AI Stocks: AWS Is Spending $200 Billion On Data Centres This Year Alone. Meta Is Running AI On 3.4 Billion Daily Users. Nebius Revenue Rose 684 Percent In A Single Quarter. These Are The Three Companies The Motley Fool Is Calling The Highest-Conviction AI Buys Of May 2026.
According to The Motley Fool via Yahoo Finance, the three AI stocks analysts currently consider the strongest buys are Amazon, Meta Platforms and Nebius; three companies at very different stages of the AI infrastructure cycle but each with a compelling case for significant upside.
Amazon’s involvement in the AI build-out stems from its cloud computing unit, Amazon Web Services. AWS is seeing monster demand for its computing resources, which is driving it to spend $200 billion on capital expenditures to expand its data centre footprint this year alone and Amazon already has agreements with several companies to lease that increased capacity. Amazon has also developed custom AI chips that provide processing power at a lower price than GPUs.
Meta Platforms and Nebius round out the three picks, with all three companies experiencing strong growth expected to accelerate as AI and AI stocks becomes more prevalent.
Nebius’s growth rate has been nothing short of extraordinary. Revenue rose 684 percent year-over-year in Q1. Wall Street analysts expect 549 percent revenue growth in 2026 and 219 percent growth in 2027. The stock is already up over 600 percent since 2025 and that gain was still less than its revenue growth rate, creating what analysts describe as a compelling mismatch between stock appreciation and underlying business growth.
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