Three Best Stocks to Buy Right Now During the AI Boom: Infrastructure, Processing Power, and Enterprise Software

Investing in artificial intelligence has become one of the most compelling opportunities in modern markets. You don’t need substantial capital to participate in this transformation—with just $2,000, you can build a diversified portfolio capturing the full AI value chain. The best stocks to buy right now represent three critical layers: the infrastructure providers, the semiconductor powerhouses, and the software innovators that enable AI at scale.

The AI ecosystem divides into three essential components. First, the data centers and computing infrastructure that form AI’s backbone. Second, the processors that fuel AI workloads. Third, the software platforms that make AI actionable for enterprises. The best stocks to buy today span all three segments, each with distinct growth trajectories and market opportunities.

Nebius Group: Building the Foundation for Global AI

Nebius represents the infrastructure tier of AI investing—a company many analysts overlook but that possesses tremendous upside potential. This Dutch firm develops full-stack AI cloud platforms serving hyperscalers and developers worldwide. Rather than competing directly with established cloud giants, Nebius fills a specialized niche: delivering purpose-built infrastructure for AI training and deployment.

The growth metrics tell a compelling story. Nebius achieved $1.25 billion in annualized revenue during 2025 and projects expansion to $7-9 billion range for 2026. This represents explosive scaling as demand for dedicated AI infrastructure accelerates globally. The company strengthened its power capacity guidance from 2.5 gigawatts to 3 gigawatts, signaling confidence in continued expansion and demonstrating forward-looking capital deployment.

A recent acquisition proves particularly relevant: Nebius purchased Tavily, an AI-powered search technology provider. This strategic move enhances Nebius’s ability to serve Fortune 500 companies and AI developers with enterprise-grade agentic systems. The acquisition demonstrates how Nebius aims to become a one-stop platform rather than pure infrastructure play—a significant competitive advantage. At approximately $100 per share, allocating 25% of your $2,000 portfolio—roughly five shares—establishes a meaningful position in this infrastructure growth story.

Nvidia: The Essential Semiconductor Engine

Nvidia’s journey to becoming the world’s most valuable publicly traded company ($4.6 trillion market capitalization) rests on one fact: artificial intelligence cannot scale without its processors. Yet despite this market dominance, Nvidia continues accelerating its growth trajectory at a breathtaking pace.

Recent quarterly results underscore this momentum. Fiscal 2026’s third quarter generated $57 billion in revenue, reflecting 62% year-over-year expansion. Most significantly, data center operations accounted for $51.2 billion of this total—the segment directly serving AI infrastructure buildout. This concentration reveals where the market’s capital is flowing.

The macro environment ensures Nvidia’s continued ascent. Microsoft, Alphabet, Amazon, and Meta Platforms collectively announced plans to invest $650 billion during 2026 alone in AI infrastructure and capabilities. This spending cascade directly benefits Nvidia’s GPU sales, as these hyperscalers require cutting-edge processors for training and running advanced AI models. When the industry’s largest players commit hundreds of billions to AI, semiconductor suppliers experience unmatched demand stability.

Nvidia represents the most reliable choice among these three best stocks to buy right now for growth-oriented investors. Allocate 50% of your $2,000 portfolio—approximately five shares at current levels near $100+ per share—to this semiconductor leader. This allocation reflects Nvidia’s central role in the AI infrastructure explosion.

Palantir Technologies: Software Powers the AI Value Extraction

While Nebius and Nvidia address infrastructure and hardware, Palantir focuses on AI’s practical implementation. The company’s core strength lies in aggregating data from hundreds of sources to deliver real-time analysis and actionable intelligence for commercial enterprises, military organizations, and government agencies.

Palantir’s Artificial Intelligence Platform (AIP) serves as the company’s growth engine. This system integrates advanced language models, enabling users to construct detailed queries and receive synthesized information through generative AI capabilities. Rather than building infrastructure or chips, Palantir monetizes the ability to turn raw data into strategic insights.

The financial picture demonstrates strong momentum. Palantir generated $4.475 billion in 2025 revenue, up 56% year-over-year, validating strong market adoption of its AI solutions. Management projects 2026 revenue between $7.18-7.19 billion, representing an additional 60% growth rate. This software-based expansion commands premium valuations because software scales without proportional cost increases.

The remaining $500 of your $2,000 allocation—yielding approximately three to four shares using fractional share purchasing—completes your AI portfolio across the value chain. At approximately $135 per share, Palantir offers software-sector exposure to the AI revolution, capturing licensing and subscription economics that characterize software-based businesses.

Constructing Your AI-Focused Portfolio Today

These three stocks represent the best stocks to buy when positioning for artificial intelligence’s continued expansion. Nebius ($500 allocation) captures infrastructure scaling. Nvidia ($1,000 allocation) secures exposure to the processor tier where maximum capital expenditure concentrates. Palantir ($500 allocation) delivers software-sector upside through enterprise AI adoption.

Historical precedent supports investing in transformative technologies early. When Netflix appeared on recommended lists in December 2004, a $1,000 investment grew to $424,262. Similarly, Nvidia’s April 2005 recommendation from analyst teams transformed $1,000 into $1,163,635. Today’s AI revolution mirrors those technology inflection points, making the best stocks to buy right now those positioned across AI’s expanding value chain.

The three-company approach diversifies across infrastructure, processing power, and software—capturing the complete AI ecosystem with just $2,000 of capital. Each company plays an irreplaceable role in global AI deployment, each shows accelerating revenue growth, and each benefits from the massive capital expenditure sweeping through technology industries. This portfolio construction captures the breadth of AI’s opportunity while maintaining disciplined position sizing for a modest investment amount.