Here Are My Top 5 Stocks for September

With September arriving, it's time for investors to start considering what will work in 2027. Big funds like to start repositioning themselves later in the year, and that can cause huge price swings. So, if investors can identify what the investing trends will be in 2027 before they arrive, they can achieve some early success.

I think there's one overarching theme that will dominate the market for the fifth year in a row, and it's incredibly obvious: artificial intelligence (AI). AI is still changing how businesses operate, and there isn't enough computing capacity available to fulfill all needs. I think this makes it a great industry to invest in.

Here are five companies worth buying now that will allow investors to take advantage of any growth left in 2026 and position themselves well for 2027.

Image source: Getty Images.

Hardware suppliers

Because there isn't enough computing capacity available, the hardware suppliers are still some of the best investments anyone can make. Among them, some of my favorite picks are Nvidia (NASDAQ: NVDA), Taiwan Semiconductor Manufacturing (NYSE: TSM), and Micron Technology (NASDAQ: MU). All three of these stocks look like great buys for September, and also in 2027.

Taiwan Semiconductor and Micron are both chip fabricators, with TSMC making logic chips and Micron producing memory chips. Without their production capabilities, none of the computing technology we have today would be possible, and with increased demand coming next year from the AI hyperscalers, they will be primed to grow rapidly, leading to strong returns.

Wall Street analysts expect Taiwan Semiconductor's 2027 sales to grow at a 34% pace. Meanwhile, they expect revenue for Micron's fiscal 2027 (ending August 2027) to grow at an 85% clip. Both of these are impressive growth rates, and they stem from the massive demand for AI computing equipment. Both of these are impressive growth rates, and they stem from the massive demand for AI computing equipment.

Nvidia is the largest company in this space and is closing in on generating over $100 billion in quarterly revenue from its GPU computing units. In fact, it expects to report that figure next quarter. However, management also believes it can grow at a 70% pace next year, making it a no-brainer stock to buy.

These three stocks are all expected to outperform the market due to huge demand. I think all three of these stocks make for great investments in September, but are well worth holding on to for another year.

AI hyperscalers

The AI hyperscalers are the ones footing the bill for most of the computing equipment, but a few of them also have a way to monetize their investments right now via cloud computing. Many AI companies don't have the resources or expertise to build their own data centers, so they rent computing capacity from cloud providers like Amazon (NASDAQ: AMZN) Web Services (AWS) or Google Cloud from Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL).

These two are some of the best providers, and both are spending around $200 billion on data center capital expenditures this year. Those are big-time numbers, but they are already generating impressive results.

In Q2, AWS' growth rate accelerated to a 37% year-over-year pace, up from 28% in Q1. As more computing capacity comes online, that figure is expected to pick up, which will do wonders for Amazon's stock.

Google Cloud's growth acceleration is even more extreme, with Q1's growth coming in at 63% and Q2's rising to 82%. For the size of Google Cloud, those are rapid growth rates, and with these two spending huge amounts of money on data center infrastructure, there's more growth where that came from in 2027.

If you're looking for a safe way to profit from the AI build-out over the next decade, I'd be hard-pressed to find two better picks.

Keithen Drury has positions in Alphabet, Amazon, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool has positions in and recommends Alphabet, Amazon, Micron Technology, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy.