With the earnings season for the first three months of 2026 coming to a close, March may be a good time to pick up some tech stocks without the worry of a big stock-moving event on the near horizon. Let’s look at the top three AI stocks to buy this month.
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The slight drop in NVIDIA‘s (NASDAQ: NVDA) The share price after the results publication at the end of last month opens a buying opportunity. The company continues to grow revenue rapidly, with sales increasing 73% year over year in the fiscal fourth quarter to $68.1 billion.
That growth shows no signs of letting up. Demand for its graphics processing units (GPUs) remains sky-high, while its networking portfolio has grown 3.5 times to $11 billion.
The five largest AI players alone will spend $700 billion on AI infrastructure in 2026, which will be a big boost for Nvidia. These companies also show no signs of reducing their spending in the AI ​​race.
The GPU leader has also taken steps to help strengthen its position for the next stages of AI, which will focus on inference and agent AI. By inference, acquiring the talent of chipmaker Groq and licensing its technology positions it better. Meanwhile, the company is improving its position in central processing units (CPUs), which will become more important with AI agents.
Over the past year, it has become increasingly clear that one of the best AI stocks to own for the long term will be Alphabet (NASDAQ:GOOGL) (NASDAQ:GOOG). The company has the most complete AI stack, as the only company with top-tier AI chips and a leading fundamental large language model.
Having developed custom AI chips more than a decade ago that it has used to run much of its internal workloads, Alphabet has gained a considerable lead in the race for custom AI application-specific integrated circuits (ASICs). By having its own chips, it has gained a huge cost advantage, allowing it to train its models and perform inference at a fraction of the cost of companies that rely on Nvidia. And that huge advantage will continue to grow over time as more computing power is needed to train AI models.
Alphabet has been able to create a world-class AI model and incorporate it into all of its products to improve them and drive growth. AI overviews and AI mode are helping to increase queries on Google Search, accelerating revenue. And it’s starting to sell its custom chips to buyers outside of Google Cloud, opening up another big growth potential.