3 Genius Artificial Intelligence (AI) Stocks to Buy Right Now
Keithen Drury, The Motley Fool
Tue, August 4, 2026 at 4:05 PM GMT+5:30
4 min read
- NVDA
+3.07% - AMZN
-2.38% - MU
+8.08%
The artificial intelligence (AI) sector is a great place to find investments right now. There are several great long-term opportunities available, and I think right now is the perfect time to pounce on them
Three stocks that I think make for genius buys are Nvidia (NASDAQ: NVDA), Amazon (NASDAQ: AMZN), and Micron (NASDAQ: MU). All three come from different parts of the industry, and could deliver market-crushing returns during the next few years
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same “Total Conviction” signal is flashing for a company 1/100th the size of Nvidia. Continue »
1. Nvidia
Nvidia is the king of AI investing, and for a good reason. Its graphics processing units (GPUs) and the products that support them are deployed in data centers around the world and are the primary choice for many AI businesses to use for training and inference. This top position has allowed Nvidia to post quarter after quarter of impressive results, and it doesn’t look to be slowing down anytime soon. During Q1, it delivered 85% revenue growth, and in Q2, Wall Street expects nearly 100% growth
To sweeten the deal, Nvidia’s stock really isn’t that expensive, trading for just 21.7 times forward earnings
Deals like this don’t last forever, and with AI hyperscalers continuing to ramp up spending, I think it bodes well for Nvidia’s future
2. Amazon
Amazon usually isn’t the first stock that comes to mind when discussing artificial intelligence, but I think it should be near the top. Amazon is a big spender on AI, and it is planning on $220 billion in data center capital expenditures this year. Amazon is seeing huge demand for its computing res
In Q2, Amazon Web Services’ revenue skyrocketed 37%, easily outperforming the 31% growth Wall Street analysts expected from Amazon. This led to the stock spiking the following day, but I’m not concerned about a one-day pop
Instead, I’m focused on the long term, and Amazon’s huge data center capital expenditures will continue to boost AWS’s growth rate for the foreseeable future. This will translate into soaring profit for Amazon. AI workloads will keep boosting cloud computing, and investing in Amazon now gives you the best chance to capitalize on that over the long term
3. Micron
Originally, Amazon was planning for $200 billion in data center capital expenditures this year. However, it had to bump that to $220 billion due to soaring memory chip prices. That’s because demand for memory chips far outpaces supply, causing prices to skyrocket
