Nvidia has been the leading AI stock ever since the infrastructure spending surge began in early 2023, and the success of its best-in-class technology stack has turned it into the largest company in the world.

Shares in tech companies ranging from Nvidia to Meta Platforms are down on Thursday amid growing concerns around AI-fueled circular spending.

Major stock indexes were down sharply on Friday, with technology-related shares falling again as investors were wary of artificial intelligence bets, while the dollar and U.S. Treasury yields edged higher after recent losses.

As we head into 2026, let's look at four no-brainer AI stocks to buy right now. Nvidia ( NVDA 2.44%) has been the biggest beneficiary of the AI infrastructure boom, and that should continue. The company has more than 90% market share in graphics processing units (GPUs), which are the main chips used for AI workloads.

AI has been a key driver of the market rally. While much of the focus has been on semi and power-related stocks, Jeff Evans says there could be a strategic shift toward software stocks ahead

The shares of companies exposed to artificial intelligence infrastructure came in for a beating after a report about Oracle Corp. data center delays added fuel to a selloff already underway following disappointing earnings results from chipmaker Broadcom Inc.

To be sure, public companies must focus only on material information during earnings calls. Failing to mention AI, then, may be a consequence of the technology not yet playing a substantial enough role in the business yet.

US tech stocks slumped on Friday as a sharp decline in Broadcom’s shares following the chipmaker’s earnings reignited investors’ nervousness about high valuations in companies linked to the artificial intelligence boom.

Oracle (ORCL) shares fell more than 11% in after-hours trading, following the Q2 fiscal 2026 report, a sharp repricing that seemingly contradicts the main narrative of booming AI demand.

Rivian Automotive (NASDAQ:RIVN) held its first Autonomy and AI Day conference yesterday, unveiling its inaugural in-house AI chip, the Rivian Autonomy Processor (RAP1). This custom silicon, a 5-nanometer chip with 1,

The Motley Fool reports that retail AI investors remain optimistic, with 62% confident in long-term returns, despite bubble concerns. Most plan to hold or buy more AI stocks.