Artificial Intelligence (AI) Stocks Have Crushed the Broader Market in 2026. Here Are 2 Top Stocks to Buy Before They Soar Higher This Earnings Season and Beyond

Artificial intelligence stocks have outpaced the broader market in 2026, with the Global X AI & Technology ETF gaining 23% compared to the Nasdaq Composite's 13%. Bank of America analyst Vivek Arya expects AI infrastructure buildout to remain a major market driver through year-end, citing component shortages and strong demand for chips from companies like Micron Technology and Advanced Micro Devices. Nvidia and Celestica are highlighted as undervalued AI stocks poised for gains this earnings season, as major tech companies including Alphabet, Amazon, Meta, and Microsoft plan to increase their combined 2026 capital expenditure to $725 billion—77% above initial estimates—to meet a $2.1 trillion contractual backlog for data center infrastructure.