AI Stocks to Consider in 2026

Note: This section contains information in English only.
Source: Dukascopy Bank SA
Nvidia is transitioning from its Blackwell phase into the new Rubin architecture, which was formally introduced in early 2026. The key catalyst is the Vera Rubin NVL144 CPX platform, combining the new Vera CPU with the Rubin GPU. This system is designed for massive-context workloads, meaning it can process millions of tokens for generative video and advanced agent-based AI. Demand is not a concern, as Nvidia is sitting on an estimated $500 billion order backlog that is fully committed through the end of 2026. The main risk is execution, specifically whether TSMC can supply enough 2nm and 3nm wafers to meet this extraordinary demand. Valuation remains elevated at roughly 46 times trailing earnings, but this is lower than prior cycle peaks when adjusted for Nvidia's expected 60–67% earnings growth.



Meta Platforms is undergoing a market re-rating as investors increasingly view it as the leading AI monetization platform after Nvidia. The shift is driven by the launch of its in-house large language models, internally known as Mango and Avocado, alongside the integration of Manus, an AI agent company acquired for $2 billion. Meta's Advantage+ advertising platform is already running at an estimated $60 billion annual revenue rate. The major upside for 2026 lies in WhatsApp monetization, where AI agents are expected to handle customer service for millions of businesses, transforming the app into a high-margin enterprise software channel. The main risk is capital intensity, as Meta has guided for more than $100 billion in capital expenditures in 2026, raising concerns about free cash flow pressure.



Pure Storage represents an efficiency-driven AI infrastructure play. As data centers struggle with power constraints, Pure's flash-based storage offers a major advantage by consuming two to five times less energy than traditional hard drives. Its DirectFlash modules have now received high-performance certifications from Nvidia, making Pure the default storage option for many Blackwell and Rubin-based AI rack deployments. The key metric to watch is subscription annual recurring revenue, which recently grew 17% to $1.8 billion. Investors are focused on whether Pure can complete its transition from a hardware vendor to a data-as-a-service business, a shift that would justify a higher valuation. Analyst targets suggest meaningful upside if the company captures additional share from hyperscale customers such as Microsoft and Google.



Micron Technology is a central beneficiary of the current memory supercycle driven by AI. Advanced accelerators require large amounts of high-bandwidth memory, and Micron has confirmed that its entire HBM capacity for 2026 is already sold out. This gives the company significant pricing power, especially with the introduction of HBM4. In early 2026, Micron reported record quarterly revenue of $13.6 billion, with data center margins climbing to 51%. The primary risk is the cyclical nature of memory markets, particularly the possibility of double ordering if AI demand slows. However, newer chips such as Nvidia's B300 and Rubin architectures require several times more memory than prior generations, suggesting that tight supply conditions could persist through late 2026.



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