As we dive into September 2025, investors are reassessing their portfolios and looking for promising stocks to bolster their investments as we near the end of the year. In a marketplace fueled by advancements such as artificial intelligence (AI), there remain undervalued gems worthy of consideration. Below, we explore four compelling stocks for potential growth towards 2026.
Nvidia (NVDA)
Nvidia continues to be a gold standard in the tech world, especially as a frontrunner in AI. Known for its high-performing graphics processing units (GPUs), Nvidia provides crucial computing capabilities necessary for training AI models—a sector experiencing tremendous growth. In the most recent fiscal quarter, CEO Jensen Huang indicated a booming interest in AI infrastructure that isn’t showing signs of abating. This year, major cloud service providers are set to invest over $600 billion; estimates predict $3 trillion to $4 trillion in AI spending over the next five years.
Although some may view these projections as ambitious, even a fraction of such investments represents a substantial market opportunity for Nvidia. The company’s robust revenue growth, coupled with the increasing dependency on AI technologies, supports the case for Nvidia as a buy-and-hold stock throughout the ongoing AI arms race.
Taiwan Semiconductor Manufacturing Company (TSM)
Taiwan Semiconductor Manufacturing (TSMC) serves as a backbone for many leading tech giants, including Nvidia itself. As the world’s premier third-party chipmaker, TSMC stands to benefit not just from the growth of Nvidia but from a wide array of technology sectors reliant on skilled chip manufacturing. Valued at just 23.7 times its forward earnings—slightly below the broader market—TSMC is considered less speculative compared to other high-flyers in the tech sector.
The company has made a noteworthy mark with its 44% year-over-year revenue growth in Q2 2025. As the global chip shortage continues to shape supply chains, TSMC’s robust position renders it a reliable pick for long-term stability amid fluctuations in the tech market.
Alphabet (GOOGL)
At a forward price-to-earnings ratio of 21.4, Alphabet looks particularly attractive against the backdrop of market averages. The parent company of Google has demonstrated solid performance, with a 14% increase in revenue and a 22% jump in diluted earnings per share this past quarter. Despite fears that rising generative AI technologies might disrupt its search engine business, Alphabet has adeptly navigated these changes, reaffirming its position as a key player in the AI arena.
The company’s commitment to integrating AI into its existing services could improve its already substantial revenue streams. As it broadens its portfolio while maintaining a favorable valuation, Alphabet presents a unique opportunity for those seeking growth stocks poised for future gains.
The Trade Desk (TTD)
The Trade Desk, a leading player in the advertising technology space, has hit a rough patch lately. The transition to an AI-centric platform called Kokai has presented growing pains, resulting in their slowest growth rate—19%—in recent memory. With Q3 projections forecasting only 14% growth, the stock has fallen sharply, decreasing around 60% from its all-time highs.
However, it remains essential to recognize that challenges can often lead to opportunity. The ad tech industry is ripe with potential, driven by the rising use of programmatic advertising and data-driven marketing strategies. As The Trade Desk innovates and adapts amid an evolving landscape, investing now at a reduced price could be a strategic move for long-term investors confident in a rebound.
Conclusion
With the ongoing advancements in AI technology reshaping business landscapes, evaluating where to invest can seem daunting yet full of possibilities. Nvidia, TSMC, Alphabet, and The Trade Desk represent a mix of established growth and emerging potential. Each leverages distinct facets of the technology sector, holding the promise of returns as we transition into 2026.
Key Takeaways
- Nvidia: A powerhouse in AI, benefitting from rampant spending in the sector.
- Taiwan Semiconductor Manufacturing: A stable investment with a key role in global chip supply chains.
- Alphabet: A highly competitive player in the tech industry, trading at a favorable valuation.
- The Trade Desk: Offers recovery potential in a rapidly growing advertising space despite current challenges.
As investments are assessed for the remainder of 2025 and beyond, these four stocks stand out, providing various avenues for growth.
