With 2026 halfway over, it's a good time for investors to reassess their holdings. Artificial intelligence (AI) investing has been a bit of a mixed bag this year. Most of the big-name, dominant companies really haven't had great years so far, and the spotlight has been stolen by some smaller upstarts or companies that have major momentum behind them. Some of these stocks still look like great buys in July, while there are also good reasons to return to the big tech companies.
There are five AI stocks at the top of my shopping list in July, and I believe investors can be confident that they'll be trading far higher by the time 2026 is wrapped up.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Two of the stocks I have my eye on have actually done phenomenally well in 2026 already. Sandisk (NASDAQ: SNDK) and Nebius (NASDAQ: NBIS) have risen 780% and 187%, respectively. After a start to the year like that, you're likely wondering how in the world they will go higher. That's a fair question, but when you dig in, it's clear that both have far more upside potential.
Sandisk makes NAND memory, and the construction of AI data centers is consuming all that the manufacturers in that niche can supply. Sandisk's exposure to this industry mostly comes through its solid-state drives (SSDs), which are used for long-term data storage. With the data center build-out not expected to slow down anytime soon, the supply crunch that has allowed Sandisk to boost its prices won't be over either. This should help spur the stock higher, and with it trading for a mere 11 times its expected earnings for its fiscal 2027 (which starts in July), it could have far more room to run.
There are five AI stocks at the top of my shopping list in July, and I believe investors can be confident that they'll be trading far higher by the time 2026 is wrapped up.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Two of the stocks I have my eye on have actually done phenomenally well in 2026 already. Sandisk (NASDAQ: SNDK) and Nebius (NASDAQ: NBIS) have risen 780% and 187%, respectively. After a start to the year like that, you're likely wondering how in the world they will go higher. That's a fair question, but when you dig in, it's clear that both have far more upside potential.
Sandisk makes NAND memory, and the construction of AI data centers is consuming all that the manufacturers in that niche can supply. Sandisk's exposure to this industry mostly comes through its solid-state drives (SSDs), which are used for long-term data storage. With the data center build-out not expected to slow down anytime soon, the supply crunch that has allowed Sandisk to boost its prices won't be over either. This should help spur the stock higher, and with it trading for a mere 11 times its expected earnings for its fiscal 2027 (which starts in July), it could have far more room to run.
26 days ago
