Top 5 AI Stocks to Invest in This February
The stock market is witnessing significant opportunities within companies focused on artificial intelligence (AI) infrastructure. Notably, tech giants like Microsoft, Alphabet, Amazon, and Meta Platforms are set to invest around $650 billion this year, primarily in AI-related projects. Despite a slight decline in their stock values, it’s an opportune moment for investors to explore infrastructure stocks that will benefit from this AI expansion.
Top 5 AI Stocks to Invest in This February
Here are the five leading companies poised to take advantage of the AI boom:
1. Nvidia (NVDA)
Nvidia is at the forefront of AI technology. Its graphics processing units (GPUs) serve as the backbone for data centers, handling complex AI tasks with exceptional efficiency. The company is expected to report quarterly earnings on February 25, following a fiscal third quarter in 2025 that showcased record revenues of $57 billion, largely from its data center segment.
- Current Price: $184.03
- Market Cap: $4.5 trillion
- 52-week Range: $86.62 – $212.19
- Gross Margin: 70.05%
- Dividend Yield: 0.02%
2. Taiwan Semiconductor Manufacturing (TSM)
Known as TSMC, this company excels in semiconductor manufacturing. TSMC partners with industry leaders, fabricating chips designed by others. It has made substantial advances in chip technology, with over half of its revenue in 2023 coming from chips larger than 7 nanometers.
- Revenue from 3nm or 5nm chips: 63% in Q4 2025
- Products produced: Over 11,800
- Processes utilized: 288 distinct methods
3. Nebius Group (NBIS)
Nebius Group specializes in building AI data centers that provide comprehensive cloud platforms. This Dutch company utilizes Nvidia GPUs and is heavily expanding its capacity. By the end of 2025, it had connected 220 megawatts of power to its data centers, aiming for up to 1 gigawatt by the year’s end.
- Current Price: $96.76
- Market Cap: $23 billion
- Major contracts: Up to $19.4 billion with Microsoft, $3 billion with Meta
4. Digital Realty Trust (DLR)
Digital Realty Trust operates as a real estate investment trust (REIT) with an extensive network of data centers. It requires capital to return a significant portion of its taxable income to shareholders, making it an attractive investment.
- Revenue in Q4: $1.6 billion, a 14% increase year-over-year
- Earnings per share: $0.24
- Dividend Yield: 2.8%
5. Credo Technology Group (CRDO)
Credo Technology develops Active Electrical Cables (AECs), which enhance data transfer in data centers. Their innovative technology surpasses conventional cables in efficiency and speed, crucial for the operation of interconnected chips.
- Current Price: $120.31
- Market Cap: $22 billion
- Recent revenue: $268 million, a 272% increase from the previous year
- Expected revenue range for next fiscal year: $335 million to $345 million
As AI infrastructure continues to expand, these five stocks present compelling investment opportunities for those looking to capitalize on this transformative technology. Exploring innovative firms like Nvidia, TSMC, Nebius Group, Digital Realty Trust, and Credo Technology may yield significant returns in this burgeoning sector.
