These two companies are riding the wave of AI growth but also have other facets that provide stability and enduring value.
Artificial intelligence (AI) is propelling the market forward, with the eight most valuable stocks tied to AI technologies. Each of these firms has enhanced their platforms to integrate AI advancements, and there seems to be a wealth of opportunity still available.
If you’re keen on capitalizing on this trend while investing in stocks that have the potential for long-term stability, I’d suggest two companies in particular: Alphabet and Taiwan Semiconductor Manufacturing. Here’s why:
1. Alphabet
Alphabet, the parent company of Google, runs the leading search engine globally, alongside a diverse portfolio that includes Android and YouTube. They have a near-monopoly in certain markets, offering a solid foundation for lower-risk investment.
The company employs AI in various ways, highlighted by the AI-generated summaries displayed at the top of Google search results. At one point, investors were concerned that Google could lose traffic to large language models like ChatGPT, but they responded by integrating LLM summaries into search pages. Currently, their AI Mode boasts 75 million daily active users and an LLM, named Gemini, with 650 million monthly active users.
In the third quarter of 2025, revenue growth accelerated to 16%, with management identifying AI as a key revenue driver. Alphabet plans to increase its capital expenditures in 2026 from around $92 billion in 2025 and is also working on its own semiconductor, the TPU (tensor processing unit), to cater to escalating demand.
Moreover, all of Alphabet’s sectors are thriving, particularly cloud services, which saw a $155 billion backlog in the third quarter—up 46% year over year—and advertising revenue, which increased by 15%. It looks like there’s much more on the horizon for Alphabet this year and beyond.
2. Taiwan Semiconductor
As a key player in AI chip manufacturing, Taiwan Semiconductor supplies essential components necessary for AI development. They collaborate with companies like Nvidia, and AI is pivotal to Alphabet’s recent strong performance. Revenue from high-performance computing (HPC), which includes AI, made up 58% of total revenue in 2025, showing a 48% rise from the previous year. Overall revenue jumped 26%, and management is targeting a compound annual growth rate of at least 25% until 2029.
The company is investing heavily in expansion to meet rising demand. Historically speaking, times of growth often lead to even more opportunities.
Recently, Taiwan Semiconductor has inaugurated its first U.S. facility and plans to launch 12 factories in Arizona in the coming years, which will alleviate tariffs and enhance geographic proximity to many major clients.
For buyers, this makes it a strong option in 2026. And because it caters to sectors across various industries, it’s arguably less vulnerable to fleeting trends, positioning it nicely for long-term growth.
