Starting your investment journey can feel overwhelming, especially when trying to create a portfolio that taps into major investment trends. Currently, one of the most significant trends is in artificial intelligence (AI) investing. Despite a market slowdown due to geopolitical factors, I believe that these stocks present excellent opportunities to begin with.
If I were to restart my portfolio, these five stocks would be my top choices right now, as they offer the most promising prospects.
Nvidia
Nvidia (NVDA +1.95%) consistently ranks high on AI investment lists, and for good reason; it’s a leading choice for investing in AI.
The company produces graphics processing units (GPUs) crucial for training and running AI models. After experiencing significant growth in recent years, Nvidia is not showing signs of slowing down. It reported a 73% revenue increase in its latest quarter and anticipates a 77% rise in the upcoming quarter. By 2027, Nvidia expects its two top GPUs to generate $1 trillion in total sales.
This tremendous growth from a market leader, along with Nvidia’s robust ecosystem, makes it an essential stock for building a portfolio focused on AI.
Broadcom
Broadcom (AVGO +0.18%) is emerging in the AI computing sector. Its specialized AI chips are expected to outpace Nvidia’s GPUs in growth over the next few years, forecasting $100 billion in sales by the end of 2027.
While specific sales figures for these chips are not disclosed, the division they belong to recorded total sales of $8.4 billion in the first quarter of fiscal year 2026. At the very least, this suggests that chip sales could triple by 2027, indicating strong growth for Broadcom.
Taiwan Semiconductor Manufacturing
Taiwan Semiconductor Manufacturing (TSM +1.32%) is a prominent player in chip manufacturing. As the largest chip foundry globally, it produces a significant number of chips for Nvidia and Broadcom. TSMC remains neutral, only needing AI investments to keep growing.
While TSMC may not generate the high returns that Nvidia and Broadcom might, it is a safer option that benefits from continuous AI spending, which many predict will only rise through 2030.
Microsoft
Microsoft (MSFT -0.50%) is a significant player in AI, heavily investing in AI computing resources. Additionally, the company rents out excess capacity through its Azure cloud platform, which saw a 39% revenue increase in its latest quarter, reflecting strong demand.
Nebius
Nebius (NBIS +0.16%) stands out as the smallest company on this list, but it offers significant upside. As an AI-focused cloud computing firm allied with Nvidia, Nebius caters to many AI hyperscalers and individual developers.
This company anticipates remarkable growth, potentially reaching an annual run rate of $7 billion to $9 billion by the end of 2026, up from $1.25 billion in 2025. Such explosive growth could continue if demand for AI remains strong, potentially leading to even more impressive increases in 2027 and beyond.
