My Top 2 AI Stocks to Buy for 2026 (and Hold for Years) | The Motley Fool

My Top 2 AI Stocks to Buy for 2026 (and Hold for Years) | The Motley Fool

By Lyle Daly
Publication Date: 2026-03-23 02:11:00

Like many investors, I’ve put a portion of my portfolio into artificial intelligence (AI) companies. AI technology seems to get more advanced with every new model, and the United Nations Trade and Development projects that the AI market will reach $4.8 trillion in 2033.

My top AI stocks are businesses that I believe have high growth potential over the next decade without carrying excessive risk. There are two in particular that look like fantastic investments right now, especially given the tech sector’s recent downturn.

Image source: Nvidia.

Table of Contents

1. Nvidia

Considering Nvidia (NVDA 3.17%) is the world’s largest public company, you can’t exactly say it’s overlooked, but it may still be underestimated given the tremendous results it’s delivering. Revenue is rapidly growing, most recently to $68.1 billion in the fourth quarter of its 2026 fiscal year (ended Jan. 25), a 73% year-over-year increase. The chipmaker also maintains strong margins, with gross margins reaching 75% in the same Q4 2026 period.

Nvidia Stock Quote

Today’s Change

(-3.17%) $-5.66

Current Price

$172.90

In total, Nvidia generated $215.9 billion in revenue during its 2026 fiscal year. And if CEO Jensen Huang is correct, sales growth isn’t going to slow down from here. At the company’s annual GTC conference, he said that he expects “at least $1 trillion” in revenue from data center products…