Prediction: The Artificial Intelligence (AI) Stocks That Win in 2026 Won't Be the Same Ones That Won in 2025

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Importantly, AI has started to demonstrate its strengths as companies already are generating billion-dollar revenue through sales of AI tools -- and others are seeing results as they apply these products to their businesses.Though AI stocks have encountered some rough patches in recent months, and the geopolitical backdrop has weighed on appetite for growth stocks, the long-term AI story remains intact. But I don't think the same AI companies will continue to lead gains year after year.Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »My prediction is the AI stocks that win in 2026 won't be the same ones that won in 2025. Let's consider what might unfold in the months to come -- and which stocks may come out on top.Image source: Getty Images.Last year, investors rushed to get in on companies that went all in on AI, or those specialized in this technology. By this, I mean players like AI chip leader Nvidia, and neocloud companies CoreWeave and Nebius Group.CRWV data by YChartsNvidia powers key AI tasks with its graphics processing units (GPUs) and sells complete systems that support customers' AI projects. Meanwhile, CoreWeave and Nebius offer AI customers access to GPUs -- and they specialize in AI workloads. All of this has turned into explosive revenue growth, in the double and triple digits, for these three companies.Though these companies should continue to see impressive growth and benefit from the next chapters of the AI story, my prediction is that investors may rotate into a set of companies that are key players in AI but also have broader businesses that aren't specifically linked to this hot technology.They may do this for two reasons: First, some of these players haven't advanced as much as the stocks I just mentioned, so there may be more potential for stock performance. And second, these players may attract investors who are a bit more cautious and aim to get in on companies that are less reliant on AI growth.The following four companies fit the bill. Their shares advanced last year, but to a lesser extent than the AI leaders I mentioned above.AAPL data by YChartsMany AI investors overlooked Apple (NASDAQ: AAPL) as the company joined the AI market later than its peers, only launching AI features, called Apple Intelligence, in late 2024. But the company may now benefit as customers spend more time on their Apple devices thanks to these features -- Apple's customers are already loyal, but these AI elements may reinforce that loyalty.Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoTrending tickersMETA Meta Platforms, Inc. 545.47 -49.42 (-8.31%)RDDT Reddit, Inc. 125.30 -14.34 (-10.27%)TSM Taiwan Semiconductor Manufacturing Company Limited 328.20 -19.55 (-5.62%)BTC-USD Bitcoin USD 68,221.50 -2,679.52 (-3.78%)KOD Kodiak Sciences Inc. 39.44 +16.69 (+73.36%)PortfolioSign in to access your portfolioSign inTop gainersKOD Kodiak Sciences Inc. 39.50 +16.75 (+73.63%)NAVN Navan, Inc. 12.79 +3.64 (+39.78%)CAR Avis Budget Group, Inc. 144.25 +20.69 (+16.74%)ELVN Enliven Therapeutics, Inc. 40.02 +4.49 (+12.62%)NEXT NextDecade Corporation 8.18 +0.84 (+11.44%)Top losersPONY Pony AI Inc. 9.75 -1.65 (-14.44%)VICR Vicor Corporation 160.00 -26.00 (-13.98%)AAOI Applied Optoelectronics, Inc. 99.46 -14.95 (-13.07%)AXTI AXT, Inc. 58.73 -8.62 (-12.80%)BE Bloom Energy Corporation 132.92 -17.31 (-11.52%)Most activeNVDA NVIDIA Corporation 172.20 -6.48 (-3.63%)MARA MARA Holdings, Inc. 8.66 +0.38 (+4.59%)SNAP Snap Inc. 3.9700 -0.5200 (-11.58%)INTC Intel Corporation 44.17 -3.01 (-6.38%)ONDS Ondas Inc. 9.53 -0.78 (-7.57%)Top economic eventsEarnings eventsMy earnings eventsEarnings events