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2 No-Brainer Tech Stocks to Buy Right Now

newsfeedback@fool.com (John Ballard)
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⚡ Quantum Brief
Alphabet’s Google dominates daily digital life with Gmail, Search, and YouTube, holding a $3.8T market cap and 15% revenue from its fast-growing cloud segment. Google’s AI leadership secured Apple’s partnership for Gemini and cloud services, diversifying beyond ad-dependent revenue despite recession risks. Marvell Technology reported record revenue with 42% YoY growth, driven by AI data center demand for interconnects and custom silicon. Marvell trades at a forward P/E of 23 despite 41% projected earnings growth, positioning it as an undervalued AI infrastructure play. Both stocks blend strong growth potential with reasonable valuations, leveraging AI’s economic acceleration for long-term investor returns.
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By John Ballard – Mar 18, 2026 at 4:30PM ESTKey PointsAlphabet's Google provides services that millions of people rely on every day.Marvell Technology provides essential components for tomorrow's artificial intelligence (AI) data centers.Technology has become the backbone of how businesses operate, and it's going to keep trending in that direction. Artificial intelligence (AI) is accelerating the digitization of the economy, creating opportunities for investors who focus on businesses with durable advantages. Here are two top tech stocks positioned in the middle of this shift. Both offer a compelling mix of strong earnings growth potential and reasonable valuations, which could make them rewarding investments. Image source: Getty Images. 1. Alphabet (Google) Alphabet's (GOOG 1.00%) (GOOGL 1.04%) Google is one of the world's most valuable brands. If Gmail, Google Search, and YouTube suddenly vanished, it would disrupt millions of daily routines. The stock's forward price-to-earnings multiple of 26 isn't cheap, but it's reasonable for a company growing earnings at double-digit rates with a wide competitive moat. That mix of daily utility and durable growth potential makes the stock compelling, especially as other companies are now turning to Google to use its leading AI technology. Apple recently selected Google's Gemini and cloud technology to power future Apple Intelligence features and the Siri voice assistant. ExpandNASDAQ: GOOGLAlphabetToday's Change(-1.04%) $-3.23Current Price$307.69Key Data PointsMarket Cap$3.8TDay's Range$306.93 - $312.4752wk Range$140.53 - $349.00Volume20MAvg Vol33MGross Margin59.68%Dividend Yield0.27% Alphabet still generates most of its revenue from advertising, leaving it exposed during recessions and ad-spend slowdowns. That vulnerability contributed to the stock falling 39% in 2022 -- a risk investors should be ready for. However, Alphabet is building lucrative revenue streams outside of advertising. Google Cloud now accounts for 15% of the business, and the cloud segment's operating profit more than doubled last year. The company also has 325 million subscribers across Google One, YouTube Premium, and other services, adding high-margin, recurring revenue and reducing reliance on advertising. Overall, Alphabet stock offers solid return prospects, with analysts forecasting annualized earnings growth of 15% in the coming years. Over time, that should translate into meaningful compounding gains for long-term investors. 2.

Marvell Technology The buildout of AI infrastructure requires components such as interconnect cables, switches, and custom silicon. This is Marvell Technology's (MRVL 3.47%) wheelhouse, and it just reported record revenue. Analysts are modeling 41% annualized earnings growth through fiscal 2029. Yet the stock trades at a forward price-to-earnings (P/E) multiple of 23. ExpandNASDAQ: MRVLMarvell TechnologyToday's Change(-3.47%) $-3.15Current Price$87.64Key Data PointsMarket Cap$79BDay's Range$87.20 - $92.0152wk Range$47.09 - $102.77Volume503KAvg Vol16MGross Margin50.10%Dividend Yield0.26% Marvell reported a 42% year-over-year increase in revenue for fiscal 2026 (which ended in January), driven by robust demand for AI. Data center sales made up nearly three-quarters of the business, making the stock a solid pick-and-shovel play on infrastructure spending. The recent acquisitions of Celestial AI and Xconn bolster Marvell's opportunity in the $10 billion scale-up interconnect market. Its PEG ratio (forward P/E divided by expected earnings growth) is 0.5, which is usually considered attractive for a growth stock. The market may undervalue Marvell's leading position in supplying these mission-critical components for data centers. Management expects another strong year of growth, with revenue accelerating each quarter. There is always the risk of a slowdown in data center spending, as noted by the Motley Fool's research, and that might be why the stock is offering such a favorable valuation. But that also opens the possibility of extraordinary returns if AI is still in the early innings of a multiyear buildout, as some investors predict.Read NextMar 18, 2026 •By Jack DelaneyHere's Why Google's $185 Billion AI Bet in 2026 Could Either Be a Masterstroke or Its Biggest MistakeMar 16, 2026 •By Daniel SparksPrediction: Alphabet Stock Will Crush Palantir Stock Over the Next 5 YearsMar 14, 2026 •By Daniel SparksAlphabet vs. American Express: Which Warren Buffett Stock Is a Better Buy?Mar 14, 2026 •By James HiresJensen Huang Says the "Agentic AI Inflection Point Has Arrived." Here Are 2 Stocks to Buy for 2026.Mar 12, 2026 •By Keithen Drury3 Reasons Why Alphabet Stock Is a Smart BuyMar 11, 2026 •By Keithen Drury2 Stocks That Will Be Worth More Than Apple by 2028About the AuthorJohn Ballard has been a contributing writer at The Motley Fool since 2016, covering consumer goods and technology stocks. He holds a bachelor’s degree in business administration with a focus in real estate finance from the University of Arkansas at Little Rock.TMFRazorbackStocks MentionedAlphabetNASDAQ: GOOG$306.39(-0.98%)-$3.02AlphabetNASDAQ: GOOGL$307.80(-1.00%)-$3.12Marvell TechnologyNASDAQ: MRVL$87.62(-3.49%)-$3.17*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.

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