Survey: 41% Think AI Stocks Are in a Bubble, but Investors Keep Buying Anyway. Here Are 3 That Could Weather the Storm.

Considering the bonzer returns that immoderate artificial quality (AI) stocks person provided successful caller years, it's unsurprising that concerns astir a imaginable AI bubble are moving rampant successful concern circles.

According to probe from The Motley Fool's 2026 AI Investor Outlook Report, for example, 41% of survey respondents said they fishy that AI banal prices person reached speculative levels that are untethered from the companies' fundamentals, with lone 26% of investors believing that existent banal valuations are sustainable.

Only clip volition archer if an AI bubble has really formed, but 1 happening is for sure: There are immoderate stalwart AI stocks that volition apt thrive adjacent during tumultuous times.

It would beryllium hard to reason that there's a much formidable unit successful the AI manufacture than Nvidia (NASDAQ: NVDA). The company's graphics processing units (GPUs) are successful extraordinarily precocious request arsenic companies strive to equip information centers to conscionable the monolithic computing demands of AI applications. According to probe from the Dell’Oro Group, information halfway investments are expected to turn from $430 cardinal successful 2024 to $1.1 trillion by 2029.

Should AI spending dwindle, Nvidia would inactive beryllium good positioned to endure that downturn. As of Oct. 26 (the extremity of its fiscal 2026 3rd quarter), it had a robust nett currency presumption of $52.1 billion. It's besides important to retrieve that a pullback successful AI infrastructure spending wouldn't mean that its information halfway gross would plummet to zero. Even if it astatine immoderate constituent it's nary longer selling its chips faster than it tin nutrient them, Nvidia's industry-leading architectures are apt to stay successful precocious demand.

It's not often that investors travel crossed an accidental arsenic important arsenic the 1 that ASML (NASDAQ: ASML) presents. The institution is the world's sole shaper of utmost ultraviolet (EUV) lithography machines. This instrumentality is indispensable for customers similar Taiwan Semiconductor Manufacturing and Intel to execute large-scale fabrication of high-end microchips for AI computing. And the institution isn't resting connected its laurels. It partnered with Mistral AI successful September, stating that the collaboration volition "benefit ASML customers with faster clip to marketplace and higher show holistic lithography systems."