{"id":405043,"date":"2026-01-13T18:49:10","date_gmt":"2026-01-13T18:49:10","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/405043\/"},"modified":"2026-01-13T18:49:10","modified_gmt":"2026-01-13T18:49:10","slug":"motley-fool-survey-reveals-why-ai-investors-arent-worried-about-a-bubble-here-are-2-ai-stocks-to-buy-in-2026","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/405043\/","title":{"rendered":"Motley Fool Survey Reveals Why AI Investors Aren&#8217;t Worried About a Bubble. Here Are 2 AI Stocks to Buy in 2026."},"content":{"rendered":"<p>The leading chipmaker and social media company could serve as excellent foundational stocks for AI investors.<\/p>\n<p>Artificial intelligence (AI) has been a primary driver of stock market growth in recent years, and despite concerns about a bubble, investors remain optimistic about this emerging technology. Nine out of 10 AI investors plan to either increase or maintain their positions this year, according to <a href=\"https:\/\/www.fool.com\/research\/ai-investor-outlook\/\" class=\"text-cyan-900 hover:text-cyan-800\" rel=\"nofollow noopener\" target=\"_blank\">The Motley Fool&#8217;s 2026 AI Investor Outlook Report<\/a>.<\/p>\n<p>If you&#8217;re looking for <a href=\"https:\/\/www.fool.com\/investing\/stock-market\/market-sectors\/information-technology\/ai-stocks\/\" class=\"text-cyan-900 hover:text-cyan-800\" rel=\"nofollow noopener\" target=\"_blank\">AI stocks<\/a> to add to your portfolio, there&#8217;s no shortage of options. Here are two standouts to consider.<\/p>\n<p><img alt=\"An infographic with a quote from Asit Sharma about AI being a generational investment opportunity.\" loading=\"lazy\" width=\"880\" height=\"786\" decoding=\"async\" data-nimg=\"1\" class=\"h-auto max-w-full rounded object-contain\" style=\"color:transparent\"   src=\"https:\/\/www.newsbeep.com\/us\/wp-content\/uploads\/2026\/01\/1768330149_448_.png\"\/><\/p>\n<p class=\"caption\">Image source: The Motley Fool.<\/p>\n<p>1. Nvidia<\/p>\n<p>Nvidia (<a href=\"https:\/\/www.fool.com\/quote\/nasdaq\/nvda\/\" class=\"font-bold hover:underline\" rel=\"nofollow noopener\" target=\"_blank\">NVDA<\/a> 0.04%) is the leading chipmaker, with a 92% share of the global <a href=\"https:\/\/www.fool.com\/terms\/g\/gpu\/\" class=\"text-cyan-900 hover:text-cyan-800\" rel=\"nofollow noopener\" target=\"_blank\">graphics processing unit (GPU)<\/a> market. That dominance has resulted in explosive growth as companies invest in GPUs for their AI data centers. As recently as the fourth quarter of its 2022 fiscal year, Nvidia reported $3.3 billion in data center revenue, second to its gaming segment, which brought in $3.4 billion.<\/p>\n<p>In the third quarter of its 2026 fiscal year (ended Oct. 26, 2025), Nvidia made $51.2 billion in data center revenue, $4.3 billion from gaming, and $57 billion overall.<\/p>\n<p><img alt=\"Nvidia Stock Quote\" loading=\"lazy\" width=\"64\" height=\"64\" decoding=\"async\" data-nimg=\"1\" class=\"w-full flex-none object-contain\" style=\"color:transparent\"  src=\"https:\/\/www.newsbeep.com\/us\/wp-content\/uploads\/2026\/01\/1768330150_705_.png\"\/><\/p>\n<p>Today&#8217;s Change<\/p>\n<p>(-0.04%) $-0.07<\/p>\n<p>Current Price<\/p>\n<p>$184.87<\/p>\n<p>Key Data Points<\/p>\n<p>Market Cap<\/p>\n<p>$4.5T<\/p>\n<p>Day&#8217;s Range<\/p>\n<p>$183.41 &#8211; $188.10<\/p>\n<p>52wk Range<\/p>\n<p>$86.62 &#8211; $212.19<\/p>\n<p>Volume<\/p>\n<p>3M<\/p>\n<p>Avg Vol<\/p>\n<p>184M<\/p>\n<p>Gross Margin<\/p>\n<p>70.05%<\/p>\n<p>Dividend Yield<\/p>\n<p>0.02%<\/p>\n<p><a href=\"https:\/\/www.fool.com\/terms\/d\/data-center\/\" class=\"text-cyan-900 hover:text-cyan-800\" rel=\"nofollow noopener\" target=\"_blank\">Data center<\/a> spending is likely to continue increasing from here. McKinsey estimates that data centers will require $6.7 trillion in spending by 2030 to meet global demands for computing power. Nvidia should be able to capture a sizable portion of that spending, especially now that it introduces new GPU architectures on a yearly basis. Its latest, the Rubin platform, reportedly delivers up to a 10x reduction in inference token cost compared with the Blackwell platform.<\/p>\n<p>2. Meta Platforms<\/p>\n<p>Meta Platforms (<a href=\"https:\/\/www.fool.com\/quote\/nasdaq\/meta\/\" class=\"font-bold hover:underline\" rel=\"nofollow noopener\" target=\"_blank\">META<\/a> 2.25%) is investing heavily in the pursuit of <a href=\"https:\/\/www.fool.com\/terms\/a\/ai-superintelligence\/\" class=\"text-cyan-900 hover:text-cyan-800\" rel=\"nofollow noopener\" target=\"_blank\">AI superintelligence<\/a> &#8212; a theoretical version of AI that far exceeds human intelligence. It expects 2025 capital expenditures (capex) to be between $70 billion and $72 billion, and that 2026 capex spending will be &#8220;notably larger.&#8221;<\/p>\n<p>Investors are concerned about how much Meta is spending on AI, and the company&#8217;s stock fell after its earnings release for the third quarter of 2025. What often gets lost with the focus on Meta&#8217;s spending is that it&#8217;s already seeing positive results from its use of AI technology.<\/p>\n<p><img alt=\"Meta Platforms Stock Quote\" loading=\"lazy\" width=\"64\" height=\"64\" decoding=\"async\" data-nimg=\"1\" class=\"w-full flex-none object-contain\" style=\"color:transparent\"  src=\"https:\/\/www.newsbeep.com\/us\/wp-content\/uploads\/2026\/01\/1768330150_527_.png\"\/><\/p>\n<p>Today&#8217;s Change<\/p>\n<p>(-2.25%) $-14.46<\/p>\n<p>Current Price<\/p>\n<p>$627.51<\/p>\n<p>Key Data Points<\/p>\n<p>Market Cap<\/p>\n<p>$1.6T<\/p>\n<p>Day&#8217;s Range<\/p>\n<p>$624.14 &#8211; $642.04<\/p>\n<p>52wk Range<\/p>\n<p>$479.80 &#8211; $796.25<\/p>\n<p>Volume<\/p>\n<p>793K<\/p>\n<p>Avg Vol<\/p>\n<p>18M<\/p>\n<p>Gross Margin<\/p>\n<p>82.00%<\/p>\n<p>Dividend Yield<\/p>\n<p>0.33%<\/p>\n<p>During the company&#8217;s third-quarter earnings call, CEO Mark Zuckerberg stated that the annual run rate for its AI-powered ad tools has surpassed $60 billion. Meta&#8217;s AI recommendation systems are leading to users spending more time on its social media platforms, including a 5% increase in time spent on Facebook in the third quarter and a 30% increase in video time spent on Instagram compared to the prior year.<\/p>\n<p>Meta can afford to take big swings because of the success of its advertising business. Out of $51.2 billion in third-quarter revenue, $50.1 billion came from ads. It&#8217;s also highly profitable, bringing in $44.8 billion in <a href=\"https:\/\/www.fool.com\/terms\/f\/free-cash-flow\/\" class=\"text-cyan-900 hover:text-cyan-800\" rel=\"nofollow noopener\" target=\"_blank\">free cash flow (FCF)<\/a> over the trailing 12 months. While there&#8217;s the possibility of Meta&#8217;s AI spending not panning out, this should still remain a profitable business and a quality investment. And if AI keeps driving revenue growth for Meta, its data center investments could be money very well spent.<\/p>\n","protected":false},"excerpt":{"rendered":"The leading chipmaker and social media company could serve as excellent foundational stocks for AI investors. Artificial intelligence&hellip;\n","protected":false},"author":2,"featured_media":405044,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[45],"tags":[182,181,507,74],"class_list":["post-405043","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/405043","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=405043"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/405043\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/405044"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=405043"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=405043"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=405043"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}