
1 Stock to Buy for the AI Revolution
InvestorPlace
公開日時: Aug 16, 2026, 04:00 PM
Sentiment Analysis
Over the past several months, the most common question we’ve heard is this: Is it too late to buy AI stocks ? You would be right to wonder. After all, most AI stock charts now look something like this… Intel Corp. ( INTC ) stock And when the air suddenly rushes out of hot stocks, it can really go out all at once. Below is a chart of Cisco Systems Inc. ( CSCO ) in the aftermath of the dot-com bubble. Cisco Systems Inc. ( CSCO ) stock But here’s the thing. People ignore technological changes at their own risk. The internet did end up changing the world. And if investors had avoided companies like Cisco and bought Amazon.com Inc. ( AMZN ) instead, they would have turned every $10,000 invested into $30 million through today. The AI Revolution will do the same. It will create a handful of winning companies while leaving everyone else behind. So, the trick is to figure out which of these hot firms still have more room to run… Or better yet, find those that Wall Street has barely even discovered. Our three InvestorPlace Senior Analysts have done just that. In a new presentation, Louis Navellier , Eric Fry , and Luke Lango join forces to talk about their “best in class” AI portfolio of 19 companies. These companies span a wide range of industries. Some have already risen (and have more room to grow), while others are barely starting their upward journey. But they all have one thing in common: They are the companies propelling the AI Revolution ahead, rather than the ones getting left behind by this new technology. Today, I have been given special permission to reveal one of these top picks. And if you want to learn more about accessing their full list of 19 stocks, click here to sign up to watch a special event they are hosting on Wednesday, August 19, at 10 a.m. Eastern . The Next Trillion Dollar Company In June 2026, Nvidia Corp. ( NVDA ) CEO Jensen Huang got up on stage at a major technology trade show and introduced the next speaker: “The next trillion-dollar company, ladies and gentlemen,” he said, beckoning at his fellow guest. The person he pointed at was none other than Matt Murphy, CEO of a firm our three analysts have added to their AI Revolution Portfolio: Marvell Technology Inc. ( MRVL ). And there are good reasons to be so confident in Marvell’s future. In short, Marvell is one of exactly two companies on Earth that can build custom AI accelerators and the connections between them. These are two “superpowers” that deserve their own explanations. Superpower 1: The Custom Engine Shop When most people hear “AI chip,” they think of Nvidia. That’s fair. Nvidia’s graphics processing units (GPUs) are the best general-purpose AI chips that money can buy. But “general-purpose” is another way of saying it’s the “Ford F-150 truck” of the AI world. That’s because when it comes to cars, the 4-door pickup does everything quite dependably. It’s surprisingly fast, can haul a reasonable load, and is by far the most popular vehicle in America. That’s a lot like Nvidia’s flagship “Blackwell” AI chips. Yet, no one expects a standard Ford F-150 to do very well in a drag race. These quarter-mile sprints favor stripped-down cars that are designed to do just two things: Go very fast in a straight line, and Don’t blow up. That perfectly describes what AI “inferencing” often needs. These types of computing tasks follow the same known path repeatedly. That makes custom chips supremely good, since they are less flexible, but extremely fast on a set track. That’s where Marvell’s custom chips come in. The company owns a vast library of chip parts, and can assemble them like a custom engine shop building a drag racer. Together...
Source: InvestorPlace
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