Top 5 AI Stocks to Invest in This February
The rapid expansion of artificial intelligence (AI) is creating significant investment opportunities, particularly in companies supplying essential AI infrastructure. This month, major tech companies, including Microsoft, Alphabet, Amazon, and Meta Platforms, are anticipated to invest approximately $650 billion into AI technologies, spanning capital expenditures for chips and the enhancement of data centers. While there has been a slight dip in stock prices as investors digest these substantial commitments, now is an opportune moment to examine AI infrastructure companies closely.
Top 5 AI Stocks to Invest in This February
Here are five companies poised to benefit greatly from the burgeoning AI sector:
1. Nvidia (NVDA)
Nvidia stands at the forefront of AI investments, thanks to its graphics processing units (GPUs) essential for data centers. Known for their unparalleled performance in AI tasks, Nvidia’s GPUs are the industry standard. The company will release its quarterly earnings report on February 25, 2026, following a historic revenue of $57 billion in its previous fiscal quarter. Significant growth is projected for Nvidia, indicating it remains a top stock for AI investors.
- Current Price: $184.65
- Market Cap: $4.5 trillion
- Day’s Range: $182.18 – $187.55
- 52-week Range: $86.62 – $212.19
- Gross Margin: 70.05%
- Dividend Yield: 0.02%
2. Taiwan Semiconductor Manufacturing (TSMC)
TSMC plays a crucial role in the AI ecosystem, acting as a primary foundry for chipmakers like Nvidia. Specializing in cutting-edge chips, TSMC produced over 11,800 different products in 2024. Its adaptability in transitioning to smaller transistors demonstrates its commitment to efficiency and enhanced performance.
- Revenue from chips smaller than 7nm increased significantly
- TSMC’s fourth quarter of 2025 saw 63% of shipments comprising 3nm and 5nm chips
3. Nebius Group (NBIS)
Nebius Group specializes in constructing data centers for AI cloud platforms. Utilizing Nvidia GPUs, Nebius is rapidly scaling its operations, aiming to expand its connected power from 220 megawatts to between 800 megawatts and 1 gigawatt by the end of this year. With significant contracts already in place, the company is well-positioned for growth.
- Current Price: $97.08
- Market Cap: $23 billion
- Contracts worth up to $19.4 billion with Microsoft
- Additional $3 billion contracts with Meta Platforms
4. Digital Realty Trust (DLR)
Digital Realty Trust offers an alternative investment avenue in data centers through its real estate investment trust (REIT) structure. They must return at least 90% of their taxable income to shareholders as dividends. With over 300 data centers across 50 markets, Digital Realty caters to major clients like Nvidia and Amazon.
- Fourth Quarter Revenue: $1.6 billion (14% increase year-on-year)
- Earnings per Share: $0.24
- Dividend Yield: 2.8%
5. Credo Technology Group (CRDO)
Credo Technology specializes in Active Electrical Cables (AECs) that enhance data transmission efficiency in data centers. Their innovative technology surpasses conventional copper cables, making them essential for high-performance applications. The company reported a remarkable revenue increase of 272% year-on-year, projecting continued growth.
- Current Price: $121.29
- Market Cap: $22 billion
- Revenue for the upcoming year projected between $335 million and $345 million
Investing in these AI stocks this February offers robust potential for growth as the demand for AI technology continues to escalate.
