These stocks have surged, yet there’s still potential for growth.
If you’re aiming for growth in 2026 and beyond, adding some tech stocks to your portfolio could be a smart move. These companies are positioned well for long-term success as they lead in innovation across several fields.
You might consider selecting stocks that are currently undervalued, or those that are experiencing significant upward momentum. It could be beneficial to use a combination of both strategies, choosing a handful of positions, and incorporating some high-performing stocks into your investment mix.
Here are two companies that are likely to benefit greatly from the artificial intelligence (AI) surge.
1. Nvidia
Nvidia may seem like an obvious pick, but that’s why it’s important to highlight it. Some might think of it as “yesterday’s AI stock” and look elsewhere for fresh opportunities. While there are many emerging AI firms to keep an eye on, Nvidia is still a cornerstone of the industry and has room for further profits, despite its stock rising over 1,100% in the last five years.
Nvidia, recognized as the top AI chip designer globally, is projected to experience a rise in demand as cloud service providers and others pour investments into AI infrastructure. Just last year, Nvidia anticipated that spending on AI infrastructure could reach trillions of dollars by the decade’s end. The company keeps reiterating the strong demand for its chips and associated products. So, now could be a great time to have Nvidia stock in your portfolio.
2. Nevius
Nevius is another company that stands to gain from current and future AI needs. It offers vital capacity for AI workloads. Customers depend on Nevius for AI chips and various managed services. This approach has gained popularity, and recently, Nevius reported that it has maximized its production capacity and secured contracts with significant players like Microsoft and Meta Platforms.
This has led to impressive growth, with revenue experiencing triple-digit increases. Nevius’ stock has surged 124% over the last year, yet given its earnings trajectory, there might still be substantial room for growth.
However, Nevius will need to invest significantly to expand its infrastructure for this growth, making it a riskier choice compared to Nvidia. Still, for those investors who are open to a bit of risk, Nevius presents an exciting opportunity right now, with the potential for significant upside in 2026 and beyond.
