Top 10 Cổ Phiếu Trí Tuệ Nhân Tạo AI Đang Tăng Trưởng Mạnh Mẽ Nhờ Chi Tiêu Doanh Nghiệp Thúc Đẩy Trong Năm 2026

Ngành AI tiếp tục tăng trưởng, và có nhiều cách tiềm năng để đầu tư vào nó. Đầu tư trí tuệ nhân tạo (AI) tiếp tục là một chủ đề lớn trên Phố Wall khi chúng ta bước sang năm 2026. Mặc dù một số nhà đầu tư có thể đã mệt mỏi với nó, thực tế là nó sẽ ở đây để tồn tại. Vì vậy nếu bạn đang tìm kiếm ý tưởng đầu tư ngay bây giờ, tôi cho rằng 10 cổ phiếu này xứng đáng có trong danh sách ngắn của bạn. 1. Nvidia Mặc dù danh sách này không xếp theo thứ tự từ tốt nhất đến kém nhất, tôi vẫn xếp Nvidia (NVDA) là cổ phiếu AI hàng đầu để mua cho năm 2026. Nó nằm ở trọng tâm của việc xây dựng hạ tầng AI, và GPU của nó vẫn là tùy chọn xử lý song song tốt nhất và phổ biến nhất. Miễn là các nhà cung cấp AI hyperscalers tiếp tục chi tiêu rất nhiều cho việc xây dựng trung tâm dữ liệu của họ, Nvidia sẽ ổn. Ban lãnh đạo cho rằng chi tiêu vốn cho trung tâm dữ liệu trên toàn cầu sẽ tăng lên 3 nghìn tỷ đến 4 nghìn tỷ USD vào năm 2030. Nếu điều đó được chứng thực, Nvidia không chỉ là một cổ phiếu tuyệt vời để nắm giữ vào năm 2026, mà còn cho năm năm tới. 2. Broadcom Gã công nghệ Broadcom (AVGO) đang theo đuổi một cách tiếp cận khác đối với phần cứng AI. Thay vì thiết kế GPU tổng quát như Nvidia, nó tập trung vào phát triển các IC tích hợp cho mục đích cụ thể (ASICs) để đáp ứng nhu cầu của khách hàng. Các bộ xử lý này không phù hợp với nhiều tác vụ, nhưng đối với khối lượng công việc cụ thể mà chúng được thiết kế, chúng có thể vượt qua GPU với chi phí thấp hơn. Expand  [NASDAQ: AVGO](https://www.fool.com/quote/nasdaq/avgo/) Broadcom Today's Change (3.79%) $12.59 Current Price $345.07 ### Key Data Points Market Cap $1.6T Day's Range $333.62 - $347.36 52wk Range $138.10 - $414.61 Volume 946K Avg Vol 29M Gross Margin 64.71% Dividend Yield 0.70% That trade-off -- sacrificing flexibility for performance and cost-savings -- is worth it in many cases for hyperscalers that expect their chips to see a specific type of workload for their entire useful lives. Broadcom should experience huge growth in this business unit in 2026 and beyond. Advertisement 3. AMD AMD (AMD) has been in second place to Nvidia in the GPU business for a long time. Its initial AI accelerator offerings whiffed, and were only viewed as valid alternatives to Nvidia's products at cheaper prices. However, AMD's GPUs are gaining momentum, and they could start to see more adoption because Nvidia's GPUs are currently sold out. AMD is forecasting a CAGR of more than 60% from its data center division revenues over the next three to five years, and a CAGR of more than 35% companywide. If it can live up to those expectations, it will be a great stock to own in 2026 and beyond. 4. Taiwan Semiconductor None of the companies mentioned above actually manufacture their own chips. They do the design work, but outsource production to foundry operators -- and particularly, to Taiwan Semiconductor (TSM) the world's leading third-party chip manufacturer. Without TSMC's cutting-edge foundry capabilities -- the best on the market -- AI technology wouldn't look the same, and TSMC's success will remain tied to the strength of the AI buildout. Nvidia, AMD, and Broadcom are all bullish on the five-year outlook for this industry, which makes Taiwan Semiconductor a great neutral way to play this unprecedented buildout. 5. Alphabet Alphabet wasn't expected to be as successful in 2025 as it was, but now that it has flipped the script, it's again a force to be reckoned with. The tech megacap has resources that most generative AI companies can only dream of, and that's starting to show with the performance of its large language model, Gemini. Expand  [NASDAQ: GOOGL](https://www.fool.com/quote/nasdaq/googl/) Alphabet Today's Change (0.96%) $3.13 Current Price $328.57 ### Key Data Points Market Cap $4.0T Day's Range $325.80 - $330.83 52wk Range $140.53 - $330.83 Volume 26M Avg Vol 36M Gross Margin 59.18% Dividend Yield 0.25% Alphabet's core businesses are also doing quite well thanks to the strength of the advertising market, and I'd expect that momentum to continue throughout 2026. 6. Meta Platforms Meta Platforms owns social media sites including Facebook and Instagram. It's investing heavily to bring AI capabilities to these platforms and boost ad conversion. However, perhaps the most exciting project that Meta is working on is creating new products like AI-enabled glasses that could bring generative AI away from the computer or smartphone screen. If Meta can accomplish this task and deliver a new product that achieves mainstream adoption, that will provide it with a revenue stream that investors haven't factored into its stock price yet. Even if it doesn't, Meta's social media platforms are still dominant and are huge cash cows. 7. Amazon Amazon stock underperformed the market in 2025, only rising by 5% for the year. However, I believe that 2026 could be a better year for the company as its key business unit is gaining momentum: Amazon Web Services (AWS). Amazon's cloud computing platform provides companies with the computing power they need to train and run AI models. Its acceleration in growth is a great sign, as it shows that more companies are using it for their AI workflows. 8. SoundHound AI The next three companies are all smaller, riskier investments, but that also gives them potentially greater upsides. SoundHound AI blends generative AI with voice recognition technology. This is useful in multiple applications, such as drive-thrus, customer service, or to serve as an interface for digital assistants in vehicles. SoundHound AI's top line is growing quickly, and its offerings are gaining momentum. If they are adopted widely, the upside for this stock could be massive. 9. Nebius Nebius is a data center operator that is focused on the AI market, purchasing large quantities of Nvidia GPUs and renting out their processing power to clients that need it. Management expects monster growth in 2026. As of 2025's third quarter, it had an annualized revenue run rate of $551 million -- that figure is expected to reach $7 billion to $9 billion by the end of 2026. 10. Applied Digital Applied Digital is also a data center company, but its model is a bit different from Nebius'. After it builds its data centers, it leases space in them to clients that install their own servers. This makes Applied Digital more of a real estate play, but the 15-year leases that it's signing give investors long-term visibility into its earnings.