3 Genius Stocks to Buy in November

With November arriving, many investors are starting to position their portfolios to anticipate what 2026 could bring. One growing area of concern is that there may be a bubble forming in the AI realm. However, that's mostly confined to companies providing computing equipment to companies like OpenAI that can't pay for it with cash. Others like Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), and Meta Platforms (NASDAQ: META) are still positioned to excel.

I think these three make for excellent buys during November, as they should provide investors with impressive returns over the next few years.

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1. Alphabet

Alphabet is the parent company of Google, but it also has several other successful brands under its umbrella. At its core, Alphabet is an advertising business, with about three-fourths of revenue coming from advertising among its various platforms. Currently, it's a great time to be in this industry, although advertising is affected heavily by economic sentiment, so that's not always the case.

The biggest news with Alphabet is how its most important business, the Google Search engine, has pivoted from being a business that may go extinct to one that's being recognized for its dominance. Earlier this year, most investors were convinced that Google was going to be replaced by generative AI.

What investors forgot is that most users don't need a full-blown generative AI experience, and Google looks like it hit the nail on the head with how it integrated AI Search Overview into a Google result. By placing a short, generative-AI-powered summary at the top of the result, users can get all of the generative AI they need. If they want to dig deeper, Alphabet also has a leading generative AI model they can use in Gemini.

Additionally, Alphabet was let off easy in the court case surrounding its monopolistic practices with the Google Search engine ecosystem. Instead of needing to sell off its Google Chrome browser, it was allowed to keep it with only a few minor concessions.

Alphabet has turned from an AI loser into an AI leader in a few short months. I think this trend will continue over the next few years, making it an excellent stock to scoop up shares of heading into 2026.

2. Amazon

When investors hear Amazon, the first thing they think of is the online shopping business. While this is a huge part of its company, it isn't growing the fastest. Instead, two divisions, advertising services and Amazon Web Services (AWS), are the most important.

Amazon's ad business has excelled because it has direct data for what consumers are shopping for, making their information remarkably valuable. This has allowed for a massive ad business to pop up, and it's contributing to massive growth for Amazon.

AWS is Amazon's cloud computing wing, and is the market share leader in this important industry. AWS is seeing a ton of growth from traditional and AI workloads, and the transition to the cloud is a movement that will help grow AWS for years to come.

These divisions are both high-margin businesses, as opposed to Amazon's lower-margin commerce operations. This transforms Amazon from a revenue growth story into a profit growth story, and as long as Amazon continues that trend, it will be a strong stock pick.

3. Meta Platforms

Meta Platforms has a similar story to Alphabet, as the advertising market is still quite strong. This allows Meta to generate a ton of profits from its social media sites like Facebook and Instagram. Meta is also heavily investing in AI tools that could boost ad conversion and engagement, along with getting users to spend more time on its platforms with compelling content. Additionally, it believes it can significantly improve efficiency through the integration of AI agents.

Another area Meta Platforms is pouring money into is its AI glasses. While there is a ton of skepticism surrounding the usefulness of these devices, if Meta can pull it off and create a must-have product, it could open up a brand-new revenue stream.

There's no guarantee that Meta can do this, but if it can, the stock has priced none of this success in, and it would easily outperform the rest of the market. Even if it doesn't, Meta's dominance in the social media realm will provide solid growth for years to come, making it an excellent stock to buy during November.

Keithen Drury has positions in Alphabet, Amazon, and Meta Platforms. The Motley Fool has positions in and recommends Alphabet, Amazon, and Meta Platforms. The Motley Fool has a disclosure policy.