when Nvidia (NASDAQ: NVDA ) Releasing its results for the fourth quarter of fiscal 2026 on February 25, CEO Jensen Huang said that artificial intelligence (AI’s) had “reached an inflection point.”
He was referring to agent AI or AI programs that are capable of acting on their own.
Will AI create the world’s first trillionaire? Our team just published a report on a little-known company, called “Essential Dependency” that provides critical technology to both Nvidia and Intel. Continue »
When you submit a question to ChatGPT or Cloud, the AI program generates an answer and that’s the end of it. Despite the complexity of the program, our average interaction follows a simple input-output loop with it.
But an AI agent is capable of taking instructions from a human and then acting on that human’s behalf to implement those instructions. I think this is what people had in mind when ChatGPT started back in 2022.
For example, you can tell the AI agent to buy tickets for next week’s football game and the program will do it for you. You can tell which section you are sitting in and find a seat near the bathroom if you want.
It looks a lot like the Jetsons-esque robot butler I’m sure many of us envisioned when AI first came into public use.
I am amazed at the speed at which we are approaching agent AI. The first versions of these programs are now available to the public, less than three years since the launch of ChatGPT. And there are two stocks in particular that benefit from this.
Image source: Getty Images.
First up, of course, Nvidia. The company already makes graphics processing units (GPUs) that run many advanced AI programs.
You can bet Nvidia won’t give up its early lead in AI easily. That’s why the company offers Omniverse to AI developers.
The future goal of agentic AI is to allow AI programs to interact with the physical world. Omniverse is a set of libraries and microservices designed to allow the development of digital networks or robotics simulations.
Digital doubles are 1-to-1 copies of a building or even an entire city in cyberspace. It can be used to plan changes to its real-world counterpart or to optimize workflows in a physical location. Robotics simulation is an interesting one. This allows one to create a program to launch a robot so that program can be trained in a simulation without the need to create a physical obstacle course or training space for that program. This allows for fast and cost-effective robot training in a fully digital environment.
So, in some ways you can look at Omniverse as a training ground for agent AI. This is where AI will learn how to move from the digital world to the physical one.
And I wouldn’t worry about Nvidia’s financial health, the quarterly results I mentioned earlier are nothing short of spectacular. Revenue was up 65% year-over-year in fiscal 2026, diluted earnings per share (EPS) rose 67%, and the company had a net profit margin of 55.6%.
Google’s parent company, the alphabet(NASDAQ: GOOG)(NASDAQ: GOOGL )Launched its Project Mariner AI agent in late December 2024. In May 2025 it received an upgrade that allowed it to run 10 or more simultaneous tasks on Google Cloud.
Project Mariner is available to customers who purchase a $250/month VIP subscription and can browse the web and interact with websites on behalf of the person they refer.
The ticket purchase example I gave earlier is exactly what Project Mariner can do right now.
Mariner is still in the early stages of testing but it is already able to navigate and interact with websites independently on behalf of its user and it is integrated into the Chrome browser, which is the world’s most popular browser with nearly 70% market share.
Alphabet is emerging as a leader in AI. Its Gemini program has grown from 7% market share to 21% since 2023 and is likely to overtake ChatGPT to become the second most popular major language module (LLM) in the market.
And now, with Project Mariner expanding Gemini’s capabilities to include agentic applications and Alphabet’s financial edge over startups like OpenAI and Anthropic, the company is set to become the dominant AI company.
Speaking of its financial edge: In the fourth quarter and full year of 2025, Alphabet grew its revenue by 15% to $402.8 billion compared to 2024, and it grew its weak EPS by 34.4%.
It also has a net profit margin of 32.81% while both OpenAI and Anthropic are at least a few years away from profitability.
Alphabet is a serious heavyweight, and it puts that weight behind AI, including agentic AI.
Before you buy stock in Alphabet, consider this:
of the Motley Fool Stock Advisor The analyst team identified only what they believed 10 best stocks For investors to buy now… and Alphabet was not one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix This list was created on December 17, 2004 … If you invested $1,000 at the time of our recommendation, You will have $514,000or when Nvidia This list was created on April 15, 2005 … If you invested $1,000 at the time of our recommendation, You will have $1,105,029!*
Now, this is significant Stock consultant The total average return is 930% – Outperformed the market by 187% for the S&P 500. Don’t miss the latest Top 10 list, available with Stock consultantand join an investment community created by individual investors for individual investors.
View 10 Stocks »
* Stock Advisor returns to March 14, 2026.
James Hires has posts in alphabetical order. The Motley Fool has and recommends positions in Alphabet and Nvidia. Motley Fool has a disclosure policy.
“The inflection point of agentic AI has arrived,” says Jensen Huang. Here Are 2 Stocks to Buy for 2026 Originally Posted by The Motley Fool
