Motley Fool Survey Reveals Why AI Investors Aren't Worried About a Bubble. Here Are 2 AI Stocks to Buy in 2026.

• AI investors stay bullish connected AI stocks, with 9 retired of 10 readying to support oregon summation their positions.

• Nvidia has a 92% stock of the GPU marketplace and benefits from AI information halfway spending.

• Meta Platforms utilizes AI tools to heighten its advertisement concern and summation idiosyncratic engagement connected its platforms.

• 10 stocks we similar amended than Nvidia ›

Artificial quality (AI) has been a superior operator of banal marketplace maturation successful caller years, and contempt concerns astir a bubble, investors stay optimistic astir this emerging technology. Nine retired of 10 AI investors program to either summation oregon support their positions this year, according to The Motley Fool's 2026 AI Investor Outlook Report.

If you're looking for AI stocks to adhd to your portfolio, there's nary shortage of options. Here are 2 standouts to consider.

Nvidia (NASDAQ: NVDA) is the starring chipmaker, with a 92% stock of the planetary graphics processing portion (GPU) market. That dominance has resulted successful explosive maturation arsenic companies put successful GPUs for their AI information centers. As precocious arsenic the 4th fourth of its 2022 fiscal year, Nvidia reported $3.3 cardinal successful information halfway revenue, 2nd to its gaming segment, which brought successful $3.4 billion.

In the 3rd 4th of its 2026 fiscal twelvemonth (ended Oct. 26, 2025), Nvidia made $51.2 cardinal successful information halfway revenue, $4.3 cardinal from gaming, and $57 cardinal overall.

Data halfway spending is apt to proceed expanding from here. McKinsey estimates that information centers volition necessitate $6.7 trillion successful spending by 2030 to conscionable planetary demands for computing power. Nvidia should beryllium capable to seizure a sizable information of that spending, particularly present that it introduces caller GPU architectures connected a yearly basis. Its latest, the Rubin platform, reportedly delivers up to a 10x simplification successful inference token outgo compared with the Blackwell platform.

Meta Platforms (NASDAQ: META) is investing heavy successful the pursuit of AI superintelligence -- a theoretical mentation of AI that acold exceeds quality intelligence. It expects 2025 superior expenditures (capex) to beryllium betwixt $70 cardinal and $72 billion, and that 2026 capex spending volition beryllium "notably larger."

Investors are acrophobic astir however overmuch Meta is spending connected AI, and the company's banal fell aft its net merchandise for the 3rd 4th of 2025. What often gets mislaid with the absorption connected Meta's spending is that it's already seeing affirmative results from its usage of AI technology.

During the company's third-quarter net call, CEO Mark Zuckerberg stated that the yearly tally complaint for its AI-powered advertisement tools has surpassed $60 billion. Meta's AI proposal systems are starring to users spending much clip connected its societal media platforms, including a 5% summation successful clip spent connected Facebook successful the 3rd 4th and a 30% summation successful video clip spent connected Instagram compared to the anterior year.