Investors seem to be unfairly punishing a lot of stocks lately as they try to accurately price AI-related stocks. This could be a chance for you.
Has the rocky beginning of 2026 already disrupted your investment plans? If that’s the case, you’re definitely not alone. Just a couple of months into the year, many are reassessing their strategies.
If you’re looking to adjust your stock holdings in a market that feels quite different from just a while ago, you might want to focus on two major growth stocks that are likely to not only survive but thrive amid current market uncertainties.
1. Alphabet
The stock of Alphabet (GOOG 1.10%) has seen an 11% dip. It’s not shocking, given that stock prices have been in decline since early February. With many AI stocks struggling, it’s unsurprising that Alphabet hasn’t made significant progress since late November.
However, if you look more closely, you’ll notice that, despite the pessimism clouding most tech stocks right now, Google’s parent company is actually holding its ground quite well.
For instance, its cloud computing division, which is home to a growing AI segment, achieved a 48% year-over-year growth in the last quarter of 2025, with operating profits soaring to 53%. That’s a notable lead over competitors like Microsoft and Amazon.
And the monetization of its AI assets is still in the early stages, so it wouldn’t be surprising to see continuous robust growth in its cloud division once the Tensor Processing Unit fully rolls out.
On top of that, Alphabet’s search business remains a lucrative cash generator, continuing to thrive despite challenging economic conditions. Google Services’ operating profits grew by 22% last quarter, capping off an impressive year.
Yes, Alphabet has ambitious plans for capital spending, projected at $175 billion to $185 billion in 2026—primarily for AI investments. This is nearly double last year’s spending and a significant factor contributing to the stock’s recent decline.
Nevertheless, this company has consistently shown the ability to generate substantial profit almost instantaneously.
2. SoFi Technologies
Another growth stock worth considering this year is SoFi Technologies (SOFI +1.55%). Its stock is down nearly 40% from its peak in November, but such discounts don’t tend to last long.
In straightforward terms, SoFi is a digital-only bank. While it may have once been at a disadvantage compared to traditional banks, today, that’s hardly a hurdle. For context, a study by the American Bankers Association mentioned that 54% of U.S. bank customers prefer using a mobile app for banking over any other method, while only 9% choose to visit a physical branch.
And SoFi’s numbers back this shift up. The company has amassed over 13.6 million customers, marking an 8% increase since Q3 and continuing its streak of employee growth that started in 2019, when it had fewer than 1 million customers.
While some investors may be losing faith, analysts still have a positive outlook. The consensus price target sits at $26.94, suggesting a 37% upside from the current price. The market is likely to catch on to this potential quickly.
