In this article, we will discuss the 12 Best AI and Technology Stocks to Buy Now.
On June 25, Bloomberg, while quoting the report from research firm Exponential View, noted that the revenue from AI has touched a tipping point. This demonstrates that the billions of dollars leading technology giants are spending might be economically sustainable.
The global AI sales, excluding China, touched $25 billion in Q1 2026. This exceeds the industry’s estimated $21 billion in depreciation costs related to the investments in data centers and chips for the 2nd consecutive quarter, reported Bloomberg.
Despite the milestone suggesting that AI companies are starting to cover the cost of capital spending, margins remain thin. Since the depreciation charges eat up over two-thirds of revenue, there is a small buffer to cover other expenses like power, labor, and financing.
Bloomberg, while quoting the report, further highlighted that generative AI revenue, excluding China, touched $110 billion over the previous 12 months. It continues to scale 3x faster compared to the previous IT wave, which included the internet, mobile applications, and the cloud.
Amidst such trends, we will now have a look at the 12 Best AI and Technology Stocks to Buy Now
Our Methodology
To list the 12 Best AI and Technology Stocks to Buy Now, we sifted through screener and shortlisted companies catering to the broader AI and technology sector. We also mentioned the hedge fund sentiments around each stock, as of Q1 2026. Finally, the stocks are arranged in an ascending order of their hedge fund sentiments.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Insider Monkey’s quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 599.2% since May 2014, beating its benchmark by 372 percentage points (see more details here).
12 Best AI and Technology Stocks to Buy Now
12. Zeta Global Holdings Corp. (NYSE:ZETA)
Number of Hedge Fund Holders: 41
Zeta Global Holdings Corp. (NYSE:ZETA) is one of the Best AI and Technology Stocks to Buy Now. On June 24, Needham maintained a “Buy” rating on the company’s stock and maintained a price objective of $25. According to the firm, the company’s new partnership with AI software firm Palantir remains strategically positive. The agreement focuses on combining Zeta Global Holdings Corp. (NYSE:ZETA)’s data and AI tools with Palantir’s Foundry platform, which will create an enterprise marketing infrastructure.
The analyst believes that the key benefit is that Palantir’s Foundry can improve the performance of Zeta Global Holdings Corp. (NYSE:ZETA)’s Data Cloud. This will be done through serving as the data operating layer underneath Athena. The firm views this alliance as a strategic improvement rather than an immediate financial catalyst. That being said, the agreement can result in longer-term upside.
Notably, it was earlier highlighted that Palantir and Zeta Global Holdings Corp. (NYSE:ZETA) are combining AI infrastructure with the latter’s intelligent decisioning as well as trusted data. This can help bring a new standard of data-driven, agentic marketing to the enterprise.
Zeta Global Holdings Corp. (NYSE:ZETA) operates an omnichannel data-driven cloud platform, which is engaged in providing enterprises with consumer intelligence and marketing automation software.
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