These AI Stocks Could Still Deliver Big Upside in December and Beyond

• Nvidia inactive can't support up with request for its information halfway GPUs.

• After a tepid banal show successful 2025, Amazon is looking to bounce backmost successful 2026.

• Broadcom's customized AI accelerator chips are increasing successful popularity with hyperscalers.

• 10 stocks we similar amended than Nvidia ›

Although we're astir astatine the extremity of a twelvemonth during which the S&P 500 gained a beardown 16%, determination are inactive plentifulness of stocks that look similar top-tier buys. Some of the biggest names successful the marketplace person retreated from their caller highs, and I deliberation investors should see scooping them up earlier 2026 arrives. At the apical of my last-minute buying database are Nvidia (NASDAQ: NVDA), Amazon (NASDAQ: AMZN), and Broadcom (NASDAQ: AVGO).

Nvidia has been the poster kid for the artificial quality (AI) buildout since it began. Its graphics processing units (GPUs) supply the computing powerfulness for the immense bulk of AI workloads today, but investors are disquieted astir 2 things.

First, they are acrophobic that determination is simply a wide bubble successful the AI space. However, with each of the hyperscalers having announced that 2026 volition beryllium different twelvemonth of record-setting superior expenditures, I don't spot that thesis arsenic valid. Second, immoderate are disquieted that Nvidia's dominance successful the AI accelerator spot niche is slipping. While determination person been respective promising merchandise launches from its competitors, Nvidia's GPUs are inactive the apical option. In its net merchandise for its fiscal 2026 3rd quarter, which ended Oct. 26, CEO Jensen Huang stated that the institution is "sold out" of unreality GPUs.

This is simply a institution that brought successful $57 cardinal successful gross during Q3, and it's wide that it could person made much if it had much chips to sell, truthful it's hard to accidental Nvidia's dominance is slipping with a consecutive face.

With Nvidia's banal terms down astir 20% from its all-time precocious and Wall Street analysts expecting the chipmaker's gross to turn by 48% adjacent year, I tin deliberation of fewer amended buys heading into 2026.

Amazon banal is fundamentally level for the year. However, immoderate caller events person maine bullish astir it arsenic we hole to participate 2026.

First, its unreality computing unit, Amazon Web Services, delivered 20% gross maturation complaint successful Q3 -- its champion complaint successful years -- showing that it's resurging arsenic the go-to spot to bring workloads online. Second, maturation successful Amazon's advertizing work concern is besides reaccelerating. This conception has go a large portion of the company's concern implicit the past fewer years.

I deliberation Amazon's banal volition travel roaring backmost successful 2026, and it volition beryllium connected the backs of these 2 important concern units.