Best AI Stocks to Buy Now as the Market Looks for Real Growth

Alphabet is leveraging its AI infrastructure to bolster growth across Search, Google Cloud, Gemini, and Waymo. Google Search revenue rose 19% year over year to $60.4 billion in Q1 FY2026, and Google Cloud revenue climbed 63% to $20 billion, with backlog near $462 billion. Waymo surpassed 500,000 fully autonomous rides per week by quarter’s end. Google Cloud’s AI stack and Gemini are contributing to expanding revenue visibility.

Microsoft's AI footprint includes cloud capacity for AI workloads and Copilot, with an AI business revenue run rate of $37 billion, up 123% year over year. Azure and related services grew 40% to $54.5 billion, and remaining performance obligations reached $627 billion. The article casts Alphabet and Microsoft as rare AI winners, offering both near-term monetization and long-term opportunity.