2 No-Brainer AI Stocks to Buy Right Now

Nvidia and Micron Technology look like two great stocks to buy now.While the market is trading near all-time highs, the options for buying great stocks at a discount tend to shrink. But there are still attractive stocks to buy right now if you know where to look. One place to look is quickly growing sectors that show no signs of slowing down, such as artificial intelligence (AI). Here are two no-brainer AI stocks worth a closer look right now. Image source: Getty Images. 1. Nvidia If there has been one prevailing theme this earnings season, it is that the race for AI infrastructure is far from over. Large hyperscalers (owners of huge data centers) have set massive capital expenditure (capex) budgets for this year to continue to aggressively build out their data center infrastructure to meet growing demand for AI. One of the companies best positioned to benefit from this is Nvidia (NVDA 1.70%). The chipmaker's graphics processing units (GPUs) remain the primary growth engine of AI infrastructure, while it is now providing full-scale end-to-end server solutions with the help of its networking portfolio. ExpandNASDAQ: NVDANvidiaToday's Change(-1.70%) $-3.24Current Price$186.81Key Data PointsMarket Cap$4.6TDay's Range$186.52 - $193.6152wk Range$86.62 - $212.19Volume7MAvg Vol180MGross Margin70.05%Dividend Yield0.02% While Nvidia is seeing some increased competition from custom AI ASICs (application-specific integrated circuits), these hardwired chips lack the flexibility and adaptability of GPUs in a fast-changing AI landscape. Meanwhile, the company's recent talent acquisition and technology licensing deal with X's Groq help set it up well in a world where inference is starting to become increasingly important. With the stock trading at an attractive valuation, having a forward price-to-earnings (P/E) ratio of just 24 times, Nvidia is a no-brainer buy at current levels. 2.

Micron Technology For GPUs to perform at their best, they need to be packaged with high bandwidth memory (HBM), which is a specialized form of DRAM (dynamic random access memory). This is because HBM lets GPUs offload and retrieve data much more quickly, so it doesn't slow down its processing capabilities. ExpandNASDAQ: MUMicron TechnologyToday's Change(0.77%) $3.14Current Price$413.48Key Data PointsMarket Cap$462BDay's Range$411.15 - $438.7752wk Range$61.54 - $455.50Volume1.7MAvg Vol32MGross Margin45.53%Dividend Yield0.11% Given the massive AI infrastructure buildout, HBM unsurprisingly is in high demand. However, at the same time, supply is constrained because manufacturing HBM requires upwards of three times the wafer capacity of regular DRAM. This is leading to DRAM prices soaring at a time when demand is continuing to increase rapidly. One of the best ways to play this trend is with Micron Technology (MU +0.77%), which is one of the three big DRAM memory makers, along with Korean companies SK Hynix and Samsung. The company's HBM production is sold out. And while it is increasing its own capex to try to keep up with demand, the market is likely to remain very tight for the foreseeable future. Meanwhile, with DRAM skyrocketing, Micron is seeing both huge revenue growth and massive gross margin expansion. With the company's products in the midst of a supercycle and the stock trading at a forward P/E under 12 times, Micron is a no-brainer buy at the moment.Read NextFeb 12, 2026 •By Howard SmithThe AI Frenzy Is Cooling. Here's What Smart Investors Should Do Now.Feb 12, 2026 •By Keithen Drury2 No-Brainer Artificial Intelligence (AI) Stocks to Buy Hand Over Fist in FebruaryFeb 12, 2026 •By Neil PatelIf You'd Invested $1,000 in Nvidia 5 Years Ago, Here's How Much You'd Have TodayFeb 12, 2026 •By Daniel SparksTesla vs. Nvidia: Which Is the Better AI Stock to Buy Now?Feb 12, 2026 •By Sean Williams3 Trillion-Dollar Stocks That Can Soar Up to 90% in 2026, According to Select Wall Street AnalystsFeb 12, 2026 •By Harsh ChauhanPrediction: This AI Stock Will Soar After Feb. 25. Here's Why.About the AuthorGeoffrey Seiler is a contributing Motley Fool stock market analyst covering technology, consumer goods, healthcare, energy, and materials stocks. Prior to The Motley Fool, Geoffrey was a senior equity analyst at Raging Capital Management, a $600 million long-short hedge fund. He holds a bachelor’s degree in history from Haverford College.TMFFindProfitStocks MentionedNvidiaNASDAQ: NVDA$186.81 (1.70%) $3.24Micron TechnologyNASDAQ: MU$413.48 (+0.77%) $+3.14*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.