Three AI-Driven Tech Stocks to Buy Today—Positioned for Massive Growth

Generative artificial intelligence stands as the defining technology of this decade, reshaping industries from advertising to manufacturing. Just as the internet and smartphone revolutions created enormous wealth for early-positioned investors, the AI boom is presenting a similar rare window of opportunity. While predicting which companies will dominate remains challenging, certain businesses have already demonstrated they’re capturing meaningful value from this transformation. Here are three of the best stocks to buy today that are genuinely well-positioned to profit from AI’s expansion.

Semiconductors Form the Foundation: Why TSMC Remains Essential

The explosive demand for advanced computing chips has fundamentally reshaped the semiconductor industry’s economics. Taiwan Semiconductor Manufacturing Company leads this charge with an unmatched 72% market share in contract chip manufacturing as of early 2026. Their technological edge—particularly in cutting-edge process nodes—makes them the indispensable supplier for anyone developing high-performance AI accelerators and GPUs. Competitors simply lack both the technical capability and manufacturing capacity to meet surging demand.

This market dominance translates directly to financial performance. TSMC achieved 35.9% sales growth throughout 2025, while gross margins expanded to an impressive 59.9%. Management’s confidence is evident in their aggressive capital plans: capex is projected between $52 billion and $56 billion in 2026, representing a 31% increase from the previous year’s $40.9 billion. Such spending typically signals management’s conviction about sustained customer demand.

Perhaps more notably, TSMC has instituted price increases across advanced manufacturing processes—specifically the 7-nanometer chips and smaller that represented three-quarters of 2025 revenue. Management intends to continue raising prices through 2029, a remarkable display of pricing power. The company guides for five-year revenue growth of 25% between 2024 and 2029, an increase from their previous 20% guidance, implying earnings growth in the mid-20% range through decade’s end. Trading at just 23 times forward earnings, TSMC represents compelling value given these growth prospects.

The Software Opportunity: Meta and Salesforce Shape Enterprise AI

While chip manufacturers provide the hardware foundation, software companies are capturing the next layer of value creation. Salesforce has emerged as perhaps the most compelling pure-play software story. The company’s latest product, Agentforce, enables businesses to build AI agents that automate complex workflows using proprietary company data. The momentum is undeniable: Agentforce-related annual recurring revenue climbed 330% year-over-year in the most recent quarter.

Though Agentforce operates from a modest base today—$1.4 billion in combined annual recurring revenue with Data 360—its potential appears massive. Management provided concrete evidence at their October analyst day, demonstrating that customers adopting Agentforce increased their total Salesforce spending by 200-300%. Some have already doubled their expenditures since the platform’s late-2024 launch. This suggests a clear pathway to accelerating overall revenue growth with significant operating leverage. Management targets $60 billion in 2030 revenue with a 40% operating margin, up from approximately $41 billion and 34% margins expected for 2026. With forward earnings at just 19 times, Salesforce stands among today’s best stocks to buy for growth investors.

Meta Platforms offers a different—yet equally compelling—opportunity. The company benefits from AI integration across nearly every business line: advertising optimization, content creation tools, messenger applications, and emerging augmented-reality interfaces. In the near term, Meta’s advertising business has been the primary beneficiary. The company developed an AI agent capable of automatically designing, testing, and optimizing ad campaigns for Facebook and Instagram, helping small businesses allocate budgets more efficiently. This capability has already produced tangible results, with ad revenue increasing 21% through the first nine months of 2025.

Looking ahead, AI could prove transformational for engagement and creator tools. The company is making substantial infrastructure investments to support this vision, committing to increase 2026 capital expenditures by more than $30 billion compared to 2025 levels—exceeding $100 billion total in 2026. While such heavy spending will create near-term pressure on reported earnings through depreciation, Meta’s long-term growth trajectory appears intact. The stock’s forward price-to-earnings ratio of 22 offers reasonable value for a company benefiting from AI across multiple revenue streams.

Why Now? The Historical Parallel and Valuation Backdrop

History suggests moments like this arrive infrequently. Netflix investors who trusted the platform’s potential in December 2004 saw $1,000 transform into $462,174 by 2026. Nvidia investors from April 2005 achieved even more dramatic results, with $1,000 growing to over $1,143,099. While future results remain uncertain, these examples illustrate how early positioning during technological inflection points can generate extraordinary returns.

The three stocks discussed here offer a strategic breadth: TSMC provides essential hardware infrastructure; Salesforce delivers enterprise software automation; Meta captures consumer-facing advertising and platform value. All three trade at valuations that offer margin of safety—ranging from 19 to 23 times forward earnings—despite their exposure to the AI megatrend. This combination of growth potential, technological leadership, and reasonable valuation makes these among the top stocks to buy today for patient, long-term investors.

As with any investment, rigorous research and alignment with your personal financial situation remain essential. But for those with multi-year investment horizons, the current environment presents exactly the kind of opportunity that emerges roughly once per decade.