Artificial intelligence has been a growth driver for the economy, and AI stocks have become massive winners over the past two years. Some of these stocks have been hotter than the others, and one of the biggest beneficiaries is NVIDIA ( Nasdaq: NVDA). The company made the most of the AI boom, and its shares have skyrocketed over the last two years.
With the first full trading week of 2026 now in the books, investors might be wondering if the strong early start in the S&P will precede even more strength. Undoubtedly, a lack of a Santa Claus rally has seemingly paved the way for a rather hot start to 2026, with some memory chip stocks really picking up momentum while certain semiconductor equipment makers made up for lost time.
comprising six new chips designed to deliver one incredible AI supercomputer. NVIDIA Rubin sets a new standard for building, deploying, and securing the world's largest and most advanced AI systems at the lowest cost to accelerate mainstream AI adoption,
Cramer has not implied that the tech rally is ending, but he does believe that the AI trade is "breaking up" as investors think more critically. Put another way, if you are doubting some AI stocks and you're paying too much for them right now, it's probably a good idea to take some profits and move them elsewhere. Having more exposure to recession-resistant stocks makes even more sense as AI-related tech stocks have ballooned to epic proportions.
It took Warren Buffett nearly 60 years to build Berkshire Hathaway into a $1 trillion conglomerate. Eight AI companies have together gained quadruple that in market value in just over nine months. Whether you think AI stocks will keep booming or burst like the dot-com bubble, the growth of these companies has been unprecedented. Their year-to-date gains alone dwarf the total value of some of America's biggest and best-known companies.
Undoubtedly, widespread skepticism may keep the bull in check, as investors become just a bit more cautious with the basket of AI winners that have led the market so far this year. While the skeptics, bears, and doomers may be right to tilt more conservatively (think defensive dividend stocks) as we progress through September, I think most investors should not attempt to time the market.
Despite the hype surrounding artificial intelligence, C3.ai seems stuck in neutral, failing to capitalize on the sector's explosive growth. The old Wall Street adage, "buy the rumor, sell the news," doesn't quite fit here. With C3.ai, the strategy appears to be sell the rumor, sell the news, and, frankly, just sell the stock. The company's inability to turn AI enthusiasm into sales or profits, coupled with leadership turmoil, paints a grim picture for its future.
Artificial intelligence stocks have been all the rage in the stock market, with some of them producing generational returns in just a few years. Not everyone has enough time to research compelling AI stocks, but if you follow the money, you might discover a hidden goldmine. Executives have been loading up on popular AI stocks, but they have also been buying under-the-radar stocks. These are some of the top AI stocks that are attracting institutional investors.
Nebius Group expects an ARR of up to $1.1 billion for 2024, showcasing remarkable growth from $117.5 million previously, indicating its significant potential in the AI sector.
After leading market gains last year, artificial intelligence (AI) stocks are at it again. Investors became more optimistic that President Trump's import tariffs won't represent as much of a headwind for companies as initially expected.
HP Inc is shifting its focus towards AI-infused products that can drive growth, despite its traditionally mature business model. Launching products like the EliteBook Ultra and OmniBook X, HP aims to tap into new tech opportunities.
