Micron Technology is a critical player in the artificial intelligence surge, with its essential DRAM and HBM memory chips. The company has already sold out its entire 2026 supply of HBM chips before 2025 concluded, reflecting immense demand. Micron plans to invest over $200 billion to expand manufacturing in the US and acquired a $1.8 billion site in Taiwan. Sandisk, another hardware contributor, saw its stock soar nearly 1,030% in less than a year since February 2025, driven by high demand for its storage devices in new AI data centers.
Nvidia continues to lead in AI infrastructure, with its Jetson platform powering autonomous robots like Moxi from Serve Robotics. Broadcom is also a significant force, assisting large data centers in creating custom AI chips, known as ASICs, and collaborated with Alphabet (Google) on its TPUs. Broadcom's AI revenue is projected to increase fivefold, from $20 billion to $100 billion, within the next two years. DigitalOcean is boosting its AI focus, appointing Vinay Kumar as Chief Product and Technology Officer, and partnering with Character.ai and AMD to enhance large-scale AI performance and efficiency. Arista Networks, recognized as a top AI stock, is expanding its networking products for AI infrastructure and plans to acquire VeloCloud.
Meta Platforms stands out as an affordable AI stock, leveraging its 3.54 billion daily active users across platforms like Facebook and Instagram as of September 2025. This massive user base fuels a profitable advertising business, generating $51.2 billion in Q3 2025, even with significant investments in AI infrastructure. Intuit is expanding its AI-assisted tax and bookkeeping services, launching an AI-enabled TurboTax flagship store in New York City in January 2026 and rolling out nearly 600 Expert Office locations. DealHub.io, an Austin-based company specializing in AI-powered sales software, secured $100 million in funding to expand globally and develop new products, aiming to cut sales cycle times by up to 40%.
Serve Robotics, a spinoff from Uber Technologies' Postmates X, is expanding its AI delivery capabilities with over 2,000 robots and recently acquired Diligent, maker of the Moxi hospital robot. The global humanoid robot market is expected to grow substantially, from $2.92 billion in 2025 to $15.26 billion by 2030. While investor enthusiasm for AI stocks has somewhat cooled, the sector continues to show strong growth and interest, with companies like BigBear.ai, Hut 8, SoundHound AI, Tempus AI, and Rezolve AI identified as ones to watch.
Key Takeaways
- Micron Technology sold out its entire 2026 supply of HBM chips before 2025 ended, planning over $200 billion in manufacturing expansion in the US and a $1.8 billion site acquisition in Taiwan.
- Nvidia remains a leader in AI infrastructure, with its Jetson platform used in robots like Serve Robotics' Moxi.
- Broadcom's AI revenue is projected to grow fivefold in two years, from $20 billion to $100 billion, having collaborated with Alphabet (Google) on its TPUs.
- Meta Platforms, with 3.54 billion daily active users (September 2025) and $51.2 billion in Q3 2025 ad revenue, is investing heavily in AI infrastructure while maintaining 40% operating margins.
- DigitalOcean partnered with Character.ai and AMD to enhance large-scale AI performance and efficiency, appointing Vinay Kumar as its new Chief Product and Technology Officer.
- Sandisk stock surged nearly 1,030% in less than a year since February 2025, becoming the S&P 500's best-performing stock in 2025 due to demand for AI data center storage.
- Intuit launched an AI-enabled TurboTax flagship store in NYC in January 2026 and rolled out almost 600 Expert Office locations, expanding its AI-assisted tax services.
- DealHub.io secured $100 million in funding to expand its AI-powered CPQ software globally, aiming to cut sales cycle times by up to 40%.
- Serve Robotics, with over 2,000 delivery robots, acquired Diligent (Moxi robot) and operates in multiple US cities, contributing to a humanoid robot market expected to reach $15.26 billion by 2030.
- Arista Networks, identified as a top AI stock, plans to acquire VeloCloud and focuses its networking products on growing AI infrastructure demand, with its stock up 333% over three years.
Micron memory chips power AI boom
Micron Technology makes special memory chips called DRAM and HBM that are vital for artificial intelligence. The company sold all of its HBM chips for 2026 before 2025 even ended because demand is so high. Micron plans to spend over $200 billion to increase its manufacturing in the US and also bought a site in Taiwan. It is one of only three companies globally that produces these essential memory components.
Top three AI stocks to consider now
Nvidia, Broadcom, and Micron Technology are highlighted as top artificial intelligence stocks. Nvidia remains a leader in AI infrastructure. Broadcom helps large data centers create custom AI chips called ASICs and worked with Alphabet on its TPUs. Broadcom's AI revenue could grow five times in the next two years. Micron Technology is a key maker of high bandwidth memory HBM, which is essential for AI chips, and faces high demand and supply shortages.
Micron memory chips drive AI growth
Micron Technology is a key player in the artificial intelligence boom by providing essential DRAM and HBM memory chips. The company announced in December that its entire 2026 supply of HBM chips is already sold out. Micron plans to invest over $200 billion to expand its manufacturing in Virginia, Idaho, and New York, and is buying a semiconductor site in Taiwan for $1.8 billion. Micron is one of only three companies globally that produces these high-demand memory components.
Three leading AI stocks to watch
Nvidia, Broadcom, and Micron Technology are identified as top artificial intelligence stocks. Nvidia continues to lead in AI infrastructure. Broadcom helps large data centers create custom AI chips called ASICs, and its AI revenue could increase fivefold in the next two years from $20 billion to $100 billion. Micron Technology is a major producer of high bandwidth memory HBM, which is crucial for AI chips, and is experiencing high demand and a supply shortage.
Meta Platforms an affordable AI stock
Meta Platforms is highlighted as an affordable artificial intelligence stock for long-term investment. The company boasts a massive user base of 3.54 billion daily active people across its platforms like Facebook and Instagram as of September 2025. This large user base drives its profitable advertising business, which brought in $51.2 billion in revenue in Q3 2025. Meta invests significantly in AI infrastructure and trades at a lower forward earnings multiple compared to some other tech giants.
Meta Platforms a top AI stock pick
Meta Platforms is presented as a strong artificial intelligence stock for long-term investment. The company has a huge user base of 3.54 billion daily active people across its platforms like Facebook, Instagram, Messenger, and WhatsApp as of September 2025. This fuels its highly profitable advertising business, which generated $51.2 billion in revenue in Q3 2025. Despite heavy spending on AI infrastructure, Meta maintains healthy 40% operating margins and trades at a reasonable valuation of 20 times forward earnings.
Serve Robotics expands AI delivery beyond sidewalks
Serve Robotics, a company with over 2,000 delivery robots, is expanding its artificial intelligence technology. It started as a spinoff from Uber Technologies' Postmates X and now operates in many US cities. Serve Robotics recently acquired Diligent, which makes Moxi, an autonomous robot that delivers items in over 25 hospitals. Moxi uses Nvidia's Jetson platform. Experts predict the global humanoid robot market will grow significantly from $2.92 billion in 2025 to $15.26 billion by 2030.
Serve Robotics AI delivery poised for growth
Serve Robotics, a company with more than 2,000 delivery robots, is expanding its artificial intelligence reach. The company, which spun off from Uber Technologies' Postmates X, operates in several US cities. Serve Robotics recently acquired Diligent, a company that makes Moxi, an autonomous hospital-delivery robot used in over 25 facilities. Moxi also uses Nvidia's Jetson platform. The global humanoid robot market is expected to grow from $2.92 billion in 2025 to $15.26 billion by 2030.
DealHub secures $100 million for AI sales growth
DealHub.io, an Austin-based company specializing in AI-powered sales software, secured $100 million in new funding led by Riverwood Capital. Founded in 2018, DealHub creates configure-price-quote CPQ software that uses artificial intelligence to streamline sales processes. This investment will help the company expand globally and develop new products, including its Agentic Revenue Hub. DealHub's technology can cut sales cycle times by up to 40% and recently acquired Subskribe in November 2025 to boost its subscription management tools.
DigitalOcean boosts AI with new chief and Character.ai
DigitalOcean appointed Vinay Kumar as its new Chief Product and Technology Officer to lead product strategy and cloud infrastructure, with a focus on artificial intelligence. This move supports DigitalOcean's growing AI inference cloud, highlighted by its partnership with Character.ai and AMD. This collaboration aims to improve large-scale AI performance and efficiency. Kumar's experience from Oracle Cloud Infrastructure and AWS will help DigitalOcean become a more AI-focused and developer-friendly platform.
Sandisk stock soars 1000 percent on AI demand
Sandisk stock has seen a huge increase, rising nearly 1,030% in less than a year since it separated from Western Digital in February 2025. It was the S&P 500's best-performing stock in 2025. Sandisk creates high-speed storage devices that are essential for new artificial intelligence data centers. High demand for these devices has allowed the company to raise prices and meet its financial goals ahead of schedule. Data center revenue, currently 12% of total revenue, is expected to be its biggest growth area.
Intuit expands AI TurboTax stores and services
Intuit launched a new AI-enabled TurboTax flagship store in New York City's SoHo in January 2026. The company also completed a nationwide rollout of almost 600 Expert Office locations and 20 TurboTax Stores. Intuit secured a new $2.20 billion revolving credit facility and announced a technology partnership with BDO Canada. These actions show Intuit's commitment to expanding its AI-assisted tax and bookkeeping services across its financial platform.
Smart Investor AI stocks gold and software
This week's Smart Investor newsletter covers several key market topics. It notes that investors are largely ignoring political statements, but gold prices are rising. The newsletter explores the future of artificial intelligence stocks, suggesting that while there is still growth potential, the widespread enthusiasm has cooled. It also examines why software stocks have not benefited from the AI boom and discusses investment strategies for gold and small-cap stocks.
Five top AI stocks to watch today
MarketBeat's stock screener has identified five artificial intelligence stocks to watch today: BigBear.ai, Hut 8, SoundHound AI, Tempus AI, and Rezolve AI. These companies either create AI software and hardware or use AI in their products and services. The AI sector is experiencing strong growth and investor interest due to progress in machine learning, natural language processing, and computer vision. These stocks offer a starting point for investors interested in the AI market.
Arista Networks boosts AI focus with VeloCloud deal
Arista Networks was recently named a top artificial intelligence stock by a major institution. The company announced plans to acquire VeloCloud to expand its offerings for businesses. Arista is focusing its networking products on the growing demand for AI infrastructure. Its stock has seen strong returns, including a 333% increase over three years. Analysts note Arista's strong revenue, earnings growth, and solid financial health. The VeloCloud acquisition and AI focus strengthen Arista's position in cloud, data centers, and AI workloads.
Sources
- This Stock Is Quietly Becoming a Cornerstone of the Artificial Intelligence Boom
- What Are the 3 Top Artificial Intelligence (AI) Stocks to Buy Right Now?
- This Stock Is Quietly Becoming a Cornerstone of the Artificial Intelligence Boom
- What Are the 3 Top Artificial Intelligence (AI) Stocks to Buy Right Now?
- 1 AI Stock I'm Buying in 2026 and Holding Forever
- 1 AI Stock I'm Buying in 2026 and Holding Forever
- 1 Artificial Intelligence (AI) Stock Wall Street Thinks Investors Are Still Underestimating
- 1 Artificial Intelligence (AI) Stock Wall Street Thinks Investors Are Still Underestimating
- DealHub’s $100M Bet on AI Sales Engines
- How a New AI-Focused Product Chief and Character.ai Partnership At DigitalOcean (DOCN) Has Changed Its Investment Story
- Up 1,000% in Less Than a Year, Is This AI Stock a Buy to Start 2026?
- Intuit’s AI TurboTax Store Expansion and New Credit Facility Could Be A Game Changer For Intuit (INTU)
- Smart Investor: What’s Next for AI Stocks, How to Invest in Gold, and Beaten Down Software Stocks
- Best Artificial Intelligence Stocks Worth Watching
- Arista Networks Tapped As AI Pick While VeloCloud Deal Expands Reach
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