2 No-Brainer Artificial Intelligence (AI) Stocks to Buy Hand Over Fist in February

Artificial intelligence (AI) stocks have been hit hard in recent weeks. The market is growing skeptical about AI spending, but the reality is that it’s still going strong. We’ve received news of what capital expenditures look like for many of the AI hyperscalers during 2026, and these record-setting numbers indicate one thing: The AI buildout is far from over.

This makes me bullish on a specific group of stocks, including Nvidia (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO). Both of these companies are poised to benefit from the massive amount of money being spent this year, and look like excellent buys right now as a result.

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The three companies I want to focus on for capital expenditures spending amounts are Amazon, Alphabet, and Meta Platforms. All three of these companies are AI hyperscalers and are spending a ton on computing equipment for internal use and to rent out to customers via their cloud computing service.

For 2026, Amazon expects to spend $200 billion, Alphabet up to $185 billion, and Meta up to $135 billion. Combined, that’s over $500 billion in capital expenditures. That’s not including Microsoft, which is a major spender as well.

There are also several other companies spending billions of dollars on computing equipment that aren’t even included on this list, so the reality is that AI spending is going to be as big as ever. While investors may be concerned that companies are spending too much on AI and should be concerned, that doesn’t mean you should avoid investing in companies that are making money from AI right now, like Nvidia and Broadcom. Both of these are major computing unit suppliers and will make a boatload of money this year.

Nvidia makes graphics processing units (GPUs), which have been the go-to AI computing units since the AI boom began in 2023. While Nvidia is seeing more challengers, it’s still the top contender thanks to its full technology stack setup that allows end users to purchase everything they need from Nvidia.

Another company to watch is Broadcom. Instead of offering a GPU that can tackle a wide range of workloads, it’s partnering directly with AI hyperscalers to design a chip specifically meant for its needs. Alphabet and Broadcom have already collaborated to produce the Tensor Processing Unit (TPU), a wildly popular design. As Alphabet’s capital expenditures soar, so will its TPU orders, boosting Broadcom’s sales.