By Keithen Drury, The Motley Fool
Publication Date: 2025-11-16 12:03:00
The AI trend is still going strong.
The artificial intelligence (AI) boom is far from over, and multiple companies have announced plans to increase their capital expenditures to build out more computing capacity. While some investors are growing concerned about these increased spending levels, the reality is that investors can pivot their strategy to invest in the companies that are benefiting from this buildout.
I’ve got three stocks that look like excellent buys right now, and each could see a strong finish to 2025 and have a fantastic 2026 as well.
Image source: Getty Images.
1. Nvidia
Nvidia (NVDA +1.68%) has been at the top of every AI investing list over the past three years for a good reason: It’s a primary beneficiary of the massive data center buildout trend. Its graphics processing units (GPUs) are used in nearly every data center around the world, giving it an important early move advantage.
Capturing the initial market was a big deal, as now clients have developed all of their workloads to run on Nvidia’s platforms, making switching incredibly difficult. This bodes well for Nvidia’s future, especially as capital expenditure plans ramp up.

Today’s Change
(1.68%) $3.14
Current Price
$190.00
Key Data Points
Market Cap
$4621B
Day’s Range
$180.58 – $191.01
52wk Range
$86.62 – $212.19
Volume
5.8M
Avg Vol
184M
Gross Margin
69.85%
Dividend Yield
0.00%
Nvidia projects that global data center capital expenditure will rise to $3 trillion to $4 trillion by the end of 2030, which amounts…




