Fidelity managers reveal top AI stocks for 2026
View original at finance.yahoo.comFidelity managers reveal top AI stocks for 2026 The artificial intelligence revolution is upon us, and it doesn't show signs yet that it's slowing down…
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Big-cap tech stocks are not overvalued despite growing to represent over one-third of the S&P 500
80% confidenceHyperscaler spending increased from roughly $100 billion in 2023 to more than $300 billion in 2025, could exceed half a trillion dollars within the next few years
80% confidenceAI is still in the build phase. There are a lot of 'picks and shovels' companies that could potentially benefit
80% confidenceIf we need power now, the main source is gas turbines
80% confidenceValuations today are not even close to what's been experienced during bubble extremes of the past
80% confidenceUnlike during the internet boom when spending was overwhelmingly funded by debt, AI spending is being mainly financed with cash by highly profitable companies
80% confidenceThere's still a lot of runway for improvement in AI-driven advertising
80% confidenceAchieving human-like intelligence will require much more than simply GPUs
80% confidenceMagnificent 7 members are delivering mid-20% range earnings growth, outpacing mid-single-digit growth for the rest of the S&P 500
80% confidenceSmall nuclear reactor technology could benefit players like Rolls-Royce in the long term, but those are unlikely to arrive until the 2030s
80% confidenceThe next wave of gains is happening at the system level, not the chip level. This is a rack-scale problem now
80% confidenceMost investors are underestimating how impactful AI will ultimately be
80% confidenceNvidia isn't just a chip company anymore, they're selling full rack-scale systems - complete supercomputers designed to train and run AI models
80% confidenceAI requires computation, and Nvidia and Taiwan Semi are the main providers of it
80% confidence
Data points we hold from this source
| Amazon Web Services · hyperscaler capex | 300 billion_USD |