In this article, we will discuss the 8 Unstoppable AI Stocks to Buy Now.
On May 7, Paul Tudor Jones, Tudor Investment Corporation Founder & CIO, and Robin Hood Foundation Founder & Board Member, joined CNBC’s ‘Squawk Box’ to discuss his recent decision to increase holdings in AI stocks following a conference. Jones clarified that rather than picking specific semiconductor chips or hyperscalers, he prefers buying baskets of stocks to capture the broader market movement. Seeking historical precedents for the current environment, he compared the AI surge to previous productivity miracles. He equated the launch of ChatGPT in 2022 to the release of the Apple computer in 1977 and noted that both were revolutionary but required a secondary event for widespread commercial adoption. He argued that the finalization of Claude Code in January of this year is the equivalent of Microsoft’s 1981 PC launch, which triggered a cycle of massive growth.
Jones further drew parallels to 1995, specifically the moment the internet was opened for commercial use and the subsequent release of Windows 95. He noted that these past productivity miracles typically lasted between four and five and a half years. Based on this timeline, Jones estimates that the current cycle is roughly 50 to 60 percent complete, suggesting the market has at least another year or more to run. He reflected on a previous conversation where he compared the market to the fall of 1999; despite that comparison, he pointed out that the market still had 40 percent more to gain at that time.
Our Methodology
We used screeners to identify AI stocks that have gained over 60% in the past 1 year, and 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 their share price performance.
Note: All data was sourced on May 13.
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 Unstoppable AI Stocks to Buy Now
8. MongoDB Inc. (NASDAQ:MDB)
1-Year Performance: 61.12%
MongoDB Inc. (NASDAQ:MDB) is one of the unstoppable AI stocks to buy now. On May 7, MongoDB announced new capabilities at MongoDB local London 2026 to provide a unified AI data platform for running agents in production. This updated system integrates a real-time database, vector search, and memory into a single backend, eliminating the need for enterprises to stitch together disparate systems.
By offering automated embeddings through Voyage AI, the platform allows developers to generate real-time context as data is updated, reducing the manual infrastructure work required for semantic search. Performance enhancements in the new MongoDB 8.3 release offer up to 45% faster reads and 35% faster writes without requiring changes to existing application code.
These improvements are designed to meet the high-speed requirements of mission-critical workloads, such as those at Adobe and Lloyds Banking Group, which demand sub-second context updates and high reliability. Additionally, the generally available LangGraph.js Long-Term Memory Store provides developers with persistent, cross-conversation memory to ensure agents remain accurate over time. To address strict data residency and security requirements, MongoDB Inc. continues to support deployments across AWS, Google Cloud, Microsoft Azure, and on-premises environments.
MongoDB Inc. provides a general-purpose database platform that increasingly powers AI-driven applications by enabling the storage and processing of the high-volume, diverse data required for ML models and GenAI workloads.
7. Hewlett Packard Enterprise Company (NYSE:HPE)
1-Year Performance: 70.29%
Hewlett Packard Enterprise Company (NYSE:HPE) is one of the unstoppable AI stocks to buy now. On May 12, HPE announced the fourth generation of its HPE Private Cloud, designed to unify virtual machines and containers on a single platform powered by the latest ProLiant Compute Gen12. This integrated approach allows enterprises to modernize infrastructure and manage cloud-native workloads without fragmented tools.
New software enhancements, including integrations with Zerto and Veeam, facilitate seamless migration from legacy environments and provide continuous data protection and granular recovery from cyber events. The company is also expanding its unified data platform with the introduction of the HPE Alletra Storage MP X10000, which now supports both native file and object storage. This platform is built to accelerate AI data pipelines by offering high-performance storage that scales up to 23PB with a 100% data availability guarantee.
Additionally, the X10000 features a Data Protection Accelerator Node that enables industry-leading backup ingest speeds of up to 2.5 PB/hour. Hewlett Packard Enterprise Company is embedding agentic AI capabilities across its storage and data software to automate and simplify complex operations. New AI-powered assistants in HPE Data Fabric and Zerto provide NL interfaces for faster reporting and automated threat visibility through integrations with Microsoft Defender.
Hewlett Packard Enterprise Company provides AI-native infrastructure and HPC solutions essential for training LLMs and running AI inferencing. Its platforms enable enterprises to scale AI-driven workloads seamlessly from edge to cloud.
6. Cognex Corp. (NASDAQ:CGNX)
1-Year Performance: 107.72%
Cognex Corp. (NASDAQ:CGNX) is one of the unstoppable AI stocks to buy now. On May 5, Cognex launched the In-Sight 3900, a high-performance embedded AI vision system powered by Qualcomm Dragonwing platforms. Designed for high-speed production lines in sectors like automotive and electronics, the system performs complex inspections directly at the edge without requiring an external PC. This integration allows manufacturers to maintain full production throughput while achieving superior inspection depth and accuracy.
The system delivers processing speeds up to four times faster than previous generations and supports high-resolution imaging up to 25 megapixels. By using dedicated AI processors and Cognex’s Edge AI tools, the In-Sight 3900 enables real-time, deterministic decision-making and finer defect detection. It also features a dual Ethernet architecture to ensure reliable connectivity with industrial robots, PLCs, and enterprise systems.
When integrated with the Cognex OneVision ecosystem, the In-Sight 3900 supports scalable cloud-to-edge workflows, allowing AI models to be trained centrally and deployed locally. This setup simplifies the validation and lifecycle management of vision tools across multiple manufacturing sites. Ultimately, the system is designed to provide a robust, easy-to-maintain solution for high-volume production environments that require both speed and high-resolution imaging.
Cognex Corp. provides AI-powered machine vision systems that use deep learning to automate complex inspection and distribution tasks. Its portfolio includes AI-based software and image-based barcode readers that enable high-precision visual data analysis for advanced manufacturing.
5. Lattice Semiconductor Corporation (NASDAQ:LSCC)
1-Year Performance: 123.89%
Lattice Semiconductor Corporation (NASDAQ:LSCC) is one of the unstoppable AI stocks to buy now. On May 4, Lattice entered into a definitive agreement to acquire AMI for $1.65 billion, a move aimed at creating a comprehensive, secure management and control platform for cloud and AI infrastructure. By combining Lattice’s low-power FPGAs with AMI’s expertise in platform firmware and manageability, the company intends to address the increasing complexity and uptime requirements of modern data centers.
The deal, valued at $1.0 billion in cash and ~$650 million in stock, is expected to close in Q3 2026. The acquisition is projected to double Lattice’s serviceable addressable market and accelerate its trajectory toward an annual revenue run-rate exceeding $1 billion by the end of 2026. Lattice expects the transaction to be immediately accretive to gross margin, free cash flow, and non-GAAP EPS. Despite the merger, both companies emphasized their continued commitment to providing silicon-agnostic solutions and multi-vendor support for their existing partner ecosystems.
By integrating AMI’s firmware capabilities, Lattice Semiconductor Corporation aims to expand its system-level role in security and predictive maintenance while shortening time-to-market for its customers. AMI is expected to contribute over $200 million in revenue in 2026. The combined entity will focus on delivering integrated “everywhere companion chip” solutions that provide greater design flexibility and control for compute, communications, and industrial markets.
Lattice Semiconductor Corporation specializes in low-power FPGAs that are increasingly essential for AI at the edge, enabling energy-efficient AI inferencing and hardware acceleration. Its system solutions and IP licenses support the deployment of ML in power-constrained environments like IoT and automotive systems.
4. Alphabet Inc. (NASDAQ:GOOGL)
1-Year Performance: 144.45%
Alphabet Inc. (NASDAQ:GOOGL) is one of the unstoppable AI stocks to buy now. On May 12, Google announced the Googlebook, a new category of laptops built on an intelligence-focused system that integrates the Android tech stack with the ChromeOS browser experience. These devices are designed from the ground up for Gemini Intelligence, featuring a “Magic Pointer” developed with Google DeepMind. This tool provides contextual suggestions (such as scheduling meetings from emails or visualizing home decor) simply by hovering or clicking, aiming to transform the cursor into a proactive assistant.
The platform is deeply optimized for the Android ecosystem, allowing users to run phone apps directly on their laptops and access mobile files through “Quick Access” without manual transfers. Users can also utilize “Create your Widget” to build personalized dashboards via AI prompts, consolidating information from the web and Google apps like Gmail and Calendar into a single, real-time desktop view.
Google is collaborating with partners including Acer, ASUS, Dell, HP, and Lenovo to produce premium hardware for this new category. Launching in fall, each Googlebook will be distinguished by a signature “glowbar” and high-end craftsmanship. While this announcement serves as a sneak peek into the transition from traditional operating systems to “intelligence systems,” more details on the full lineup are expected later this year.
Alphabet Inc. has now evolved into an AI-first company, integrating GenAI across its Google services and offering the Gemini suite of models. Its Google Cloud infrastructure provides the specialized TPU hardware and Vertex AI platforms necessary for enterprises to build and deploy large-scale AI applications.
3. Oklo Inc. (NYSE:OKLO)
1-Year Performance: 155.22%
Oklo Inc. (NYSE:OKLO) is one of the unstoppable AI stocks to buy now. On May 12, Oklo announced a Strategic Partnership Project with Idaho National Laboratory/INL to use the Prometheus AI platform for accelerating advanced reactor and fuel-system designs. This collaboration aims to streamline engineering workflows and technical documentation for the Pluto reactor, an advanced system designed to use plutonium-bearing fuels.
The project is part of the US Department of Energy’s Reactor Pilot Program and the broader federal “Genesis Mission,” which focuses on AI-accelerated innovation. The partnership uses AI agents to interact with Oklo’s existing multiphysics design infrastructure, allowing the system to execute design pipelines and process results automatically. To ensure safety and accuracy, these AI-enabled workflows are designed to keep a human operator in the loop for final oversight and decision-making.
By integrating these tools, the teams expect to improve engineering efficiency and shorten development timelines for next-generation nuclear systems. This agreement grants Oklo Inc. access to specialized expertise and facilities at INL, the nation’s primary center for nuclear energy research. The initiative reflects a growing trend of applying machine learning and AI to nuclear physics to meet national energy goals.
Oklo Inc. develops advanced fission technology to provide the high-density, carbon-free power required to meet the electricity demands of AI data centers. Its powerhouse designs are marketed to support the AI-driven infrastructure needed for continuous, large-scale computing operations.
2. Applied Materials Inc. (NASDAQ:AMAT)
1-Year Performance: 156.68%
Applied Materials Inc. (NASDAQ:AMAT) is one of the unstoppable AI stocks to buy now. On May 3, Applied Materials entered into a definitive agreement to acquire the NEXX business from ASMPT Limited to expand its portfolio of panel-level advanced packaging technologies. NEXX is a leading supplier of large-area deposition equipment, which is critical for building the high-performance AI accelerators required for modern workloads.
By integrating NEXX’s electrochemical deposition/ECD technology, Applied Materials aims to accelerate the industry’s transition from 300mm silicon wafers to larger panel form factors. The acquisition addresses the growing demand for larger chiplet-based designs that integrate multiple GPUs and high-bandwidth memory stacks. As AI architectures become more complex, shifting to larger substrates allows for substantially higher output and more energy-efficient performance.
This deal complements the company’s existing capabilities in digital lithography, PVD, CVD, and metrology, enabling the company to offer more comprehensive, co-optimized solutions for AI chipmakers. The transaction is expected to close within the next few months, pending customary conditions, and does not require regulatory approvals. Upon completion, the NEXX team will be integrated into Applied Materials Inc.’s (NASDAQ:AMAT) Semiconductor Products Group while remaining based in Billerica, Massachusetts.
Applied Materials Inc. provides the foundational semiconductor equipment and materials engineering required to manufacture the advanced chips that power AI infrastructure. Its technologies are critical for producing high-performance GPUs, HBM, and next-gen logic chips.
1. Vertiv Holdings Co. (NYSE:VRT)
1-Year Performance: 263.32%
Vertiv Holdings Co. (NYSE:VRT) is one of the unstoppable AI stocks to buy now. On May 5, Vertiv appointed Frieda He as Chief Procurement Officer to lead its global procurement organization. In this role, she will focus on strengthening supply chain resilience, optimizing costs, and driving supplier quality across Vertiv’s power and thermal management portfolio. Her appointment comes as the company scales to meet the increasing demand for high-density digital infrastructure driven by AI.
She brings nearly 20 years of experience in global supply chain leadership, most recently serving as CPO at Polestar, where she managed over $3 billion in annual global spend. Her background also includes senior roles at Volvo Cars, where she oversaw a $9 billion procurement organization and played a significant role in the company’s transition to electrification. Her expertise spans global sourcing, cost engineering, and managing complex supply chains through periods of global disruption.
Based in Columbus, Ohio, she will join Vertiv Holdings Co.’s (NYSE:VRT) executive team to drive operational discipline and value creation. Her focus will include advancing sustainability and regulatory compliance while building strong partnerships within the global data center and critical infrastructure ecosystem.
Vertiv Holdings Co. provides the critical cooling and power infrastructure essential for managing the intense heat and energy demands of AI high-density data centers.
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