Artificial intelligence stocks have continued to lead the market in 2026, even as the sector has moved up and down during the year. According to the report, the Global X Artificial Intelligence & Technology ETF has gained 23% so far this year, outpacing the Nasdaq Composite’s 13% rise over the same period.
The article says the strength in AI has been supported by ongoing investment in infrastructure, a trend that Bank of America analyst Vivek Arya expects to remain important through the rest of the year. It notes that companies tied to AI hardware and components, including Micron Technology, Advanced Micro Devices and Sandisk, have already seen sharp moves in the first half as demand stayed strong and supplies tightened.
Two names the report highlights
Against that backdrop, the report points to Nvidia and Celestica as two AI stocks that could have more room to run. Both companies are described as part of the AI infrastructure ecosystem, and the article says that helps explain why their earnings are projected to grow at a solid pace. Nvidia has risen 11% in 2026, which the report characterizes as a disappointing performance for the chipmaker relative to the broader AI trade.
Celestica is also presented as a company that could benefit from the continued build-out of AI systems. The article argues that both stocks may be worth watching this earnings season and beyond, given their lower valuations and potential upside if infrastructure spending stays strong.
Source: nasdaq.com
