Getting started with artificial intelligence (AI) investing may be intimidating, but it isn’t hard. There are plenty of solid AI investing options out there, but if I had to restart, there are three I’d buy first. They range in size, but all of them have one thing in common: impressive growth.
AI is delivering massive revenue growth for many companies now, and it’s key to identify the ones that are benefiting from the trend. The first three AI stocks I’d buy now are Nvidia (NVDA 0.48%), Alphabet (GOOG +0.27%) (GOOGL +0.23%), and Nebius (NBIS +11.79%), and all three of them are booming.
Image source: Getty Images.
1. Nvidia
Nvidia is the world’s largest company, which may have you thinking, “How can Nvidia grow even more?” It all comes down to AI computing demand, which has proven to be insatiable. Nvidia makes graphics processing units (GPUs), which have been the top option to train and run AI models since the buildout began in 2023. Nvidia’s products are still at the top of the food chain and are seeing immense growth as a result.
Today’s Change
(-0.48%) $-0.96
Current Price
$198.61
Key Data Points
Market Cap
$4.8T
Day’s Range
$197.13 – $202.95
52wk Range
$110.82 – $216.82
Volume
4.5M
Avg Vol
175M
Gross Margin
71.07%
Dividend Yield
0.02%
Last quarter, Nvidia put up 73% year over year revenue growth. Considering most big tech companies are elated when they have a 20% growth quarter, this showcases how strong Nvidia’s business is. But it’s only getting stronger. Next quarter, management expects 77% revenue growth. With how much the AI hyperscalers are spending on data centers this year, it’s safe to say that this will continue to be a multi-year growth trend for the company. That makes Nvidia an excellent stock to buy now and hold on to, as the growth is far from over.
2. Alphabet
Alphabet is the parent company of Google, and it’s deeply involved in the AI boom in multiple ways. The most obvious is via its various generative AI offerings, headlined by its flagship Gemini model. But that’s not the only way Alphabet is making money from AI. It has also integrated Gemini into its Google Search platform and offers nearly every standard Google Search an AI summary, which exposes millions of users to AI every single day.
Today’s Change
(0.23%) $0.89
Current Price
$385.69
Key Data Points
Market Cap
$4.7T
Day’s Range
$379.05 – $386.76
52wk Range
$147.84 – $386.76
Volume
30M
Avg Vol
33M
Gross Margin
60.43%
Dividend Yield
0.22%
Another key way Alphabet is benefiting from AI is through its cloud computing service, Google Cloud. Many businesses train and run AI models with Google Cloud’s computing infrastructure, including its custom-designed TPU chips. This part of the business was especially strong during Q1, with revenue rising 63% year over year. Investors shouldn’t be surprised to see this rapid growth rate continue, and with Alphabet spending hundreds of billions of dollars on capital expenditures to increase its data center footprint, this stock growth will persist for years to come.
3. Nebius
While there’s a good chance you’ve heard of Nvidia and Alphabet, Nebius may be a bit under the radar. It is a neocloud company that offers AI-centric cloud computing. Similar to Google Cloud, it’s seeing incredible demand, but its growth rate far surpasses anything that Google Cloud could dream of these days.
Today’s Change
(11.79%) $16.29
Current Price
$154.52
Key Data Points
Market Cap
$39B
Day’s Range
$140.08 – $155.99
52wk Range
$23.25 – $168.71
Volume
629K
Avg Vol
16M
Gross Margin
-765.63%
At the end of 2025, its annual run rate was $1.25 billion. By the end of 2026, management expects that number to be between $7 billion and $9 billion. That isn’t a figure that’s just expected from the company; Wall Street analysts expect 523% revenue growth in 2026 and 206% in 2027. Overall, the company expects revenue to to rise 20-fold from the end of 2025 to the end of 2027, making this one of the fastest-growing stocks on the market.
This is the high-risk, high-reward section of the AI stock picks, but if it pans out, the returns it will deliver to investors will far outpace anything that Nvidia or Alphabet provides. However, there is more uncertainty with this stock, so investors should also balance it out with less-risky picks like the other two.
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