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.
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. (NASDAQ:MU) 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. (NASDAQ:MU) 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 (NYSE:TSM) 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.
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