Just been scrolling through the market weakness and honestly, there's some interesting opportunities emerging in the AI and tech space right now. A lot of people are panic selling, but this is exactly when smart investors should be asking which stocks to buy today instead of sitting on the sidelines.

Here's the thing—earnings and interest rates are still supportive. The Fed's expected rate cuts later this year haven't changed, and the AI capex story is actually accelerating. We're looking at roughly $530 billion in AI infrastructure spending this year, up from $400 billion last year. That's not slowing down; it's speeding up. Wall Street keeps worrying about an AI bubble, but the actual spending data tells a different story.

Let me break down which stocks to buy today that are getting hit unfairly. First up is ServiceNow (NOW). This stock got absolutely crushed—down nearly 50% from its January highs. That's a painful drop, but here's what people are missing: the company is actually executing beautifully on AI integration.

ServiceNow just deepened its partnership with OpenAI and is expanding with Anthropic to embed Claude models directly into their platform. They're calling themselves the "AI control tower for business reinvention," and honestly, the positioning is solid. The numbers back it up too. Q4 2025 showed 21-24% sales growth (now at $13.28 billion), 244 contracts worth over $1 million in new annual contract value, and they're projecting 20% revenue growth for 2026. GAAP earnings are up 22% year-over-year. The CEO just bought $3 million worth of shares, saying there's no better entry point. That's the kind of signal I pay attention to.

Now at these levels, NOW is trading with roughly 70% upside potential according to analyst targets. If it recovers to its January highs, we're talking nearly double your money. The technical setup is also interesting—it bounced off its 50-day moving average this week.

The second pick I'm watching is Celestica (CLS), which is down about 25% from its November peak. This is the pick-and-shovels play in the AI infrastructure space. CLS manufactures the actual hardware—servers, networking switches, data center equipment—that the hyperscalers need to build out their AI infrastructure.

The growth trajectory here is insane. Revenue jumped 29% to $12.39 billion in 2025, and adjusted earnings grew 56%. They're projecting 37% revenue growth for 2026 and 39% for 2027, which would push them close to $24 billion in revenue. That's nearly doubling from 2025. Plus, management just committed to $1 billion in capital investments for 2026, which they'll fund organically. That's confidence.

CLS has been a monster performer—up roughly 3,000% over five years—but even with that run, it's trading 50% below its highs at 30x forward earnings. Most analyst recommendations are "Strong Buys." The average price target implies 34% upside from here.

So which stocks to buy today if you're thinking about positioning? Both of these are worth considering if you believe in the AI capex story continuing (and the data suggests it will). NOW gives you exposure to enterprise software adapting to AI, while CLS is the infrastructure play. The weakness we're seeing is creating opportunities, not reasons to panic.

If you want to dig into these or explore other tech names that are getting beaten down, Gate has solid tools for tracking these positions and staying on top of sector performance. The key is recognizing that buying into dips during uncertainty has historically been one of the best strategies for long-term wealth building. We're still early in this AI cycle, and the companies actually executing on the vision are the ones that'll matter five years from now.