Top Four AI Beneficiary Stocks to Buy Now
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 07 2026
0mins
Should l Buy NVDA?
Source: Fool
- Nvidia's Market Dominance: Nvidia leads the AI sector with its GPUs, crucial for training and running AI models, and is projected to achieve a 52% growth in fiscal 2027; despite concerns over an AI bubble, its robust long-term growth potential makes it an ideal investment choice.
- Broadcom's ASIC Innovation: Broadcom is challenging Nvidia's dominance by designing application-specific integrated circuits (ASICs), with AI semiconductor revenue expected to double year-over-year in Q1; while these chips won't fully replace GPUs, they offer superior performance for specific workloads, potentially capturing some of Nvidia's market share.
- TSMC's Key Role: As a leading chip foundry, TSMC's unmatched manufacturing capabilities position it well in the AI space, with projected growth rates of 31% and 22% for 2023 and 2024 respectively; as AI spending continues to rise, TSMC's stock performance is worth monitoring.
- Microsoft's Cloud Growth: Microsoft's Azure cloud platform saw a 39% year-over-year revenue increase in Q2 of fiscal 2026; although the market reacted negatively to some quarterly results, its $625 billion backlog indicates significant future growth potential, making the current stock price dip a buying opportunity.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 171.240
Low
200.00
Averages
264.97
High
352.00
Current: 171.240
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Mandatory Catch-Up Contributions: Starting in 2026, workers aged 50 and older with high incomes must make catch-up contributions in Roth 401(k)s, further driving the trend of high earners shifting funds into Roth 401(k)s and increasing their long-term growth potential.
- Significant Tax Advantages: The gains in Roth 401(k) accounts are entirely tax-free, especially beneficial for high earners, as it provides the flexibility for tax-free withdrawals in retirement, mitigating the risks associated with future tax rate changes.
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