong, continuing demand for AI chips.
Amazon, with the ticker AMZN on NASDAQ, was noted for its established e-commerce and cloud computing businesses. The company uses AI within its operations and, through Amazon Web Services, develops and sells AI chips and tools. AWS recently reported an annual revenue run rate of $132 billion attributed to its AI activities. Amazon shares are trading at 30 times forward earnings estimates.
Alphabet, traded on NASDAQ as GOOG and GOOGL, generates significant revenue from advertising on its Google platform and from its Google Cloud business. The company recently reported its first quarterly revenue exceeding $100 billion. Alphabet has developed AI products, such as a large language model, and offers access to AI tools via its cloud services. The stock is trading at 29 times forward earnings estimates.
CoreWeave, listed on NASDAQ as CRWV, rents graphics processing units from its fleet of Nvidia products to customers. The company works closely with Nvidia. A noted risk is CoreWeave's reliance on debt to fund investments aimed at meeting demand. The analyst suggested that sustained AI demand could lead to significant gains for the company.
The analyst predicted that gains in AI stocks in 2026 may not be as broad as in recent years, with winners and losers likely to emerge. The report stated that certain AI stocks could contribute significantly to market momentum.
The Motley Fool Stock Advisor analyst team identified what they believe are the 10 best stocks for investors to buy now, and Nvidia was not among them. The team cited historical examples, noting that a $1,000 investment in Netflix on December 17, 2004, based on their recommendation, would now be worth $474,578, and a similar investment in Nvidia on April 15, 2005, would be worth $1,141,628. Stock Advisor's total average return is reported as 955%, compared to 196% for the S&P 500. The returns are stated as of January 18, 2026.
Adria Cimino holds positions in Amazon. The Motley Fool holds positions in and recommends Advanced Micro Devices, Alphabet, Amazon, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Broadcom.