Best AI Stocks To Buy Now, According to ChatGPT

TLDR

• Nvidia receives Strong Buy rating from 44 of 48 analysts with price targets indicating 39% upside from current levels
• Taiwan Semiconductor reports 41% revenue growth as AI chip sales triple in third quarter results
• Broadcom projects AI revenue between $19-30 billion by 2026 following 63% growth in recent quarter
• Microsoft’s Azure platform expands 40% with all analysts maintaining Buy ratings or higher on stock
• Alphabet’s Gemini 3 AI model strengthens search dominance with 90% market share maintained

AI spending is expected to surpass $300 billion in 2026. This expansion creates investment opportunities across chip makers, cloud providers and technology platforms.

Wall Street analysts have identified five stocks positioned to benefit from AI growth. These companies span the AI supply chain from semiconductor manufacturing to enterprise software.

Nvidia Leads AI Chip Sector

Nvidia controls the market for AI training chips. The company’s graphics processing units power large language models for major technology firms.

NVIDIA Corporation, NVDA

48 analysts cover the stock with 44 rating it Strong Buy. The consensus price target of $252.33 represents 39% potential gains from the current $179 price level.

Data center sales continue climbing as cloud providers expand infrastructure. Rosenblatt Securities analysts highlighted management’s confidence in sustained chip demand during recent earnings discussions.

Competition in AI chips is increasing. However, Nvidia maintains technical advantages in performance and software integration.

Taiwan Semiconductor Manufacturing Sees Triple-Digit AI Growth

Taiwan Semiconductor produces advanced chips for AI applications. The foundry manufactures processors for Nvidia and other semiconductor companies.

Taiwan Semiconductor Manufacturing Company Limited, TSM

Third quarter revenue grew 41% year over year. AI-related sales increased threefold during the same period.

10 of 13 analysts rate the stock Strong Buy. The average price target of $337.75 suggests 25% upside from $270.

Wedbush analyst Matt Bryson linked Taiwan Semiconductor’s outlook to Nvidia’s strong performance. He confirmed demand for advanced chip manufacturing remains at full capacity.

Broadcom Captures Hyperscale Customer Growth

Broadcom designs custom AI processors for cloud service providers. Google represents a major customer for these specialized chips.

Broadcom Inc., AVGO

AI revenue jumped 63% in the company’s fiscal third quarter. Management forecasts total AI sales reaching $19-30 billion by 2026.

43 of 46 analysts recommend buying the stock. Goldman Sachs set a $435 price target representing 40% upside from $387.

Goldman analyst James Schneider cited strong momentum from hyperscale customers. The company reports December 11 earnings which could affect stock performance.

Microsoft Drives Enterprise AI Adoption

Microsoft integrates AI through its Azure cloud platform and Copilot assistant. The company partners with OpenAI for advanced language model capabilities.

Azure grew 40% in the latest quarter while overall cloud revenue increased 30%. Copilot adoption is accelerating among business customers.

All 34 analysts rate the stock Buy or better. The average target of $628 implies 30% gains from $477.

Evercore ISI confirmed rapid growth continues across Azure and Microsoft Cloud. The firm maintains its Outperform rating based on AI-driven momentum.

Alphabet Deploys AI Across Search and Cloud

Alphabet applies AI technology to Google Search, YouTube and cloud services. The Gemini 3 model improves advertising targeting and efficiency.

Google maintains 90% search market share. This position addresses concerns about AI chatbots disrupting the search advertising business.

42 analysts assign Buy ratings with a $297 average target. Loop Capital upgraded after Gemini’s launch citing healthy search business fundamentals.

The company faces ongoing antitrust scrutiny. However, AI improvements could drive 15% or higher earnings growth according to analyst projections.

Final Thoughts

Analyst consensus shows strong support for these five AI stocks. Price targets indicate potential returns between 25-40% based on current valuations and growth trajectories.

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