2 Top Nasdaq Stocks to Buy Before They Skyrocket in 2026

2 hours ago 2

Harsh Chauhan, The Motley Fool

Sun, January 25, 2026 astatine 9:50 AM CST 6 min read

Semiconductor superior instrumentality spending is apt to transcend marketplace expectations successful 2026, perchance paving the mode for further upside astatine 1 of the companies discussed.
Spending connected artificial quality (AI) cybersecurity could treble this year, which is wherefore it whitethorn beryllium a bully clip to bargain this beaten-down cybersecurity stock.
10 stocks we similar amended than Applied Materials ›

The Nasdaq Composite has stitched unneurotic awesome wide gains of 111% successful the past 3 years, outpacing the 74% leap successful the S&P 500 implicit the aforesaid period. The Nasdaq's outperformance is simply a effect of the exertion sector's steadfast growth, chiefly driven by the adoption of artificial quality (AI) crossed aggregate industries.

It won't beryllium astonishing to spot the tech-focused Nasdaq Composite scale caput higher successful 2026 arsenic well. After all, planetary AI spending is poised to deed $2.5 trillion this year, according to Gartner. That would beryllium a astir 44% summation from past year. What's more, planetary AI spending is anticipated to leap by different 32% successful 2027.

That's wherefore present is simply a bully clip to instrumentality a person look astatine a mates of tech stocks poised to payment from higher AI spending successful 2026 and perchance present steadfast gains for investors.

Arrows successful bluish pointing upward toward the fig 2026.

Shares of semiconductor manufacturing instrumentality institution Applied Materials (NASDAQ: AMAT) person jumped by 72% successful the past six months. That's not surprising, arsenic determination is simply a steadfast request for chipmaking instrumentality driven by the robust request for AI-specific semiconductors. Market probe steadfast Omdia estimates that the semiconductor industry's gross could summation by astir 31% this twelvemonth to much than $1 billion.

However, determination is simply a shortage of some logic and representation chips, arsenic evidenced by caller results from Taiwan Semiconductor Manufacturing and Micron Technology. This is wherefore the request for chipmaking instrumentality is acceptable to leap successful 2026. According to manufacture relation SEMI, semiconductor instrumentality income could summation to $145 cardinal successful 2026 from $133 cardinal past year. However, don't beryllium amazed to spot a bigger increase.

TSMC, for instance, is connected way to summation its 2026 superior expenditures (capex) by $13 cardinal astatine the midpoint of its guidance range. Micron, meanwhile, intends to instrumentality its capex to $20 cardinal successful the existent fiscal twelvemonth from conscionable nether $14 cardinal successful the erstwhile fiscal year, an summation of $6 billion. So, the existent leap successful semiconductor instrumentality spending this twelvemonth could beryllium overmuch larger than SEMI anticipates.