01. NVIDIA Corporation (NASDAQ:NVDA)
Return on Common Equity (TTM): 115%
YTD Share Price Gain as of June 23: 7.36%
Topping our list of 10 best AI stocks to invest in now is NVIDIA Corporation (NASDAQ:NVDA). When it comes to AI infrastructure, NVIDIA Corporation (NASDAQ:NVDA) isn’t just participating, it’s leading the revolution. In its Q1 FY2026 earnings, NVIDIA once again beat expectations with EPS at $0.81 vs. the expected $0.737, showing that investor enthusiasm around AI is backed by real results. The company posted $44 billion in revenue, up an eye popping 69% year over year, with $39 billion coming from its data center segment alone, thanks to exploding demand for AI infrastructure.
What’s fueling this massive growth? One word: Blackwell. NVIDIA Corporation (NASDAQ:NVDA) latest AI chip architecture has taken the market by storm. In Q1, nearly 70% of its data center compute revenue came from Blackwell GPUs. Major hyperscalers, including Microsoft, Google, and OpenAI, are deploying tens of thousands of these chips weekly. NVIDIA Corporation (NASDAQ:NVDA) GB200 and GB300 platforms are designed to deliver record breaking inference speeds and scale for enterprise grade AI workloads.
Even with regulatory setbacks, like the U.S. ban on H20 GPUs in China, NVIDIA Corporation (NASDAQ:NVDA) adapted quickly, writing down $4.5 billion but recovering much of that through repurposing components. And while China AI revenue may decline, NVIDIA’s customer base across the U.S., Europe, and the Middle East is expanding rapidly with sovereign AI cloud deployments.
Beyond chips, NVIDIA Corporation (NASDAQ:NVDA) is pushing hard into agentic AI, robotics, and AI powered enterprise tools. Its software stack, including Nemo microservices, is helping companies like Cisco, Nasdaq, and Shell improve accuracy and cut latency dramatically. The company is also innovating in AI networking, shipping over $1 billion in NVLink products in Q1 and scaling its Spectrum X Ethernet offering to $8 billion in annualized revenue.
With gross margins expected to hit 72% in Q2 and a robust product roadmap through 2028, NVIDIA Corporation (NASDAQ:NVDA) is firing on all cylinders. It returned $14.3 billion to shareholders last quarter and continues to grow investment in AI infrastructure. For investors looking for a long term play on the AI boom, NVIDIA is as close to a no brainer as it gets.
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