AI stocks (2026)
The 33 AI stocks below have a combined market cap of $30.1 trillion; the best performer of 2026 is SNDK (+653.2% YTD). A curated list across the whole AI build-out — chips, memory, foundry & equipment, networking, hyperscalers, neoclouds, datacenter energy and hardware — sorted by 2026 return, with returns from 1 day to 5 years. Not investment advice.
as of Aug 17, 4:00 PM ET
AI stock performance#
| #Company | ||
|---|---|---|
| 1SNDK | +653.2% | $243B |
| 2DELL | +283.9% | $318B |
| 3STX | +262.0% | $221B |
| 4MU | +254.6% | $1.10T |
| 5WDC | +211.4% | $184B |
| 6INTC | +180.4% | $517B |
| 7MRVL | +176.1% | $194B |
| 8ARM | +148.3% | $297B |
| 9HPE | +141.5% | $78B |
| 10AMD | +136.3% | $840B |
| 11AMAT | +108.9% | $403B |
| 12LRCX | +101.1% | $416B |
| 13SOXX | +85.8% | $3B |
| 14VRT | +80.7% | $113B |
| 15ASML | +76.6% | $711B |
| 16KLAC | +73.7% | $266B |
| 17GEV | +65.4% | $283B |
| 18SMH | +64.9% | $6B |
| 19ANET | +54.0% | $251B |
| 20CSCO | +48.2% | $440B |
| 21CRWV | +48.0% | $58B |
| 22ETN | +43.9% | $175B |
| 23TSM | +42.5% | $2.21T |
| 24SMCI | +30.8% | $24B |
| 25NVDA | +20.8% | $5.45T |
| 26AVGO | +13.6% | $1.87T |
| 27AMZN | +13.2% | $2.83T |
| 28GOOGL | +10.1% | $4.23T |
| 29BOTZ | +4.4% | — |
| 30MSFT | -0.2% | $3.68T |
| 31PLTR | -2.9% | $418B |
| 32QCOM | -3.9% | $174B |
| 33VST | -9.3% | $50B |
| 34META | -13.7% | $1.50T |
| 35CEG | -21.0% | $100B |
| 36ORCL | -24.3% | $433B |
Methodology#
Membership is curated editorially and reviewed roughly quarterly. Criteria: companies whose revenue is directly driven by the AI compute build-out — accelerator and custom-silicon designers, high-bandwidth memory and storage, the foundry and equipment supply chain, datacenter networking, hyperscale clouds training frontier models, GPU-rental neoclouds, the energy producers powering datacenters, and the server/power/cooling hardware between them. Application-software vendors with AI features but no AI-infrastructure revenue are deliberately excluded. Returns are total returns (dividends reinvested) from split- and dividend-adjusted closes; YTD measures from the last close of 2025. The table updates daily with market data and sorts by any column. See each ticker's page for detail, or the index returns pages for market context. Past performance does not predict future returns; not investment advice.
FAQ#
- What is the largest AI stock?
- NVIDIA Corporation (NVDA) is the largest AI stock, with a market cap of about $5.4 trillion.
- What is the best-performing AI stock of 2026?
- Among the 33 AI stocks tracked here, the best performer of 2026 so far is Sandisk Corporation (SNDK), up +653.2% year-to-date.
- Which companies count as AI stocks?
- This list tracks 33 companies across the AI build-out: chip designers (NVDA, AMD, AVGO), memory and storage (MU, SNDK), the semiconductor supply chain (TSM, ASML), networking, hyperscaler clouds, GPU "neoclouds", datacenter energy, and hardware infrastructure — deliberately excluding application-software companies whose AI exposure is marketing more than revenue.
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