With earnings season wrapping up in the first three months of 2026, March could be a great time to pick some tech stocks without worrying about a big stock-moving event on the near horizon. Let’s take a look at three of the best AI stocks to buy this month.
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Dip a little Nvidiaof the (NASDAQ: NVDA ) The stock price opened up a buying opportunity after its earnings release late last month. The company has been growing its revenue rapidly, with sales up 73% year-over-year to $68.1 billion in the fiscal fourth quarter.
This growth shows no signs of stopping. Demand for its graphics processing units (GPUs) remains through the roof, while its network portfolio grew 3.5 times to $11 billion.
The five biggest AI players alone are set to spend $700 billion on AI infrastructure by 2026, which will be a big driver for Nvidia. These companies show no signs of reducing their spending in the AI race either.
The GPU leader also made moves to help strengthen its position for the next phase of AI, which will focus on mining and agent AI. For analytics, it’s best to acquire the talent of its chipmaker Groq and license its technology. Meanwhile, the company is improving its position in central processing units (CPUs), which will become more important with AI agents.
Over the past year, it has become increasingly clear that AI will be one of the best stocks to own for the long term. the alphabet (NASDAQ: GOOGL ) (NASDAQ: GOOG). The company has the most complete AI stack, being the only company that has both high-end AI chips and a leading basic major language model.
With over a decade of developing custom AI chips that it uses to run many of its internal workloads, Alphabet has taken a significant lead in the race for custom AI application-specific integrated circuits (ASICs). By having its own chips, it has a huge cost advantage, which allows it to train its own models and run inference at a fraction of the cost of companies that rely on Nvidia. And this huge advantage will only grow over time as more computing power is needed to train AI models.
Alphabet was able to develop a world-class AI model and incorporate it throughout its products to improve and improve them. AI overviews and AI status help increase queries in Google search, leading to faster revenue. And it’s starting to sell its custom chips to customers outside of Google Cloud, opening up another big potential driver of growth.
