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Got $5,000? Here Are 3 Fantastic Stocks to Buy Now.

newsfeedback@fool.com (Keithen Drury)
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⚡ Quantum Brief
AI-driven cloud growth is accelerating, with Amazon’s AWS and Microsoft’s Azure reporting 24% and 39% YoY revenue jumps, respectively, as enterprises prioritize AI infrastructure investments. Investor concerns over massive AI spending—Amazon’s $200B capex in 2026 and Microsoft’s $625B backlog—have pushed stocks down 20-30% from highs, creating perceived buying opportunities. Nvidia dominates AI hardware with 73% Q4 revenue growth and 77% projected for Q1, yet trades at just 21x forward earnings, signaling undervaluation amid surging demand. All three stocks—Amazon, Microsoft, Nvidia—are leveraging AI tailwinds despite short-term margin pressure, positioning them for long-term gains as AI adoption scales globally. Analysts argue current pullbacks reflect temporary skepticism, not fundamentals, urging investors to capitalize on discounted valuations before potential rebounds.
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By Keithen Drury – Mar 27, 2026 at 4:45PM ESTKey PointsAmazon's and Microsoft's cloud businesses are booming.Nvidia supplies the hardware to many of these companies.If you're looking for stocks to buy right now, I've got three stocks that look like strong investment options. All three are benefiting from the artificial intelligence (AI) tailwind, even if they are spending a ton to achieve the growth. Although each of these stocks is a bit off its all-time high, now looks like the perfect opportunity to buy. Image source: Getty Images. Amazon Amazon (AMZN 3.89%) may be known for its e-commerce business, but that's not its most important segment.

Amazon Web Services (AWS) is its cloud computing segment, and I would consider it the primary reason to invest in Amazon. During the fourth quarter, AWS's sales increased 24% year over year -- the fastest-growing segment in the business and AWS's best quarter in over three years. Additionally, it generated 50% of the company's operating income. Q4 is usually Amazon's most profitable due to increased holiday sales. In every other quarter outside of Q4, AWS generates the majority of Amazon's profits. ExpandNASDAQ: AMZNAmazonToday's Change(-3.89%) $-8.07Current Price$199.47Key Data PointsMarket Cap$2.2TDay's Range$199.14 - $206.6252wk Range$161.38 - $258.60Volume2.6MAvg Vol50MGross Margin50.29% This makes the division very important, and it's doing incredibly well. While some investors may not appreciate Amazon's $200 billion in capital expenditures expected in 2026, that's what it takes to stay competitive in the AI race. Amazon may be using some of this for internal capabilities, but the reality is that it's renting the majority of it to clients and reaping the benefits through AWS. The old saying is that you must spend money to make money, and Amazon is doing just that, albeit at a scale never seen before. Thanks to investor concern over AI spending, Amazon's stock is down nearly 20% from its all-time high. Now is the perfect time to scoop up shares, as AWS should start to boost the overall company's growth rate to higher levels as more AI workloads come online. Microsoft You can just about copy and paste everything I said about AWS into the Microsoft (MSFT 2.51%) section regarding Azure. Azure is doing even better than AWS, as its revenue rose 39% year over year during its past quarter. Microsoft also has a $625 billion backlog, highlighting the massive demand for AI computing power. Overall, Microsoft is doing incredibly well as a company, and its revenue rose 17% year over year. However, investors have sold off Microsoft's stock, and it now sits about 30% down from its all-time high. That's a huge decline, and it has now reached valuation levels rarely seen except in times of crisis. MSFT PE Ratio data by YCharts. PE Ratio = price-to-earnings ratio. There has seldom been a better time to scoop up Microsoft shares, and investors shouldn't wait around for much longer, as the stock could be primed to rebound.

Nvidia Both Microsoft and Amazon are spending heavily on AI computing infrastructure. While there are a lot of components and suppliers in this industry, none is more prevalent than Nvidia (NVDA 2.13%). It makes a full-stack accelerated computing option, and it has widely been deployed as the hardware of choice in many data centers. Considering that Nvidia reported 73% revenue growth in Q4 and expects 77% in Q1, I think it's safe to say that demand isn't going anywhere but up. ExpandNASDAQ: NVDANvidiaToday's Change(-2.13%) $-3.65Current Price$167.59Key Data PointsMarket Cap$4.2TDay's Range$167.01 - $170.9652wk Range$86.62 - $212.19Volume6.9MAvg Vol177MGross Margin71.07%Dividend Yield0.02% Despite these strong growth projections and soaring capital expenditures from AI hyperscalers like Microsoft and Amazon, Nvidia's stock doesn't have a very high stock price and is trading at just 21.1 times forward earnings. With how rapidly Nvidia is growing, that stock price is incredibly low, and investors shouldn't squander this opportunity to load up on one of the premier AI stocks at a discount. While the investing community may be a bit concerned regarding AI spending, the reality is that it's going to happen, and it will likely persist at a high rate over the next few years. As a result, investors are better off investing in it rather than trying to fight it.Read NextMar 27, 2026 •By Eric TrieStock Market Today, March 27: Amazon Falls as AI Spending Raises Margin PressureMar 27, 2026 •By Prosper Junior Bakiny1 Underrated Reason to Invest in Amazon StockMar 26, 2026 •By Geoffrey Seiler2 AI Stocks That Are Cheaper Today Than They Were on Jan. 1 -- for No Good ReasonMar 26, 2026 •By Keith SpeightsBetter Stock to Buy Right Now: Amazon vs. CostcoMar 25, 2026 •By Keith NoonanAmazon Is Entering the Humanoid Robot Market. 3 Important Things to Know About the Fauna Robotics Acquisition.Mar 25, 2026 •By Dave KovaleskiMy Top 2 Megacap Stocks to Buy After Walmart's Latest PullbackAbout the AuthorKeithen Drury is a contributing Motley Fool technology analyst covering AI, semiconductors, cybersecurity, and SaaS stocks. In addition to The Motley Fool, Keithen is a mechanical engineer and has held roles at Honeywell and smaller industrial companies like Brand Hydraulics and Lincoln Industries. He holds a bachelor’s degree in mechanical engineering from Dordt University.TMFTripleOptionStocks MentionedAmazonNASDAQ: AMZN$199.34(-3.95%)-$8.20MicrosoftNASDAQ: MSFT$356.77(-2.51%)-$9.20NvidiaNASDAQ: NVDA$167.59(-2.13%)-$3.66*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.

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