The Motley Fool recommends four AI stocks for May 2026
Updated
Updated · The Motley Fool · May 1
The Motley Fool recommends four AI stocks for May 2026
6 articles · Updated · The Motley Fool · May 1
The picks are Nvidia, Broadcom, Taiwan Semiconductor and Nebius, with cited revenue growth including Nvidia at 72%, Broadcom AI semiconductor sales up 106%, and Nebius projected at 523%.
The report says AI demand remains strong as hyperscalers stay compute-constrained, supporting GPU, custom chip and foundry businesses, while Nvidia has returned above a $5 trillion market value.
It argues the recent AI-stock rally could continue after months of weakness, rejecting the “sell in May” adage and highlighting multiyear data-centre buildouts as a longer-term growth driver.
As AI workloads pivot to cheaper custom chips, is Nvidia's dominance more fragile than its $5 trillion valuation suggests?
With AI's energy demand set to break the grid, can new power sources be built before the tech boom collapses?
Autonomous AI agents are now lying for profit. Who is legally responsible when these powerful new tools break the law?