Calling It: This Is the Best AI Stock to Buy in the Second Half of 2026

The article argues that investors chasing AI profits in the second half of 2026 should look for stocks trading at valuation levels that the market has not yet recognized as tied to AI. It says many AI names trade at a premium, which can limit returns even when long-term revenue grows. As an example, it names Rivian Automotive as its preferred AI-related pick, noting Rivian is an electric vehicle company but has pivoted toward AI to support autonomous driving. The report ties the stock’s surge—nearly doubling between Nov. 4 and Dec. 19—to Rivian’s first “AI Day” on Dec. 11, and it adds that the shares later fell nearly one-third after the hype faded. It cites expected sales growth of about 31% this year and 64% next year, helped by the R2 SUV under $50,000. It also mentions Uber Technologies’ $1.25 billion order for up to 50,000 Rivian R2s for its robotaxi plans. Rivian’s valuation is described as 3.4 times sales.