Billionaire Stanley Druckenmiller Just Went All in on AI, Buying Amazon, Meta Platforms, and Alphabet. Could AI Stocks Still Deliver Big Returns in 2026?

Microsoft is leading Wedbush's AI stock list as its favorite large-cap tech company to own in 2026.

Besides Nvidia, Wedbush’s Dan Ives recommended three other “Magnificent Seven” stocks to play the AI trade, plus a “cult” stock and a software company.

The best part of the AI story is that it has probably just begun. Grand View Research forecasts a compound annual growth rate (CAGR) of 31% through 2033. That probably means other stocks hold the potential for 10-fold gains by 2036. While a lot can happen in 10 years, these stocks are on track to make such gains as they help advance AI.

Investors keep buying AI stocks even though many believe the stocks are historically overpriced. In the Motley Fool survey, published Dec. 15, two-fifths of investors said they believe AI stock prices reflect a “speculative bubble,” rather than a “sustainable trend.” The survey reached 2,600 adults.

Chinese AI and semiconductor stocks have rallied since the breakout of the China-made DeepSeek-R1 AI model in January 2025.

FTAI declared the commencement of FTAI Power, a new initiative aimed at transforming its extensive supply of CFM56 aircraft engines into power turbines for the AI

While semiconductor and artificial intelligence (AI) infrastructure stocks have powered the market for the last few years, 2026 could finally be the year that AI software stocks break out. Let's look at three AI software stocks to own in 2026.

Analysts at Pivotal Research warned in a recent note to clients that should ChatGPT-maker OpenAI may cut its spending or face other issues due to its .

A recent Securities and Exchange Commission (SEC) Form 4 filing revealed that Milton C. Ault III, director, executive chairman, and 10% owner at Hyperscale Data, had purchased 1,608,800 common shares of the company during Dec. 30-31, 2025.

Microsoft's Azure has been the fastest grower of the big three cloud computing companies. Alphabet has a cost advantage with its custom AI chips that should become more evident starting next year. Both stocks should perform well in 2026.