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2 Top Artificial Intelligence Stocks to Buy Right Now

The Motley Fool
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⚡ Quantum Brief
Wall Street’s AI sentiment shifted in early 2026, with fears over negative ramifications triggering sell-offs in top performers like Alphabet and Symbotic, despite their strong double-digit revenue growth. Alphabet’s stock dipped after announcing $175–$185B in 2026 capex—double 2025’s spend—to expand AI infrastructure, justified by Google Cloud’s 48% YoY sales surge to $17.7B and record search usage. Symbotic’s AI-driven warehouse robots saw Q1 sales jump 29% YoY to $630M, with Walmart as its anchor client, ensuring stable revenue as it targets full deployment across 42 distribution centers by 2029. Both firms defy market pessimism: Alphabet’s core search revenue hit $63.1B (up 16% YoY), while Symbotic turned profitable, posting $2.6M net income after a prior-year loss. The AI infrastructure boom—marked by near-zero data center vacancies—validates long-term growth, positioning these stocks as undervalued buys amid temporary fear-driven volatility.
2 Top Artificial Intelligence Stocks to Buy Right Now

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By Robert Izquierdo – Mar 1, 2026 at 2:23PM ESTKey PointsIn 2026, Wall Street’s attitude towards AI changed to fears over the tech's negative ramifications.Share prices fell for excellent AI-focused businesses, such as Alphabet and Symbotic.Both Alphabet and Symbotic are experiencing year-over-year sales increases in the double digits.Artificial intelligence is poised to deliver transformative changes to many industries. That potent technological potential sparked fear of AI's negative consequences on Wall Street. Consequently, share prices fell for many excellent AI-related businesses in recent weeks, including Google parent Alphabet (GOOGL +1.50%)(GOOG +1.39%) and AI robotics company Symbotic (SYM 4.60%). The situation creates an opportunity to buy the dip. Here's a look into why Alphabet and Symbotic stocks are worth investing in. Image source: Getty Images. Alphabet's AI investments Alphabet shares declined from the 52-week high of $349 reached on Feb. 3 after revealing that 2026 capital expenditures would total between $175 billion to $185 billion, a substantial increase over the $91.4 billion spent in 2025. But that expenditure makes sense given the demand for Alphabet's AI technology.

Its Google Cloud service saw fourth-quarter sales soar a whopping 48% year over year to $17.7 billion. The company needs to build out more computing capacity to meet customer demand, hence the big capex increase. In fact, the market for AI infrastructure is booming, with historically low levels of vacancies seen at data centers housing AI tech. This suggests the industry is not in a bubble, validating Alphabet's capex plans. AI is also powering growth in the company's Google search engine. Alphabet CEO Sundar Pichai stated: "Search saw more usage in Q4 than ever before." This helped Google's revenue reach $63.1 billion in Q4, up from 2024's $54 billion. Since Google accounted for 55% of Alphabet's $113.8 billion in Q4 revenue, its rising usage bodes well for the company's future success. ExpandNASDAQ: GOOGLAlphabetToday's Change(1.50%) $4.62Current Price$312.00Key Data PointsMarket Cap$3.8TDay's Range$303.80 - $312.3352wk Range$140.53 - $349.00Volume1.6MAvg Vol34MGross Margin59.68%Dividend Yield0.27% Symbotic's AI-powered robot army Symbotic supplies robots managed by artificial intelligence to warehouses. Its stock has fallen substantially from the 52-week high of $87.88 reached last November. Yet the company is doing well. In its fiscal first quarter ended Dec. 27, Symbotic's sales hit $630 million, a strong 29% year-over-year increase. It anticipates ongoing revenue growth in the fiscal second quarter, forecasting sales between $650 million to $670 million, up from the previous year's $550 million. Symbotic's major customer is Walmart, which is also an investor in the company. This gives a level of certainty to Symbotic's income stream, since switching costs would be high for Walmart. The retailer can't easily replace Symbotic's robot workers and AI platform without affecting its supply chain operations. Symbotic plans to get its system into all 42 of Walmart's regional distribution centers by 2029. ExpandNASDAQ: SYMSymboticToday's Change(-4.60%) $-2.64Current Price$54.78Key Data PointsMarket Cap$6.9BDay's Range$53.60 - $56.2452wk Range$16.32 - $87.88Volume1.2MAvg Vol2.5MGross Margin18.90% The company also boasts a strong balance sheet. It exited fiscal Q1 with total assets of $3 billion, including $1.8 billion in cash and equivalents. Total liabilities were $2 billion, but nearly $1.5 billion of that was deferred revenue, which are up-front customer payments that can be recognized as revenue once services are rendered. Moreover, Symbotic is profitable. Its Q1 net income attributable to common stockholders of $2.6 million is a significant improvement over the prior year's net loss of $3.2 million. Symbotic continues to improve its AI-powered warehouse automation platform to attract customers, including its proprietary storage space optimization. The company is progressing nicely, positioning it for years of growth ahead.Read NextMar 1, 2026 •By Johnny RiceThe 2 Best Quantum Computing Stocks to Buy in MarchFeb 27, 2026 •By Keithen DruryHere's What 5 Genius AI Stocks Billionaire David Tepper Is BuyingFeb 27, 2026 •By Geoffrey SeilerWall Street's Secret Weapon: This Artificial Intelligence (AI) Stock for 2026Feb 26, 2026 •By Chris Neiger1 Top Quantum Computing Stock to Buy in 2026Feb 25, 2026 •By Daniel SparksUp More Than 70% in 12 Months, Is It Too Late to Buy Alphabet Stock?Feb 24, 2026 •By Robert IzquierdoAlphabet vs. Meta Platforms: Which One Will Dominate the Next Decade?About the AuthorRobert "Izzy" Izquierdo is a contributing Motley Fool stock market analyst covering information technology, consumer discretionary, consumer staples, and communication services sectors. Prior to The Motley Fool, Izzy was head of product management at Target Media Partners, developing and launching multimillion-dollar software used by businesses such as Charter Communications. Prior to that, he worked at Yahoo! and startups on software products in connected TV, AI, consumer apps, and digital advertising. He holds a bachelor’s degree in English literature from UCLA and is certified in software product management.TMFWryWriteStocks MentionedAlphabetNASDAQ: GOOGL$312.00(+1.50%)+$4.62AlphabetNASDAQ: GOOG$311.43(+1.39%)+$4.28SymboticNASDAQ: SYM$54.78(-4.60%)-$2.64*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.

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