Artificial intelligence (AI) stocks have come under pressure in recent days, as investors reassess high valuations after months of strong gains. Still, analysts believe the latest decline may offer buying opportunities in top-quality names that continue to lead the AI revolution.
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Using TipRanks’ Best Artificial Intelligence (AI) Stocks Screener, we identified three stocks with a Strong Buy consensus rating and a Smart Score of 8 or higher, signaling strong fundamentals and the potential to outperform the market.
1. Nvidia
Nvidia (NVDA) remains the backbone of the AI buildout, powering data centers and AI model training with its industry-leading GPU chips. The stock is up 40% year-to-date, but has fallen more than 10% over the past five days, as investors took profits in high-valuation tech names.
Despite the short-term drop, Nvidia’s expanding data center sales and growing list of partnerships, including a $5 billion investment in Intel (INTC) and a $100 billion deal with OpenAI (PC:OPAIQ), underscore its dominant role in global AI infrastructure.
Analysts remain optimistic. Nvidia holds a Strong Buy consensus based on 37 Buys, one Hold, and one Sell rating. Its Smart Score of 9 on TipRanks suggests that the stock could continue to outperform the broader market once sentiment stabilizes.
2. Amazon
Next is Amazon (AMZN), which continues to strengthen its AI position through both innovation and major partnerships. Just last week, Amazon reported impressive third-quarter results, with revenue and profit beating analyst expectations.
Adding to the momentum, Amazon recently announced a seven-year, $38 billion cloud deal with OpenAI, granting OpenAI access to Amazon Web Services’ advanced infrastructure and thousands of Nvidia chips to train its AI models. The partnership highlights Amazon’s growing role in the AI infrastructure race and reinforces confidence in its cloud and data operations.
Amazon carries a Strong Buy consensus rating based on 41 unanimous Buy recommendations and a “Perfect 10” Smart Score.
3. Microsoft
Finally, Microsoft (MSFT) stands out as one of the most direct beneficiaries of the AI boom through its cloud and productivity ecosystem. The stock is up 19% year-to-date, though it has slipped about 8% over the past five days amid broader tech weakness.
Microsoft’s Azure cloud platform remains a major growth engine, with analysts expecting further gains as businesses expand AI adoption. The company is also set to benefit from rising demand for its Copilot AI assistant, integrated across Office 365 and other software tools.
The stock has a Strong Buy consensus rating based on 34 Buy recommendations and a Smart Score of Eight.