Artificial intelligence (AI) demand remains red-hot heading into 2026. The global AI market is projected to reach over $1.7 trillion by 2032, growing at a 29% compound annual rate, according to Fortune Business Insights.
Investors who patiently hold shares of industry-leading companies can profit handsomely from this opportunity. The recent sell-off in tech stocks is an excellent time to consider adding a few to your portfolio. Here are two AI stocks poised for a bull run.
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1. Oracle
Shares of Oracle (ORCL 0.53%) has pulled sharply back from recent highs, presenting a great buying opportunity. Oracle reported accelerating demand for cloud infrastructure services last year. The company has a massive backlog of contracted revenue to fulfill over the next few years, providing visibility to future growth.
Hyperscalers have experienced robust demand for training AI models the past few years, but these models have relied heavily on public data from the internet. Oracle sees AI training on private data becoming a much larger opportunity over the long term, which could benefit its database services business. Revenue from autonomous database services surged 43% year over year in the recent quarter.
NYSE: ORCL
Key Data Points
Meta Platforms (META 1.81%) and Nvidia signed contracts with Oracle in the quarter, driving the company's remaining performance obligations up 433% year over year to $523 billion. These are not just commitments but, importantly, contracted revenue that Oracle expects to realize in the coming years. This points to accelerating revenue growth through the end of the decade.
To meet this demand, Oracle expanded its capacity of graphics processing units (GPUs) by 50% quarter over quarter, while bringing nearly 400 megawatts of data center capacity online for customers. The increase in GPU capacity signals accelerating revenue growth prospects over the next year, as Oracle typically purchases GPUs right before revenue generation in the data center construction cycle.
It will take years of investment to fully unlock the potential of AI. Oracle's financial results show that it is poised to be one of the top infrastructure providers to help businesses upgrade their operations for an AI-powered economy. Analysts expect Oracle's revenue to grow at a 31% annualized rate through fiscal 2030.
2. Meta Platforms
Shares of Meta Platforms surged to new highs in 2025 before pulling back toward the end of the year. Meta has been on a roll, with adjusted net income increasing 19% year over year in the third quarter to over $18 billion. The stock is trading at 22 times 2026 earnings estimates, which looks very attractive relative to the company's earnings growth.
NASDAQ: META
Key Data Points
With over 3.5 billion using its social media platforms every day, Meta Platforms is one of the leading digital advertisers, and advancements in AI are only enhancing its ability to generate more revenue. The company is on track to increase its 2025 revenue by 21% over last year, based on current analyst estimates.
Meta is combining its AI systems that power recommendations across its platforms into a single AI system. This will better optimize trillions of recommendations across its family of apps, driving higher time spent on its platforms and boosting revenue.
The social media giant is on a mission to hire the best engineers and work toward its goal of building the greatest amount of compute infrastructure for AI initiatives. The company expects to spend over $70 billion in capital expenditures for 2025, and it has the cash to afford it, with $107 billion generated from operations on a trailing-12-month basis.
Meta Platforms enters 2026 as the cheapest stock among the "Magnificent Seven," despite strong earnings growth expectations. Analysts currently project the company's earnings to grow at an annualized rate of 17% over the next several years.
