Why Less Than 10% of AI Investors Plan to Reduce Their Holdings in 2026, and 3 Stocks Worth Buying in 2026

Source Motley_fool

Key Points

  • Nvidia continues to be the pillar supporting the AI data center spending spree.

  • Microsoft's AI opportunities with enterprises make it a no-brainer.

  • Salesforce has become a bargain amid market fears of AI disruption in the software space.

  • 10 stocks we like better than Nvidia ›

The artificial intelligence (AI) boom is still going strong, now over three years after it began.

According to research by The Motley Fool, roughly 9-in-10 investors surveyed said they intend to maintain or increase their AI stock investments this year. In other words, there are still few to no signs of fatigue regarding artificial intelligence stocks in the market.

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And why should there be? Experts widely believe that AI will create trillions of dollars in economic value over the coming decades, and the world's most prominent companies continue to pour hundreds of billions of dollars into data centers and other AI infrastructure.

Here are three top AI stocks still worth buying in 2026.

Nvidia headquarters.

Image source: Nvidia.

1. Nvidia

Chips for training and operating AI models remain arguably the most critical resource in the AI race. Nvidia (NASDAQ: NVDA) has dominated the GPU chip market for AI data centers from the jump, and it continues to enjoy a lopsided market share, estimated at 92% by some experts.

Investors can expect more tremendous growth from Nvidia in 2026. It recently entered full production on its upcoming AI chip, Rubin, and customers are lining up to get it. Nvidia disclosed a whopping $500 billion backlog in November. Even after remarkable growth these past few years, it's still not too late to buy Nvidia stock.

2. Microsoft

AI looks like a game-changer for enterprises, which can leverage technology to improve their products and cut costs. Microsoft (NASDAQ: MSFT) casts a long shadow among businesses from small shops to mega-corporations. Most of them depend on Microsoft, whether it's for software such as Windows and Microsoft 365, or its Azure cloud services. It's a clear on-ramp to sell AI offerings.

Microsoft has a 27% stake in OpenAI, the leading AI developer behind ChatGPT, and works closely with it. Additionally, Microsoft is firing on all cylinders at the moment with double-digit revenue growth across most of its businesses. At a forward price-to-earnings (P/E) ratio just under 30, the best-in-show tech giant is a world-class business trading at a fair valuation. That makes it worth checking out.

3. Salesforce

Most software stocks have sold off in recent months over concerns that AI will render many applications obsolete. Salesforce (NYSE: CRM) has gotten swept up in that wash-out. The stock price sits nearly 40% off its late-2024 high right now. Many thousands of companies use Salesforce, which has become a software ecosystem to operate sales, marketing, and almost every aspect of a business.

Instead of threatening Salesforce, AI has likely created an opportunity for new and improved products and features. Shares have slipped to a forward P/E of just 19, its lowest since early 2023. Meanwhile, analysts still see the company growing its earnings by nearly 17% annually over the long term. In hindsight, the stock's current decline may look like an obvious buy-the-dip opportunity.

Should you buy stock in Nvidia right now?

Before you buy stock in Nvidia, consider this:

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Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $461,527!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,155,666!*

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*Stock Advisor returns as of January 28, 2026.

Justin Pope has positions in Microsoft. The Motley Fool has positions in and recommends Microsoft, Nvidia, and Salesforce. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.

Disclaimer: For information purposes only. Past performance is not indicative of future results.
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