{"id":649536,"date":"2026-06-20T20:59:11","date_gmt":"2026-06-20T20:59:11","guid":{"rendered":"https:\/\/www.newsbeep.com\/uk\/649536\/"},"modified":"2026-06-20T20:59:11","modified_gmt":"2026-06-20T20:59:11","slug":"up-over-250-are-these-ai-names-still-among-the-top-stocks-to-buy","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/uk\/649536\/","title":{"rendered":"Up over 250%, are these AI names still among the top stocks to buy?"},"content":{"rendered":"

\"Front<\/p>\n

Image source: Getty Images<\/p>\n

Artificial intelligence (AI) has been one of the most powerful investing themes of the decade. And for shareholders of Arm Holdings (NASDAQ:ARM<\/a>) and Marvell Technology (NASDAQ:MRVL<\/a>), the rewards have been extraordinary. Both stocks have delivered gains of more than 250% this year, making them among the top stocks to buy for 2026 to date.<\/p>\n

The obvious question now is whether investors have missed the opportunity. After such huge gains, can these AI leaders continue climbing, or has too much optimism already been priced into their shares?<\/p>\n

Should you buy Arm Holdings shares today?\t<\/p>\n

Before you decide, please take a moment to review this report first. Despite ongoing uncertainties from US tariffs to global conflicts, Mark Rogers and his team believe many UK shares still trade at substantial discounts, offering savvy investors plenty of potential opportunities to learn about.<\/p>\n

That\u2019s why this could be an ideal time to secure this valuable research \u2013 Mark\u2019s analysts have scoured the markets to reveal 5 of his favourite long-term \u2018Buys\u2019. Please, don\u2019t make any big decisions before seeing them.<\/p>\n

Let\u2019s take a look at the numbers.<\/p>\n

How much could this winning AI investment have made?<\/p>\n

The scale of the AI rally has been remarkable.<\/p>\n

An investor who bought \u00a310,000 of both stocks at the start of the year would be sitting on a chunky pot worth \u00a336,200. And considering we are still in the first half of 2026, that is truly incredible.<\/p>\n

That\u2019s the kind of return that can dramatically alter a Stocks and Shares ISA<\/a> or SIPP portfolio.<\/p>\n

These kinds of returns used to be limited to tiny high-risk penny stocks. But Arm Holdings and Marvell Technology are technology giants worth $447b and $253b respectively.<\/p>\n

The reason behind these gains is straightforward. AI infrastructure spending has exploded. Technology giants are investing billions in data centres, networking equipment, and chips that run increasingly sophisticated AI models.<\/p>\n

Arm and Marvell may not be household names, but they both occupy important positions in the AI ecosystem. Arm is actually a British chip designer based in Cambridge.<\/p>\n

Meanwhile, Marvell provides the networking and connectivity solutions needed to move vast amounts of data around AI infrastructure.<\/p>\n

Still the top stocks to buy today?<\/p>\n

Nvidia\u2019s CEO Jensen Huang recently declared Marvell as the \u201cnext trillion-dollar company\u201d. If his projection proves to be correct, investors would see a fourfold return if they were to invest in Marvell shares today. \u00a0<\/p>\n

Marvell focuses on the infrastructure behind AI. What I find particularly attractive about Marvell is its exposure to multiple AI growth drivers. For instance, it benefits not only from AI training, but also the networking requirements needed to support future AI technology.<\/p>\n

It\u2019s a business with strong sales and profits. With its return on capital employed<\/a> of 17% and healthy profit margin, I would consider it to be a high-quality share.<\/p>\n

Can high expectations be met?<\/p>\n

But expectations for future growth are high. If AI spending growth slows or if customer demand fails to meet lofty expectations, the highly valued shares could experience significant volatility.<\/p>\n

The same risks apply to ARM. In fact, I would argue that ARM is the slightly riskier proposition with an even loftier valuation. Also, a large proportion of Arm\u2019s licencing sales come from a relatively small group of customers. If key partners reduce orders or develop alternative technologies, future sales growth could be affected.<\/p>\n

For investors looking at AI and wondering if they\u2019ve missed the boat, I think AI adoption still appears to be in its early stages.<\/p>\n

All things considered, I\u2019m optimistic. I already have enough exposure to the sector, but with careful position sizing and diversification, investors should consider adding both to their stocks-to-buy list. \u00a0<\/p>\n

Should you invest \u00a35,000 in Arm Holdings right now?<\/p>\n

When investing expert Mark Rogers and his team have a stock tip, it can pay to listen. After all, the flagship Twelfth Magpie Share Advisor newsletter he has run for nearly a decade has provided thousands of paying members with top stock recommendations from the UK and US markets.<\/p>\n

And right now, Mark thinks there are 6 standout stocks that investors should consider buying. Want to see if Arm Holdings made the list?<\/p>\n

Harshil Patel does not hold positions in the companies mentioned. <\/p>\n","protected":false},"excerpt":{"rendered":"Image source: Getty Images Artificial intelligence (AI) has been one of the most powerful investing themes of the…\n","protected":false},"author":2,"featured_media":637473,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[554,733,4308,86,56,54,55],"class_list":["post-649536","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-technology","tag-uk","tag-united-kingdom","tag-unitedkingdom"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/649536","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/comments?post=649536"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/649536\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media\/637473"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media?parent=649536"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/categories?post=649536"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/tags?post=649536"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}