Here Are My Top 4 Nasdaq Stocks to Buy in 2026
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By Keithen Drury – Dec 14, 2025 at 6:00AM ESTKey PointsNvidia and AMD are vying for GPU supremacy.Broadcom's custom AI accelerator units are starting to become more popular.Alphabet may enter the computing unit industry in 2026. These 10 Stocks Could Mint the Next Wave of Millionaires ›NASDAQ: NVDANvidiaMarket Cap$4.3TToday's Changeangle-down(-3.27%) $5.91Current Price$175.02Price as of December 12, 2025 at 4:00 PM ETThe AI computing market looks strong heading into 2026.Stocks listed on the Nasdaq exchange tend to be some of the fastest-growing and most tech-focused stocks on the market. Of the top 10 largest U.S. stocks by market cap, only one of them is listed on the New York Stock Exchange: Berkshire Hathaway (BRK.A +0.85%) (BRK.B +0.77%). The rest are non-U.S. stocks or are members of the Nasdaq exchange, making it a great place to look for promising investments. I've got four that look like excellent stocks to buy now, and are slated to have a strong 2026. Image source: Getty Images. 1. Nvidia Nvidia (NVDA 3.27%) tops many lists as the best stock to buy for 2026, and for a good reason: It's expected to continue posting outsized growth. Its growth was impressive in 2023, 2024, and 2025. Wall Street analysts estimate that Nvidia's revenue will rise 63% for fiscal year 2026 (ending January 2026) and 48% for fiscal year 2027 (ending January 2027). That's not too shabby for the world's largest company by market cap, and it's all because of the artificial intelligence (AI) spending spree. ExpandNASDAQ: NVDANvidiaToday's Change(-3.27%) $-5.91Current Price$175.02Key Data PointsMarket Cap$4.3TDay's Range$174.62 - $182.8252wk Range$86.62 - $212.19Volume204MAvg Vol191MGross Margin70.05%Dividend Yield0.02% Nvidia makes graphics processing units (GPUs), which have been the go-to computing product since the AI build-out began in 2023. Nvidia estimates that global data center capital expenditures will reach $600 billion in 2025, but rise to $3 trillion to $4 trillion by 2030. That's incredible growth, and with the build-out not expected to slow down for many years, Nvidia is a top stock to buy now. 2.
Advanced Micro Devices Advanced Micro Devices (AMD 4.86%) is another GPU maker that has been successful in the past few years (but not quite as successful as Nvidia). In its latest reported quarter, AMD posted data center revenue of $4.3 billion (up 22% year over year). That revenue segment is more than 10 times smaller than Nvidia's $51.2 billion in data center revenue. However, AMD believes it has now formulated an offering that will allow it to be more competitive and perhaps steal away some market share from Nvidia.Advertisement They believe that the market is beginning to switch from one dominated by training AI to one focused on AI inference, which should make its GPUs more attractive, as the performance gap isn't as great. Management projects a 60% compound annual growth rate (CAGR) in its data center business over the next five years. If AMD can deliver that level of growth by capturing a greater portion of the market, it will be a great stock to own in 2026. 3. Broadcom Broadcom (AVGO 11.58%) makes an alternative to GPUs known as custom AI accelerators. These units would lose in a head-to-head matchup with GPUs if there were multiple types of calculations done. However, most of these AI computing units only see one type of workload. If that workload is configured properly, custom AI accelerators from Broadcom outperform GPUs at a lower price point. ExpandNASDAQ: AVGOBroadcomToday's Change(-11.58%) $-47.05Current Price$359.32Key Data PointsMarket Cap$1.7TDay's Range$355.16 - $381.0052wk Range$138.10 - $414.61Volume4.5MAvg Vol24MGross Margin64.71%Dividend Yield0.66% This makes them extremely attractive, and several AI hyperscalers have partnered with Broadcom to produce these chips. I think that trend will continue throughout 2026, making Broadcom a smart stock to pick up now. 4. Alphabet One company that partnered with Broadcom to produce a custom AI accelerator is Alphabet (GOOG 1.01%) (GOOGL 1.00%). Its units are known as Tensor Processing Units (TPUs), and have been successfully deployed inside Alphabet or made available to rent through its cloud computing service, Google Cloud. However, it's considering selling them to Meta Platforms (META 1.34%) -- something that has never been done before. If this starts to become a viable segment for Alphabet, its stock could have an incredible 2026, as it's a revenue stream that nobody is accounting for. Furthermore, Alphabet has emerged as the company to beat in generative AI technology, as industry leader OpenAI, with its ChatGPT platform, recently declared a "code red" regarding Alphabet's capabilities. Alphabet's future looks bright, and 2026 could bring more of the same success it experienced in 2025.About 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.TMFTripleOptionRead NextDec 14, 2025 •By Anthony Di PizioBetter Buy in 2026: Nvidia Stock or Bitcoin?Dec 14, 2025 •By Trevor JennewineNvidia Stock vs. Broadcom Stock: Wall Street Says This AI Stock Is the Best BuyDec 14, 2025 •By Danny Vena, CPAPrediction: 1 Unstoppable Stock to Buy Before It Soars 369%, According to a Certain Wall Street AnalystDec 14, 2025 •By Geoffrey SeilerCould Nvidia Be the Most Undervalued Stock in AI Right Now and Be Ready to Soar in 2026?Dec 13, 2025 •By Will HealyNvidia's AI Dominance Is Still Building. Could the Stock Go Even Higher?Dec 13, 2025 •By Keithen DruryMeet My Top 5 Artificial Intelligence (AI) Stocks for 2026