So I've been watching the tech selloff lately and honestly, there's some solid opportunities showing up if you know where to look. The market's been jittery, but here's the thing—the fundamentals for AI and tech are actually firing on all cylinders right now. Earnings and interest rates are both playing ball, which is exactly what moves stocks long-term.

Let me break down which stocks to buy today that caught my attention. First up is ServiceNow. Yeah, it's taken a beating—down almost 50% from its January highs—but that's exactly when you should start paying attention to quality names. The company's basically become the AI control tower for enterprise customers trying to innovate. They just deepened their partnership with OpenAI to power agentic AI experiences, and they're expanding Claude integration through Anthropic too.

The numbers tell the story. ServiceNow hit $13.28 billion in revenue last year with consistent 21-24% annual growth. They closed out 2025 with 244 deals over $1 million in new contract value, up 40% year-over-year. Earnings grew 22% to $1.67 per share. Looking ahead, they're projecting 20% revenue growth for 2026 and 18% for 2027. The CEO just bought $3 million worth of shares himself, which says something. If NOW returns to its January highs, you're looking at nearly 100% upside from current levels.

Then there's Celestica, which is a different animal altogether. This is the behind-the-scenes play—they manufacture the actual hardware that powers AI data centers. Down about 25% from November highs, which frankly feels like a gift. CLS grew revenue 29% last year to $12.39 billion and nearly doubled their top line since 2021. Adjusted earnings jumped 56% in 2025.

Here's what really matters: AI spending isn't slowing down. Hyperscalers are projected to drop $530 billion on capex this year. Celestica's guiding for 37% revenue growth in 2026 and 39% in 2027. They're investing $1 billion in capital expansion because demand for AI infrastructure is strengthening, not weakening. This is the pick-and-shovels play that benefits from the entire AI buildout.

So which stocks to buy today if you're thinking about dip buying? Both of these. ServiceNow offers the software angle integrated with AI, Celestica gives you the hardware infrastructure play. The market's been scared, but that's created the kind of entry points long-term investors should be hunting for. Tech earnings outlook has surged to 24% growth expectations, and most sectors are seeing positive revisions. This is exactly the environment where you want to be positioned in quality growth names.