In this article, we will discuss: 8 Best AI Stocks to Buy According to Billionaire Ken Griffin.
On January 21, 2026, Business Insider reported that Citadel CEO Ken Griffin stated at the World Economic Forum in Davos that the artificial intelligence boom represents hype mixed with minimal productivity improvements. Griffin said, “Is it hype? Of course,” noting significant investment in AI infrastructure. He suggested that US data center spending might top $500 billion this year, while Bank of America predicted total annual spending of $385 billion between 2025 and 2028. Griffin stated, “You’re not going to generate this kind of spend unless you’re going to make a promise you’re going to profoundly change the world.”
Griffin challenged projections that AI may swiftly eliminate jobs, referring to claims made by Anthropic CEO Dario Amodei. He remarked that generative AI techniques frequently appear strong at first but deteriorate over time, referencing one report that turned into “garbage.” Griffin stated that AI has “re-empowered the head of technology” across firms, but it still lacks uniform depth.
With that said, here are the 8 Best AI Stocks to Buy According to Billionaire Ken Griffin.
Our Methodology
To curate our list of Ken Griffin’s 8 best AI stocks, we scanned Citadel Investment Group’s Q4 2025 13F filings, using Insider Monkey’s 13F database. We have limited our final selection to companies that have recently reported noteworthy developments likely to impact investor sentiment. These stocks are also popular among analysts and elite hedge funds. The stocks are ranked in ascending order of Citadel Investment Group’s stake value.
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. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
8. Micron Technology, Inc. (NASDAQ:MU)
Citadel Investment Group’s Stake Value: $871,149,807
On April 22, 2026, Reuters reported that Micron Technology, Inc. (NASDAQ:MU) is lobbying Congress to tighten export controls on chipmaking equipment used by Chinese competitors, quoting sources familiar. Lawmakers cleared the MATCH Act, which seeks to close regulatory gaps as well as compel foreign toolmakers to comply with US restrictions. The measure targets Chinese firms like Yangtze Memory Technologies, ChangXin Memory Technologies, and Semiconductor Manufacturing International Corp.
Sources said Micron Technology, Inc. urged more action to prevent China’s memory ambitions, presenting the matter as national security. CEO Sanjay Mehrotra had a meeting with House and Senate panels behind closed doors.
The proposal would limit additional equipment, including DUV immersion machines, and require licensing for tool servicing at specific sites. Samsung Electronics and SK Hynix dominate memory markets, while Chinese players develop despite existing restrictions.
Micron Technology, Inc. provides innovative memory and storage solutions. It operates in four segments: Compute and Networking Business Unit, Mobile Business Unit, Embedded Business Unit, and Storage Business Unit.
7. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)
Citadel Investment Group’s Stake Value: $909,428,811
On April 16, 2026, CNBC reported that Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) and ASML reported solid earnings but saw shares dip, suggesting high market expectations. TSMC’s first-quarter profit jumped by 58%, above expectations and marking a fourth straight record quarter. CEO C.C. Wei cited “extremely robust” AI-driven demand. High-performance computing generated 61% of sales, up from 55% in the previous quarter, with gross margins reaching 66%. Shares fell nearly 3% on Thursday.
On the other hand, ASML posted solid results and an improved forecast, but shares declined by as much as 6.5% before closing down about 2.5% lower, weighed down by China sales fears and lofty expectations. CEO Christophe Fouquet said that the potential output of EUVs in 2027 could reach 80 units depending on demand.
Jordan Klein of Mizuho told CNBC that investors had already priced in excellent performance, bringing in a “fast-money rotation.” Smartphone revenue fell 11% quarter over quarter due to a memory scarcity.
Taiwan Semiconductor Manufacturing Company Limited manufactures and sells integrated circuits and wafer-based semiconductor devices. Its chips are used in personal computers and peripherals, information applications, wired and wireless communications systems, automobiles, and industrial equipment, as well as consumer devices such as cellphones, digital televisions, gaming consoles, and digital cameras.
6. Alphabet Inc. (NASDAQ:GOOGL)
Citadel Investment Group’s Stake Value: $913,187,829
On April 20, 2026, Reuters reported that Marvell Technology’s stock went up about 5% after The Information revealed that Alphabet Inc. (NASDAQ:GOOGL)’s Google is in talks with the chip manufacturer to produce two AI-focused chips. The story claimed sources that described a memory processing unit to supplement Google’s tensor processing units, as well as a new TPU geared to run AI models more effectively.
The negotiations show Google’s efforts to extend its reach beyond Broadcom as the market for AI chips grows. Alphabet Inc.’s Google presently uses TPUs for model training and inference, with Broadcom providing design support.
AJ Bell’s investment director, Russ Mould, told Reuters that competitors want to grab growth by creating their own chips, while customers want to diversify their supply chains.
Marvell shares have gone up by around 64% year to date after losing 23% in 2025. Last month, Nvidia spent $2 billion on Marvell to enable custom chip development, whereas Meta recently expanded its cooperation with Broadcom.
Alphabet Inc. is a holding firm that invests in software, healthcare, transportation, and other technology. It operates in three segments: Google Services, Google Cloud, and Other Bets.
5. Broadcom Inc. (NASDAQ:AVGO)
Citadel Investment Group’s Stake Value: $1,336,485,916
On April 20, 2026, CNBC reported that Broadcom Inc. (NASDAQ:AVGO) shares dipped roughly 2%. On the other hand, Marvell Technology shares rose nearly 6% after The Information revealed the firm would assist Google in designing two new artificial intelligence chips. The proposed collaboration consists of a tensor processing unit and a memory processing unit, which would expand Google’s chip strategy beyond Broadcom Inc..
The Google-Broadcom agreement will continue through 2031. Google and Marvell did not reply to requests for comments.
Marvell and Broadcom Inc. both give backend chip design support before manufacturing at major fabrication operations. The move shows growing demand as large technology companies create in-house AI accelerators.
On April 22, 2026, Broadcom Inc. announced an expanded relationship with Google Cloud on its new Cloud Network Insights service, which is powered by AppNeta by Broadcom. Cloud Network Insights offers end-to-end network observability to directly help enterprises in managing application and network experience, detecting anomalies, and diagnosing underlying causes across complex, multi-cloud, hybrid, and agentic environments.
Broadcom Inc. is a multinational technology business that designs, develops, and sells semiconductors and infrastructure software solutions. It operates through two segments: Semiconductor Solutions and Infrastructure Software.
4. Apple Inc. (NASDAQ:AAPL)
Citadel Investment Group’s Stake Value: $1,500,827,597
On April 21, Reuters reported that Apple Inc. (NASDAQ:AAPL) appointed John Ternus as CEO, showing a renewed focus on hardware and adding AI to existing devices rather than introducing a specific AI product. Ternus, a 25-year veteran who has overseen many iPhone generations, will take the role in September, succeeding Tim Cook, who led the company to a market value of over $4 trillion.
Analysts stressed the importance of strategic continuity. Ben Barringer of Quilter Cheviot said the move gives confidence to investors, adding that Ternus has headed Apple Inc.’s hardware market. It is the company’s primary growth engine. Ryan Shrout of Signal 65 said Ternus’ expertise is focused on integrated hardware, software, and silicon rather than falling under a new AI-first category.
Under Cook, shares soared by about 20 times because of the rising iPhone demand, service growth, and incremental changes. Analysts believe Apple Inc. will likely expand by bringing AI into its ecosystem, but Elmwood’s Daniel Binns called the “AI-first device” story premature.
Apple Inc. designs, manufactures, and sells smartphones, personal computers, tablets, wearables, and accessories, as well as a variety of connected services. It operates in the Americas, Europe, Greater China, Japan, and the Rest of the Asia Pacific.
3. Microsoft Corporation (NASDAQ:MSFT)
Citadel Investment Group’s Stake Value: $1,578,249,860
On April 21, 2026, Reuters reported that Microsoft Corporation (NASDAQ:MSFT) had to deal with a mass lawsuit in the United Kingdom alleging that it overcharged businesses for Windows Server licenses on alternative cloud platforms. It happened right after the Competition Appeal Tribunal permitted the case to proceed. A competition lawyer, Maria Luisa Stasi, filed the action on behalf of close to 60,000 businesses, with possible damages of up to 2.1 billion pounds ($2.8 billion).
In the claim, Microsoft Corporation raised wholesale prices for Windows Server on services provided by Amazon, Google, and Alibaba. It offered more attractive pricing for its Azure platform, pushing up consumer costs and distorting competition. Lawyers argued that the pricing variations made Azure more affordable.
Microsoft Corporation claims the case lacks a realistic basis for calculating losses and plans to appeal the tribunal’s judgment while rejecting the allegations. Stasi hailed the decision as a major step for affected organizations.
Regulators in the United Kingdom, Europe, and the United States are still investigating cloud licensing policies, and the UK’s CMA has just launched an investigation into Microsoft Corporation.
Microsoft Corporation creates and supports software, services, devices, and solutions. Its business is divided into three segments: productivity and business processes, intelligent cloud, and more personal computing.
2. Amazon.com, Inc. (NASDAQ:AMZN)
Citadel Investment Group’s Stake Value: $3,263,557,286
On April 20, 2026, Reuters reported that California accused Amazon.com, Inc. (NASDAQ:AMZN) of collaborating with retailers to drive up consumer prices, referring to newly released evidence in a 3-1/2-year antitrust action led by Attorney General Rob Bonta. The filing alleged Amazon.com, Inc. engaged with companies such as Levi Strauss to influence pricing at Walmart, Home Depot, and Chewy in order to avoid matching lower rates.
Bonta claimed that the firm’s actions prompted competitors to raise prices or limit availability and made sure that the firm would not be undercut. The complaint included examples of efforts to raise costs on fertilizer, eye drops, khaki pants, and pet treats.
Amazon.com, Inc. said that its agreements are still legal and beneficial to consumers and that the litigation is an attempt to deflect from problems in California’s claims. The corporation intends to respond in court.
The action seeks damages and an injunction to stop the alleged conduct, with a hearing planned for July 23 and a trial on January 19, 2027. Amazon.com, Inc. generated more sales than Walmart in 2025.
Amazon.com, Inc. is a globally recognized technology firm that provides online retail shopping operations. It operates in three segments: North America, International, and Amazon Web Services.
1. NVIDIA Corporation (NASDAQ:NVDA)
Citadel Investment Group’s Stake Value: $4,020,832,390
On April 18, 2026, CNBC reported that NVIDIA Corporation (NASDAQ:NVDA)’s transition to artificial intelligence is straining its connection with gamers, as data center goods dominate performance and strategy. The data center revenue now makes up 91.5% of overall sales, which shows rising demand for AI processors.
Bernstein analyst Stacy Rasgon commented that gaming no longer drives the business, as NVIDIA Corporation focuses on higher-margin AI GPUs like Blackwell and Rubin. The compute and networking margins averaged 69% during the course of three years, as opposed to 40% for gaming.
The memory constraints forced NVIDIA Corporation to focus its supply on AI chips, reducing gaming GPU output and hiking expenses. Industry estimates forecast that gaming output could potentially be reduced by up to 40%.
Gamers also opposed NVIDIA Corporation’s DLSS 5 software, which was released on March 16, 2026. They expressed concerns that generative artificial intelligence affects game design. The firm clarified that developers retain control over implementation. The corporation noted that it will continue to ship GeForce GPUs and work with suppliers to increase memory availability.
NVIDIA Corporation designs and manufactures computer graphics processors, chipsets, and related multimedia applications. It functions in two segments: graphics processing unit and compute and networking.
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