{"id":310332,"date":"2026-01-29T20:21:13","date_gmt":"2026-01-29T20:21:13","guid":{"rendered":"https:\/\/www.europesays.com\/ie\/310332\/"},"modified":"2026-01-29T20:21:13","modified_gmt":"2026-01-29T20:21:13","slug":"i-recommended-2-ai-stocks-a-year-ago-only-1-beat-the-market-in-2025-but-both-are-still-worth-buying-hand-over-fist-in-2026","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ie\/310332\/","title":{"rendered":"I Recommended 2 AI Stocks a Year Ago. Only 1 Beat the Market in 2025, but Both Are Still Worth Buying Hand Over Fist in 2026."},"content":{"rendered":"<p>                      Key Points<\/p>\n<p data-prosemirror-content-type=\"node\" data-prosemirror-node-block=\"true\" data-prosemirror-node-name=\"paragraph\">In January 2025, I wrote an article suggesting that investors buy artificial intelligence (AI) stocks <strong>Nvidia<\/strong> <a href=\"https:\/\/www.nasdaq.com\/market-activity\/stocks\/nvda\" rel=\"nofollow noopener\" target=\"_blank\">(NASDAQ: NVDA)<\/a> and <strong>Meta Platforms<\/strong> <a href=\"https:\/\/www.nasdaq.com\/market-activity\/stocks\/meta\" rel=\"nofollow noopener\" target=\"_blank\">(NASDAQ: META)<\/a> <a href=\"https:\/\/www.fool.com\/investing\/2025\/01\/15\/got-1000-here-are-2-ai-stocks-to-buy-hand-over-fis\/?utm_source=nasdaq&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=971b4b95-3f43-4ac0-ba3d-bc6ec26bfb05\" target=\"_blank\" rel=\"nofollow noopener\">hand over fist.<\/a> My argument for each was fairly simple: Nvidia&#8217;s computing hardware would continue to be in high demand, and Meta&#8217;s base business would carry its stock higher while its AI developments took form. Both of those cases panned out as I predicted, but their share price moves were not as parallel as I expected. <\/p>\n<p data-prosemirror-content-type=\"node\" data-prosemirror-node-block=\"true\" data-prosemirror-node-name=\"paragraph\">In 2025, Nvidia&#8217;s stock rose an impressive 39%, while Meta gained 13%. In a normal year, those would both be considered strong results. But last year, the <strong>S&amp;P 500 <\/strong>(SNPINDEX: ^GSPC) rose by more than 16%, which made Meta a market laggard. However, I still think each is well worth buying today.<\/p>\n<p><strong>Where to invest $1,000 right now?<\/strong> Our analyst team just revealed what they believe are the <strong>10 best stocks <\/strong>to buy right now. <a href=\"https:\/\/api.fool.com\/infotron\/infotrack\/click?apikey=35527423-a535-4519-a07f-20014582e03e&amp;impression=be74b8bb-236e-4842-b703-8ef440a13b90&amp;url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fe-sa-bbn-bn%3Faid%3D8867%26source%3Disaeditxt0001096%26ftm_cam%3Dsa-bbn-evergreen%26ftm_veh%3Dtop_incontent_pitch_feed_partner%26ftm_pit%3D17547&amp;utm_source=nasdaq&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=971b4b95-3f43-4ac0-ba3d-bc6ec26bfb05\" rel=\"nofollow noopener\" target=\"_blank\"><strong>Continue \u00bb<\/strong><\/a><\/p>\n<p><img decoding=\"async\" alt=\"Two people wearing suits look at a tablet.\" src=\"https:\/\/www.europesays.com\/ie\/wp-content\/uploads\/2026\/01\/1769718073_624_.jpeg\"\/><\/p>\n<p class=\"caption\">Image source: Getty Images.<\/p>\n<p>Nvidia<\/p>\n<p>What I wrote about Nvidia a year or so ago could nearly be copied and pasted into today&#8217;s analysis, as its outlook is nearly the same. Nvidia&#8217;s <a href=\"https:\/\/www.fool.com\/terms\/g\/gpu\/?utm_source=nasdaq&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=971b4b95-3f43-4ac0-ba3d-bc6ec26bfb05\" target=\"_blank\" rel=\"nofollow noopener\">graphics processing units (GPUs)<\/a> are still the top processors available for training and running <a href=\"https:\/\/www.fool.com\/terms\/a\/artificial-intelligence\/?utm_source=nasdaq&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=971b4b95-3f43-4ac0-ba3d-bc6ec26bfb05\" target=\"_blank\" rel=\"nofollow noopener\">artificial intelligence<\/a> models. Additionally, Nvidia is again preparing to ship another revolutionary chip architecture. Last year&#8217;s launch was the Blackwell Ultra architecture, which provided major improvements over 2024&#8217;s Blackwell architecture. In 2026, the new tech is the Rubin platform, which provides further huge gains. Tech companies using Rubin hardware will be able to train AI models with a quarter of the processors they needed before, and they&#8217;ll only need a tenth as many to handle the same volume of inference workloads, compared to using Blackwell. <\/p>\n<p>A year ago, Wall Street analysts were projecting 52% revenue growth for Nvidia in its fiscal 2026. Ironically, that&#8217;s the same growth rate being projected right now for its fiscal 2027, which ends in January 2027. Now trading at 40 times <a href=\"https:\/\/www.fool.com\/terms\/f\/forward-pe\/?utm_source=nasdaq&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=971b4b95-3f43-4ac0-ba3d-bc6ec26bfb05\" target=\"_blank\" rel=\"nofollow noopener\">forward earnings<\/a>, the stock is cheaper than it was in January 2025, when it traded at 47 times forward earnings. <\/p>\n<p>In sum, nothing has changed for Nvidia&#8217;s stock except that it&#8217;s a bit cheaper. This makes it a no-brainer buy right now, and I think it will crush the markets again in 2026.<\/p>\n<p>Meta Platforms<\/p>\n<p data-prosemirror-content-type=\"node\" data-prosemirror-node-block=\"true\" data-prosemirror-node-name=\"paragraph\">Meta Platforms&#8217; base business did incredibly well in 2025. In Q3, its revenue rose by 26% year over year, continuing the acceleration it started in Q2.<\/p>\n<p data-prosemirror-content-type=\"node\" data-prosemirror-node-block=\"true\" data-prosemirror-node-name=\"paragraph\"><a href=\"https:\/\/ycharts.com\/companies\/META\/chart\/\" rel=\"nofollow noopener\" target=\"_blank\"><img decoding=\"async\" alt=\"META Revenue (Quarterly YoY Growth) Chart\" src=\"https:\/\/www.europesays.com\/ie\/wp-content\/uploads\/2026\/01\/1769718073_224_.png\"\/><\/a><\/p>\n<p class=\"caption\"><a href=\"https:\/\/ycharts.com\/companies\/META\/revenues_growth\" rel=\"nofollow noopener\" target=\"_blank\">META Revenue (Quarterly YoY Growth)<\/a> data by <a href=\"https:\/\/ycharts.com\" rel=\"nofollow noopener\" target=\"_blank\">YCharts.<\/a><\/p>\n<p>However, the bigger issue that has been dragging on the stock price is the company&#8217;s capital expenditure plans. Wall Street is concerned about how much Meta will spend on <a href=\"https:\/\/www.fool.com\/terms\/d\/data-center\/?utm_source=nasdaq&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=971b4b95-3f43-4ac0-ba3d-bc6ec26bfb05\" target=\"_blank\" rel=\"nofollow noopener\">data centers<\/a> in 2026, and as a result, the stock is down around 15% from the all-time high it touched in August. <\/p>\n<p>Its social media businesses are still doing well, so its valuation of 22 times expected forward earnings is fairly reasonable. The market is primarily concerned about whether Meta will get a return on investment for all of its AI spending. If it can deliver solid growth, then the stock has room to soar. If it cannot, it may remain stuck in a lower valuation range.<\/p>\n<p>I think Meta&#8217;s stock is a great buy at its current price, and investors should consider scooping it up to benefit from a potential rebound from the slump it has been in since last summer.<\/p>\n<p>Should you buy stock in Meta Platforms right now?<\/p>\n<p>Before you buy stock in Meta Platforms, consider this:<\/p>\n<p>The Motley Fool Stock Advisor analyst team just identified what they believe are the <strong><a href=\"https:\/\/api.fool.com\/infotron\/infotrack\/click?apikey=35527423-a535-4519-a07f-20014582e03e&amp;impression=989270b4-4cc3-47f8-aa4c-7e63d3c1eb6c&amp;url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fe-sa-bbn-dyn-headline%3Faid%3D8867%26source%3Disaeditxt0001178%26company%3DMeta%2520Platforms%26ftm_cam%3Dsa-bbn-evergreen%26ftm_veh%3Darticle_pitch_feed_partners%26ftm_pit%3D18725&amp;utm_source=nasdaq&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=971b4b95-3f43-4ac0-ba3d-bc6ec26bfb05\" rel=\"nofollow noopener\" target=\"_blank\">10 best stocks<\/a><\/strong> for investors to buy now\u2026 and Meta Platforms wasn\u2019t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.<\/p>\n<p>Consider when <strong>Netflix<\/strong> made this list on December 17, 2004&#8230; if you invested $1,000 at the time of our recommendation, <strong>you\u2019d have $456,457<\/strong>!* Or when <strong>Nvidia<\/strong> made this list on April 15, 2005&#8230; if you invested $1,000 at the time of our recommendation, <strong>you\u2019d have $1,174,057<\/strong>!*<\/p>\n<p>Now, it\u2019s worth noting Stock Advisor\u2019s total average return is 950% \u2014 a market-crushing outperformance compared to 197% for the S&amp;P 500. <strong>Don&#8217;t miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.<\/strong><\/p>\n<p><a class=\"ticker_pitch\" href=\"https:\/\/api.fool.com\/infotron\/infotrack\/click?apikey=35527423-a535-4519-a07f-20014582e03e&amp;impression=989270b4-4cc3-47f8-aa4c-7e63d3c1eb6c&amp;url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fe-sa-bbn-dyn-headline%3Faid%3D8867%26source%3Disaeditxt0001178%26company%3DMeta%2520Platforms%26ftm_cam%3Dsa-bbn-evergreen%26ftm_pit%3D18725%26ftm_veh%3Darticle_pitch_feed_partners%26company%3DMeta%2520Platforms&amp;utm_source=nasdaq&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=971b4b95-3f43-4ac0-ba3d-bc6ec26bfb05\" rel=\"nofollow noopener\" target=\"_blank\"><strong>See the 10 stocks \u00bb<\/strong><\/a><\/p>\n<p class=\"disclaimer\" style=\"font-size: 0.65rem; color: #767676; margin-top: 5px; text-align: left;\">*Stock Advisor returns as of January 29, 2026. <\/p>\n<p><a href=\"https:\/\/www.fool.com\/author\/20439\/\" rel=\"nofollow noopener\" target=\"_blank\">Keithen Drury<\/a> has positions in Meta Platforms and Nvidia. The Motley Fool has positions in and recommends Meta Platforms and Nvidia. The Motley Fool has a <a href=\"https:\/\/www.fool.com\/legal\/fool-disclosure-policy\/\" rel=\"nofollow noopener\" target=\"_blank\">disclosure policy<\/a>.<\/p>\n<p class=\"body__disclaimer\">The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.<\/p>\n","protected":false},"excerpt":{"rendered":"Key Points In January 2025, I wrote an article suggesting that investors buy artificial intelligence (AI) stocks Nvidia&hellip;\n","protected":false},"author":2,"featured_media":13297,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[261],"tags":[291,289,290,18,19,17,82],"class_list":{"0":"post-310332","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-artificialintelligence","11":"tag-eire","12":"tag-ie","13":"tag-ireland","14":"tag-technology"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ie\/115980250848673486","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/310332","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=310332"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/310332\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/13297"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=310332"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=310332"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=310332"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}