Artificial intelligence (AI) investing has been a bit of a weak point in the market to begin 2026. This shouldn’t come as a huge surprise to investors, as sectors tend to rotate in and out of favor over the years. However, this doesn’t mean that investors should write off the AI sector. In fact, there are early signs that it’s starting to come back into favor.
Solid Q1 earnings with bright outlooks could be what this sector needs to kick-start it back into high gear, and if it does, I think these five stocks will benefit more than any others.
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1. Nvidia
Nvidia (NVDA +1.31%) has been the top AI investment for some time, although it has failed to produce any meaningful returns over the past few months. That doesn’t mean Nvidia has been dormant; in fact, it has been doing incredibly well.
It has reported accelerating revenue growth over the past few quarters…