Just been diving into some of the best AI stocks worth considering right now, and honestly, the market's been throwing some interesting opportunities our way lately.

Here's what I'm seeing: the macro picture is actually pretty solid for tech. Earnings and rates are both working in our favor. The AI spending story isn't slowing down—if anything, it's accelerating. AI hyperscalers are projected to drop roughly $530 billion in capex this year, up from $400 billion last year. That's the kind of momentum that doesn't just disappear.

What caught my attention is how the pullbacks we've seen are creating entry points for the best AI stock opportunities. I'm talking about situations where quality companies got hit hard but their fundamentals are still firing on all cylinders.

Take ServiceNow. The stock got absolutely crushed—down nearly 50% from its January highs. But here's the thing: the company is genuinely integrating AI into everything it does. They deepened their partnership with OpenAI, they're working with Anthropic on Claude integration, and their numbers are still impressive. Revenue hit $13.28 billion in 2025 with consistent 21-24% growth. They're projecting 20% revenue growth for 2026 and 18% for 2027. The CEO bought $3 million worth of shares recently, which tells you something. If NOW just recovers to those January levels, we're looking at roughly 100% upside from here.

Then there's Celestica, which is the infrastructure play behind the AI boom. This is the pick-and-shovels story—they manufacture the hardware that powers AI data centers. Revenue grew 29% in 2025 to $12.39 billion, and they're guiding for 37% growth in 2026. The company more than doubled revenue between 2021 and 2025. They're investing $1 billion in capex in 2026 because demand for AI infrastructure isn't slowing down. CLS is down about 25% from its November highs, and with 15 out of 18 analyst recommendations being Strong Buys, it's one of the best AI stocks to consider on this dip.

The broader tech sector earnings outlook for Q1 2026 is at 24% growth versus 18% in mid-January. That's acceleration, not deceleration. And 15 out of 16 Zacks sectors are projected to post earnings growth in 2026.

Looking at the technical picture, both stocks found support at key levels this week. NOW is right near its 50-day moving average after hitting oversold RSI levels we haven't seen in a decade. CLS bounced at its 200-day moving average.

The way I see it, if you're a long-term investor, these kinds of pullbacks in quality best AI stocks are exactly when you should be thinking about building positions. History shows that buying during chaos and downturns works over the long haul. The earnings growth is there, the capex spending is accelerating, and valuations have compressed. That's a setup worth paying attention to.