5 AI Stocks to Invest in Now - Artificial Intelligence is no longer just a buzzword. It is transforming industries, reshaping business models, and creating a surge of investment opportunities. From chipmakers that supply the backbone of AI computing to enterprise platforms embedding AI into everyday processes, several companies are emerging as leaders in this power boom. Among them, five stand out: Taiwan Semiconductor Manufacturing Co. Ltd. (TSM), Marvell Technology Inc. (MRVL), ASML Holding N.V. (ASML), Microsoft Corp. (MSFT), and Salesforce Inc. (CRM). Each plays a unique role in the AI ecosystem, and together they highlight where the future of this technology is heading.
Taiwan Semiconductor, or TSMC, is the world’s largest contract chipmaker. Its stock trades at around $260.44 per American Depository Receipt, with a market capitalization of $1 trillion to $1.35 trillion. The company’s normalized price-to-earnings ratio is close to 29.5x, showing a balanced valuation considering its dominance in global semiconductor manufacturing.
TSMC’s sales momentum is impressive. In August, revenue rose 3.9% month-over-month and surged 33.8% year-over-year. For the year to date, growth stands at 37.1%. This performance is largely driven by demand for advanced chips powering AI accelerators, GPUs, and datacenter systems.
As the only company with the scale and technology to produce the most advanced semiconductors, TSMC holds a critical role in the AI supply chain. The growing adoption of AI worldwide ensures its foundry capacity will remain fully utilized, keeping TSMC firmly in the spotlight for investors.
Marvell Technology is a key provider of custom silicon and networking solutions for AI. Its stock trades between $63 and $67, with a market capitalization near $55.7 billion. While the company reported a trailing net income loss of about $103 million, its forward price-to-earnings ratio stands at approximately 21x, reflecting expected recovery and growth. The PEG ratio is also attractive at 0.6–0.7, signaling strong growth prospects relative to valuation.
The stock has shown volatility, with a 52-week range of $47 to $127, reflecting cyclical swings in the semiconductor market. However, the company has delivered record results. In Q2 fiscal 2026, Marvell posted revenue of $2.006 billion, driven largely by AI and data center demand.
Marvell’s chips are used for AI networking, custom ASICs, storage, and compute accelerators. Hyperscalers depend on its technology to handle rising AI workloads. Although cautious forward guidance has raised some concerns, Marvell remains a central player in AI infrastructure, with significant long-term upside potential.
ASML is one of the most critical companies in the semiconductor industry. Its stock trades between $680 and $692 per ADR. The company’s price-to-earnings ratio is about 28.3x, supported by a return on equity of 58% and a return on assets of 22%. Gross margins stand at 52.5%, and the EV/EBITDA multiple is close to 21.6x, highlighting strong profitability.
In Q2 2025, ASML reported net sales of €7.7 billion and net income of about €2.3 billion. These numbers reflect the company’s monopoly position as the only large-scale supplier of extreme ultraviolet lithography machines, which are essential for manufacturing advanced AI chips.
ASML has also expanded its presence in the AI ecosystem through strategic investments. The company recently committed €1.3 billion to Mistral AI, a start-up valued at about €11.7 billion. This step shows ASML’s intent to support not just chip production but also AI innovation directly.
Microsoft is one of the biggest winners from the AI boom. Its stock trades around $500 to $503. In Q4 fiscal 2025, Microsoft reported revenue of $76.4 billion, up 18% year-over-year. Net income reached $27.2 billion, an increase of 24%, while operating income grew to $34.3 billion, up 23%. Earnings per share came in at $3.65, up 24% from last year.
Microsoft’s Intelligent Cloud division generated $29.9 billion, growing 26%, with Azure services up 39%. Productivity and Business Processes contributed $33.1 billion, up 16%, while More Personal Computing brought in $13.5 billion, a 9% increase. Overall, Microsoft Cloud revenue hit $46.7 billion, a jump of 27%.
AI is deeply embedded in Microsoft’s strategy, from Azure AI services to Copilot integrations across Office and Dynamics. The company continues to scale its AI infrastructure while delivering margin expansion. Analysts remain bullish, with price targets as high as $585, reflecting strong confidence in its AI-driven growth.
Salesforce represents the enterprise software side of the AI investment opportunity. Its stock trades at about $242 to $243. The trailing price-to-earnings ratio is 35.3x, while the forward P/E is lower, between 20x and 22x. The PEG ratio stands at 1.2, and the price-to-sales ratio is around 5.9x, underlining its recurring revenue strength.
In Q2 fiscal 2026, Salesforce reported revenue of $10.24 billion, a 10% increase year-over-year. Adjusted earnings per share were $2.91, above analyst expectations. Forward guidance projected revenue between $10.24 and $10.29 billion for Q3, which was slightly below Wall Street estimates. This cautious outlook led to a drop in the stock price, though management described the guidance as conservative.
Salesforce is investing heavily in AI through its Agentforce platform and an $8 billion acquisition of Informatica. Its remaining performance obligations, a measure of future bookings, rose 11% to $29.4 billion. Although the stock has faced pressure this year, Salesforce has expanded its share buyback program by about $50 billion, highlighting confidence in its long-term value.
These five companies showcase the breadth of opportunities in the AI revolution. TSMC and ASML are critical to manufacturing the chips that make AI possible. Marvell powers datacenter infrastructure with custom silicon and networking technology. Microsoft integrates AI into cloud and productivity platforms used worldwide. Salesforce enhances enterprise software with intelligent automation and data-driven solutions.
Valuations and risks vary, but together they represent a powerful way to gain exposure to the AI boom. With roles spanning chip fabrication, hardware tools, networking, cloud infrastructure, and enterprise software, these companies form the backbone of the global AI economy. For investors looking to capitalize on the power boom, these five stocks stand as some of the most important players in the field today.