NVDA$132.65▲ 2.4%AAPL$228.40▼ 0.8%MSFT$420.72▲ 1.2%AMZN$198.65▼ 1.5%GOOGL$178.30▲ 0.6%TSLA$262.50▲ 3.2%META$582.10▲ 1.8%PLTR$38.20▲ 1.5%AMD$158.40▼ 0.9%BTC$66,699▲ 1.3%ETH$2,022▲ 2.0%SPY$562.30▼ 0.4%Delayed 15minNVDA$132.65▲ 2.4%AAPL$228.40▼ 0.8%MSFT$420.72▲ 1.2%AMZN$198.65▼ 1.5%GOOGL$178.30▲ 0.6%TSLA$262.50▲ 3.2%META$582.10▲ 1.8%PLTR$38.20▲ 1.5%AMD$158.40▼ 0.9%BTC$66,699▲ 1.3%ETH$2,022▲ 2.0%SPY$562.30▼ 0.4%Delayed 15minNVDA$132.65▲ 2.4%AAPL$228.40▼ 0.8%MSFT$420.72▲ 1.2%AMZN$198.65▼ 1.5%GOOGL$178.30▲ 0.6%TSLA$262.50▲ 3.2%META$582.10▲ 1.8%PLTR$38.20▲ 1.5%AMD$158.40▼ 0.9%BTC$66,699▲ 1.3%ETH$2,022▲ 2.0%SPY$562.30▼ 0.4%Delayed 15min
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MarketsPublished 2026-03-20 · 5 min read

AI Stocks to Watch: SMCI, PLTR, and More

Beyond NVIDIA: the AI infrastructure stocks that are generating massive returns in 2026.

The AI Pick-and-Shovel Play

While NVIDIA gets the headlines, the companies building AI infrastructure are generating equally impressive returns. Super Micro Computer (SMCI) surged 28% after securing an exclusive Blackwell Ultra server deal. Palantir (PLTR) gained 15% on a $480M Army AI contract. CrowdStrike (CRWD) rose 10% as AI-powered cybersecurity demand soared.

The Infrastructure Stack

The AI stock ecosystem has layers: Chips (NVIDIA, AMD, Broadcom), Servers (SMCI, Dell), Cloud (AWS, Azure, GCP), Software (Palantir, Snowflake), and Applications (CrowdStrike, ServiceNow). Each layer has different risk/reward profiles. Server companies have the highest near-term revenue growth but also the most competition.

Valuation Reality Check

AI stocks trade at extreme valuations: PLTR at 180x P/E, SNOW at 350x P/E, and many quantum stocks have no earnings at all. While the AI revolution is real, investors should be cautious about buying at peak hype. The best AI investments in 2026 may be established companies adding AI capabilities (Microsoft, Google) rather than pure-play AI stocks.

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