Top 3 AI Datacenter Stocks to Buy Now in 2026
The datacenter buildout is driving the economy.
A handful of companies are critical to the AI infrastructure theme.
Here are the top 3 AI datacenter stocks to buy now in 2026.
If you want to outperform, own companies gushing earnings.
Recently, we highlighted how AI infrastructure profits are doubling the S&P 500. Companies levered to memory, photonics, power, and networking are leaving the large-cap index in the dust.
Today, we’ll highlight 3 core names to overweight due to their position in the AI stack, and forward outlook.
The good news is each of these stocks have been under heavy accumulation.
The better news is that the datacenter buildout has years to go…making these companies attractive today.
2026 continues to be the year of the stock picker.
Let’s unpack core companies in the datacenter ecosystem.
Top 3 AI Datacenter Stocks to Buy Now in 2026
Datacenters require speed.
Custom chips, networking, and connectivity are a core need.
The first top AI datacenter stock to own is Broadcom (AVGO). The nearly $2 trillion dollar market cap giant provides custom silicon, high-performance switches, and connectivity solutions.
YTD the stock has jumped 20%…for good reason.
Their latest earnings report for Q1 beat analysts’ estimates on the top and bottom lines.
But it was the Q2 guide that shined.
Broadcom projects $22B in sales vs $20.5B estimates. Even more, adj. EBITDA of $14.96B also towered above the $13.76B estimates by analysts.
Analysts have been behind the ball with Broadcom for some time.
Note how AVGO’s annual sales estimates continue to trend higher and higher.
Below reveals how FY 2026 sales are estimated to reach $103.6 billion and nearly double to $203.2 billion by FY 2028.
Folks, these numbers could be low:
When business is accelerating, smart institutions will pile in… early.
To prove this, have a look at our flow data on AVGO.
On the left highlights the green inflows noted the past year.
On the right (in blue) details the Outlier status of Broadcom. This means that AVGO has been a top ranked buy signal in our data for years.
The biggest themes in the market will be well understood by the Big Money…way before the crowd acknowledges.
It’s really that simple.
This is why the MoneyFlows process is mission critical for serious investors.
Let’s keep going!
AI datacenters require high-performance compute as workloads accelerate.
The number 2 top AI datacenter stock to own is Advanced Micro Devices (AMD). The $726 billion market cap giant is leveraged to inference, edge, physical AI and more.
The shares have gained a whopping 108% in 2026.
When you breakdown AMD’s Datacenter segment sales, it’s easy to see why.
FY 2026 Datacenter segment sales are estimated to reach $30.3 billion and accelerate to $75 billion in FY 2028.
They say to follow the money.
I say, follow the money flows.
Discrete daily inflows (green bars on left) highlight how volumes were quietly accelerating as the stock powered higher.
That’s the tell-tale sign of institutional support.
More importantly, note the blue Outlier flows to the right, indicating how AMD was one of the highest-graded stocks in all of our data.
This is how smart investors can ride the biggest themes…EARLY.
Let’s do one more.
AI datacenter companies rely on connectivity speed solutions.
The number 3 top AI datacenter stock for 2026 is Corning (GLW). The $178 billion market cap player recently inked a massive multiyear partnership with NVIDIA (NVDA) to expand optical connectivity solutions for AI infrastructure.
This is a huge deal which helped power GLW shares 135% YTD.
Take a look at Corning’s Optical Communications segment sales trends.
It’s a beauty.
For FY 2026 sales are slated to reach $8.35 billion. Fast forward to FY 2028, sales are estimated to zoom to $13.36 billion.
If you think institutional investors haven’t been all over this trend, think again.
Note how a wall of money has been powering GLW shares since they were $51.
Incredibly, GLW hasn’t seen any outflows the past year…highlighting the sheer relentless demand for the company’s shares:
If you want to find Wall Street’s biggest themes early, follow the money flows.
2026 is proving to be the year of the stock picker.
Our research is helping smart investors outperform in challenging markets.
Don’t waste this opportunity.
Our PRO subscription allows you to spot daily flows and access our weekly Outlier 20 report.
This is the report that has found EVERY SINGLE ONE of our Outlier stocks.
Professional money managers and RIAs looking for additional portfolio solutions including ETF flows & ranks and your own Portfolio Tracking tools, please reach out about our Advisor Solution and Emerging Advisor Program.
AND don’t miss my in-depth conversation with Jason Bodner on AI datacenter stocks. We breakdown these stocks and more…all levered to the AI datacenter theme.
You’ll learn our process that allows us to spot all-star stocks, EARLY.
Enjoy!