AI IS THE NEW OIL IN 2026
@GoldmanSachs expects $7.6T to flow into AI infrastructure by 2031, with $765B expected this year alone.
Five top-performing AI stocks to position yourself:
$NVDA: Controls ~80% of the AI accelerator market, powering training and inference for many of the world's largest AI models.
$AVGO: Custom AI chip and networking supplier to hyperscalers. Google, Meta, and Apple are all customers.
$MU: Leading supplier of HBM powering large AI models, with its entire 2026 supply already sold out. Stock up 82% in the last 30 days.
$TSM: Manufactures the advanced chips behind Nvidia, AMD, and Broadcom, controlling ~70% of the global market share.
$ORCL: Fastest-growing major cloud provider, with OCI revenue up 84% YoY as AI workloads accelerate.
You can trade these AI stocks and 40 equities under the ‘Equity’ Tier on Vanta.